Month: November 2025

Salesforce is the backbone for many sales teams, while Jedox is a powerful tool for planning, budgeting, and forecasting. Combining both can give your team real-time insights directly inside Salesforce, without switching between systems. In this post, I will show you three main ways to embed Jedox reports in Salesforce, plus some technical tips to make it work smoothly. Integration Methods Overview There are three practical approaches: In-App Integration – Add Jedox as a web tab inside your Salesforce app In-Object Integration – Embed Jedox reports directly in Lightning pages Anywhere via Hyperlink – Use hyperlinks to open Jedox reports from any object And yes, there are other advanced options like Visualforce pages, iFrames, or Apex coding, but let’s focus on the easiest ones first. 1. In-App Integration – Jedox as a Web Tab This method adds Jedox as a web tab inside your Salesforce app. How it works: Create a Web Tab in Salesforce Choose Tab Type: URL Add the Jedox report URL with parameters Authenticate via SSO or username + password Example URL...