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 with Salesforce variables:
https://jedox.com&var/varUser={!User_FullName}
You can pass Salesforce variables like SFDC Variables::
- Org_Level or User_Level
{!FieldName}combined with&for multiple parameters
This is great for giving users full-page or two-column views of Jedox reports inside Salesforce.
2. In-Object Integration – Jedox in Lightning Pages
This method embeds Jedox reports directly inside a Salesforce object page (e.g., Account, Opportunity).
Prerequisite:
Install the Jedox package:
“Jedox Planning – Smarter Budgeting, Forecasting and Quota Setting”
Steps:
- Create a new tab in your Lightning page
- Place the Jedox web report as content
- Add URL with object fields as parameters
Example:
https://jedox.com&var/Account=${sf.record.Name}
You can use Salesforce object-level variables like SFDC Variables::
${sf.record.FieldName}
Combine multiple parameters with&.
This is perfect for contextual planning – e.g., showing forecast data for the current Account.
3. Anywhere – Hyperlink Integration
This is the simplest method: add a hyperlink field in any Salesforce object that opens Jedox in a new tab.
Steps:
- Create a formula field in Salesforce
- Use the
HYPERLINKfunction with Jedox URL and parameters
- Add a friendly name for the link
Example:
HYPERLINK("https://jedox.com&var/Account=" + Name, "Open Jedox Report")
You can include related object fields too SFDC Variables:
RelatedObject.FieldName
This is great for quick access without needing to change page layouts.
Other Options
If you need more flexibility:
- Visualforce Pages for custom layouts
- iFrame embedding apps
- Apex coding for advanced scenarios
🛠 Technical Tips
- Use SSO for seamless authentication
- Make sure URLs include correct parameters
- Test visibility settings in Lightning pages
- Combine SF variables smartly for dynamic reports
If you think this helped you in your projects and saved you some time don’t hesitate to support our blog at https://buymeacoffee.com/stefanvelickovic33. It helps us to run and host the website.
Want to know how to embed Jedox reports in other apps? Check this one https://jedox4beginners.com/embed-power-bi-reports-in-the-jedox/
The Jedox Consulting Team generously contributed this article.