Step 1: Create a Visualforce Page

Navigate to the Custom Code section (Setup > Custom Code > Visualforce Pages) and create a new Visualforce Page.

Add Label, Name, and Description to your Visualforce Page. After that, make it available for Salesforce Lightning and allow CSRF protection by checking the respective boxes.

Once the basics are done, Salesforce greets you with a few lines of sample code:

Make sure to adapt  the security settings of your Visualforce Page to enable all required User Profiles.

Well done, we can now embed OneInsight into your page!


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