SnapShot Administrative Reference

Salesforce.com Integration

SnapShot is installed as a Custom Tab. No Custom Objects are required. When you "Get It Now" from the AppExchange, a Custom Tab will be added to your account. Alternatively, you can just use the link information documented below, and create a Custom Tab yourself.

https://www.dreamfactory.com/snapshot/snapshot.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_70}&
username={!User_Username}&
fullname={!User_FullName}&
userid={!User_ID}

A Custom Link for SnapShot is also installed during the "Get It Now" process. You can also add this link to any page layout and click to launch SnapShot from there. SnapShot can also be accessed outside of salesforce with a simple URL link. Here is the URL link for SnapShot, note that this is the same link used above without the single sign on information:

https://www.dreamfactory.com/snapshot/snapshot.html

In this case, SnapShot will not receive the single sign on information from salesforce, and will ask you to login to your account manually