> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pickcel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Display a Salesforce Dashboard on Digital Signage?

This guide details how to display a Salesforce dashboard on your digital signage screens, allowing you to visualize your sales pipeline, track team performance, and monitor KPIs.

## Prerequisites

Before you begin, make sure you have:

* A Salesforce account with access to the target dashboard
* 2-Factor Authentication (2FA) enabled on the Salesforce account, with the 2FA secret key available
* The full dashboard URL you plan to display

<Info>
  See our guide: [How to Set Up 2FA and Get a Secret Key](/apps/dashboard-apps/2fa-setup)
</Info>

<Tip>
  **Best Practice:** For data security, create a dedicated Salesforce user with a profile that has read-only access to the specific dashboards you need to display. Use this account's credentials for Pickcel.
</Tip>

***

## Step-by-Step Configuration

<Steps>
  <Step title="Create the Dashboard App in Pickcel">
    Log in to the Pickcel Console and navigate to **Apps**. Search for the **Dashboard** app and click on it. Then, click **Create App**.

    * Give a name to the app instance (e.g., "Sales Team Leaderboard - Salesforce").
    * Select **Salesforce** from the dropdown menu. The fields for Salesforce configuration will open on the right-hand side.
  </Step>

  <Step title="Fill in the Fields for Salesforce Dashboard Configuration">
    This section requires precise information to generate a correct and secure Auth Token.

    * **Salesforce Instance URL**: Enter your company's specific Salesforce login URL (e.g., `https://yourcompany.my.salesforce.com`).
    * **Username**: Enter the username of your dedicated Salesforce user.
    * **Password**: Enter the password for that user.
    * **Authenticator Secret**: Paste the 2FA Secret Key you generated for this Salesforce account.
    * **Output Screen URL**: Log into Salesforce and navigate to the dashboard you want to show. Copy the **full URL** from the address bar and paste it here.

    Click **Generate Auth Token**. The token will be generated, copied to your clipboard, and automatically pasted into the **Auth Token** field on the left.

    ### Enter Screen Selection Code (Optional)

    If you want to highlight a specific component of your dashboard, use the Pickcel Dashboard Screen Mapper Extension to select the area, then paste the generated code into the **Screen Selection Code** field.

    <Info>
      Check this guide for more info: [How to Use the Dashboard Screen Mapper Chrome Extension?](/apps/dashboard-apps/screen-mapper)
    </Info>
  </Step>

  <Step title="Set Refresh Interval and Session Expiry">
    * **Refresh Interval**: This setting defines how often the dashboard is updated. For sales data, a refresh interval of **15-30 minutes** is often effective.
    * **Session Expiry**: This forces a fresh login to prevent session timeouts. A value of **5-8 hours** is recommended.
  </Step>

  <Step title="Enable Scroll Option for the Dashboard (Optional)">
    * **Enable Auto Scroll**: Set a duration in seconds for the dashboard to scroll from top to bottom.
    * **Enable Auto Scroll Height**: Set a height in pixels for the dashboard to scroll down incrementally.
  </Step>

  <Step title="Create and Publish">
    Once the configuration is complete, click **Create App**. The app instance will be available in the **Media** section.

    To preview, go to **Media**, find your app instance by name, and click its thumbnail. If you are happy with the result, assign it to your screens.

    <Warning>
      If the password or any other credentials are incorrect, the process will stall on the login screen, displaying the login screen instead of the dashboard.
    </Warning>
  </Step>
</Steps>

***

## What's Next?

<Note>
  Your Salesforce Dashboard App is now ready. For further reading:

  * To create a multi-zone layout: Learn about [Compositions](/compositions/compositions)
  * To send it to your screens: Learn how to [Publish or Schedule Content](/schedule-and-publish/publish-overview)
</Note>