π The Business Challenge
Recently, a client approached us with an interesting challenge.
They wanted to display a Salesforce dashboard on a remote signage screen at their San Francisco office β but without:
Sharing internal user credentials
Exposing unnecessary tabs or navigation
Compromising security
Allowing broader org access
β Security Constraints and Limitations
At first glance, it sounded simple β just show the dashboard.
But as many Salesforce professionals know, dashboards canβt be displayed in isolation within the standard UI, and external access comes with strict limitations.
Internal login was not an option due to security policies.
Standard UI couldn’t hide all navigation elements.
API-based dashboard refresh worked internally β but did not refresh when embedded in a public site context.
π‘ Our Experience Cloud Architecture Approach
We engineered a clean and secure solution by:
β
Creating a dedicated Experience Cloud site
β
Embedding the dashboard on a minimal homepage
β
Removing all navigation tabs for a signage-friendly UI
β
Ensuring secure access without exposing internal users
β² Solving the Dashboard Auto-Refresh Challenge
The tricky part? The dashboard refresh.
While the API successfully refreshed dashboards internally, it didnβt behave the same way within the site environment. After careful analysis, we implemented a lightweight JavaScript-based refresh mechanism that elegantly handled the refresh cycle without compromising performance or security.
π― The Result
Clean signage-ready dashboard display
Secure architecture
Automated refresh
Happy stakeholders
Sometimes the best Salesforce solutions arenβt about building something new β theyβre about understanding platform behavior deeply enough to work around its constraints intelligently.
Ready to transform your office screens into secure, real-time executive command centers without the Salesforce clutter? If you’re facing a similar data-sharing challenge, let’s talkβreach out today for a free consultation.