With Customer 360 (Sell), you can embed your Looker dashboards in Sell to dynamically look up customers by email, phone, or any other field. Customer 360 is available as a Lead card, Person card, Company card, or Deal card.
App settings
Zendesk Sell Admin > Apps > Customer 360
Under app settings, you'll find a set of "Dashboard URL" and "Dashboard Height" fields for each card (i.e. widget, app location).
Dashboard URL
Dashboard URL is a link to the dashboard that should be embedded in Sell. To construct the proper URL, you'll have to convert your Looker dashboard's URL to an embed URL. Otherwise, you'll get a "refused to connect" error.
If left blank, no dashboard will be displayed for the corresponding object.
Dashboard Height
Height of your dashboard's iframe in pixels. Adjust as necessary.
If left blank, no dashboard will be displayed for the corresponding object.
Constructing your Dashboard URL
1. Open a saved dashboard in Looker.
2. Copy the URL.
3. For a dashboard that uses the new dashboard experience, change /dashboards-next/ to /embed/dashboards-next/ in the URL. For a legacy dashboard, change /dashboards/ to /embed/dashboards/ in the URL.
For example, this:
https://instance_name.looker.com/dashboards-next/1
changes to:
https://instance_name.looker.com/embed/dashboards-next/1
See Looker's article for more information on embedding dashboards.
4. Incorporate placeholders to dynamically filter for the customer.
Example:
If your dashboard uses an Email filter, append ?Email={{lead.email}} to the end of the URL. Please note that the names of filters in Looker are case sensitive.
Your final URL should look something like this:
https://instance_name.looker.com/embed/dashboards-next/1?Email={{lead.email}}
5. Copy your final URL and paste it into the appropriate Dashboard URL field. Save.
6. Refresh the page and open up a corresponding object to test out the embedded dashboard on the appropriate objects. For example: if you've configured a Lead dashboard, refresh the page and open up a Lead object.
Available placeholders
For a full list of available placeholders, click on the gear icon (only visible to Sell admins). This will list out all placeholders for the object being viewed. Custom field placeholders are unique to your Sell environment.
How can I hide Customer 360 from certain layouts?
You can hide Customer 360 from certain page layouts but removing the Customer 360 widget from the object's page layout.
- Go to Zendesk Sell Admin > Layouts.
- Click on the tab of the layout that you want to customize.
- Click on the X for the Customer 360 widget to remove it from the layout.
- Save.
