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DigiDragons to discuss in general (7/19, Chris & Doug)
Consult Kelsey about custom fields to handle hierarchy (7/19)
See why the template looks weird and get that fixed (see: 7/19, fix: tbd)
Find out about the subdomain or whatever for the dashboard URL (dashboard.interactrv.com…)
Solutioning for how to handle in UI (IRV team, tbd)
Talk to Erica (Jenn)
Dealer UX
Dealers reach the page by using the Performance-->Digital Marketing nav item.
https://dealerspike-cms.com/Report/Index
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I keep getting “Too Many Redirects.” But when it does load:
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(From NinjaCat, it’s also available at https://app.ninjacat.io/dashboard-v2#/?accountId=0&fromAgency=true&showAccountList=true&dashboardId=16510.)
iframed URL
e.g.
https://dashboard.dealerspike.com/dashboard-v2?dbsso=NjY3ZWZkZjM0MWYxMA%3D%3D#/?accountId=10295885(An equivalent URL for interactrv.com probably exists.)
The URL has two parameters:
dbsso is an authorization token for NinjaCat.
accountId is their NinjaCat account ID.
When this page loads, dbsso authorizes the user to access the dashboard associated with that accountId.
https://app.ninjacat.io/agency/accounts#/10174860/settings/account contains some custom fields that may be able to be used to support IRV’s very powerful but annoying account hierarchies.:
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NinjaCat API
Maybe tokens and stuff can come from here instead of the weird emailing-yourself thing.
Authorization
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NinjaCat
dbsso is discussed above.
Salesforce
I originally thought these values had to agree with the ones in NinjaCat’s settings page for the account for the dashboard to work, but they’re just used to tell Salesforce where to store the reports for posterity. This doesn’t affect the display of the dashboard.
(https://app.ninjacat.io/agency/accounts#/10102910/settings/account)
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The Primary Contact and External ID fields both contain the Salesforce Account ID.
The Salesforce ID is only present to allow reports to be automatically sent into Salesforce. It doesn’t impact the display of the dashboard.
Setting up a new client in NinjaCat
CMS Location
Dealers reach the page by using the Performance-->Digital Marketing nav item.
https://dealerspike-cms.com/Report/Index
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I keep getting “Too Many Redirects.” But when it does load:
...
From NinjaCat, it’s https://app.ninjacat.io/dashboard-v2#/?accountId=0&fromAgency=true&showAccountList=true&dashboardId=16510.
About FSD Data Sources
/wiki/spaces/DMS/pages/4552065086
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