Context-Aware Reporting in Salesforce.com
The standard integration of crystalreports.com within Salesforce.com is the crystalreports.com tab. The tab is a great starting point and will be the way that users can access any report within crystalreports.com. However, this is not the only way to integrate content from crystalreports.com within Salesforce.com. You can use the “Hyperlink” or “OpenDoc” feature to embed reports and dashboards into Salesforce.com with URLs (with no coding required). There are a number of different ways to do this including calling a document in a tab, an s-control, or via a custom link. This report could be dynamic (so based on who and where the user is within Salesforce.com) or not dynamic (so a tab could call the same latest report instance for all users). In the attached document, we will look at what it takes to set up a dynamic report called by a Custom Link within Salesforce.com.