Your stakeholders want to see the pipeline. Your manager wants the leaderboard on the office TV. Your operations team wants a live dashboard on the internal portal. And every time, you end up doing the same thing: taking a screenshot in Salesforce, pasting it into a Slack message or a slide deck, and watching it go stale within hours.
There's a better way. You can embed a live Salesforce report — one that fetches real data on every page load — directly on any website, portal, or tool that accepts HTML. This guide walks you through exactly how to do it.
Why embedding beats exporting
The standard Salesforce export workflow has a fundamental flaw: the moment you export data, it starts going stale. A screenshot from this morning is already outdated by lunch. A CSV export requires someone to manually repeat the process every time stakeholders need fresh numbers.
An embedded chart is different. It's not a copy of data at a point in time — it's a window into live data that renders fresh on every load. Your website visitor, your TV dashboard, your internal portal — they all see the same current numbers without you touching anything.
The key difference: An export is a snapshot. An embed is a live connection. One requires manual updates. The other updates itself.
What you can embed from Salesforce
With DashyCast, you can embed any standard Salesforce report type — summary, matrix, tabular — as a rendered chart. The supported chart types include:
- Bar and column charts (grouped and stacked)
- Line and area charts
- Donut and pie charts
- Funnel and gauge charts
- Metric (single KPI value) displays
You can also embed Salesforce dashboards — the full multi-component view — as a scrollable embed, though the Live Image URL feature is available for reports only.
Step-by-step: embedding a Salesforce report
Connect your Salesforce org
Go to app.dashycast.com and click Connect Salesforce. You'll be redirected to a standard Salesforce OAuth screen. DashyCast requests read-only access to your reports — it cannot modify anything in your org. Approve the connection and you're back in the app.
Find and publish a report
Click New Asset, then search for the Salesforce report you want to embed by name. DashyCast pulls your report list directly from Salesforce. Select the report, choose a refresh interval (how often DashyCast fetches fresh data — as low as 1 minute on Pro), and choose whether the embed should be public or private. Click Publish.
Copy the embed code
On your published asset, click Live Embed. This copies an iframe snippet to your clipboard. It looks like this:
<iframe src="https://dashycast.com/embed/YOUR_ASSET_ID" width="100%" height="400" frameborder="0" ></iframe>
Paste it wherever HTML works
That's it. Paste the snippet into your website, your company intranet, a Notion page (Notion supports iframes via /embed), a Confluence page, a HubSpot landing page, or any CMS that accepts raw HTML. The chart will render live and keep itself updated on the schedule you set.
Other ways to use your live Salesforce data
Live Image URL — for Slack, Notion, and Confluence
Not every place accepts iframes. That's where the Live Image URL comes in. On any report asset, click Live Image URL to copy a direct link that returns your chart as a PNG, rendered fresh on your configured refresh schedule.
- In Slack — paste the URL into a message. Slack fetches and displays it inline when the message loads.
- In Notion — use the /image block and paste the URL. Notion periodically re-fetches linked images.
- In Confluence — insert it as an image by URL in any page.
Note on Google Slides and email: Google Slides' "Insert Image by URL" downloads and bakes the image in at insertion time — it won't update automatically. For presentations, we recommend opening the Live Embed URL directly in a browser tab and presenting from there. Similarly, most email clients (including Gmail) cache images, so the Live Image URL is better suited for tools that fetch images fresh on each load.
TV and office display dashboards
Open the Live Embed URL directly in a browser on a wall-mounted TV or office display. No app, no login, no one to maintain it. The chart refreshes automatically in the background. Your pipeline, leaderboard, or forecast runs itself.
Common questions
Do viewers need a Salesforce login?
No. Public embeds are visible to anyone with the link, without any login. Private embeds require the viewer to be a member of your DashyCast organisation. Your Salesforce credentials are never exposed to viewers.
What if my Salesforce report changes?
DashyCast fetches the report data from Salesforce on each refresh. If you change the report filters, groupings, or columns in Salesforce, those changes will be reflected in the embed on the next refresh cycle.
Does this work with Salesforce dashboards too?
Yes. You can publish a Salesforce dashboard the same way. Dashboards embed as a multi-component scrollable view. Note that the Live Image URL is only available for reports, not dashboards.
What Salesforce edition do I need?
DashyCast works with any Salesforce edition that supports reports — Professional, Enterprise, Unlimited, and Developer editions all work. You need Connected App OAuth access enabled in your org, which is standard on all paid editions.
Get started
The free plan lets you publish up to 5 assets with a 1-hour refresh interval — enough to test the workflow and show stakeholders what's possible. No credit card required.
Ready to embed your first report?
Free plan · No credit card · Live in under 2 minutes