Skip to main content
Copy Embed ID from your published app, then add the Wisty App component in Salesforce. You can place it on a Lightning record, home, or app page, or in the utility bar.

​
Before you start

You need Salesforce admin access to configure the page. The org needs Wisty installed and a connected host org. Publish the app and share it with that host org. Test with a viewer as well as the builder: a Salesforce builder can open their own app before it’s shared with anyone else.

​
Copy the Embed ID

  1. Open the project in Wisty.
  2. Click the arrow next to View app.
  3. Click Copy embed ID.
The View app dropdown with Copy embed ID highlighted.

Open the menu next to View app and select Copy embed ID.

For projects created from a Wisty account, Copy embed ID appears only after you publish the app and share it with a host org. Apps from projects created inside Salesforce can be embedded only in their original org. Publish and share the app with that org before other people can open it. The Embed ID identifies the app, so it stays the same when you publish updates. You won’t need to edit the Salesforce page for each new version.

​
Add it to a Lightning page

1

Open the page

Open the record, home, or app page in Lightning App Builder.
2

Find and place Wisty App

In the Components tab, search for Wisty. Drag Wisty App into the page region where you want it.
Lightning App Builder with Wisty in the component search, Wisty App placed on the Universal Containers account record page, and the Add your Wisty app prompt.

Before you enter an Embed ID, the component shows Add your Wisty app. Its settings appear on the right.

3

Configure the component

Select the Wisty App component on the page. Paste the ID into Embed ID and set Height (px) using the guidance below.
Wisty App component settings with empty Embed ID and Height fields, and a Frameless checkbox.

Enter the Embed ID here. Height (px) and Frameless control how the app fits the page.

4

Save and check the page

Click Save, then activate or assign the page to the intended users, as needed. Open the page in Salesforce to check the result.
Someone opening Wisty for the first time may see Connect Wisty before the app loads. They must approve Wisty unless their admin has pre-authorized access.

​
Choose the height

An empty height fills from the component’s top edge toward the bottom of its container or window. It has a minimum height of 400 pixels. On a record page with other components below it, use a fixed height so it doesn’t push them out of view. By default the app sits in a standard Salesforce card that matches the rest of the page. Turn on Frameless when the surrounding container already has its own frame, such as a utility panel.

​
Add it to the utility bar

  1. In Salesforce Setup, open App Manager and edit the Lightning app your team uses.
  2. Open Utility Items and add Wisty App.
  3. Paste its Embed ID.
  4. Leave Height (px) empty and turn on Frameless.
  5. Set the utility’s label and panel size, then save the Lightning app.
  6. Open that Lightning app and select the new utility to check the result.
Use a standalone app for this placement. A utility panel doesn’t supply the current record ID in the way a record-page placement does.

​
Build for a specific record

On a record page, the embedded app can receive the current record’s ID. Describe that requirement when you build, including the object:

Build an Account summary for an Account record page. Show the current account's open opportunities and recent cases.

Wisty enables record context as part of the build. A No preview record control appears above the preview. To preview a specific record in the builder, you need to copy and paste its Salesforce record ID.

​
Set a preview record

  1. In Salesforce, open a record from the org selected in Wisty. Use the object the app was built for, such as an Account for an Account summary.
  2. Copy the record’s ID from the page URL. In /lightning/r/Account/RECORD_ID/view, copy the part shown as RECORD_ID.
  3. Back in Wisty, click No preview record and paste the ID into Preview Record. Paste only the 15- or 18-character ID, not the full URL.
  4. Click Apply. The control changes to Preview record set, and the preview reloads with that record’s context.
The No preview record control with the Preview Record popover open, showing a record ID field and an Apply button.

Open No preview record and paste a record ID from the connected org to test your app.

Use a record you can open in Salesforce. If the preview shows no data, check that the ID belongs to the right org and object. Apply checks the ID’s format, so an accepted ID doesn’t guarantee the record exists or is accessible. To test another record, click Preview record set, replace the ID, and click Apply. Clear removes the test record.

​
Use the current record after publishing

The preview record is for testing in the builder. When someone opens the published app on a Salesforce record page, Salesforce supplies that page’s record ID. You don’t paste a record ID into the Wisty App component; its Embed ID identifies the app. A list or dashboard built without record context won’t automatically become record-specific just because you place it on a record page. Ask Wisty to adapt it for the current record. See Describe what you need. Home pages and app pages don’t supply a current record. Use a standalone app there, or ask Wisty to handle the missing record explicitly.

​
Update or remove it

Publish changes to update the app. The same Embed ID loads the live version the next time it’s opened or reloaded. To remove one placement, remove Wisty App from that Salesforce page or utility. To take the app offline everywhere, unpublish it.