From the Salesforce Setup page: type 'Enhanced Email' in the side menu 'Quick find'. Open the page and click 'Enable'
For more information: Set Up Enhanced Email

1. Open Showell in the Salesforce AppExchange and click 'Get It Now'.

2. If you are not signed in yet, you will be prompted to sign in to Salesforce.

3. Proceed to install Showell to Salesforce using the installation wizard. During this, you will have to add the installation key. This key is provided by your Showell CS Manager or you can request one by contacting Showell Support

4. After the installation is complete, you can start configuring the components.

2. Add share-component to the record pages

You are able to add the share-component to the Contact, Opportunity and/or Lead record pages.

The following step-by-step instructions adds the share-component to the Contact record page.

1. From the Salesforce Setup page: Click Object Manager > Search (Quick Find) and then open 'Contact'

2. Choose Page Layout > Contact Layout > Mobile & Lightning Actions

3. Drag the 'Share files from Showell' to the desired place in the Salesforce Mobile and Lightning Experience Actions

You might encounter the following message:"Actions in this section are predefined by Salesforce. You can override the predefined actions to set a customized list of actions on Lightning Experience and mobile app pages that use this layout. If you customize the actions in the Quick Actions in the Salesforce Classic Publisher section, and have saved the layout, then this section inherits that set of actions by default when you click to override." Simply click 'Override the predefined actions' to enable editing.

4. Select Related Lists. Drag 'Showell shares' to the desired place on the layout > Modify 'Showell shares' by clicking the wrench icon:

Remove all items from the Selected Fields-column
Add 'Showell Share' and 'Last Modified Date' to the Selected Fields-column
Sort by 'Last Modified Date' in Descending order > Click OK

5. Choose Save > Yes

6. Repeat steps 1 to 5, for 'Lead' and 'Opportunity'

3. Add 'Open Showell'-component to the Account record page

1. From the Salesforce Setup page: Click Object Manager > Search (Quick Find) and then open 'Account'

2. Choose Page Layout > Account Layout > Mobile & Lightning Actions

3. Drag the 'Open Showell' to the desired place in the Salesforce Mobile and Lightning Experience Actions

4. Choose Save > Yes

4. Activate lightning page

1. From the Salesforce Setup page: search (Quick Find) and open 'Lightning App Builder' from the side menu

2. click 'View', under actions, for the Showell lightning page

3. In the top right, click Activation > Lightning Experience > Sales > Add Page to App > Drag 'Showell' to the desired position > Save

4. Navigate back to the Salesforce Setup page

5A. Add Custom tabs for 'Showell Shares' and/or 'Showell App'

This is an additional option where you can add custom Showell tabs

1. From the Salesforce Setup page: Open the App launcher (top left) > open 'Sales'

2. Click the pencil icon on the right side of the navigation/tab bar

3. Choose: Add more Items > All > Search and select 'Showell Shares' and/or 'Showell' > Add Nav Items > Drag and Drop the tabs to the desired location > Save

5B. Embed Showell in your Home page, App page, and/or Record page

This is an additional option where you can embed Showell in a page of choice

1. From the Salesforce Sales App: open from the top right, the setup menu (cogwheel) > Edit Page

2. Find the 'Showell'-Component in the left-side menu under 'Custom - Managed'

3. Drag and drop the 'Showell'-Component to the desired place on your page

4. In the top right: Click Save > Activate > Assign as 'Org default', 'App default' or 'any app and profile' > Save

5C. Configure permissions for non-administrator users

To enable non-administrator users to use custom objects provided by Showell for the Salesforce app, their permissions need to be updated.

Showell offers a 'Showell Custom Objects' Permission set specifically designed for non-administrative users. You can either use this permission set as it is or review its required permissions and assign those permissions to existing permission sets. This will allow non-administrator users to fully utilize the Showell app within Salesforce.

1. From the Salesforce Setup page: search (Quick Find) and open 'Permission Sets' from the side menu

2. Open ‘Showell Custom Objects’ from the list and Choose Manage Assignments

3. Select ‘Add assignment’ from the top right

4. Select the right users by ticking their checkbox and continue by clicking next

5. If necessary, set an expiration date

6. Confirm the assignment by clicking Assign

5D. Configure your Custom Domain in Salesforce

If you have a Showell Custom Domain, such as 'subdomain.companyname.com', you will need to configure this within Salesforce.

1. From the Salesforce Setup page: search (Quick Find) and open 'Custom Metadata Types' from the side menu

2. Click 'Manage Records', under actions, for the Showellapp settings

3. Click 'Edit', under actions, for the App hostname

4. Type your Custom Domain in the 'App Hostname'-field > Save

5E. Use Showell inside your Experience Cloud Site

You have the option to utilize Showell within your Experience Cloud Site if your users have a Salesforce or Partner Community License.

To use Showell custom objects and fields, users must have the necessary permissions. You can assign the "Showell, Partner" Permission Set from the Showell installation package to grant these permissions. Alternatively, you can review the required permissions and assign them to your existing permission sets.

Embed the 'Showell'-component within your Experience Cloud site:

1. Navigate to the Experience Builder

2. Find the 'Showell'-component under Components > Custom Components

3. Drag and drop the 'Showell'-Component to any desired location on your page

CSP-violation error:

If you embed the 'Showell'-component for the first time, you may encounter a CSP-violation error indicating that you cannot access the external host. The following instructions will guide you how to fix this:

CSP Errors

1. Go to Experience Builder Settings and select Security & Privacy

2. Under Content Security Policy (CSP), you'll find the CSP Errors - Blocked Resource list

3. Click Allow URL for https://showellapp.com

Please note that if you have set up a Custom Domain, the URL domain should match it

4. When asked for confirmation, click 'Allow'

Configure the Experience Cloud site (URL) in Showell Admin:

To utilize the 'Showell' component within your Experience Cloud site, you must configure the URL of the Experience Cloud site in the Showell Admin.

Frame-Ancestors

1. Log in to Showell Admin > select Account settings from the top right menu

2. Scroll down to the Frame-Ancestors section. Click Configure frame-ancestors

3. Add the Experience Cloud site URL

You have the option to add multiple URLs by separating them with a space

4. Click Save changes

5F. Rename the Showell buttons in Salesforce

You have the ability to rename the Showell buttons in Salesforce

1. From the Salesforce Setup page: Click Object Manager > Utilize Search (Quick Find) to find the location where the button, you'd like to rename, is used. For example: Opportunities, Leads or Contact

2. Choose 'Buttons, Links, and Actions' and choose to Create a new Action

Action Type: Lightning Web Component
Lightning Web Component: Shw:showellShare
Label: Choose your desired button Label
Name: Choose your desired button Name

3. Click 'Save'

4. Follow the instructions as shown in Point 2 to move the new button into place. Remember to also remove the old button from its location.

6. Enable Showell share analytics in Salesforce

1. From Showell Admin: Click Admin (top menu) > Salesforce Connected App

2. Begin authorization by selecting “Authorize by signing in to Salesforce”

3. Login with your Salesforce user’s credentials > Click "Allow"

4. The connection is now authorized between Showell And Salesforce

💡 FAQ

How can I get the Salesforce integration?

Salesforce is a premium Showell integration. If you'd like to know more:

On what Salesforce framework can I install Showell?

Showell works with Salesforce Lightning: Providing a more user friendly environment and modern user interface.

Can Showell and its components be installed in a Salesforce Lightning app of choice?

Yes, but we do recommend to install Showell as shown in this installation guide.

Are Showell usage analytics still available when Showell is used within Salesforce?

Yes, the analytics are collected normally, as the embedded Showell App equals the Showell App for Web.

🔔 Troubleshooting

Why am I unable to see Showell's share analytics and tracking data in Salesforce?

It takes about 1 hour for the Analytics to be available within Salesforce.