Salesforce integration: Installation Guide

Seamlessly integrate Showell with Salesforce to streamline content sharing, enhance customer engagement, and gain valuable insights: all without leaving your CRM.

With Showell’s powerful tools, you can:

Access your full Showell content library directly within Salesforce, ensuring your team always has the latest sales materials at their fingertips.
Share content instantly with your contacts, leads, or opportunities for a smooth and efficient sales experience.
Track and manage Shares by linking them to opportunities, events, or meetings; keeping all relevant information in one place.
Gain actionable insights with built-in analytics, helping you measure engagement and optimize your sales approach.

With Showell and Salesforce working together, you can close deals faster, stay organized, and make data-driven decisions effortlessly.

More information:

Salesforce: Usage Guide
Most recent updates: Release Notes: Showell in Other Platforms
Current Version: Showell for Salesforce 1.13

Good to know - before you install & configure

Ensure 'Enhanced Email' is enabled:

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

Installation and Configuration:

The installation and configuration must be performed by someone with administrative privileges, such as IT, to manage Showell objects like the Showell Share object.

Optional, but recommended - Create Dedicated Integration Users

Create separate user accounts for the authorization. These dedicated users simplify management and prevent interruptions, such as when the user who authorized the connection is removed or deleted.

Create a Dedicated Integration User in SalesForce

Create a separate user account specifically for integration authorization. This user will be responsible for the ongoing connection between Showell and Salesforce for analytics.

Example Account Name: Companyname_integration or showell.integration@yourdomain.com.
Access Rights: Authorization should follow the least-privilege principle, granting the integration user only the necessary permissions to access CRM information for analytics.

Create a Dedicated Integration User in Showell:

Example Account Name: Companyname_integration or showell.integration@yourdomain.com.
Access Rights: Assign this user with the Admin role.
In Showell, sign in with this user account to initiate the authorization process.

1. Install/Update Showell to Salesforce

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 adding the components.

Carefully follow Points 2 to 8 to add all necessary components to Salesforce.
Do you have a Custom Domain? Ensure it's configured (Point C) for full feature functionality.
Explore all the optional features available (Points A to H), as they can enhance your Salesforce configurations to better align with your specific use cases.

Updating Showell in Salesforce

Follow the above steps 1 to 3 to update Showell in Salesforce

With updating from Showell for Salesforce version 1.11 to 1.13, you must also enable Showell shares to be used in reports. See Point G for instructions.
Discover all the optional features available (Points A to H), as there may be new enhancements that were not included in your previous installation version.

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:

In the Columns section:
- 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
In the Buttons section: ( ⚠️ Above video does not show this action)
- Optional: Deselect 'New'
- Optional: Deselect 'Change Owner'
Click 'OK' when done

5. Choose Save > Yes

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

3. Add 'Open Showell'-component and Related Showell Shares 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

Optionally, you can also show related Showell shares on the Account page

We recommend doing this, if you also add Showell Shares to a Salesforce Event/Meeting. As seen in Optional Features: Point F.

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

In the Columns section:
- 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
In the Buttons section: ( ⚠️ Above video does not show this action)
- Deselect 'New'
- Optional: Deselect 'Change Owner'
Click 'OK' when done

6. 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

5. Add Frame Ancestor to Showell

To utilize the 'Showell' component within Salesforce, you must configure its URL in Showell Admin.

Salesforce frame-ancestor

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

2. Scroll down to the Frame-Ancestors section.

3. Add your Salesforce Sales URL

Copy the first part (domain name) of the Salesforce URL from your Browser Address Bar. You can find this by simply opening your Salesforce sales page.
For example: https://RANDOM.lightning.force.com

4. Click Save changes

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

7. Configure permissions for users

To enable 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 this. 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 all 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

8. Assign Licenses

Once the setup of Showell and its components is complete in Salesforce, you can allocate licenses to users who require access to these features.

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

2. Click 'Manage Licenses' next to the Showellapp Package

3. You've now opened the Showellapp Package Manager. From here, you can see the amount of licenses you are able to allocate to users; 'Allowed Licenses'. Please contact your Showell Contact person or Showell Support if you'd like to upgrade this.

4. In the 'Licensed Users' section, click 'Add Users'

5. Select all the Users that need access to the Showell components > 'Add'. Keep in mind that you cannot exceed the amount of allowed licenses

Additional Options:

A. 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

B. 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

C. 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

D. 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.

Salesforce additional frame ancestor

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

2. Scroll down to the Frame-Ancestors section.

3. Add the Experience Cloud site URL, alongside the main Frame-Ancestor as seen in Point 5

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

4. Click Save changes

E. 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.

F. Add Showell Shares to a Salesforce Event/Meeting

This feature allows you to include Showell Shares with the Event object. For instance, you can then add Showell Shares to specific calendar meetings or events.

💡 Tip: You can also show related Showell shares on the Account page, Check out Point 3, Step 5 for instructions

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

2. Choose Lightning Record Pages

➡️ If you have previously set up a Lightning page for events, you can proceed to step 5.

3. Click New > Record Page > Next

Label: Choose a label of choice - For example: 'Events'
Object: Event

4. Click Next > Clone Salesforce default page > Select 'Event Page Default' > Done

5. Open the 'Events' lightning Record page (this will automatically open if you just created it) and Choose 'Related'

6. In the left side menu, scroll down till you find 'Related Showell Shares', and drag it into the 'Related' section > Click 'Save'

7. You will now have to activate this page for your users: Click 'Activate' > Assign as Org Default > Desktop > Save

Note: if you have are modifying an existing page, you can skip this step.

8. Click 'Save' once more

G. Enable Showell shares to be used in reports

💡 This step is only required with upgrading from Showell for Salesforce version 1.11 to 1.13

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

2. from the 'Details'-tab, choose 'Edit'

3. Under Optional Features check 'Allow Reports' > 'Save'

H. Setup your Showell Dashboard

You can monitor and analyze your shared content using a variety of data widgets available in your Salesforce Dashboard. To help you get started, we provide several pre-designed templates.

You then have the ability to edit or design custom widgets that can showcase the most important data to meet your specific requirements. These widgets can also be integrated with Salesforce data, providing you with a holistic view of your performance metrics.

If you'd like to create your own widget in the Salesforce dashboard, or even your own reports, please check out the following articles:

Salesforce Trailhead: Analyze Your Data with Reports and Dashboards. This guide covers the essentials of building custom reports and using them in dashboards, helping you to analyze your data effectively.
Create a Custom Report Type. This article provides guidance on creating additional custom report types. With these custom report types, you can, for instance, generate reports that combine Opportunities with Showell Shares.

💡 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.

Will Shares created in Showell automatically appear in Salesforce?

Shares created outside of Salesforce can be synced to your CRM, but this feature is configurable and turned off by default. Additionally, if the Share owner’s email matches a user in Salesforce, that user can automatically be set as the owner on the CRM side. If you’d like to enable these options, please contact us.

🔔 Troubleshooting

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

Make sure that you have authorized the connection between Showell and Salesforce (Point 6). Please note that it may take approximately one hour for the analytics to become available in Salesforce.

Why are certain functionalities, such as 'related to' missing or not functioning properly?

Make sure you have completed all the installation steps outlined above. Additionally, if you are using a Custom Domain with Showell, it is important to configure it in Salesforce to ensure that all features function properly (See Point C).