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Salesforce integration: Installation Guide for Experience Cloud Site

Effortlessly integrate Showell into Salesforce: Streamline your content management and Sharing process

Who is this for?

👤 Administrators

👁️‍🗨️ Available as an Integration for Professional and Enterprise plans


In this article

Introduction

Installation and Configuration

Use Showell inside your Experience Cloud Site

Partner Community Permission Set Overview

FAQ

Troubleshooting


➡️ Salesforce: Usage Guide

Introduction

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

Showell and Salesforce


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:

 

 

Installation and Configuration

Start by reviewing our Showell to Salesforce installation guide. It includes all the steps needed to install and set up the required components.

Once everything is installed:

  • If you're using a Salesforce Experience Cloud Site, continue reading this article for specific configuration steps.
  • If you're not using Experience Cloud (i.e. you're on standard Salesforce), this article doesn’t apply - you’re all set!

 

 

 

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
    1. 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
    1. You have the option to add multiple URLs by separating them with a space
  4. Click Save change

 

 

Partner Community Permission Set Overview

When using Showell in a Salesforce Experience Cloud Site, permission sets are critical to control access for your Partner Community users. This section explains the default Showell, Partner permission set included in the Showell managed package, and what to consider if you plan to customize access.

Good to Know:
This permission set is pre-configured to enable key Showell functionality while keeping access limited and secure. You can clone and modify it if your org has specific needs.

 

What Access Does the 'Showell, Partner Permission Set Include?

The permission set grants access to all custom Showell sharing functionality needed by Partner Community users, while restricting access to standard Salesforce objects.

Included Capabilities:

  • Use Showell sharing in Experience Cloud Sites
  • Create and manage share records (Account, Contact, Lead, etc.)
  • Access key custom fields required for sharing workflows
  • Run Showell Apex logic included in the managed package

Important:
This permission set does not include access to standard Salesforce objects, except for one required field on EmailMessage (explained below).

 

Access Details

Apex Class Access - The permission set grants access to the following Apex classes:

  • EmailController
  • FlsHelperClass
  • RecordController
  • SettingsController
  • ShowellShareController

 

Object-Level Access

SalesForcetable

 

Field-Level Access

Partner users receive read/edit access to key custom fields that support Showell’s sharing functionality (e.g., URLs, IDs, references).

Required Exception: EmailMessage Field Access:

  • The custom field shw__Showell_share__c on the standard EmailMessage object is required.
  • This field links sent emails to share records. If it’s missing from the permission set, Showell sharing will not work.
  • Do not remove or disable access to this field unless instructed by Showell Support.

 

Why Delete Access Is Disabled by Default

By default, users cannot delete share records, even the ones they created. This helps:

  • Prevent accidental data loss
  • Maintain share history and reporting accuracy
  • Ensure consistent behavior in automation and links

If you require delete permissions, you can clone the permission set and adjust object-level access as needed.

 

How to Assign or Customize the Permission Set

To assign or tailor the permission set:

  1. From the Salesforce Setup page: search (Quick Find) and open 'Permission Sets' from the side menu
  2. Click 'Showell, Partner'
  3. Assign it to relevant Partner Community users
  4. (Optional) Clone the permission set to modify object or field access
  5. Apply the cloned permission set to user profiles or individuals as needed 

 

💡 FAQ

 How can I get the Salesforce integration?

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

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 are synced to your CRM. This feature is configurable and turned on by default. Additionally, if the Share owner’s email matches a user in Salesforce, that user is automatically be set as the owner on the CRM side. If you’d like to disable/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 in our Installation Guide). Please note that it may take approximately one hour for the analytics to become available in Salesforce.

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

Make sure you have completed all the installation steps. Pay special attention that the Frame-ancestors are defined in Showell. 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 in our Installation Guide).