Salesforce integration: Usage Guide

Access, find and share your Showell content, view the share analytics and create presentations without leaving the Salesforce platform!

Depending on what components have been installed, the following options are available:

• Showell App - Full access to Showell and all its features
• Content Sharing - Instant sharing with your Salesforce contacts, leads or opportunities
• Manage and Analyse the Shares - View and manage the shares you've sent and analyse their performance

Opening the Showell App

Depending on what components have been installed, the following options are available:

• Showell embedded under the Home, App and/or Record Tab
  ➡️ Showell sits embedded as an element of the page
• 'Showell'-tab in the navigation bar
  ➡️ This will open Showell in its own tab
• Under the 'Account'-tab > Choose any 'Account' > Open Showell
  ➡️ This will open Showell as a 'Window' in Salesforce

Sharing Showell Content

Depending on what components have been installed, the following options are available:

• Under the 'Contacts'-tab > Choose any 'Contact' > Share files from Showell
  ➡️ This will open the Showell Share-window in Salesforce
  ➡️ The Contact you have selected is automatically added as a recipient
• Under the 'Leads'-tab > Choose any 'Lead' > Share files from Showell
  ➡️ This will open the Showell Share-window in Salesforce
  ➡️ The Lead you have selected is automatically added as a recipient
• Under the 'Opportunity'-tab > Choose any 'Opportunity' > Share files from Showell
  ➡️ This will open the Showell Share-window in Salesforce

Once you have opened the Share-window from Showell:

1. You can search and add other contacts from your Salesforce contact list by typing their first name, last name, email address or account/company name.

2. Fill in your Subject and Message, and set your share preferences

3. Add files to your share:

• Click '+ Add files'
• Navigate to the extra files you like to add to this share
• Select the files by clicking the '+'mark at the top left corner of the file
• Once you have selected your files, click Done at the bottom right of the Showell App

4. Send the share by clicking the Share button. The share is sent through Salesforce. Showell's share window will close after the documents have been sent.

Managing Showell Shares and their Analytics

Depending on what components have been installed, the following options are available:

• 'Showell Shares'-tab in the navigation bar: This will give an overview of all Shares sent from Showell. 
• 'Showell Shares' can also be viewed on individual bases, by choosing this under:
  • the 'Contacts'-tab > Choose a 'Contact' you've sent a Share to
  • the 'Leads'-tab > Choose a 'Lead' you've sent a Share to
  • the 'Opportunity'-tab > Choose an 'Opportunity' you've sent a Share to
• The Share message itself, can be found under any individual 'Activity History'

When opening one of the sent 'Showell Shares', you'll be able to:

• View the Subject and Share-link: URL to the Digital Sales Room
• View the share Analytics
• Manage/Edit the Share from within Showell by clicking the 'See share details in Showell'-button
• Under 'Email Messages' you'll find the subject and message