Salesforce integration: Usage Guide

Depending on what components have been installed, the following options are available from the Showell, Showell shares, Accounts, Contact, Opportunity, Lead and/or Calendar Event Salesforce record pages.

• Showell App - Full access to Showell and all its features
• Content Sharing - Instantly share Showell contents with your customers and prospects, and keep track in Salesforce
• Associate Shares - Connect existing shares with relevant Salesforce records, such as contacts, accounts and more
• Manage and Analyse the Shares - You can easily view and manage the shares you've sent while also analyzing their performance. Additionally, the Dashboard provides a user-friendly overview of all your data for quick insights.

 

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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

 

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Sharing Showell Content

1. Depending on what components have been installed, you have the ability to share from the Accounts, Contact, Opportunity, Lead and/or Calendar Event Salesforce record pages.
2. Select any record and find the 'Share files from Showell' button in the top right corner
3. When the Showell Share window opens, the record is automatically added in the 'recipient' or 'related to' field
   • You can search and add other records by typing their first name, last name, email address, account, company or event name
   • You can narrow down the record search by checking the 'Search related only' checkbox
4. Complete your Share by adding files and setting your share preferences
   • For more information: Share your content: Deep Dive
5. 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.

 

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Associate Showell Shares

1. Depending on what components have been installed, you have the ability to associate a Showell share to an Account, Contact, Opportunity, Lead and/or Calendar Event.
2. Select any record and find the 'Associate with Showell Share' button in the top right corner
3. When the Showell Share management list opens, you can select the Share you want to associate the record with. The record is automatically added in the 'recipient' or 'related to' field
   • You can search and add other records by typing their first name, last name, email address, account, company or event name
   • You can narrow down the record search by checking the 'Search related only' checkbox
4. Adjust your Share to your liking if necessary and remember to click 'Save changes' when done
   • For more information: Manage your Shared contents
5. If you'd like to send the share again, click the 'Get link'-button and share the link in any communication channel of choice. 

 

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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 a record under the Contacts, Leads, Opportunity and/or Accounts pages
• 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

 

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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.

Your Admin, or you, have the ability to design custom widgets that can showcase the most pertinent 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.

• Shares with the Most Visitors: Identify which shares are attracting the most visitors.
• Files with the Most Time Spent: Discover which files are holding the attention of your audience the longest.
• Most Shared Files: See which files are being shared most frequently.
• Files with the Most Visits: Track the number of times a specific file has been visited.