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Configure the Showpad Web Tab in Salesforce

  • Updated

Adding the Showpad Web app inside Salesforce allows your users to quickly access their course work, content, and more within Salesforce. This allows for increased access and adoption of Showpad as a sales enablement tool, as reps can use it without ever having to leave their CRM. The Showpad Web app can be added as a Web Tab in Salesforce. If your organization employs Single Sign-on for Salesforce and has the Showpad web tab enabled, users will automatically log into the Showpad home screen in their Salesforce Showpad web tab.

Whether you use just Showpad Coach or just Showpad Content, or are a platform admin, the installation setup will be the same.  

See how it looks

showpad_web_tab-2.png

Key features

  • Display Showpad content and training materials in a Web Tab in Salesforce 
  • Let your sales reps access Showpad easily from within Salesforce
  • Increase Showpad adoption

You need this to succeed

  • Administrator access on Salesforce
  • Access on Showpad's Online Platform
  • To follow this guide, switch to Salesforce Classic View if Lightning View is enabled

Note: The Online Platform is not supported in the Salesforce Web tab. To access the Online Platform, open a separate browser tab and navigate to the Online Platform via Showpad's Web app.

Select your Salesforce Experience


Classic
Lightning

See how it's done on Salesforce Classic

To use the included Visualforce tab with auto-login

With the latest Showpad for Salesforce package, a Visualforce tab is created with auto-login properties, so your users don’t have to continuously log in. To utilize this, simply give the correct user profiles access to the page.

  1. In Salesforce, switch to Set Up. Search and select Visualforce pages in the Quick Find.
  2. Find the Showpad Web tab (auto login), and click Security. classic_vf_showpad_web_tab.png
  3. Select the profiles you wish to have access to the Showpad Web tab. Click Save. Screen_Shot_2022-02-11_at_10_30_52_AM.png
  4. Now you can add the Showpad Web tab to your desired Salesforce apps. 
  5. You can view and share the steps your users need to follow to enable the Showpad Web Tab here. Screen_Shot_2022-02-17_at_2_37_26_PM.png

Configuring the Showpad Web tab without the Showpad for Salesforce package

Alternatively, as an admin with Coach-only users, you may prefer to add Showpad as a regular Web tab instead of installing the Showpad for Salesforce content package. When setting up the Web tab this way, auto-login is not available, so users will need to log in regularly. Follow the instructions below to add Showpad as a Web tab manually.

  1. In the top right corner of Salesforce, find and click Setup.
  2. On the left sidebar find Build, and click Create.
  3. Once Create opens, click Tabs.
  4. Scroll down the page to Web Tabs and click New.
  5. We suggest utilizing Full Page Width, click Next.
  6. Enter Web Tab Information and click Next. 
    • Tab Content Definition: URL (if applicable)
    • Tab Label: Showpad
    • Tab Name: Showpad
    • Tab Style: Select one
    • Content Frame Height (pixels): 1200
  7. In the Button or Link URL, enter https://OrganizationName.showpad.biz/content click Next
  8. Allow access to all or specific profiles by selecting Default On and click Next
  9. Include Web Tab in Custom Apps and click Save.

     

    Your users can now add the Web Tab in Salesforce. You can view and share the steps they need to follow to enable the Showpad Web Tab here.

 

See how it's done on Salesforce Lightning

To use the included Visualforce tab with auto-login

With the latest Showpad for Salesforce package, a Visualforce tab is created with auto-login properties, so your users don’t have to continuously log in. To utilize this, simply give the correct user profiles access to the page.

  1. In Salesforce, switch to Set Up. Search and select Visualforce pages in the Quick Find.
  2. Find the Showpad Web tab (auto login), and click Security. auto_log_in_showpad_web_tab.png
  3. Select the profiles you wish to have access to the Showpad Web tab. Click Save. Screen_Shot_2022-02-11_at_10_30_52_AM.png
  4. Now you can add the Showpad Web tab to your desired Salesforce apps. 
  5. You can view and share the steps your users need to follow to enable the Showpad Web Tab here. Screen_Shot_2022-02-17_at_2_37_26_PM.png

Configuring the Showpad Web tab without the Showpad for Salesforce package

Alternatively, as an admin with Coach-only users, you may prefer to add Showpad as a regular Web tab instead of installing the Showpad for Salesforce content package. When setting up the Web tab this way, auto-login is not available, so users will need to log in regularly. Follow the instructions below to add Showpad as a Web tab manually.

  1. In the top right corner of Salesforce, click the Gear icon, then Setup.
  2. On the left sidebar find User Interface, and click Tabs.
  3. Under Web Tabs, click New.new_web_tab.png
  4. We suggest utilizing Full Page Width. Click Next.
  5. Enter Web Tab Information and click Next.enter_the_info_for_showpad.png
    • Tab Content Definition: URL (if applicable)
    • Tab Label: Showpad
    • Tab Name: Showpad
    • Tab Style: Select one
    • Content Frame Height (pixels): 1200
  6. In the Button or Link URL, enter https://OrganizationName.showpad.biz/content then click Next. Be sure to use your organization's subdomain.myorganization_url.png
  7. Allow access to all or specific profiles by selecting Default On and click Next.profiles_defaul.png
  8. Include Web Tab in Custom Apps and click Save.add_to_custom_apps.png

Your users can now add the Web Tab in Salesforce. You can view and share the steps they need to follow to enable the Showpad Web Tab here.

 

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