Did you ever wonder which Showpad content contributed to winning a deal and in which opportunity stage? We offer the option to use Showpad sharing data in Salesforce, and we call it Content ROI.
With Content ROI, you can see how much revenue is associated with an individual piece of content within Salesforce and customize your reports and dashboards as you want. We provide the data, and you can control what you and your users see in the Salesforce dashboards.
Using the Content ROI feature can give you and your users precious data, for example:
- How often a piece of content was viewed by prospects
- How often content was shared over time and per opportunity, account or lead
- When I send a particular video, 15% of deals move to the next stage
The data source for gathering all that sharing information is Showpad's Salesforce integration. Your users need to log in with their Salesforce account on the Showpad app or the Web app. All that sharing data is stored in Salesforce so that you can use it for building reports and dashboards.
See how it looks
Use the available dashboards that we provide in Salesforce. Customize them or create your dashboards that display valuable sharing data for your company.
Key features
- Create Salesforce reports and dashboards with Showpad data
- Determine how a piece of content contributed to a particular deal
- See how content contributes to your revenue based on an Opportunity
- Use Showpad’s content analytics for lead scoring in Hubspot, Marketo, etc.
- In Salesforce reports, users can see in which industries and deal stages users share content
- Data for specific content will be visible in the reports after it's shared for the first time
- Create reporting types to include your own custom fields
- Add up to 10 dynamic dashboards
- Make use of the available objects to create your reports
You need this to succeed
- Salesforce administrator access
- Salesforce integration and Content ROI for Showpad enabled
- Showpad for Salesforce installed
- Users need view rights on the Dashboards and folders
- The sharing settings for the activity object must not be set to 'Private.' Settings must be either 'Controlled by parent' or public, or the integration user needs to have access through sharing rules
- To follow this guide, switch to Salesforce Classic View if Lightning View is enabled
The quick way to awesomeness
- Open Showpad for Salesforce
- Find the Showpad Reports and Dashboards
- Change the Dashboard running user to Run as specified user
- Customize the filters for your needs or build new ones with the available objects
- Browse the Showpad Content, Activities and Content Views for more details
Do this step by step
- Make sure you have downloaded and installed the latest Showpad for Salesforce app. Read more on how to do so here.
- Clicking the menu in the top right corner shows a link to Showpad for Salesforce.
- Find the Showpad Reports and Dashboards. These were added while installing and updating the Showpad Insights app from Salesforce AppExchange.
Your reports are empty when you first start using the dashboards. Historic data from previous Showpad shares is not saved in the Salesforce database. As a result, those historical shares are not visible in the Salesforce reports and dashboards. This means that you can start using the sharing data once you installed the Showpad Insights app from Salesforce AppExchange and configured the Salesforce integration for your users. Only content that was shared at least one time is visible in the dashboards to avoid having large reports with assets that were never shared.
- Make sure you switch to Run as specified user. For each user, the dashboard is viewed as the specific user that installed the package. Because the data in the dashboards does not change depending on the user that views it, the dashboards can be set to static. There's no limit on static dashboards. However, for dynamic dashboards, there is a limit of 10 dashboards.
- With these reports, you can create your dashboards.
- You can also browse the Showpad Content, Activities and Content Views for more details.
Here's what you can see in these tabs.
Showpad Content
In this tab, you'll see that the content is created by the Salesforce integration user. This is normal, as it's this user that Showpad uses to integrate with Salesforce. Only content that was shared at least one time is visible in the dashboards to avoid having large reports with assets that were never shared. You can customize this view the way you want it.
Showpad Activities
See the activity details for the available content and which content was used in, for example, a certain opportunity stage.
Showpad Content Views
Browse how long a lead watched a shared Showpad document. The Time Spent field is displayed in seconds.
Let's get technical. Here's a list of available Salesforce native and custom objects you can use:
Salesforce Native Objects
Lead & Contact
| Field Label | Data Type | Description |
|---|---|---|
| Showpad Activity Count | Numeric | Count of Showpad Activities received by lead |
| Showpad Last Share Date | Date | Date of the last time something was shared |
| Showpad View Count | Numeric | Count of content views in Showpad |
| Showpad Last View Date | Date | Date of the last view a lead has of Showpad content |
| Showpad Last Viewed Content | Lookup | Lookup to the last Showpad Content viewed by the Lead |
Salesforce Custom Objects
Showpad Activity
| Field Label | Data Type | Description |
|---|---|---|
| Owner | Lookup(User,Queue) | Who sent the email/logged a meeting |
| Name | Autonumber | |
| Type | Picklist | “Email”, “Link”, “Meeting” |
| Subject | Text | Subject line of the email or description |
| Opportunity | Lookup(Opportunity) | |
| Opportunity Stage | Text | The name of the opportunity stage at the moment in time when content was shared |
| Opportunity Probability | Number (Percent) | Same logic as “Opportunity Stage” but a different field |
| Next Opportunity Stage | Text | The name of the stage this opportunity transitioned into next (after the share) |
| Next Opportunity Probability | Number (Percent) | Same logic as “Next Opportunity Probability” but a different field |
| Account | Lookup(Account) |
Showpad Activity Item
| Field Label | Data Type/API Name | Description |
|---|---|---|
| Name | Autonumber | |
| Showpad Content | Showpad_Content__c | Lookup(Showpad Content) |
| Showpad Activity | Showpad_Activity__c | Master-Detail (Showpad Activity) |
Showpad Content View
| Field Label | Data Type/API Name | Description |
|---|---|---|
| Showpad Content View Name | Autonumber | |
| Showpad Activity Item | Master-Detail(Showpad_Activity_Item_c) | The file that was viewed. |
| View Time | View_time__c | When the recipient first viewed the content |
| Time Spent (sec) | Time_spent__c | How many seconds the recipient spent on this particular file, during this particular session |
| Contact | Lookup(Contact) | When we know who viewed the content, fill in this field. We know the contact/lead when emails are sent from our mobile/web apps, or when Gmail/Outlook email is sent to only one recipient. Leave the field blank for emails sent from Gmail/Outlook to multiple recipients. |
| Lead | Lookup(Lead) | See above (same as contact) |
| Showpad ID | ShowpadForSF_ShowpadID_c | The ID of the event from Showpad's events export. |
Showpad Content
| Field Label | Data Type | Description |
|---|---|---|
| Created By | Lookup(User) | |
| Last Modified By | Lookup(User) | |
| Owner | Lookup(User,Queue) | Showpad Integration User |
| Name | Text(80) | Content Display Name |
| Content Type | ContentType | Documents, Photos, Audio & Videos, HTML |
| File Name | File Name | Text() |
| Showpad ID | Asset ID | Asset ID of the asset that was shared. |
Disabling triggers
If you need to temporarily disable triggers on activities and opportunities from the Showpad app, for example if you are importing high volumes of data, you can select to bypass apex triggers so it does not affect your reporting. It is important to return to this set up and uncheck the box once you are done with your data import or migration so the reporting connection functions again.
- Navigate to Setup in Salesforce and search the quick find menu for Installed packages.
- Click Configure for the Showpad for Salesforce App.
- Select Advanced Config. Check the box for Bypass Apex Triggers. Click Save. The triggers from the package will be inactivated.
- Once you are done with your data migration, be sure to return to the configuration and uncheck the box to activate the triggers.
