Showpad and Salesforce are a powerful combination. Showpad’s Salesforce integration capabilities will enable sales reps to focus on selling and ease the pain of administrative work. It's a great way to share specific content, available in Showpad, with customers and prospects. The corresponding contacts, opportunities, and meetings are stored in the Salesforce CRM.
- Access the Showpad app with your Salesforce account
- Sync Salesforce contacts with Showpad
- Sync meetings
- Log all Showpad activity in Salesforce
- Share content available in Showpad with contacts or leads created in Salesforce
- See what content is recommended for which opportunity
- Check all shares via Showpad on account or opportunity level
- Admin privileges on both the Showpad and Salesforce platforms
- Enterprise plans for both Showpad and Salesforce
You can purchase this integration for an additional fee. More information is available on the Showpad website in the Integrations & Access section. If you are interested in this feature, please contact support to activate the Salesforce integration.
1. Sync your Showpad activities to the Salesforce Activity History
Start configuring the integrations:
- Integrate Showpad activities in Salesforce
- Enable auto-provisioning to automatically create Showpad users (optional)
I am getting an error when connecting to Salesforce from Showpad
"No Showpad account could be found for this Salesforce account"
You need to make sure that the Showpad user's email address corresponds to the user's email address in Salesforce. In other words, if the Showpad's users email would be for example email@example.com but in Salesforce the user has the email address firstname.lastname@example.org they will not correspond and you can get this error.
My Salesforce connection is not working on the web app.
Please make sure you are working on a browser that fully supports HTML, for a full overview of our browser requirements, click here.
For Internet Explorer, please make sure you're working on IE10 or higher. Also for IE, Please make sure that in the Security settings, you have the miscellaneous option set to "enable" for both internet and intranet. If this is not the case, Internet Explorer will not allow the Showpad page to connect to the Salesforce domain and get the contacts and leads data.
You will also have to make sure you have your CORS set-up in your Salesforce instance.
How does all of this work on the User's side?
This article gives an overview per platform of the benefits and possibilities of the Salesforce Integration.
The user is not found in the Salesforce app.
When this occurs, the organization name is generally incorrect. The Salesforce Administrator should verify the Installed Packages and configure the Showpad account. This article explains how.
It's also possible that the Showpad login (email address) does not match the email address field in Salesforce. Check this detailed document to fix this.
The Salesforce app has not been configured correctly.
The OAUTH Policy's Permitted Users are incorrectly set. When this occurs, it means that the users have not been authorized to view the app. Your Salesforce Administrator should check the permitted users in the Connected Apps configuration. For more information, click here.
Certain User Profiles cannot access the Showpad App.
This issue is related to the permission error above. The Salesforce Administrator needs to check the profiles permissions.