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Download and install the Showpad for Salesforce app

  • Updated

Downloading and installing the Showpad for Salesforce app, available in the Salesforce AppExchange, allows admins to implement multiple facets of our Salesforce integration. With the Showpad for Salesforce app, you can implement the Showpad Widget on Salesforce record pages and utilize our Content ROI reporting. These features allow users to view all logged Showpad activity as Insights information in Salesforce and view and share recommended content related to the Salesforce object. With Content ROI reports and dashboards, you'll gain insights on which content and share activity affects deal outcomes and more. 

In this article, you will learn how to install and configure Showpad for Salesforce and keep it up to date.

Key benefits

  • Search and access all of your sales material that's available on Showpad
  • Get notified when prospects interact with your shared documents
  • Easily log all meetings and sharing activities to Salesforce
  • Instantly find and share recommended content for any opportunity in Salesforce

You need this to succeed

  • Admin privileges on both the Showpad and Salesforce platforms
  • Showpad Ultimate plan
  • Salesforce Enterprise or Unlimited plan with access to Sales objects such as Opportunities

Select your Salesforce Experience


Classic
Lightning

See how it's done on Salesforce Classic

 
      1. Install Showpad for Salesforce
      2. How to install updates

Do this step by step

1. Install Showpad for Salesforce

      1. Click here to find Showpad for Salesforce on the AppExchange.
      2. Click the Get it Now button and follow the installation instructions.GetIt.png

        Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee.

      3. Confirm the terms and conditions.
      4. Login with your Salesforce credentials and select Install for All Users.AllUsers.png
      5. Showpad for Salesforce is now available in the list of Installed Packages.Installed.png

2. Updates

To maintain all the app's benefits, ensure you have the latest version. Get notified via email when a new version of the Showpad for Salesforce app is available. You can download an updated package from the AppExchange when one is available.
Screen_Shot_2017-07-10_at_15_38_41.png

Up next: learn how to configure the Showpad for Salesforce app and visualforce pages. 

See how it's done on Salesforce Lightning

 
  1. Install Showpad for Salesforce
  2. How to install updates

Do this step by step

1. Install Showpad for Salesforce

  1. Click here to find Showpad for Salesforce on the AppExchange.
  2. Click the Get it Now button and follow the installation instructions. To follow this guide, install the app in production.
    install_package_in_production.png

    Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee.

  3. Confirm the terms and conditions.
  4. Login with your Salesforce credentials and select Install for All Users.
    install_for_all_users.png
  5. Showpad for Salesforce is now available in the list of Installed Packages.
    showpad_for_salesforce_app.png

Back to Top

2. Updates

To maintain all the app's benefits, ensure you have the latest version. Get notified via email when a new version of the Showpad for Salesforce app is available. You can download an updated package from the AppExchange when one is available.
upgrade_new_showpad_app.png

Up next: learn how to configure the Showpad for Salesforce app and visualforce pages. 

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