Download and install the Showpad for Salesforce app Updated April 28, 2023 07:06 Downloading and installing the Showpad for Salesforce app, available in the Salesforce AppExchange, opens the door for admins to implement multiple faucets of our Salesforce integration. With the Showpad for Salesforce app, you can implement the Showpad Widget on Salesforce record pages, as well as utilize our Content ROI reporting. These features allow users to view all logged Showpad activity as Insights information in Salesforce, as well as 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 is affecting 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 in 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 Install Showpad for Salesforce How to install updates Do this step by step 1. Install Showpad for Salesforce Click here to find Showpad for Salesforce on the AppExchange. Click the Get it Now button and follow the installation instructions. Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee. Confirm the terms and conditions. Log in with your Salesforce credentials and select to install for all users. Showpad for Salesforce is now available in the list of Installed Packages. 2. Updates You should check for updates in the AppExchange periodically. When a new version is available, you can download an updated package from the AppExchange manually. Up next: learn how to configure the Showpad for Salesforce app and visualforce pages. See how it's done on Salesforce Lightning Install Showpad for Salesforce How to install updates Do this step by step 1. Install Showpad for Salesforce Click here to find Showpad for Salesforce on the AppExchange. Click the Get it Now button and follow the installation instructions. To follow this guide, install the app in production. Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee. Confirm the terms and conditions. Log in with your Salesforce credentials and select to install for all users. If all went well, you'd now see the Showpad for Salesforce in the list of Installed Packages. Back to Top 2. Updates You should check for updates in the AppExchange periodically. When a new version is available, you can download an updated package from the AppExchange manually. Up next: learn how to configure the Showpad for Salesforce app and visualforce pages. Related articles Connecting your Salesforce and Showpad instances Integrate Showpad activities in Salesforce Set up intelligent Content Recommendations Configure Coach reporting in Salesforce Showpad Platform Onboarding: Episode guide