With the Salesforce integration, users can significantly reduce their administrative tasks. To configure this integration, you, as a Salesforce and Showpad administrator, need to:
1. Configure CORS in Salesforce
The first step in configuring the Salesforce integration is to allow requests coming from the Showpad domain. Salesforce allows its customers to control which websites are allowed to use the Salesforce API. This helps keep your Salesforce instance secure by only allowing requests from known sites and denying all others.
This setting is called CORS (Cross-Origin Resource Sharing) and configuration is required for Showpad to integrate with Salesforce. The instructions below show how a Salesforce Admin can enable our Showpad domain to make requests to your Salesforce instance.
This will allow:
- Showpad to create a Salesforce Activity whenever a user in the Showpad app or the Web App shares content with a prospect or customer.
- Showpad to create a Salesforce Event whenever a user on any mobile app wants to log a meeting to Salesforce.
1. Go to the Setup page in Salesforce.com as a Salesforce admin.
2. In the left menu, search for CORS.
You can also manually select Security Controls > CORS.
3. Add a New Whitelisted Origin.
4. Add https://*.showpad.biz and click save.
2. Setup a Salesforce instance in Showpad
To connect Salesforce and Showpad, you need to set up your Salesforce instance(s) in Showpad. You can configure multiple Salesforce instances if your company uses more than one.
1. Open the Showpad Online Platform and log in with your Administrator credentials.
2. In Settings, find the Salesforce integration and Configure a Salesforce Instance.
3. Enter a Description for your Salesforce Instance. If you're planning to set up multiple Salesforce instances, be sure to choose appropriate names for each instance to make it easier to identify them.
- If you're using a custom domain to access Salesforce, like https://companyxyz.my.salesforce.com, enable Use a Custom Domain and enter companyxyz.
- Showpad user accounts can be automatically created when users log in for the first time with their Salesforce credentials. Learn more about the Auto-Provisioning option.
Click Next and Connect to Salesforce.
4. You'll need to enter your Salesforce credentials now. This login will be used as an Integration user to connect with Salesforce.
After logging in, the Showpad Online Platform will reopen. Your users will see a form when creating a new lead in Salesforce. You can configure the form in this screen. Repeat the steps for the Contacts form.
- Three fields are required. By default, Email, Last Name, and First Name are selected.
- Select the Fields you want to include.
- Rearrange the fields by clicking, holding and dragging a field to a different position in the list.
5. You can now enable Content Recommendations for your sales colleagues. Refer to this page if you want more information. To use this feature, you will need to install the Showpad for Salesforce app via Salesforce's AppExchange. Click Done.
6. It is possible to control which user groups can use the Salesforce integration. Click the Groups with Access tab and select All Users or Selected groups.
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 users, please make sure you're working on IE10 or higher. 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.