Using the Salesforce integration on your device

See how it's done on iOS

You can easily keep Salesforce information up to date and relevant by logging content shared via Showpad's iOS app. The relevant Salesforce data is automatically populated when creating a Share. All your sharing activities in Showpad are logged as a task in Salesforce, with references to your Opportunities, Contacts, and your Leads. 

Do this step by step

Logging activities to Salesforce

1. Sign in on Showpad on your iOS device. Use your Salesforce credentials.
   
2. Open the content you'd like to share. This can be a Collection or selected files in an Experience. When selecting multiple files, by swiping downwards on the document, you can share them by tapping the Share icon.
3. An Email screen opens. If you start typing the contact name in the To field, you'll notice that contact details are automatically populated with data coming from Salesforce. These contacts are related to your Opportunities in Salesforce. The To field is not the same as the Contact or Lead field. It is used for sending the email, Contact or Lead are only used for logging in Salesforce.
   
4. Make sure the Log to Salesforce option is activated to log all activity in Salesforce. You'll notice that the Related to and Contact or lead fields are automatically populated with data from Salesforce. You can add multiple contacts if you want. It's good to know that a lead is not connected to an Opportunity.
   Select the Sharing theme you'd like to use for this Share. You can add additional content by searching your content, or by browsing your Experiences and Collections. Insert a Subject and a message for your Share.
   
5. Tap Send.
6. In Salesforce, you can see this Share in the Activity History of your Leads, Accounts, Contacts, and Opportunities.
   
7. Clicking the Subject will open the Task Details, showing the detailed information about what was shared.
   
8. With Showpad for Salesforce installed, you can also see the sharing activity in Showpad. 
   

See how it's done on Android

With our Salesforce integration for the Android app, you can:

• Access all Salesforce contacts
• Capture all content shared with prospects. In Salesforce, you can see the shares in the Showpad for Salesforce app, and on the relevant Lead, Contact, Opportunity, and Accounts

To easily connect to Salesforce, please go to the settings of your Showpad app and toggle the option on for Connect to Salesforce. You will then be prompted to authenticate your account.

Do this step by step

Logging activities to Salesforce

1. Open the content you'd like to share. 
2. For example, if you choose to share by Email, an Email screen opens. Tap the CRM button, then toggle Log to Salesforce on. You will be redirected to log into your Salesforce account if you haven't already authenticated.
3. When typing the contact name in the To field, you'll notice that contact details are automatically populated with data coming from Salesforce. These contacts are related to your Opportunities in Salesforce. The To field is not the same as the Contact or Lead field. It is used for sending the email, Contact or Lead are only used for logging in Salesforce.
4. You'll notice that the Related to and Contact or lead fields are automatically populated with data from Salesforce. You can add multiple contacts if you want. It's good to know that a lead is not connected to an Opportunity.
   Select the Sharing theme you'd like to use for this Share. You can add additional content by searching your content, or by browsing your Experiences and Collections. Insert a Subject and a message for your Share.
   
5. Tap Send.
6. In Salesforce, you can see this Share in the Activity History of your Leads, Accounts, Contacts, and Opportunities. Clicking the Subject will open the Task Details, showing the detailed information about what was shared.
   
7. With Showpad for Salesforce installed, you can also see the sharing activity in Showpad. Note that if you do not have a Salesforce integration set-up, you can still use the bcc feature to automatically bcc your CRM. Read more about that here

See how it's done on the Windows Desktop app

With our Salesforce integration for the Windows Desktop app, you can:

• Access all Salesforce contacts
• Capture all content shared with prospects in Salesforce as Activity. This is done automatically when you share content with a Salesforce contact or lead while connected to Salesforce. 

Do this step by step

1. Login to the Showpad Windows Desktop app. Navigate to Shares, Emails & Links, and compose a Share.
2. In the email share window, check the box for Log to Salesforce.
   
3. This will open another window for you to input your Salesforce credentials.
   
4. Back in the share window, you should see the Log to Salesforce button enabled and fields for Related to and Contacts or lead now visible. If you don't see those fields, click the arrow next to Log to Salesforce to show them. 
   
5. In the To field, you can begin typing the name, email address, or Account name. When Log to Salesforce is enabled, it should auto-populate the recipient as you type. Once your recipient is selected, the Related to and Contacts or lead fields will also auto-populate and you will be able to complete the Share.
   
6. When all the information is correct and ready to go, click Send to send your content and log the share(s) to Salesforce.