Set up intelligent Content Recommendations

Note: This article is about the new beta Admin App, which is still in development. Changes may occur. Please provide feedback directly in the beta app.

Content recommendations help admins create policies that suggest the most relevant content for each sales conversation in Salesforce. The recommendations, which serve up materials such as videos, ebooks, white papers, and infographics, are based on deal data in Salesforce.

As an admin, you can:

• Manually configure recommendation policies (rules) using various Salesforce field types (e.g., text, multi-value, picklist) and fields from related or child objects (such as products tied to an opportunity). These rules map tags from your assets to specific Salesforce field values. When certain Salesforce criteria are met, Showpad content with the corresponding tags will be recommended.
• Let Showpad AI automatically generate recommendations by analyzing the fields you define in your AI recommendation policies. The AI uses semantic search to suggest relevant content from the Content Library.

This will give your sales reps the best suggestions for advancing each deal. Depending on the setup, users will find recommended content surfaced in Accounts, Leads, Contacts, Opportunities, or any other object with a detailed layout relevant to your sales process.

Sellers can also find recommended content in their Shared Spaces, when adding content to a space. When adding CRM-based content to Shared Space, it is based on the most recent opportunity the Shared Space was logged to and, in the absence of that, the most recent account.

Recommended assets are presented to sellers in order of the number of matching rules and secondarily by the most recently updated date.

See how it works

You need this to succeed

• The beta Admin App enabled
• Showpad Platform customers with an active CRM integration
• Showpad Content Ultimate plan
• Showpad Content Plus with the CRM integration add-on

Note: The CRM integration add-on is not available for Showpad Coach plans.

• Admin privileges on both the Showpad and Salesforce platforms
• In Showpad, users need access to the Experience that uses the recommended assets
• Before following these instructions, please ensure
  • you first connect your Salesforce instance,
  • enable CORS,
  • download and install the Showpad for Salesforce app,
  • configure the Showpad app,
  • and add it to record pages.  

Do this step by step

• Enable recommendations
• Configure recommendations
  • with content mapping rules
  • with AI recommendation policies
• See how recommended content appears in Salesforce
• Rule examples

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Enable recommendations

1. In the Showpad Admin App, click the gear icon to open Settings.
   
2. In the left side menu under Integrations, select CRM. Then, click the Salesforce instance you wish to set up recommendations for.
   
3. Scroll down to Showpad Widget section and click Edit next to Recommendations display settings.
   
4. Click Change in the upper right. Select where you want to see the recommendations in Salesforce by checking Accounts, Contacts, Leads, and/or Opportunities.
   Check the box if you wish to include learning materials in recommendations. This includes Courses and assets marked internal. These files are intended for internal learning and are marked as not shareable.
   
   You can also embed recommendations on objects other than these four main ones, but the flow to surface them is slightly different as it relies on creating your own VisualForce page within Salesforce. See our Developer Portal for more details.

   Note: If the Showpad App is added to Salesforce record pages without enabling recommendations, users will see the app widget with just the Showpad Insights tab.

   

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Configure recommendation rules

Content mapping rule

The following explains how to manually configure rules to connect CRM field values to content tags.

1. Click Create recommendation policy in the top right or at the bottom.
2. Select Content mapping rule.
3. In the Recommended Showpad content field, add the tags for which you want to surface content. You can match assets and Courses with ALL the selected tags, ANY of the selected tags, or NONE of the selected tags.
   
   • Match ALL of these tags - An asset must contain every one of the tags listed in this field in order to be recommended.
   • Match ANY of these tags - An asset must contain at least one of the tags listed in this field to be recommended.
   • Match NONE of these tags - An asset must not contain any of the tags listed in this field in order to be recommended.
     

     Tip: To test which assets or Courses will appear in the recommended section of Salesforce, use the tags filter in your Assets & Experiences Library or Coach Library to validate your tag rules.

4. Next, choose the Object field and select the object you want the rule to apply to from the drop-down menu. Objects can be Account, Contact, Lead, Opportunity, and any custom or non-sales object (e.g., Case) with a ‘layout’ capability.
5. Optionally, if you want to base your recommendations on a Child Relation, select an option from the drop-down menu.
6. Next, Choose the Field from the Object or Child from the drop-down menu, or type the related field you want to view.
   

   Note: You may also reference a parent object field using a dot notation, similar to Salesforce cross-object formulas. See an example in the Rule examples section.

7. Choose the parameters for the field values, such as equals, contains, etc. Add the field value that will qualify for recommendations.
   
8. Add the field value that will qualify for recommendations. For lookup fields, master-detail fields, and record types, you will need to enter the record ID rather than the display value.
   For matching values from multi-picklist fields, make sure to enter their API name, which administrators can find on the setup side of Salesforce. Also, note that multi-picklist values are stored as semi-colon-separated values, so consider using ‘contains’ rather than 'equals’ to ensure all matching records are caught.
9. Duplicate the current record by ticking the Create another box. Click Save when you're done editing.
10. You can also create advanced rule sets combining Salesforce conditions using OR and AND operators.
    
    • Using the OR functionality means either Salesforce component of the rule can be true for recommendations to show.
    • Using the AND functionality means that both components of the rule must be true for the recommendations to show.
      

      Note: When using the AND operator in recommendation rules, ensure all conditions relate to the same object type.

    

AI recommendation policies

AI-powered recommendation policies automatically analyze and suggest content based on the key objects and fields you define. Showpad's AI engine scans your defined parameters and performs a semantic search to find and recommend the most relevant content from the content library, presenting it to your users.

Note: Users will always see why specific content was recommended, regardless of using content mapping rules or AI-powered recommendation policies.

Set up an AI recommendation policy

1. Click Create recommendation policy in the top right or at the bottom.
2. Select AI recommendation policy.
3. Next in the CRM context section, choose the Object field and select the object you want the rule to apply to from the drop-down menu. Objects can be Account, Contact, Lead, Opportunity, and any custom or non-sales object (e.g., Case) with a ‘layout’ capability.
4. Optionally, if you want to base your recommendations on a Child Relation, select an option from the drop-down menu.
5. Next, Choose the Field from the Object or Child from the drop-down menu, or type the related field you want to view.
   

   Note: You may also reference a parent object field using a dot notation, similar to Salesforce cross-object formulas. See an example in the Rule examples section.

6. Duplicate the current record by ticking the Create another box. Click Save when you're done editing.

 

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How recommended content appears in Salesforce

If you create your Recommendation Rules and attach tags to the correct fields, the content will start to show up for your sales colleagues in the various places you selected. Up to 100 assets will be displayed, and they will be sorted as follows:

• Number of matching rules (highest first)
• Last updated asset (most recently updated first)

Content will be categorized into All, Share, and Learn Tabs. All include any assets relevant to the recommendation rules applicable, Share content is assets with the sharing permission enabled, and Learn is internal assets and Courses with sharing not allowed.

More information about how it works for your sales reps is available here.

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Rule Examples

Basic rules

In the image below we will make recommendations for opportunities in the stage 'qualification'.

• Select 'Opportunity' as the object.
• Next, choose the related field 'Stage'.
• Select the qualifier 'equal to'.
• Add the field value 'Qualification'.
  

In this example, when the opportunity stage field value is ‘qualification’, we will recommend content with tags containing both ‘Agriculture’ and ‘Brochure’ that users can access through their Experiences.

As an example of a rule using the optional child relation, we will make recommendations for products related to an opportunity.

• Select Opportunity as the object.
• Next, choose the child relation OpportunityLineItems. The intermediate ‘connecting’ object in Salesforce links Opportunities to products.
• For the Child object field, type product2.Name.
• For the qualifier, we selected equal to, and the value Showspace Unlimited as the product.
• In this example, when any of the products related to an opportunity is equal to Showspace Unlimited, we recommend content with the tags Showspace and Unlimited that users can access in their Experiences.

As an example of a rule using the parent relation with 'dot' notation, we will make recommendations based on the account related to an opportunity.

• Select Opportunity as the object.
• For the object field, type Account.Primary_Distribution_Country__c.
• For the qualifier, we selected equal to, and for the value, we typed FR.

In this example, when the account’s primary distribution country related to an opportunity is equal to France, we will recommend content with the tags technology and brochure that users can access in their Experiences.

Advanced rules

In the example below, we will create a rule using both 'OR' and 'AND' qualifiers.

• 'Opportunity' is the object.
• The related field is set to 'Stage'.
• The qualifier is 'equal to'.
• The field value is 'Needs Analysis'.
• Next, 'AND' was used to add another condition to the rule.
• Within this rule set, we will use an 'OR' qualifier to say that the opportunity's lead source must be equal to Partner Referral OR Phone Inquiry.

In totality, this rule states that if the Opportunity is in 'Needs Analysis' stage AND the Opportunity's lead source is Partner Referral OR Phone Inquiry, content with both the tags 'agriculture' and 'brochure' will be shown.

 

Learn how this feature works in the current Online Platform.