Showpad Content ROI reports within Salesforce

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.

Did you ever wonder which Showpad content contributed to winning a deal and in which opportunity stage? We offer the option to use Showpad sharing data in Salesforce, and we call it Content ROI.

With Content ROI, you can see how much revenue is associated with an individual piece of content within Salesforce and customize your reports and dashboards as you want. We provide the data, and you can control what you and your users see in the Salesforce dashboards.

Using the Content ROI feature can give you and your users precious data, for example:

• How often a piece of content was viewed by prospects
• How often content was shared over time and per opportunity, account or lead
• When I send a particular video, 15% of deals move to the next stage

The data source for gathering all that sharing information is Showpad's Salesforce integration. Your users need to log in with their Salesforce account on the Showpad app or the Web App. All that sharing data is stored in Salesforce so that you can use it for building reports and dashboards. 

See how it looks

Use the available dashboards that we provide in Salesforce. Customize them or create dashboards that display valuable sharing data for your company.

Key features

• Create Salesforce reports and dashboards with Showpad data
• Determine how a piece of content contributed to a particular deal
• See how content contributes to your revenue based on an Opportunity
• Use Showpad’s content analytics for lead scoring in Hubspot, Marketo, etc.
• In Salesforce reports, users can see in which industries and deal stages users share content
• Data for specific content will be visible in the reports after it's shared for the first time
• Create reporting types to include your own custom fields
• Add up to 10 dynamic dashboards
• Make use of the available objects to create your reports

You need this to succeed

• The beta Admin App enabled
• Salesforce administrator access
• Salesforce integration and Content ROI for Showpad enabled
• Showpad for Salesforce installed
• Users need view rights on the Dashboards and folders
• The sharing settings for the activity object must not be set to 'Private.' Settings must be either 'Controlled by parent' or public, or the integration user needs to have access through sharing rules
• To follow this guide, switch to Salesforce Classic View if Lightning View is enabled

The quick way

1. Open Showpad for Salesforce
2. Find the Showpad Reports and Dashboards
3. Change the Dashboard running user to Run as specified user
4. Customize the filters for your needs or build new ones with the available objects
5. Browse the Showpad Content, Activities and Content Views for more details 

Do this step by step

1. Make sure you have downloaded and installed the latest Showpad for Salesforce app. Read more on how to do so here. 
2. To access Showpad for Salesforce click the menu in the top right.
   
3. Find the Showpad Reports and Dashboards. These were added while installing and updating the Showpad Insights app from Salesforce AppExchange.
   Your reports are empty when you first start using the dashboards. Historic data from previous Showpad shares is not saved in the Salesforce database. As a result, those historical shares are not visible in the Salesforce reports and dashboards. This means that you can start using the sharing data once you installed the Showpad Insights app from Salesforce AppExchange and configured the Salesforce integration for your users. Only content that was shared at least one time is visible in the dashboards to avoid having large reports with assets that were never shared.
   
4. Make sure you switch to Run as specified user. For each user, the dashboard is viewed as the specific user that installed the package. Because the data in the dashboards does not change depending on the user that views it, the dashboards can be set to static. There's no limit on static dashboards. However, for dynamic dashboards, there is a limit of 10 dashboards.
   
5. With these reports, you can create your dashboards.
   
6. You can also browse the Showpad Content, Activities and Content Views for more details.
   Here's what you can see in these tabs.
   
   
   Showpad Content
   In this tab, you'll see that the content is created by the Salesforce integration user. This is normal, as it's this user that Showpad uses to integrate with Salesforce. Only content that was shared at least one time is visible in the dashboards to avoid having large reports with assets that were never shared. You can customize this view the way you want it.
   
   
   Showpad Activities
   See the activity details for the available content and which content was used in, for example, a certain opportunity stage.
   
   
   Showpad Content Views
   Browse how long a lead watched a shared Showpad document. The Time Spent field is displayed in seconds.
    

Create your reports with these objects
Let's get technical. Here's a list of available Salesforce native and custom objects you can use:

Salesforce Native Objects
Lead & Contact

Field Label	Data Type	Description
Showpad Activity Count	Numeric	Count of Showpad Activities received by lead
Showpad Last Share Date	Date	Date of the last time something was shared
Showpad View Count	Numeric	Count of content views in Showpad
Showpad Last View Date	Date	Date of the last view a lead has of Showpad content
Showpad Last Viewed Content	Lookup	Lookup to the last Showpad Content viewed by the Lead

Salesforce Custom Objects
Showpad Activity

Field Label	Data Type	Description
Owner	Lookup(User,Queue)	Who sent the email/logged a meeting
Name	Autonumber
Type	Picklist	“Email”, “Link”, “Meeting”
Subject	Text	Subject line of the email or description
Opportunity	Lookup(Opportunity)
Opportunity Stage	Text	The name of the opportunity stage at the moment in time when content was shared
Opportunity Probability	Number (Percent)	Same logic as “Opportunity Stage” but a different field
Next Opportunity Stage	Text	The name of the stage this opportunity transitioned into next (after the share)
Next Opportunity Probability	Number (Percent)	Same logic as “Next Opportunity Probability” but a different field
Account	Lookup(Account)

Showpad Activity Item

Field Label	Data Type/API Name	Description
Name	Autonumber
Showpad Content	Showpad_Content__c	Lookup(Showpad Content)
Showpad Activity	Showpad_Activity__c	Master-Detail (Showpad Activity)

Showpad Content View

Field Label	Data Type/API Name	Description
Showpad Content View Name	Autonumber
Showpad Activity Item	Master-Detail(Showpad_Activity_Item_c)	The file that was viewed.
View Time	View_time__c	When the recipient first viewed the content
Time Spent (sec)	Time_spent__c	How many seconds the recipient spent on this particular file, during this particular session
Contact	Lookup(Contact)	When we know who viewed the content, fill in this field. We know the contact/lead when emails are sent from our mobile/web apps, or when Gmail/Outlook email is sent to only one recipient. Leave the field blank for emails sent from Gmail/Outlook to multiple recipients.
Lead	Lookup(Lead)	See above (same as contact)
Showpad ID	ShowpadForSF_ShowpadID_c	The ID of the event from Showpad's events export.

Showpad Content

Field Label	Data Type	Description
Created By	Lookup(User)
Last Modified By	Lookup(User)
Owner	Lookup(User,Queue)	Showpad Integration User
Name	Text(80)	Content Display Name
Content Type	ContentType	Documents, Photos, Audio & Videos, HTML
File Name	File Name	Text()
Showpad ID	Asset ID	Asset ID of the asset that was shared.

Disabling triggers

If you need to temporarily disable triggers on activities and opportunities from the Showpad app, for example if you are importing high volumes of data, you can select to bypass apex triggers so it does not affect your reporting. It is important to return to this set up and uncheck the box once you are done with your data import or migration so the reporting connection functions again.

1. Navigate to Setup in Salesforce and search the quick find menu for Installed packages.
2. Click Configure for the Showpad for Salesforce App.
3. Select Advanced Config. Check the box for Bypass Apex Triggers. Click Save. The triggers from the package will be inactivated.
4. Once you are done with your data migration, be sure to return to the configuration and uncheck the box to activate the triggers. 

Learn how this works on the current Online Platform.