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    Configure the Showpad Web tab in Salesforce

    • Updated

    Adding the Showpad Web App inside Salesforce lets your users quickly access their coursework, content, and more within Salesforce. This allows for increased access and adoption of Showpad as a sales enablement tool, as reps can use it without ever having to leave their CRM. The Showpad Web App can be added as a Web Tab in Salesforce. If your organization employs Single Sign-On for Salesforce and has the Showpad Web tab enabled, users will automatically log into the Showpad Home Screen in their Salesforce Showpad Web tab.

    See how it looks

    showpad_web_tab-2.png

    Key features

    • Display Showpad content and training materials in a Web Tab in Salesforce 
    • Let your sales reps access Showpad easily from within Salesforce
    • Increase Showpad adoption

    You need this to succeed

    Plan: eOS Expert, eOS Advanced, eOS Professional
    Permissions: Administrator, Promoted Member

    Note: The Admin App is not supported in the Salesforce Web tab. To access it, open a separate browser tab and navigate to the Admin App.

    Select your Salesforce Experience


    Classic
    Lightning

    See how it's done on Salesforce Classic

    To use the included Visualforce tab with auto-login

    With the latest Showpad for Salesforce package, a Visualforce tab is created with auto-login properties, so your users don’t have to continuously log in. To utilize this, give the correct user profiles access to the page.

    1. In Salesforce, switch to Setup. Search and select Visualforce pages in the Quick Find.
    2. Find the Showpad Web tab (auto login), and click Security. classic_vf_showpad_web_tab.png
    3. Select the profiles you wish to have access to the Showpad Web tab. Click Save. Screen_Shot_2022-02-11_at_10_30_52_AM.png
    4. Now you can add the Showpad Web tab to your desired Salesforce apps. 
    5. You can view and share the steps your users need to follow to enable the Showpad Web tab here. Screen_Shot_2022-02-17_at_2_37_26_PM.png

    Configuring the Showpad Web tab without the Showpad for Salesforce package

    Alternatively, as an admin with Coach-only users, you may prefer to add Showpad as a regular Web tab instead of installing the Showpad for Salesforce content package. When setting up the Web tab this way, auto-login is not available, so users will need to log in regularly. Follow the instructions below to add Showpad as a Web tab manually.

    1. In the top right corner of Salesforce, find and click Setup.
    2. On the left sidebar, find Build, and click Create.
    3. Once Create opens, click Tabs.
    4. Scroll down the page to Web Tabs and click New.
    5. We suggest utilizing Full Page Width, click Next.
    6. Enter Web Tab Information and click Next. 
      • Tab Content Definition: URL (if applicable)
      • Tab Label: Showpad
      • Tab Name: Showpad
      • Tab Style: Select one
      • Content Frame Height (pixels): 1200
    7. In the Button or Link URL, enter https://OrganizationName.showpad.biz/content click Next.
    8. Allow access to all or specific profiles by selecting Default On and click Next.
    9. Include Web Tab in Custom Apps and click Save.

       

      Your users can now add the Web Tab in Salesforce. You can view and share the steps they need to follow to enable the Showpad Web tab here.

     

    See how it's done on Salesforce Lightning

    To use the included Visualforce tab with auto-login

    With the latest Showpad for Salesforce package, a Visualforce tab is created with auto-login properties, so your users don’t have to continuously log in. To utilize this, give the correct user profiles access to the page.

    1. In Salesforce, switch to Setup. Search and select Visualforce pages in the Quick Find.
    2. Find the Showpad Web tab (auto login), and click Security. auto_log_in_showpad_web_tab.png
    3. Select the profiles you wish to have access to the Showpad Web tab. Click Save. Screen_Shot_2022-02-11_at_10_30_52_AM.png
    4. Now you can add the Showpad Web tab to your desired Salesforce apps. 
    5. You can view and share the steps your users need to follow to enable the Showpad Web Tab here. Screen_Shot_2022-02-17_at_2_37_26_PM.png

    Configuring the Showpad Web tab without the Showpad for Salesforce package

    Alternatively, as an admin with Coach-only users, you may prefer to add Showpad as a regular Web tab instead of installing the Showpad for Salesforce content package. When setting up the Web tab this way, auto-login is not available, so users will need to log in regularly. Follow the instructions below to add Showpad as a Web tab manually.

    1. In the top right corner of Salesforce, click the gear icon, then Setup.
    2. On the left sidebar find User Interface, and click Tabs.
    3. Under Web Tabs, click New.new_web_tab.png
    4. We suggest utilizing Full Page Width. Click Next.
    5. Enter Web Tab Information and click Next.enter_the_info_for_showpad.png
      • Tab Content Definition: URL (if applicable)
      • Tab Label: Showpad
      • Tab Name: Showpad
      • Tab Style: Select one
      • Content Frame Height (pixels): 1200
    6. In the Button or Link URL, enter https://OrganizationName.showpad.biz/content then click Next. Be sure to use your organization's subdomain.myorganization_url.png
    7. Allow access to all or specific profiles by selecting Default On and click Next.profiles_defaul.png
    8. Include Web Tab in Custom Apps and click Save.add_to_custom_apps.png

    Your users can now add the Web tab in Salesforce. You can view and share the steps they need to follow to enable the Showpad Web tab here.

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