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Add Showpad's Insights and Recommendations app to record pages

  • Updated

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.

With Showpad for Salesforce, available in the Salesforce AppExchange, users can view all logged Showpad activity as Insights information in Salesforce, as well as view and share recommended content related to the Salesforce object.

In this article, you will learn how to add the Showpad widget to record pages, so your users will find insights and recommendations on the relevant opportunity, account, lead, or contact page in Salesforce.

Note: A task appears in the activities when linking a shared document to a Contact. To have it appear In the Showpad widget, you must have Contact Roles assigned to the Opportunity.

See how it looks

insights_app.png

Key benefits

  • Search and access all of your sales material that's available in Showpad
  • Get notified when prospects interact with your shared documents
  • Easily log all meetings and sharing activities to Salesforce
  • Instantly find and share recommended content for any opportunity in Salesforce

You need this to succeed

Select your Salesforce Experience


Classic
Lightning

See how it's done on Salesforce Classic

 
Do this step by step
To visualize the Showpad widget on record Pages, we will customize the layout. This example starts with the Opportunities page. Once done, you can r
      1. Click Setup in the top menu.
        Setup_button.png
      2. Scroll down to the Build section within the left-side menu, then select Customize.
        Build__Customize.png
      3. Choose the tab you would like to customize. For this example, we will choose Customize your Opportunities tab.
        Customize_Opps.png
      4. Scroll down to the Opportunities section on the left-side menu and click Page Layouts.  
        Page_Layouts_under_Opportunities.png
      5. Locate the Opportunity Page Layout you would like to add Showpad's Insight's and Recommendations app to and select Edit.
        Page_Layout_Edits_Opportunity.png
      6. In the left column of the Layout Editor click Fields and drag the Section element to the appropriate place in the page layout.Sections.gif
      7. In the Section Name field enter a name for the section and uncheck the Edit Page checkbox.
      8. In Layout, click the 1-Column radio button and click the OK button.
        Edit_Page_Layout__Opportunity_Layout___Salesforce_-_Developer_Edition.png
      9. In the left column of the Layout Editor scroll down, click Visualforce Pages and drag the Showpad App element under the new section that you just created in the page layout.
      10. It is strongly recommended that you increase the default sizes of the section to improve usability for your end users. To do so, move your mouse over the Visualforce Page you just created and click on the properties icon.64805720160929-3-suylzx.png
      11. In the Height field, enter a value of at least 400, select Show scrollbars, and click the OK button.
        scroll.jpg
      12. When ready, click the Save button to save your page layout. The Showpad information will now be displayed on the Opportunity page of every Opportunity record.Edit_Page_Layout__Opportunity__Sales__Layout___Salesforce_-_Developer_Edition.png
      13. Open an Opportunity to verify how it looks.Opportunity__Test_Opportunity___Salesforce_-_Developer_Edition.png
      14. Repeat these steps to customize page layouts for the Account, Contact and Lead pages.

Up next: set up Salesforce content recommendations.

 

Learn how this feature works in the current Online Platform.

 

See how it's done on Salesforce Lightning

 

 

  1. Add Showpad Insights app as a tab to record pages
  2. Advanced setup option 

Do this step by step

1. Add Showpad's widget as a tab to record pages

The following setup will add Showpad as a tab to the Opportunity object pages. This can also be done for other objects that make sense for your organization, such as Accounts, Contacts, or Leads. 

  1. Navigate to an Opportunity record in your Salesforce instance. Click the gear icon and then Edit Page.click_set_up__edit_page.png
  2. If you have a Tabs component on the page layout already, click on it and select Add Tab. If not, drag and drop it from the component menu to the page layout, then click Add Tab. visualforce_add_page.png
  3. Click on the newly added tab and select Custom from the dropdown menu as the Tab Label. Add a name for the label, such as Showpad. Click Done.custom_tab_and_label.png
  4. Click on the new Showpad tab within the page layout. From the left side menu, drag and drop the Visualforce Page component into the Showpad tab.visualforce_drag_and_drop_6.gif
  5. If you have multiple Visualforce Pages, select Showpad App from the Visualforce Page Name drop down menu.
  6. Uncheck the Show Label box. Change the height to the desired pixels depending on your setup, then click Save. Screen_Shot_2021-09-15_at_10_45_08_AM.png
  7. The Showpad Tab should now be present on all Opportunity record pages. Repeat these steps for any other record types relevant for your organization.

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2. Advanced customization option 

As an advanced Salesforce administrator, you may find the need to customize the Visualforce page for the Showpad app. Options include customizing the app to show only the Recommended content section, or only the Insights section. These options enable you to potentially create multiple copies of  the Showpad app Visualforce Page element and display Recommendations or Insights in different locations on an object page.

recs_only_widget.png

  1. To start, ensure you have installed the Showpad app as described in the first section of this article.
  2. In the Quick Find, search and select Visualforce Pages.
  3. Click New.
  4. Label it, eg ShowpadRecommendationsOnly.
  5. Check the box to allow for usage on Lightning Pages. visual_force_changes.png
  6. In the Visualforce markup section, copy & paste the code:  
    <apex:page standardController="Opportunity" extensions="ShowpadForSF.ShowpadWidgetControllerExtension">
    <apex:canvasApp id="showpad_canvas_app" developerName="showpad_canvas_app" parameters="{domain:'myorganization', application: 'crm-widget', showRecommendations: false, recipients: '{!recipientEmails}'}"
    entityFields="Id,Name" width="100%" maxHeight="infinite" scrolling="auto" height="100%" />
    <apex:include pageName="ShowpadForSF__showpad_app_widget_sizing_logic" />
    </apex:page>
  7. This setup is to add the recommendations only widget to opportunity pages. To add it to other object pages, create a separate Visualforce page for each object and switch the 'standardController=' attribute to include the desired object, such as Opportunity, Contact, Account, or Lead. 
  8. To show only Insights in the Showpad app widget, instead of recommendations, replace  
    showActivities: false
    with 
    showRecommendations: false
  9. Be sure to replace 'myorganization' with your own Showpad subdomain. Click Save.
  10. Return to follow the steps in the Profile Access section above, to configure profile access for the new Visualforce page.
  11. You can now add this Visualforce Page as a tab or Detail section within your preferred object's layout. To do so, follow the steps here, and select the newly created Visualforce page. 

Looking for something more personal? Check out the Salesforce customizations you can do on our Developer Portal. Note, they require some basic coding knowledge.

Up next: set up Salesforce content recommendations.

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Learn how this feature works in the current Online Platform.

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