Integrate Showpad activities for Salesforce Experience Cloud

The quick way

1. Configure CORS in Salesforce Classic
2. Setup a Salesforce instance in Showpad
3. Enable logging by default
4. Basic troubleshooting

Do this step by step

1. Configure CORS in Salesforce Classic Communities 

The first step in configuring the Salesforce integration is to allow requests coming from the Showpad domain. Salesforce allows its customers to control which websites are allowed to use the Salesforce API. This helps keep your Salesforce instance secure by only allowing requests from known sites and denying all others.

This setting is called CORS (Cross-Origin Resource Sharing) and configuration is required for Showpad to integrate with Salesforce. The instructions below show how a Salesforce Admin can enable our Showpad domain to make requests to your Salesforce instance. If you've already done this when setting up your standard Showpad and Salesforce integration, you don't need to do it again.

Setting this up allows:

• Showpad to create a Salesforce Activity whenever a user in the Showpad app or the Web App shares content with a prospect or customer.
• Showpad to create a Salesforce Event whenever a user on any mobile app wants to log a meeting to Salesforce.

1. Navigate to the Setup page in Salesforce.com as a Salesforce admin.
2. In the left menu, search for CORS. You can also manually select Security Controls > CORS.
3. Add a New Whitelisted Origin.
4. Add https://*.showpad.biz and click Save.

   Note: If the Modify All Data permission is disabled in Salesforce, we will inform you on Showpad's Admin App that we cannot verify the CORS configuration. You will still be able to continue setting up the integration when you see this warning.

1. To connect Salesforce and Showpad, you need to set up your Salesforce instance(s) in Showpad. If your company uses more than one, you can configure multiple Salesforce instances.
   Log into the Showpad Admin App, click the gear icon to open Settings, and expand Integrations in the left side menu. 
2. Select CRM in the Integrations section, then click Connect to CRM.
3. Enter an Alias for your CRM Configuration. If you're planning to set up multiple Salesforce instances, be sure to choose appropriate names for each instance to make it easier to identify them. For example, it may be useful to name this instance Salesforce Experience Cloud.
4. Select Salesforce from the CRM Instance dropdown menu.
5. Choose the Connection type: Production or Sandbox.
6. Enter a domain name for your Salesforce Instance. 
   • If you're using a custom domain to access Salesforce, like https://companyxyz.my.salesforce.com, enable Use a Custom Domain and enter companyxyz.
   • By leaving this field blank, users will connect via https://login.salesforce.com
   • If this connection is meant for a Digital Experience site (used, e.g., for selling partners), enable the Is Digital Experience checkbox and enter the Site URL found in Salesforce under Digital Experiences > Sites.
7. Click Connect to Salesforce.
8. A Reminder will ask you to ensure you have the proper permissions to be the integration user. Click Connect. At this point, you'll need to enter your Salesforce credentials. This login will be used as an Integration user to connect with Salesforce.
9. If the user that is used to configure this integration is not a full admin, the following permissions are needed:
   System settings
   • API Enabled
   • Edit Tasks
   • Edit Events
   • View Roles and Role Hierarchy
   • View Setup and Configuration
   
   Object settings
   • Read/Create/Edit for Leads, Contacts, Opportunities, Accounts objects.
   • Read/Create/Edit/Delete for Showpad Activities, Showpad Activities Items, Showpad Content & Showpad Content Views objects.
   The integration works with server-to-server communication. The outcome is that the originating IP address will not be the company's IP range or IP address but a Showpad IP address. If you use IP restrictions, we advise reading our OAuth app recommendations.
10. After logging in, the Showpad Admin App will reopen. You will see a message when you've successfully connected your CRM instance. 
11. Now, navigate to the Is Digital Experience field and click Edit. Enter the Experience Cloud Site login URL. This can be found in Salesforce by going to Setup, Digital Experiences, then All Sites. Click Save when done.
12. Next, select which contacts users can view in the Filters tab. In the CRM data to Showpad section, next to Data visibility, click Edit. 
13. Choose if users can view All Contacts from the Salesforce instance or Only user's contacts, meaning only contacts they own. Click Save.
14. You can now enable Content Recommendations for your sales colleagues. For more information, refer to this article. To use this feature, you must install the Showpad for Salesforce app via Salesforce's AppExchange. 
15. To enable advanced logging to custom objects, navigate to the Showpad data to CRM section and click Edit. Account and Opportunity will be selected by default, and you can check other boxes to indicate other relevant custom objects for the “Related To” field. This allows your users to relate shares to objects other than accounts or opportunities when logging tasks.  
16. In Salesforce, the custom object needs to have the Allow Activities box checked in the Optional Features section.
17. Select the custom objects you want to log activity against, then click Save. The list you see has the same objects that are available in the connected SFDC instance in the Related To field of a Task. Users are not able to log meetings to a custom object.  
18. It's possible to control which user groups can log activity to the Salesforce integration. When enabled, these users can log activities and access sharing insights and content recommendations using the Showpad Insights app in Salesforce.
    In the Admin Settings, click Features from the left side menu. Expand Salesforce Activity Logging, and select All Users or Select Groups. If desired, choose which groups you wish to have access to, then click Apply.
19. When a Share is logged, you'll see the email body and a link to view the Share as the recipient in the comments of the Task Information. Depending on how your settings are configured, it will look similar to this for your users.

3. Logging by default

You can streamline the logging of Share activity to Salesforce and make it easier to ensure that sellers consistently log their interactions by enabling automatic logging by default.

1. Log into the Showpad Admin App. Click the gear icon to open Settings. In the Integrations section, select CRM. Then, click Settings.
2. Click the checkbox for Enable CRM logging by default. Click Save.

Once enabled, Shares are automatically set to be recorded in Salesforce by default. If your sellers haven’t signed into the CRM, they’ll be prompted to do so. If they’re already signed in, they’ll only need to add the Contact/Lead and Related to information. 

Note: This setting is for the Web App only.

4. Basic Troubleshooting