With Showpad for Salesforce, available in the Salesforce AppExchange, you can view all logged Showpad activity as Insights information in your Salesforce Experience Cloud. In this article, you will learn how to install and configure Showpad for Salesforce.
See how it looks
- 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
- Admin privileges on both the Showpad and Salesforce platforms
- An existing Salesforce Experience Cloud
- Showpad Ultimate plan
- Salesforce Enterprise or Unlimited plan with access to Sales objects such as Opportunities
The quick way to awesomeness
- Install Showpad for Salesforce
- Configure Showpad for Salesforce
- Configure profile access for Visualforce pages
- Add Showpad as a tab to Opportunity pages
- How to install updates
- How to temporarily disable triggers
- Common Showpad for Salesforce errors
Do this step by step
1. Install Showpad for Salesforce
- Click here to find Showpad for Salesforce on the AppExchange.
- Click the Get it Now button and follow the installation instructions. To follow this guide, install the app in production.
Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee.
- Confirm the terms and conditions.
- Log in with your Salesforce credentials and select to install for all users.
- If all went well, you'd now see the Showpad for Salesforce in the list of Installed Packages.
2. Configure Showpad for Salesforce
- When the installation is completed, click Setup in the top menu.
- In the left menu under Platform Tools, select Packaging then Installed Packages.
- Find the Showpad for Salesforce app, then click Configure.
- Enter your organization’s Showpad subdomain. The subdomain is the Showpad organization name you use to log into Showpad.
Note: Do not include Showpad's domain. Enter your organization name only, all in lower case.
- 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, click Advanced Config. Check Bypass Apex Triggers. The triggers from the package will be inactivated. Once you are done with your data migration, return to the configuration and uncheck the box to activate the triggers.
- In the left menu under Platform Tools, then click Apps. Select Connected Apps and click Manage Connected Apps.
- In the Connected Apps list, find the Showpad App and click Edit.
- In OAuth Policies, open the Permitted Users drop-down list and choose Admin approved users are pre-authorized. When you’re ready, select the Save button. This is the permission setting required for the integration with Showpad to work for users.
- In the Connected Apps list click on Showpad App.
- Scroll down and in the Profiles section click the Manage Profiles button. Select the profiles you want to authorize to access the app. When you’re ready, click the Save button.
3. Configure profile access for Visualforce Pages
- Click Setup in the top menu.
- Use the quick find menu to search for and select Visualforce Pages.
- Click Security for the Showpad App page you want to configure profile access for.
- Add profiles from the Available Profiles list to the Enabled Profiles list to grant users with these profiles access to the Showpad App Visualforce Pages.
- Repeat these steps for any additional Showpad App pages you want to configure profile access for.
4. Add Showpad as a tab to Experience Cloud pages
The following set up will add Showpad as a tab to the Salesforce Experience Cloud page. This can also be done for other objects that make sense for your organization, such as Accounts, Contacts, or Leads.
- Navigate to Setup, then search experience and select All Sites. Click to open the Builder for your Experience Cloud.
- Within the Builder, click the Home button on the top menu and select New Page.
- Select Object Pages.
- Choose Opportunity as the type, then click Create.
- Three pages related to the Opportunity page will now be created, but we will start with the Detail Page. Click Create to begin working on the Detail Page.
- In the top left menu select Opportunity Detail page if it isn't already open. By default, this page contains Record banner and Record Information Tabs components. We will add a Visualforce Page component with the Showpad app.
- On the left, open the Lightning components panel, search for ‘Visualforce Page’, and drag it on the page where you want it, for example below the Record Banner component.
- The component settings pane will open on the right. Select Showpad App as the Visual Force Page Name, and set the height to 600px.
- Click Publish and confirm, so your changes are visible to your Experience Cloud users.
You should check for updates in the AppExchange periodically. When a new version is available, you can download an updated package from the AppExchange manually.
6. Temporarily Disable 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.
- Navigate to Setup in Salesforce and search the quick find menu for Installed packages.
- Click Configure for the Showpad for Salesforce App.
- Select Advanced Config. Check the box for Bypass Apex Triggers. Click Save. The triggers from the package will be inactivated.
- Once you are done with your data migration, be sure to return to the configuration and uncheck the box to activate the triggers.
7. Common Showpad for Salesforce errors
The user is not found in the Salesforce app or you receive an Error 400: Bad Request.
When this occurs, the organization name is incorrect. The Salesforce Administrator should verify the Installed Packages and configure the Showpad account.
It's also possible that the Showpad login (email address) does not match the email address field in Salesforce.
To fix this, the Salesforce Administrator needs to verify the following:
- In Salesforce, navigate to Platform Tools, Apps, then click Installed Packages. Find the Showpad App, then click Configure.
- Make sure the Showpad Account Subdomain is set up correctly. If the Web App URL is organization.showpad.biz, the Showpad Subdomain = organization
Now that the organization is filled in correctly, the user should show up in the Salesforce App.
No Showpad account could be found for this Salesforce account.
When the Showpad login or email address doesn't match the email address field in Salesforce, you will receive an error message that the user could not be found.
This issue often occurs when testing in Sandboxes or when companies have multiple domains. (John.Doe@showpad.com is not the same as John.Doe@showpadinc.com)
Email aliases can cause issues as well. (John@showpad.com is not the same as John.Doe@showpad.com)
The Salesforce Administrator can update the email address field for all affected users in Salesforce. Each user can update their own email address or the email address can be updated in Showpad.
- Navigate to Setup. In the left side menu find Administer, Users, and select Users.
- Find user in the list and click Edit.
- Update Email Address field to match the Showpad username.
- The user must confirm the email address change.
Individual updated email address in Salesforce:
- Select the 'username' menu.
- Select the ‘My Settings’ option.
- Update email address field to match the Showpad username.
The OAUTH Policy's Permitted Users are incorrectly set. When this occurs, it means that the users have not been authorized to view the app.
When you receive an error that the Showpad for Salesforce App is not configured correctly, it means that the users have not been authorized to view the application.
To fix this error message, the Salesforce Administrator needs to verify this:
- In the Salesforce Lightning console, navigate to Setup. From the left side menu, go to Platform Tools, Apps, then select Manage Connected Apps.
- Look for the Showpad App and click Edit.
- Find the ‘Permitted Users’ field under the ‘OAuth Policies’ section and select the option: ‘Admin approved users are pre-authorized’.
- Once this is selected and saved, the Salesforce Admin can now select user roles that will be given permission to view the App.
- Scroll to find the Profiles section and click the Manage Profiles button.
- Select the user profiles that should have access to the App and click ‘Save’
The users are now correctly authorized to use the App.
Certain User Profiles cannot access the Showpad for Salesforce App.
If a particular user profile cannot access the Showpad for Salesforce App, it's highly possible that you will see a permission error.
Once you, as a Salesforce Administrator, issue the Admin-Approved authorization, the following needs to be checked:
- Scroll down to find the ‘Profiles’ section.
- Click the 'Manage Profiles’ button.
- Select the user profiles that should have access to the Salesforce App.
- Click 'Save'.
The user will now have the correct permissions and will be able to access the Salesforce App.
The subdomain is incorrect in the configuration of the package.
- Navigate to 'Setup', 'Installed Packages', and select Configure for the Showpad for Salesforce app.
- The subdomain field should contain only the name of the organization. For example, using myorganization.showpad.biz will generate a server error. You would want to only input myorganization.