Configure the Showpad Web Tab in Salesforce Experience Cloud Updated July 03, 2024 15:54 What's in it for you Adding the Showpad Web app inside Salesforce allows your users to quickly access their course work, 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. Whether you use just Showpad Coach or just Showpad Content, or are a platform admin, the installation set up will be the same. See how it looks 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 Administrator access on Salesforce Access on Showpad's Online Platform The Showpad for Salesforce app installed and configured To follow this guide, switch to Salesforce Classic View if Lightning View is enabled Select your Salesforce Experience Classic Lightning See how it's done on Salesforce Classic In the top right corner of Salesforce, find and click Setup. On left side-bar find Build, and click Create. Once Create opens, click Tabs. Scroll down the page to Web Tabs and click New. We suggest utilizing Full Page Width, click Next. 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 In the Button or Link URL, enter https://OrganizationName.showpad.biz/content click Next Allow access to all or specific profiles by selecting Default On and click Next 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 Start by adding Showpad as a CSP Trusted Site. Navigate to Setup, then CSP Trusted Sites in Salesforce. Click New Trusted Site. Add a new CSP Trusted Site Definition, using https://yourdomain.showpad.biz as the domain. Under CSP Directives, select the frame-src. Click Save. Navigate to Setup, search Experiences, then select All sites. Click the Builder for your Experience Cloud. Through the Builder, we will create a new page for the Showpad Web Tab. In the top menu click Home, then select New Page. Select Standard Page. Choose 1 full-width column for the layout. Give your page the name Showpad (you can leave the URL as showpad as well. Click Create to save the new page to your Experience Cloud. We will now add a Visualforce Page component. Click the Lightning icon, then search and select Visualforce Page and drag and drop it onto the page you just created in your desired spot. In the Visualforce Page Name dropdown menu, select the Showpad Web Tab (auto-login). Set the height to your desired pixels. To add your new page to the Experience Cloud navigation, click the Navigation bar to open its configuration pane. Click Navigation Menu, then click Edit Default Navigation. Click Add Menu Item and name it Showpad. From the Type dropdown menu, choose Site Page. From the Page dropdown, select the page you just created, in this case named Showpad. Click Save Menu. Click Publish to make your changes visible to your Experience Cloud users. They will now have a Showpad tab, which behaves similarly to the regular Showpad web tab for internal Salesforce users. 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. Related articles Showpad support for Salesforce Experience Cloud Integrate Showpad activities for Salesforce Experience Cloud Showpad insights app for Salesforce Experience Cloud Showpad Glossary Set up intelligent Content recommendations