Connect Showpad Value Factory to Salesforce

The Salesforce integration adds the Enablism Value Cases Lightning component to Account, Contact, and Opportunity record pages in Salesforce. Once set up, sellers can access value cases directly from Salesforce records without leaving their CRM.

Setup requires a Salesforce System Administrator and a Showpad Value Factory administrator. Allow about 20 minutes for the initial configuration. The integration uses an administrator-level connection; sellers don't need to authenticate individually. The integration supports both production and sandbox Salesforce organizations.

The Salesforce integration is in active development. Some screens and labels may differ from this documentation. Contact your Showpad Value Factory customer success team for the latest status.

See how it looks

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The quick way

1. Install the Enablism managed package in Salesforce and complete the authorization steps.
2. Assign the Enablism User permission set to each user who needs access.
3. Sign in to Value Factory (value.showpad.com), go to Integrations > Salesforce, and click New Connection.
4. Select Production or Sandbox, and click Connect.
5. Sign in with your Salesforce administrator credentials to complete the consent flow.
6. Add the Enablism Value Cases Lightning component to Account, Contact, and Opportunity pages in Lightning App Builder.

Do this step by step

Install and authorize the package

1. Install the Enablism managed package in your Salesforce organization. Install for administrators only during the initial setup. Contact your Showpad Value Factory customer success team for the package installation link.
2. When Salesforce prompts for third-party access, approve access to api.enablism.com.
3. Confirm the package installed the following components:
   • Enablism Value Cases Lightning component
   • CSP trusted site
   • Enablism User permission set
   • Enablism Value Enablement OAuth app
4. In Salesforce, go to App Manager (or External Client App Manager), find Enablism Value Enablement, and select Manage > Edit Policies. Set Permitted Users to Admin approved users are pre-authorized.

5. On the same app, click Manage Profiles and add the profiles whose users need access. Save.

   Note: Completing step 4 without step 5 approves nobody. This is the most common installation failure.

6. Do not select the packaged Enablism User permission set under Manage Profiles or Manage Permission Sets. Salesforce will return a MANAGED_INSTALLED error. Use a profile instead, or clone the Enablism User permission set first and select the clone.

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Assign package access to users

1. In Salesforce, open the Enablism User permission set.
2. Assign it to each user who needs access to the package's features.

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Connect from Showpad Value Factory

1. Sign in to Value Factory (value.showpad.com) and select Integrations in the left navigation.
2. Under CRM, select Salesforce.
3. Click New Connection.
4. In the Connect to Salesforce modal, select your environment:
   • Production (login.salesforce.com)
   • Sandbox (test.salesforce.com)
5. Click Connect. You are redirected to Salesforce to sign in.
6. Sign in with your Salesforce administrator credentials and complete the consent flow.

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Add the Lightning component

1. In Salesforce, open Lightning App Builder.
2. Add the Enablism Value Cases component to the Account, Contact, and Opportunity record pages.
3. The component's Salesforce Environment property can remain set to Production; the stored connection determines the host.
4. Save and activate each page layout.
5. Verify the component while signed in as a preauthorized user with the Enablism User permission set assigned.

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Remove the integration

1. In Salesforce, go to Installed Packages and uninstall the Enablism managed package.
2. Sign in to Value Factory (value.showpad.com), go to Integrations > Salesforce, and disconnect the connection.

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Troubleshooting