Integrating to Salesforce.com app

Overview

This article will guide you on how to integrate Entatio with the Salesforce.com app. The integration maximizes your Salesforce app through Entatio’s intuitive interface and efficient collaboration features. This results in higher team productivity and easy to distribute presentations to prospects and partners.

The integration requires two (2) configuration processes. It starts by installing Entatio to your Salesforce account and adding your Salesforce credentials to Entatio.

Step 1: Installing Entatio to Salesforce using the Appexchange

  1. In the All Presentations screen, find and click the Entatio for Salesforce.com link.
  2. You will be directed to the Salesforce appexchange website. You can view the demo or read the description for more information about the Entatio-Salesforce integration.
  3. Click the Get it Now button to start the installation.
  4. The Login In to AppExchange dialog box will appear. Click Login In to proceed.

    • Note: you are required to have a Salesforce account to proceed with the integration. We highly suggest using Salesforce Enterprise or Developer account.
  5. You will be directed to the Salesforce login screen. Enter your Salesforce Username and Password and click Login.
    • Note: you will be directed to the Identify verification page. Check your email to retrieve the code and enter it in the Verification Code field and click Verify.
  6. Select the preferred installation environment:
    • Install in a Production Environment
    • Install in Sandbox
  7. In this example, we use the Production Environment. Click Install in Production.
  8. The Confirmation Installation Details window will appear. Review all the details and click the I have read and agree to the terms and conditions checkbox to proceed.
  9. Click Confirm and Install to proceed.
  10. You will be asked to sign back in. Enter your login credentials and click Log In.

    • Note: after signing back in, if you have not specified your mobile number in your Salesforce account, you will be asked to enter your mobile phone number. Enter your mobile phone number and click Register.
  11. You will be directed to the Install Entatio & OnBoarderOnline for Salesforce.com. Select the preferred installation option. In this example, we selected Install for All Users.
  12. After selecting the installation option, click Install.
  13. A Confirmation will appear indicating that the installation was successfully completed. Click Done to close the notification dialog box.

Step 2: Entering the Salesforce Credentials to Entatio

After installing the app, proceed to the next step by adding the Salesforce credentials to Entatio.

  1. In the Module Menu, click Administration and select Credentials.
  2. Click the New Credentials button to add the Salesforce credentials.
  3. You will be directed to the Add Credentials screen, specify the required information:

    • Name*: enter your full name, preferably a complete match with the Salesforce account name.
    • Description: enter a brief description of the credentials that you are about to add.
    • Type*: click the drop-down arrow and select Salesforce.
    • Environment: click the drop-down arrow and select the appropriate environment.
    • Username*: enter your Salesforce username.
    • Password*: enter your Salesforce password.
    • Token*: enter the Salesforce Security token. You can retrieve the token from your Salesforce account. For more information, see the Salesforce article on Generate an Initial Access Token.
  4. Review all the information and click Save to add the credentials. After saving the credentials, the details will appear in the Credentials Management panel.

 

 

 

Sharing with Prospects, Partners, and Team Members

Overview

After adding a presentation, you can now start sharing it with team members, partners, and prospects. Sharing it with team members enable your crew to efficiently collaborate on presentations using options such as the Rapid Load, Parking Lot, and other basic tools (e.g. Sharing tool, Edit, Subscription, etc.). Collaboration made easy using the following methods:

  • Share by link
  • Share by Course Registration
  • Email

Once you and your team completed the presentation, use the same method(s) to share it with partners and prospects.

There are two (2) ways to access the Share button, either in the All Presentations panel of by selecting the presentation itself.

All Presentations

Presentation Toolbar

Share by link

Sharing by link lets you share the presentation using a shareable link. This method is best used when the recipients are not registered users.

  1. To get the shareable link, find and click the Share icon in the Presentation Toolbar.

    • Note: in this example, we accessed the presentation to enable more options.
  2. The Share with others dialog box will appear. Find and select the SHAREABLE LINK checkbox to enable additional sharing options.
  3. Select the appropriate access parameter by clicking the drop-down arrow:
    1. Everyone with the link can access
    2. Only registered users can access
    3. Stop Sharing
  4. There are two (2) ways to share the presentation using the link-sharing method:
    • Copying the Shareable Link – click the Copy Link button. This will copy and save the link in the Clipboard and can be pasted in email messages, messaging platforms (e.g. Skype, Slack, etc.), and social media platforms (e.g. LinkedIn, Twitter, etc.).
    • Emailing the Shareable Link – find and click the Email (Envelope) icon.

      1. The Send Sharing Link field will expand, enter the email address of the recipient(s) and click Apply.

        • Note: you can send to multiple recipients by entering the email addresses separated by a comma before clicking the Apply button.
      2. After adding the recipient(s) email addresses, click the Send button.

Share by Course Registration

Share the presentation using the Add Attendees option within the Presentation module and the Presentation Toolbar. This method lets you create a course and invite users or attendees.

  1. In the Presentation Toolbar, find and click the Add Attendees icon.
  2. This opens the CREATE COURSE AND INVITE USERS IN PRESENTATION – <Title of Presentation> dialog box. Click the field and enter the attendee’s email address.

    • Note: you can add multiple email address(es) by adding them one at a time.
  3. Click the Apply button to add the email.
  4. Click Invite Attendees to send the invitation.

Share the presentation using the Courses module enables you to invite one or more users. This method lets you invite attendees to access the presentation within the selected course.

  1. On the Module Menu, click Courses and select All Courses to display all existing courses.
  2. Find the course from the list and locate the Actions column.
  3. Click the Invite Attendee icon.
  4. This opens the INVITE ATTENDEES TO ENTATIO dialog box. Click the field and enter the attendees’ email address(es).
  5. Click the Apply button to add the email(s).
    • Note: you can add multiple email address(es) by adding them one at a time.
  6. Click Invite Attendees to send the invitation.

Share by Email to Registered Users

Sharing by email lets you share the presentation to Registered users using their names or email addresses.

  1. In the Presentation Toolbar, find and click the Share icon.

    • Note: in this example, we access the presentation to enable more options.
  2. The Share with others dialog box will appear. Find the Registered users field and enter the names or email addresses of the registered users. Upon typing the name or email, the auto-suggestion will appear. Select the user form the suggestions list.

    • Note: you can add multiple users with this method.
  3. After adding the users/email address, click Save.

    • The specified users will receive email invitations with the link to access the presentation.