With the SP_CE Salesforce integration you will have a branded customer facing portal to your CRM. In this tutorial we will guide you through the process of setting up the SP_CE – Salesforce integration.
To learn how to use the integration once it’s setup, follow this guide.
Connect Salesforce to SP_CE
To setup the connection between Salesforce and SP_CE:
- Click the link to install the integration package
- Log in to your Salesforce account
- Install the package by choosing “Install for all users”
- Check the box to authorize the SP_CE app
- Click the “Install” button
Connect SP_CE to Salesforce
Once the package is installed and the SP_CE views are set up in Salesforce it’s time to connect SP_CE to Salesforce:
- Go to the Integrations page in SP_CE which you will find under Settings > Integrations
- Find the Salesforce card and click the “Connect” button
- In the popup, scroll down and click the “Allow” button
- In the confirmation popup, click “OK”
Add custom SP_CE tabs to the Salesforce menu (Optional)
It is possible to add custom SP_CE tabs to the menu in Salesforce if you wish to have quick access to SP_CE Meeting Templates, SP_CE Participants and/or SP_CE Space templates. To add a tab, follow these steps:
- In Salesforce click on the pen icon in the top right in the tabs bar to open “Sales App Navigation Items”
- Click the “Add more items” button
- Choose “All” in the left menu
- In the search field type in “spce”
- In the search result, click on the + icon and check all the SP_CE item
- Click “Add nav item”
- Click “Save”
You will now be able to see the selected SP_CE tabs in the menu bar.
Summary of what the integration can do
If you prefer visual images over written text, this section is for you. The infographic serves as a cheat sheet for what scenarios and actions are supported in the SP_CE Salesforce integration.
