SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Download Identity Provider files
        • 8. Create & Configure Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • 13. Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Re-install or Upgrade
        • What version am I on?
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the data synchronization
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Salesforce Automations & Recommendations
        • Enable Salesforce users to nominate Contacts for your program
        • Recommend the best reference customers for a Request
        • Launch Salesforce Objects from their Object IDs in SlapFive
      • Troubleshooting
    • Airtable
      • Connect to Airtable
    • ChurnZero
      • Connect to ChurnZero
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
      • Trigger an automated workflow from Gainsight
    • Gradual
      • Connect to Gradual
      • Configure Trigger Events in Gradual
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
      • Embed SlapFive video player in a Vanilla post
    • Highspot
    • HubSpot
      • Connect to HubSpot
      • HubSpot Triggers & Actions
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Seismic
      • Overview of Seismic integration
      • Connect to Seismic
      • Set up the Seismic integration
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
    • UserEvidence
      • Connect to UserEvidence
      • Bring UserEvidence Survey Responses and Assets into SlapFive
    • Wrike
      • Connect to Wrike
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Microsoft Entra ID for Single Sign-On
    • Use Cloudflare SSO to assign Users to SlapFive Roles
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
    • Configure Role-Based Permissions
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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On this page
  • Overview of SlapFive's Salesforce Integration
  • The Salesforce/SlapFive Data Model
  • The SlapFive Salesforce App
  • Custom UI Components
  • Custom Objects
  • Custom Fields
  • Custom Objects on Salesforce Pages
  • Custom Reports & Dashboard
  • Features
  • SlapFive-Salesforce Data Synchronization
  1. INTEGRATIONS

Salesforce

The Salesforce integration includes a native Salesforce App that gives Salesforce users easy access to SlapFive workflows and content, and Embedded Integrations for synchronizing data.

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Last updated 4 months ago

Overview of SlapFive's Salesforce Integration

SlapFive's Salesforce Integration has two major parts:

Good to know: The SlapFive Salesforce App is installed using a Managed Package. The Salesforce App is not needed to synchronize data between Salesforce Account and Contact records and SlapFive Member and Company objects.

The Salesforce/SlapFive Data Model

This diagram will give you an overview of the relationship between the Salesforce and SlapFive Data Models, as well as the Salesforce custom objects and data synchronization flows.

The SlapFive Salesforce App

The SlapFive Salesforce App contains:

Custom UI Components

The SlapFive Salesforce App has two custom UI components which embed SlapFive content and features so they can be accessible to Salesforce users. You can add these components to the page layouts for the Salesforce Opportunity and Account objects:

1. Customer Case Studies & References

The Customer Case Studies & References component is designed to give your Salesforce users quick and easy access to the most relevant SlapFive Boards and to the Request References and Nominate Customer buttons. The component looks like this:

Within this component, Salesforce users can:

  • Use the Search field to narrow down the list of SlapFive Boards.

  • Click View All to see all SlapFive Boards that have been flagged to show in Salesforce, ignoring the matching criteria.

  • From the list of recommended SlapFive Boards, Salesforce users can:

    • Click the Board name to view the Board in a new tab.

    • Click the Copy URL button to copy the link for the Board to send to a prospect.

2. SlapFive Reference Content and Customers

The SlapFive Reference Content and Customers component is designed for empowering your Salesforce users to dive deeper into customer content and reference companies by showing full embedded lists of those SlapFive objects. The component looks like this:

Within this component, Salesforce users can:

  • Click the Boards, Stories, or Companies tab to view an embedded list of records for that SlapFive object.

  • Use the Search field to narrow down the list of records on each tab.

  • Click the Advanced Filter button to narrow down the list of records using any fields for that object. For example, a sales rep may want to filter Boards by industry or filter Companies to show those that have agreed to be references.

  • From the list of Boards on the Boards tab, Salesforce users can:

    • Click the View button to view the Board in a new tab.

    • Click the Copy URL button to copy the link for the Board to send to a prospect.

  • From the list of Stories on the Stories tab, Salesforce users can:

    • Click the View button to view the Story.

    • Click the Copy URL button to copy the link for the Story to send to a prospect.

  • From the list of Companies on the Stories tab, Salesforce users can:

    • Click the Company name to view the Company Dashboard.

    • Scroll through the list to see what Permissions have been granted by each Company.

Custom Objects

The SlapFive Salesforce App installs three custom objects:

  1. SlapFive Customer Influence

  2. SlapFive Customer Influence Activity

  3. SlapFive Customer Activity

The SlapFive Customer Influence custom object has a Master-Detail relationship with the Opportunity object. An Opportunity record can have zero to many SlapFive Customer Influence records.

The SlapFive Customer Influence Activity custom object has a Master-Detail relationship with the SlapFive Customer Influence object. A SlapFive Customer Influence record can have zero to many SlapFive Customer Influence Activity records.

Influence Event
SlapFive Customer Influence
SlapFive Customer Influence Activity

Reference Request

The request header: The Need, Need by Date, Activity, Request Date, etc.

The Request Fulfillment Companies & Members who have been selected to fulfill the Request.

Content Share & View

The share details: Content shared, Contact shared with, Share Date, etc.

The views of the shared content: View Date, View Details Link.

Customer Referral

The referral details: Referred Prospect, Referred By Customer, Referral Date, etc.

The Referral Score.

The SlapFive Customer Activity custom object is used to pull in all the different kinds of Customer Activities that are captured in SlapFive so that you can include this type of customer engagement in your influence reporting, and show the activities that customers are doing on the Account and Contact screens.

Custom Fields

The SlapFive Salesforce App installs these custom fields on standard Salesforce objects:

Opportunity:

Field Label
API Name
Data Type
Purpose

Influence Count

Influence_Count__c

Roll-up Summary

Count of SlapFive Customer Influence records associated with this Opportunity.

SlapFive Influence

SlapFive_Influence__c

Formula

If Influence Score>0, "Influenced", else "Not Influenced".

SlapFive Influence Score

SlapFive_Influence_Score__c

Roll-up Summary

Sum of Influence Score of SlapFive Customer Influence records associated with this Opportunity.

SlapFive Program

SlapFive_Program__c

Formula

If SlapFive Program Status of Opportunity's Account is Member, "Yes", else "No".

Account:

Field Label
API Name
Data Type
Purpose

SlapFive Program Status

SlapFive_Program_Status__c

Text

Set to "Member" when there is at least one Contact for this Account who is a Member in SlapFive.

Custom Objects on Salesforce Pages

The three custom objects have specific meaning when they appear as related lists on these Salesforce pages as described below:

Opportunity Page

On the Opportunity page, the SlapFive Customer Influence custom object represents influence events that have been performed to help advance this Opportunity. Here's what this object looks like as a Related List on the Opportunity page:

You can see that this Opportunity has had three SlapFive Customer Influence events:

  1. Customer Referral: the Opportunity first came about from a referral from another customer on January 5th.

  2. Customer Content Share: on March 25th, the sales rep shared a SlapFive Board with this prospect.

  3. Customer Reference Request: then on April 13, the sales rep requested a Reference.

You can then drill into any SlapFive Customer Influence event record to see the SlapFive Customer Influence Activities for that event. If you drill into a Customer Reference Request event, you see this screen:

You can see all the details from the Customer Reference Request, and you can see that this request is being fulfilled by three SlapFive Customer Influence Activities:

  1. Customer Reference Activity Performed: On April 6th, the named customer completed a customer reference call.

  2. Customer Reference Activity Performed: Another customer reference call has been scheduled with the named customer for April 8th.

  3. Customer Reference Content Sent: A third customer wasn't available but the Customer Marketer gave the sales rep a SlapFive Recorded Reference Board that contains a customer that fits the need.

Contact Page

On the Contact page, the SlapFive Customer Influence Activity custom object represents activities that this Contact has done to influence Opportunities with other companies. The SlapFive Customer Activities custom object represents all activities that this Contact has participated in as part of your customer programs. Here's what these objects look like as Related Lists on the Contact page:

You can see that this Contact has done two SlapFive Customer Influence Activities and two other SlapFive Customer Activities.

Account Page

On the Account page, the SlapFive Customer Influence Activity custom object represents activities that all Contact at this Account have done to influence Opportunities with other companies. The SlapFive Customer Activities custom object represents all activities that all Contacts from this Account have participated in as part of your customer programs. Here's what these objects look like as Related Lists on the Account page:

You can see that Contacts at this Account have done two SlapFive Customer Influence Activities and two other SlapFive Customer Activities.

Custom Reports & Dashboard

Customer Influence Events and Scoring Model

SlapFive has introduced an innovative Customer Influence Scoring Model that allows you to assign relative weightings to each type of influence event.

Features

Submit reference requests

Salesforce users can easily submit reference requests by entering a brief description of the need and the date needed, and the Request is automatically submitted to SlapFive. When submitted from an Opportunity record, SlapFive captures the Opportunity Name and OpportunityID and generates a Revenue Influence Event for use in Revenue Influence Reporting.

Follow request fulfillment

The Salesforce user who submitted the request can see the request details, along with the progress that's been made fulfilling the request which includes the customer selected, the status of that customer's participation, the date, and who's working the request.

For example: The sales rep can see that Mary Jones has agreed to be a reference, and Fred Smith has been scheduled for July 7th.

See recommended content

From an Opportunity page, Salesforce users can see recommended customer content based on matching criteria between fields on the Account and Opportunity and fields on the customers referenced on the customer content asset.

For example: You can recommend customer content assets that contain customers in the same industry and region as the prospect.

Browse, search and view customer content

Anyone can browse, search and filter all the customer content that you choose to show in Salesforce, from an Opportunity, Account, or Contact record, or from a primary navigation tab. Users can view a customer content asset before sending it to a prospect.

Share customer content with prospects

Salesforce users can share any SlapFive customer content assets with prospects or existing customers. When sharing content from an Opportunity record, the user can select which of the Opportunity's Contact Roles should receive the content, so that SlapFive can track the share activity and generate a Revenue Influence event each time that recipient views the content. The user receives an email notification whenever the prospect views the shared content.

Nominate customers to your program

Anyone in Salesforce can nominate a customer to your program. To enable nominations, you use your favorite form-builder app to create a form that captures the nominator's name and email address, as well as nominated customer's name, title, company, and reason for nominating. SlapFive has a Zapier Zap that creates a new Member with Nominated status when the form is completed.

Capture and track customer referrals

You can use your favorite form-builder app to create a customer referral form that captures the referring customer's name and email address, along with the name, email address, title, and company of the friend being referred. SlapFive has a Zapier Zap that creates an Activity in SlapFive for each referral, and creates an Opportunity and Revenue Influence event in Salesforce.

Track revenue influence events

It is critical for Customer Marketing pros to be able to show the influence that their work has on revenue. The Revenue Influence Reporting tracks many types of Influence Events, including reference requests fulfilled by customers, reference requests fulfilled by content, customer content shares and views, and customer referrals.

Each of these types of events are captured in Salesforce custom objects called SlapFive Customer Influence and SlapFive Customer Influence Activities. These objects are associated with and shown on the Opportunity records they influenced.

Report on customer influence on revenue

SlapFive provides many custom reports and a custom dashboard to provide many measures of influence, such as:

  • Amount and percentage of current pipeline that has been influenced versus not influenced

  • Amount and percentage of closed deals MTD, QTD, and YTD that have been influenced versus not influenced

  • Closed/Won Opportunities influenced by month.

  • Customer influence on win rates and length of sales cycle

  • Customers by revenue influence and influence score

SlapFive-Salesforce Data Synchronization

The SlapFive-Salesforce Data Synchronization enables bi-directional data synchronization between SlapFive and Salesforce objects.

The most common data synchronization use cases are:

  • Changes to a Salesforce Contact updates SlapFive Member

  • Changes to a Salesforce Account updates SlapFive Company

  • Changes to a SlapFive Member updates Salesforce Contact

  • Changes to a SlapFive Company updates Salesforce Account

- a native Salesforce app for embedding SlapFive features and content within Salesforce

- bi-directional data synchronization between SlapFive and Salesforce objects.

- for enabling Salesforce users to access SlapFive content and features.

- for associating revenue influence events with Opportunities, Contacts, and Accounts.

- for reporting on customer influence on revenue, renewals, length of sales cycle, and deal size.

Click the View Case Studies button to based on matching criteria. This shows the list of SlapFive Boards that have been flagged to show in Salesforce and that meet the matching criteria, if specified in .

Click the Request References button to .

Click the Nominate Customer button to .

Click the Share button to .

Click the Request References button to .

Click the Nominate Customer button to .

Click the Share button to .

Click the Share button to .

These two objects together are used to , enable Salesforce users to see the status of those events, associate the events with Salesforce Opportunities, and , and they contain the data as shown in this chart.

The SlapFive Salesforce App also includes many custom report types, that provide out of the box analytics and data visualization for your customers' influence on revenue.

The SlapFive Salesforce App includes several custom reports that are used to produce the charts and graphs on the SlapFive Customer Influence Dashboard, which lets you :

See for more information.

Synchronize Data between Salesforce and SlapFive
The SlapFive Salesforce App
SlapFive-Salesforce Data Synchronization
Custom UI Components
Custom Objects and Fields
Custom Reports and Dashboard
Customer Case Studies & References
SlapFive Reference Content and Customers
Configure Custom Settings
see recommended content
submit reference requests
nominate a customer to your program
share that Board with one or more prospects
submit reference requests
nominate a customer to your program
share that Board with one or more prospects
share that Story with one or more prospects
capture revenue influence events
report on customer influence on revenue
Opportunity Page
Contact Page
Account Page
reports and a dashboard
report on customer influence on revenue
Overview of SlapFive Salesforce App and Integration
Salesforce/SlapFive Data Model
The Customer Case Study and References component
The SlapFive Reference Content & Customers component
SlapFive Customer Influence on a Salesforce Opportunity page
SlapFive Customer Influence Activities on a Salesforce Opportunity page
SlapFive Customer Influence Activities and SlapFive Customer Activities on a Contact page
SlapFive Customer Influence Activities and SlapFive Customer Activities on an Account page
SlapFive Customer Influence Dashboard
Customer Influence Events and Scoring Model Example