3. Configure Custom Settings

In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior.

Go to Setup > Custom Code > Custom Settings.

Find SlapFive Settings in the list and click Manage.

The SlapFive Settings by default are defined at the Organization level, but you can also choose to install specific SlapFive Settings at the Profile or User levels.

SlapFive Custom Settings screen

When creating the new record, enter or paste the field values as follows:

• API Base URL: Enter the base URL of your SlapFive instance, which is https://your_company_name.slapfive.com.

• Hide Preview: Check this box if you want to prevent Salesforce users from previewing SlapFive Boards and Stories, which will prevent them from copying the links to these assets and sharing them directly with prospects.

• Matching Field 1, 2, 3, 4 and 5: We recommend that you leave these fields blank for now. These fields are used as described in the Recommend the best reference customers for a Request section.

• Named Credential Name: Enter SlapFive_API.

• Named Credential Type Legacy: Check this box.

• Nominate Customer URL and you Show Nominate Customer: Ignore. These fields have been deprecated, as the best practice for seeking Nominations for your customer programs is to put a Nominate Customer button or field right on the Contact page layout so that nominators don't have to re-key Contact information. See the Enable Salesforce users to nominate Contacts for your program section.

• Show Request References: If you want the Request References button to appear on the SlapFive UI component, leave this field checked.

• Show Search Box: If you want the Search box to appear on the SlapFive UI component, check this field.

• Show View Case Studies: Ignore. This field is no longer used.

Click the Save button to save the SlapFive Settings.