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Getting Started
INTEGRATIONS
Salesforce
The Salesforce App
1. Install the Package
2. Create Named Credential
3. Configure Custom Settings
4. Create a Remote Site
5. Enable My Domain
6. Assign Permissions
7. Enable Identity Provider
8. Create Connected App
9. Configure Embedded Lists
10. Assign Page Layouts to Record Types
11. Customize Labels
12. Salesforce Classic
13. Delegate Authentication to Okta
Troubleshoot
Re-install or Upgrade
Generate a New Security Certificate
Version History
Synchronize Data between Salesforce and SlapFive
Form-building Apps
Highspot
Gainsight
Seismic
Customizations
API
Use Okta for Single Sign-On
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
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The Salesforce App
The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.
This section shows you how to:
1.
Install the package
2.
Create Named Credential
(if installing Version 3.4 or later)
3.
Configure Custom Settings
4.
Create a Remote Site
5.
Enable My Domain
(if not already enabled)
6.
Assign Permissions
7.
Enable Salesforce as Identity Provider
8.
Create the SlapFive Connected App
9.
Configure Embedded Lists
10.
Assign Page Layouts to Record Types
11.
Customize Labels
12.
Salesforce Classic
13.
Delegate Authentication to Okta
Troubleshoot Issues with the App Configuration
Re-install or Upgrade the App
Version History
INTEGRATIONS - Previous
Salesforce
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1. Install the Package
Last modified
3mo ago