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
  • Configure how an Embedded List displays
  • Change the Labels and Order of the SlapFive object tabs and embedded lists
  • Filter the Boards list to only show Boards you want to appear in Salesforce
  • Filter the Stories list to only show Stories you want to appear in Salesforce
  • Change the component label
  • Change the top-level tab label
  • Add component to page layouts
  1. INTEGRATIONS
  2. Salesforce
  3. The Salesforce App

9. Configure Embedded Lists

This step lets you configure the SlapFive Reference Content and Customers component.

Previous8. Create & Configure Connected AppNext10. Assign Page Layouts to Record Types

Last updated 5 months ago

This is the SlapFive Reference Content and Customers component, which we also call the embedded lists of SlapFive objects. It contains embedded lists of SlapFive Boards, Stories, and Companies. This component can be placed on the Opportunity and Account page layouts.

Configure how an Embedded List displays

Go to Setup > Custom Code > Custom Metadata Types.

Find SlapFive Object Reference in the list and click on Manage Records.

In the list of SlapFive Object References, click on Edit next to Boards, Stories, or Companies to bring up the edit page for that embedded list. We will use Boards as an example:

Since the SlapFive Salesforce App is a managed package, you can only edit these fields:

If you want to change the Label of the tab for any embedded list or change the Order in which the tab appears from left to right, you need to Clone the Custom Metadata Type as described next.

Change the Labels and Order of the SlapFive object tabs and embedded lists

In the list of SlapFive Object References, click the Label of the SlapFive object, and click the Clone button. You can change any field in the cloned SlapFive object. When you make it Active, remember to edit the original SlapFive Object Reference to make it inactive.

Filter the Boards list to only show Boards you want to appear in Salesforce

To filter the list of Boards to only show those that you have flagged in SlapFive to appear in Salesforce:

  1. Go to Setup > Custom Code > Custom Metadata Types.

  2. Bring up the Edit page for Boards.

  3. Append the Embedded URL field to be: /client/boards/embed?custom_showInSalesforce=Yes

In SlapFive, if you haven't already:

  1. Go to the Templates used by any Boards you want to appear, and add a Custom Field to that template called Show in Salesforce.

  2. Go to the Boards tab, and for any Boards you want to appear in Salesforce, go to the Custom Fields tab and enter Yes into the Show in Salesforce field.

Filter the Stories list to only show Stories you want to appear in Salesforce

To filter the list of Stories to only show those that you have flagged to appear in Salesforce:

  1. Go to Setup > Custom Code > Custom Metadata Types.

  2. Bring up the Edit page for Stories.

  3. Append the Embedded URL field to be: /client/stories/embed?dynamicField_showInSalesforce=Yes

In SlapFive, if you haven't already:

  1. Go to Client Settings and add a Dynamic Field to the Stories entity called Show in Salesforce, with a Type of YESNO.

  2. Go to the Stories tab, and for any Stories you want to appear in Salesforce, turn on the Dynamic Field Show in Salesforce.

Change the component label

To change the label of the embedded lists component from SlapFive Reference Content and Customers to a name of your choosing:

Go to Setup > User Interface > Custom Labels.

Click Edit next to SlapFive Object Ref.

Type in your desired text in the Value field and click Save.

NOTE: if you have already added the Custom Component to a Page Layout, you may have to remove it and re-add it for the Tab change to take effect.

Change the top-level tab label

To change the label of the top-level Tab that the embedded lists appear on from SlapFive Reference Content and Customers to a name of your choosing:

Go to Setup > User Interface > Tabs.

For Lightning, click Edit next to label SlapFive Reference Content and Customers. For Classic, click Edit next to label SlapFive Reference Content and Customers (Classic).

Type in your desired text in the Tab Label field and click Save.

Add component to page layouts

To add the embedded lists of SlapFive objects to the Page Layout of any Salesforce object, such as Opportunity:

Go to the page to which you want to add the embedded lists, click the Setup icon, and click Edit Page.

Scroll down to the Custom Components and drag and drop the SlapFive_References component to the desired location.

The Embedded Lists of SlapFive Objects component
Configure the Boards embedded list