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
Powered by GitBook
On this page
  1. INTEGRATIONS
  2. Salesforce
  3. The Salesforce App

Version History

These are the improvements that have been made in each version of the SlapFive Salesforce App.

PreviousWhat version am I on?NextSynchronize Data between Salesforce and SlapFive

Last updated 5 months ago

Version & Date
What's New?

4.0 - August 29, 2024

When a Salesforce user is creating a reference request, that user can now see and select from lists of recommended Companies and Members. The recommendations match up to 5 fields from the Opportunity and Account records to corresponding fields of your choice on the SlapFive Company records. See more details in .

3.9 - January 25, 2024

Adds new checkboxes to the Custom Settings to control the Custom Case Study and References component, giving you the ability to hide the Copy Board URL button and remove the hyperlink from Board Names so that Sales users can't share Boards without using the Share button. Changes so that the SlapFive App components are all hidden for users who don't have permission to access them.

3.8 - November 1, 2023

Adds the option for you to use the Salesforce new Named Credential rather than the Legacy Named Credential.

3.7 - April 21, 2023

Changes to Opportunity Custom Field SlapFive Influence so Influence is based on Influence Score instead of Influence Count.

3.5 - March 8, 2023

Changes to eliminate the need for Salesforce users to have "View Setup and Configuration" access on their Profile.

3.4 - September 26, 2022

Changes to comply with Salesforce AppExchange Listing Requirements.

3.1 - August 15, 2022

Fixes to support Salesforce Classic Interface.

3.0 - April 15, 2022

Revenue Influence Events, Scoring, Reports, and Dashboards

2.0 - December 13, 2021

The “View Case Studies” button will now retrieve content even when no Matching Fields are defined in Custom Settings.

2.8 - June 2, 2021

Check that the Salesforce user belongs to the SlapFive Permission Set, and if not, show a message in the SlapFive components “You do not have permission to access SlapFive.”

2.6 - May 11, 2021

- Add a Nominate Customer button to the SlapFive component and embedded lists. In Setup, you can turn the button on or off, and specify the URL to call when the button is clicked.

- Includes the Visualforce components for SlapFive embedded object lists for adding to the Account and Opportunity page layouts in Classic interface.

- Handle spaces and special characters in values contained in Matching Fields, such as “Food & Beverage” for the “Industry” field.

2.5 - April 12, 2021

When Salesforce user clicks the Share button on the embedded list of SlapFive Boards or Stories on an Opportunity record, show the Contact Roles for the Opportunity in the drop-down list of Recipients, and capture the Opportunity ID for influence reporting.

2.2 - March 30, 2021

- On the Request Reference screen, capture the Opportunity ID for influence reporting.

- Add the Request Reference button to the top of the SlapFive embedded object lists.

2.1 - March 13, 2021

Add SlapFive embedded list for Companies, Boards and Stories to any Salesforce object page layout.

1.7 - September 3, 2020

In Setup, you can specify whether to show or hide the View Case Studies and Request Reference buttons, and the Search field on the SlapFive component.

1.0 - June 8, 2020

First release that includes the SlapFive component, which contains the View Case Studies button, the Request References button, and Search box. In Setup, you can specify Account Matching Fields to recommend the most relevant Boards to the Salesforce user.

See what version you currently have installed.
Recommend the best reference customers for a Request