# Getting Started The SlapFive Docs site will get you up and running with SlapFive's integrations and custom apps. {% content-ref url="/pages/lSY38eDaDNnejE9TwN1X" %} [SlapFive Explained](/getting-started/slapfive-explained) {% endcontent-ref %} {% content-ref url="/pages/qUzQeUn0ZkjyYdraweGP" %} [SlapFive Terminology](/getting-started/slapfive-terminology) {% endcontent-ref %} ### INTEGRATIONS Follow our handy guides to get started on the basics as quickly as possible: {% content-ref url="/pages/t7PW4WcFeyU3niPzpWRe" %} [Salesforce](/integrations/salesforce) {% endcontent-ref %} {% content-ref url="/pages/QgXVk4lEIhVFv8oUtetb" %} [Broken mention](broken://pages/QgXVk4lEIhVFv8oUtetb) {% endcontent-ref %} {% content-ref url="/pages/qWUP1xM6BfmQzNUhPG8o" %} [Highspot](/integrations/highspot) {% endcontent-ref %} ### CUSTOMIZATIONS {% content-ref url="/pages/KWkwu4GkR2dN4DjktMQk" %} [Configure a custom domain for your SlapFive Boards](/customizations/configure-a-custom-domain-for-your-slapfive-boards) {% endcontent-ref %} {% content-ref url="/pages/LZHbNcPoYDaHbmvZ0Nvp" %} [Send emails from your own domain and email addresses](/customizations/send-emails-from-your-own-domain-and-email-addresses) {% endcontent-ref %} {% content-ref url="/pages/bvaXCibCnfkgmXzBnZ6e" %} [Embed customer voice on your website or landing page](/customizations/embed-customer-voice-on-your-website-or-landing-page) {% endcontent-ref %} # SlapFive Explained Watch this video to get a 2 minute overview of SlapFive. {% embed url="" %} SlapFive Explained in Two Minutes {% endembed %} # SlapFive Terminology Here are the terms used in SlapFive and their meaning. ### Activity Types An Activity Type is a form of engagement that you would like to offer to your [Members](#members), have them decide which ones they like to do, and track when Members perform those [Activities](#activities). Activity Types are defined in Client Settings. For each Activity Type, you can assign an [Engagement Score](#engagement-score), and you can specify whether it should appear on the Request Reference entry form. ### Activities An Activity is a record of a Customer having performed a specific [Activity Type](#activity-type), on a particular date, and being awarded an [Engagement Score](#engagement-score). ### Admin Menu The Admin Menu is accessed by users with Admin rights by clicking your Avatar in the upper right corner of the SlapFive screen. On the Admin Menu, you can access your Profile, the Chrome Extension, [Templates](#templates), Tracking, and your [Client Settings](#client-settings). ### Boards A Board is a template-driven collection of [Stories](#stories) for a particular use case. Boards can be either a full stand-alone page or a widget that can be embedded on any web or mobile page (corporate website, blog, community post, landing page, microsite, portal, social media property, etc.). ### Client Settings Client Settings are where you define system-wide preferences and customization settings for SlapFive. You access your Client Settings by going to the Admin Menu in the upper right and selecting **\[Your\_Company] Settings**. ### Companies A Company is the organization that your [Members ](#members)work for. Companies can have multiple Members. Companies can be tracked by Industry, Company Size, Location, Customer Since, Products Used, Competitors Replaced, etc. ### Direct Prompts A Direct Prompt is created when you send a [Prompt ](#prompts)to one or more named [Members ](#members)in SlapFive. The Member receives an email and/or text message with a link to respond, clicks the link, and can respond using the allowable media types. ### Engagement Score For each [Activity Type](#activity-types), you assign an Engagement Score that you want to grant to each customer who performs that [Activity](#activities). The total Engagement Score for a customer is the sum of the scores from all the Activities that customer has performed. ### Members Members are the people who belong to your program and to whom you want to offer opportunities to engage such as capturing their voice. Member records usually represent your clients, but can also be employees, partners, or thought leaders. Your members have a full profile including their name, title, image, and [Company ](#companies)details. ### Prompts/Surveys A Prompt is a question or statement used to offer an opportunity to engage and/or elicit a specific response from a [Member](#members). Prompts can be defined to allow responses via video, audio, text, numeric, file or link. ### Open Prompts An Open Prompt is created when you generate an Open Prompt link that you paste into an email, web page, community post, etc. to allow anyone to respond. Unlike a [Direct Prompt](#direct-prompt), the responder is asked to enter their Name, Company, and Email address. Open Prompts are used when you want to offer opportunities to respond whether or not the targets are Members in SlapFive. ### Requests Requests allow people in your company to ask for a customer or customer content for use as customer proof. It most frequently refers to Reference Requests coming from Sales, but can also be used by PR, Analyst Relations, Product Marketing, and Demand Generation folks to make asks of customers. ### Stories A Story is created to capture a single [Member’s](#members) response to a single [Prompt ](#prompts)in audio, video, text, numeric, file or link format. ### Templates A Template is the HTML and CSS that determines the design and layout of a [Board](#boards). ### Tracking The Tracking area allows you to see how many people have viewed or shared your [Boards ](#boards)and [Stories](#stories). You can track by Board, by Story, or by Member. ### # Core Objects/UI
# Admin Menu A menu available to users with Admin rights
# Client Settings System-wide configuration settings for your SlapFive environment.
# Companies & Members ### Companies Organizations that Members are associated with. A Company can have multiple Members and can be tracked using attributes such as industry, company size, location, customer tenure, products used, and competitors replaced. ### Members
People tracked in SlapFive, including active, inactive, or prospective participants. Members typically represent customers but can also include employees, partners, or thought leaders. Member profiles contain personal details, company associations, and engagement metrics. The terms “members” and “contacts” are used interchangeably.
# Activities

# Stories & Boards Stories can be defined as Individual responses captured from a single Member to a single Prompt. Boards are commonly known as Template-driven collections of Stories designed for a specific use case
HTML and CSS configurations that define the visual design and layout of a Board.
# Prompts & Surveys ### Prompts Questions or statements used to invite engagement or collect specific responses from Members. Prompts can accept responses in multiple formats, including video, audio, text, numeric input, files, or links. ### Direct Prompts (Remote Capture) Prompts sent directly to specific named Members. Recipients receive an email and/or text message with a link that allows them to respond using the permitted media types. ### Open Prompts (Remote Capture) Shareable prompt links that can be distributed anywhere. Anyone with the link can respond. Respondents are asked to provide their name, company, and email address. Open Prompts can be used with both existing Members and non-members.
# Requests Internal Customer Marketing Request and Sales Requests There is room and capaibility to manage both types of workflows with the SlapFive reference module internal marketing asks and sales new deal requests. Internal requests made by team members to ask customers for participation or customer-generated content. Speakers, customer stories, and PR asks. Requests are commonly used for sales reference requests with self service options as well as white glove reference management
# SlapFive Data Model Here are the SlapFive objects and their relationships.

SlapFive Data Model and Relationships

# Data Model 101 - Members and Companies Step by step guide to get familiar with migration of data and your data model decisions when getting started with SlapFive. {% file src="/files/cm1QGpu3lGuBagacCNLa" %} # Architecture Diagram Here are the SlapFive Architecture and data flow diagram.
# SlapFive Best Practices Best practices around various use cases and workflows within SlapFive. There are 5 different sections covering Onboarding, Request Management, Customer Programs, Remote Capture & Prompts, and Content Management. # SlapFive Successful Launch Plan The first 30 days are vital to your success, staying on plan and on target with your goal live date and our best practices will set you up for success. * Discovery Workshop: In this phase you will meet your onboarding team who will assist in establishing your onboarding launch goals and timelines.​ We will review documents, discuss your strategic priorities, and understand your definition of success. * Migration and Integration Workshops: Simultaneous with discovery, this stage of the process is where we collaborate with your IT and SFDC team, your identified executive leader, and primary contact champion, as well as our technical implementation team to facilitate discovery around your technical needs to support your goals. This will include outlining the technical steps necessary to support your onboarding. Your onboarding and implementation experience will include: Project Management Success Planning tied to you designated Go Live Date * Technical Implementation * Instance creation * SFDC app install * establish single-sign-on authentication * data mapping for native integration * establish additional integrations for forms and reminders * Customized goal-oriented success plans for your configurations and launch * Customer Success Manager for training and enablement * Weekly Implementation calls * Train-the-trainer resources With a dedicated team focused on completing priority projects, we will end our onboarding process by achieving our established launch goals. The SlapFive Customer Onboarding Portal, powered by Baton, is your one-stop hub for all things onboarding. This guided experience walks you step-by-step through each phase to ensure a strong deployment and configuration of SlapFive. Baton gives you a clear action plan - what to do, when to do it, and the resources to do it well. Your onboarding follows five standard phases, supported by weekly check-ins with your SlapFive team and targeted workshops for each Workstream. Every project plan is customized to your goals as we work together toward your Go Live - and define exactly what “Go Live” means for you. Your engagement is essential. We’ll guide you through every step, and your active participation ensures you get the full value from SlapFive.

# Workshops during Implementation ### Data Model Workshop: This workshop runs in parallel with kickoff and early discovery. Together, we clarify where your data lives, what will be migrated, and what resources are needed. Workshop Focus: * Understand what data and content you have today * Decide what should be imported into SlapFive * Define any dynamic custom fields * Review data formatting for a smooth upload (from spreadsheets or legacy systems) Preparation:\ Guided by your completed Data Decisions Questionnaire, required before the session. Attendees:\ Champion, SlapFive Customer Success, optional SOPs/MOPs ### Workstream Workshops: What to Expect: Roll up your sleeves - we’ll define the automations, workflows, and system integrations needed to launch your first Workstream in 30 days. Workshop Types (as needed): * CMA System of Record: Nominations, Advocate Sourcing, SSOT workflows, etc. * Advanced Reference Automation: Content Suggestions, Recorded References, Requesting & Fulfilling workflows, etc. * Customer Referrals: One to one and one to many workflows * AI-Powered Customer Proof: Customer content workflows These sessions ensure your Phase 1 Workstream is fully designed, automated, and ready for Go-Live.

# SlapFive Self Guide Enablement Welcome to SlapFive. This guide is designed to help your team confidently learn, navigate, and operationalize the platform independently. Whether your goal is to manage customer references, generate reviews, activate advocates, scale customer stories, or support sales teams more efficiently, this guide will help you understand both the platform functionality and the strategic best practices behind it. The document is structured as a step-by-step learning journey that explains not only how to use the platform, but also why each feature matters operationally. # Understanding the SlapFive Data Model The SlapFive platform is built around connected objects and relationships. **Core Platform Objects**\ • Members\ • Companies\ • Activities\ • Campaigns\ \ **Why the Data Model Matters**\ Understanding how objects connect improves:\ • Reporting accuracy\ • Workflow automation\ • Search functionality\ • Segmentation\ • Campaign targeting\ \ Designing Your Data Model --> Before creating large numbers of fields, start with the workflows you want SlapFive to support. Ask: **What decisions do we need this data to help us make?** For a reference program, you may need: * Industry * Company size * Product * Use case * Geography * Role * Reference willingness For a speaker program, you may need: * Role / Persona * Speaking willingness * Topics of expertise * Geography * Event participation history For an advocate sourcing program, you may also want: * Customer health * Account tier * NPS or sentiment * CSM nomination * Account owner * Customer lifecycle stage This keeps the data model focused on actionable information instead of simply recreating every field from your CRM. *** ## Data Governance Best Practices ### Standardize Naming Conventions Use consistent field names and terminology across your data model. For example, avoid having separate fields such as: * Company Size * Account Size * Customer Size * Segment Size when they are all intended to represent the same concept. ### Avoid Duplicate Fields Before creating a new field, determine whether the information already exists elsewhere in the profile. Duplicate fields can create conflicting data and make filtering unreliable. ### Use Consistent Dropdown Values Whenever possible, use standardized values rather than unrestricted free-text fields for attributes that will be used for filtering. For example, instead of allowing: “United States”\ “USA”\ “U.S.”\ “US” standardize on one value. The same principle applies to industries, products, segments, regions, advocacy interests, and other commonly filtered attributes. ### Keep Profile Data Updated Customer information changes over time. Account ownership, products, roles, customer status, lifecycle stage, and other attributes should be refreshed regularly—particularly when they originate in another system of record. ### Remove or Deactivate Outdated Records Establish a process for identifying and managing records that should no longer participate in active advocacy workflows. *** ## Key Takeaway Your SlapFive data model should be designed around **activation, not data collection.** Every field should ideally help your team do at least one of the following: * Find the right advocate * Match a customer to a request * Target an audience * Personalize an advocacy experience * Understand program coverage * Measure participation or impact * Identify gaps in your advocate pool When profile data is clean, standardized, and connected to your workflows, SlapFive becomes more than a database of advocates—it becomes the system your team can use to **find, activate, and scale the right customer voices at the right time.**
# Understanding Membership Profiles Membership profiles are the foundation of the SlapFive platform. Every advocate, customer, or member in your program is represented through a profile. ### Profiles, Data & Filtering in SlapFive Member profiles are the foundation of how SlapFive identifies, organizes, activates, and measures customer advocates. The stronger and more structured your profile data is, the easier it becomes to find the right customer for the right opportunity—whether that is a sales reference, speaking opportunity, content request, campaign, review, or other advocacy activity. ### What Profiles Power #### Search & Filtering Quickly identify customers and advocates based on the criteria that matter to your program. Teams can search and filter across customer, contact, program, and advocacy attributes to narrow a large advocate pool into a relevant group. For example: * Customers using a specific product * Advocates in a particular industry or geography * Customers associated with a specific account segment * Advocates who have agreed to participate in references * Customers who are available for speaking opportunities * Advocates who have completed specific activities #### Advocate Segmentation Profiles allow Customer Marketing and Advocacy teams to build meaningful advocate segments rather than treating every advocate the same. Segments might include: * Executive advocates * Highly engaged advocates * Reference-ready customers * Customers willing to speak publicly * Customers available for analyst conversations * Customers interested in reviews * Customers by product or use case * Strategic or enterprise accounts * Customers within a specific region These segments can then be used for targeted campaigns, outreach, requests, and reporting. #### Reference Request Matching Profile data is especially important for reference programs. When Sales submits a reference request, SlapFive can use customer and advocate attributes to help identify customers that align with the request. Matching criteria may include: * Industry * Company size or segment * Geography * Product * Use case * Role or persona * Customer lifecycle stage * Reference willingness * Previous advocacy participation * Other organization-specific matching criteria The more complete the underlying data is, the more relevant the potential matches become. Organizations using automated or AI-assisted reference matching should pay particular attention to profile quality because the matching process can only use the information available within the customer and advocate data model. ### Campaign Targeting Profile fields can also determine who should receive a SlapFive campaign. Instead of sending every campaign to the entire advocate community, teams can create highly targeted audiences. For example: **Review Campaign** Target customers who: Product = Product X AND Advocacy Interest = Reviews AND Customer Status = Active **Speaking Opportunity** Target advocates who: Industry = Financial Services AND Role = Executive AND Speaking Interest = Yes AND Region = North America This allows teams to make advocacy asks more relevant and reduces unnecessary outreach to customers who are unlikely to be a fit. ### Reporting & Analytics Structured profile data also makes advocacy reporting significantly more valuable. Organizations can analyze participation and advocacy activity by dimensions such as: * Industry * Geography * Product * Customer segment * Account tier * Persona * Advocacy type * Program * Customer lifecycle stage This helps teams answer questions such as: * Which customer segments are most engaged? * Where do we have gaps in reference coverage? * Which products have the strongest advocate representation? * Which regions need additional advocate sourcing? * Are we relying too heavily on a small group of customers? * Which types of customers participate most frequently? # Standard vs Dynamic Fields ## Standard Fields vs. Dynamic Fields SlapFive profiles can contain both standard fields our custom dynamic fields unique to your business and values. ### Standard Core Fields Core fields represent foundational information used to identify and organize customers and contacts. Examples include: * Name * Company * Role / Title * Email * Geography * Member or advocate status These fields provide the basic structure needed to identify who the advocate is and the organization they represent. ### Dynamic / Custom Fields Dynamic fields allow each organization to extend its SlapFive data model with information specific to its business, customer base, and advocacy program. Examples might include: * Industry * Employee count * Account segment * ARR range * Product(s) used * Use case * Customer lifecycle stage * Account owner * Customer Success Manager * Customer health * Reference willingness * Speaking willingness * Review willingness * Analyst willingness * Strategic account status * Region * Advocacy tier Dynamic fields are especially powerful when information is synchronized or supplied from systems such as Salesforce, Gainsight, Planhat, or other customer systems. The goal is not to bring every piece of customer data into SlapFive. The goal is to bring in the **data that helps your team make better advocacy decisions.** # Standard Field Maintence Remove fields that you are not using Go to top right avatar, click on your settings then navigate to Standard Fields
# Member & Company Image Uploading Quick tips to best optimize your member profiles * Upload headshots of your members that are **squared** - LinkedIn photos are always squared * Company logos should be transparent background and horizontal format (example below) * Any Company attributes added to a Member profile transfer to the Company profile including the logo

Bad example - this is a squared image and will render small

This is what you want - transparent horizontal logo

# Member & Company Profiles FAQ Profiles & Data FAQs What is the difference between an Account and a Member? Explain the relationship between the customer company/account and the individual people associated with that organization. **What is the difference between an Account and a Member?**\ Explain the relationship between the customer company/account and the individual people associated with that organization. **What information should I include on an advocate profile?**\ Focus on the information needed to find and activate that customer: role, company, industry, product, use case, geography, advocacy interests, reference preferences, etc. **Should we use free-text fields or pick list dropdowns?**\ For fields used heavily in filtering, segmentation, matching, or reporting, standardized values are generally preferable because inconsistent data matching, filtering and fulfilling request needs difficult if the data is messy. **Do I need to bring all of my CRM data into SlapFive?**\ No. Focus on data that helps identify, segment, match, activate, or report on advocates. The goal is an actionable advocacy data model—not recreating your entire CRM. **What happens when an advocate changes companies or leaves their company?** When an advocate changes companies or leaves their organization, their SlapFive profile should be reviewed to ensure they are no longer associated with an account they no longer represent. * **If the advocate leaves the company:** * Update their status so they are no longer included in active advocate outreach or reference matching for the former company. * Preserve relevant historical advocacy activity when appropriate so your team retains an accurate record of past participation. * Review any outstanding requests, campaigns, or advocacy activities associated with the advocate. * If their contact information is no longer valid, update or deactivate the record rather than continuing outreach to an outdated business email. * **If the advocate moves to a new company:** * Treat the new employment relationship as new customer/account context. Confirm that the new company is an appropriate organization for your advocacy program before associating the advocate with it. An advocate's history with their former company should not automatically imply that they can serve as a reference or advocate for their new organization. **Best practice:** Regularly validate employment, account association, contact information, and advocate status. *** #### How should we handle duplicate advocates or accounts? Duplicate records should be addressed as soon as they are identified because they can impact filtering, segmentation, campaign targeting, reference matching, and reporting. Before creating a new Account or Member, first search SlapFive to determine whether a record already exists. **For duplicate Members:**\ Determine which profile should be considered the primary record. Review both records for important profile information and advocacy history before deactivating or otherwise resolving the duplicate. Pay particular attention to: * Email address * Company/account association * Role and title * Profile attributes * Advocacy preferences * Campaign participation * Reference activity * Stories or other customer contributions Avoid simply removing a duplicate without first determining whether it contains historical information your team needs to retain. **For duplicate Accounts:**\ First determine why the duplicate was created. Common causes can include inconsistent company naming, manual record creation, or differences between SlapFive and an integrated source system. For example: `Acme`\ `Acme Inc.`\ `Acme Corporation` should not unintentionally become three separate customer records if they represent the same organization. When resolving duplicate Accounts, confirm which Account should be treated as the primary record and review the Members and activity associated with each before making changes. **Best practices for preventing duplicates:** * Search before manually creating new records. * Standardize company naming conventions. * Use consistent identifiers when syncing data from systems such as your CRM. * Define which system is the source of truth for customer and contact data. * Periodically review your data for duplicate or inactive records. * Avoid creating multiple fields or records to solve a data-quality issue that should be corrected at the source. Clean Account and Member data helps ensure that SlapFive can accurately identify the right customers, target the right audiences, support reference matching, and provide trustworthy reporting. # Workstreams & Workflow Automations Implementation Workstreams There is an Advocacy workstream, a Community Workstream, a Reference Workstream and a Referral Workstram A SlapFive program can support multiple customer engagement workstreams. While the same customer may participate across several workstreams, each has a different objective, audience, workflow, and measure of success. The four primary workstreams are: * **Advocacy Workstream** — Activate customers to tell their stories and participate in advocacy opportunities. * **Community Workstream** — Build ongoing customer engagement, connection, education, and participation. * **Reference Workstream** — Connect qualified customers with prospects to support active sales opportunities. * **Referral Workstream** — Empower customers to introduce or recommend your organization to people in their network. *** ### Advocacy Workstream #### Purpose The Advocacy Workstream focuses on identifying, activating, and engaging customers who are willing to share their experiences and participate in activities that amplify the voice of the customer. Includes: * Nominations: * from Sales in SFDC * from CS in their CSP * from internal teams via a custom form or survey * Advocate sourcing: Reviews * Job change tracker following advocates to new roles/companies, and advocate recongization * NPS/Health Score Advocate Indicators * Useage/Product Signals #### Key Goal Build a healthy, engaged, and scalable advocate pool while making it easy for customers to participate in the ways they prefer. *** ### Community Workstream #### Purpose * Turn positive comments in community discussions into target customers to invite to your program in SlapFive. * Have community discussions trigger the prompting of a member to share a story by responding to a SlapFive prompt. * Offer SlapFive opportunities to perform acts of advocacy to community members from within a thread or a dedicated page. * Reward actions that customers take in the community by incrementing their engagement score in SlapFive. #### Common Community Activities Community programs may include: * Peer-to-peer discussions * Educational content * Events * Webinars * Product conversations * Customer networking * Challenges * Surveys * Feedback opportunities * Exclusive customer content * Recognition * Customer announcements * Advocacy opportunities #### Relationship to Advocacy Community and advocacy can work together, but they are not the same thing. **Community creates engagement. Advocacy activates customer voice and tracks their engagement.** Community activity can, however, provide valuable signals for identifying potential advocates. #### Typical Workflow **Join Community** → **Profile Sync** → **Advocacy Review** → **Welcome & Opt-In** → **Select Activities** → **Active Advocate** → **Profile Updated** *Community members flow into SlapFive as Targeted Members. Once reviewed, they receive an automated invitation to join the advocacy program and select the activities they’re willing to participate in. After opting in, their status changes to Member, their profile is updated with their preferences, and the Advocacy team is notified.* *** ### Reference Workstream #### Purpose The Reference Workstream is specifically designed to support Sales by connecting prospects with existing customers who can speak credibly about their experience. From sales the request is tied to a **sales opportunity and so we can track back influenced revenue when the deal is closed won.** #### Typical Reference Request A Sales representative may need: > An enterprise healthcare customer in North America using Product X who can speak about implementation and business outcomes. The reference workflow helps identify customers who meet those criteria. #### Typical Workflow **Sales Request → Requirements Captured → Match Advocates → Review/Approval → Customer Ask → Reference Connection → Completion → Tracking** #### Advocate Fatigue Reference management should also consider how frequently customers are being used. Organizations can establish rules around customer usage—for example, limiting reference participation to a defined frequency and pausing customers from additional requests after they have reached that threshold. What most customers are doing here is once the Member completed an activity as a completed reference for a customer they can do that one time in a quarter only. After they complete a reference activity they are paused until 3 months from that date**.** *** ### Referral Workstream #### Purpose The Referral Workstream is focused on turning customer advocacy into **new pipeline and introductions.** Instead of asking a customer to speak with an existing prospect, the organization empowers the customer to introduce or recommend the company to someone within their own network. This distinction is important: **Reference:**\ “We have a prospect. Will you speak with them?” **Referral:**\ “Who in your network could benefit from what we've helped you accomplish?” #### Typical Referral Workflow A referral program might allow an advocate to: 1. Agree to participate in the referral program. 2. Share or record their personal customer story. 3. Receive a personalized Story or Board containing their experience. 4. Share that content with their professional network. 5. Provide their network with a clear call to action. 6. Allow an interested prospect to request more information or a demo. 7. Capture the resulting referral lead. 8. Connect the referral activity to pipeline and eventual revenue. *** ## The Bigger Strategy The four workstreams ultimately serve different parts of the customer journey: | Workstream | Primary Objective | Typical Outcome | | -------------- | ----------------- | ------------------------------ | | **Community** | Engage | Participation & relationship | | **Advocacy** | Activate | Customer voice & proof | | **References** | Influence | Sales opportunity acceleration | | **Referrals** | Generate | New leads & pipeline | # Workflow Automations **Examples of Workflow Automation**\ • Request approvals\ • Notifications\ • Escalation rules\ • Review follow-ups\ • Job change tracking\ • Content approvals\ \ **Benefits of Automation**\ • Faster execution\ • Operational consistency\ • Reduced manual work\ • Improved scalability\ • Better visibility\ \ **Workflow Best Practices**\ • Keep workflows simple\ • Avoid unnecessary approvals\ • Build for scalability\ • Document ownership clearly\ • Audit workflows regularly
# Request Management Requests are the operational engine of SlapFive. A request represents a customer advocacy action. **Examples include:**\ • Reference calls\ • Customer quotes\ • Reviews\ • Surveys\ • Referrals\ • Speaking opportunities\ • Case study participation\ \ **Request Lifecycle -** A standard request usually follows this process:\ 1\. Request creation\ 2\. Internal review or approval\ 3\. Advocate matching\ 4\. Outreach and coordination\ 5\. Fulfillment\ 6\. Reporting and tracking\ \ **Manual vs Automated Matching**\ Some organizations manually select advocates, while others automate matching based on profile data and segmentation rules.\ \ **Visibility Across Teams**\ Sales, marketing, customer success, and advocacy teams may all interact with requests differently. Proper visibility settings ensure teams can collaborate efficiently while protecting customer data.\ \ **Best Practices**\ • Create clear request descriptions\ • Define approval ownership\ • Set realistic timelines\ • Track fulfillment outcomes\ • Monitor request completion rates
# Managing new reference requests (Manual) Step by step process after sales, product, CS or marketing submit a request Please note to receive notifications go to your User Profile and be sure you have your user profile set appropriately.

USER SETTINGS

When a new request comes in open it up and review details - update the status to **In Progress**

Change the Request Status to In Progress

> Note: *The Fulfillment Compainies/Memebers* is only available once the status has been set to **In Progress** Next your Fulfillment screen opens up. Here you are now able to click **Select Companies/Members** to use search or filter or simply **+Add** a row to then select a Member and/or Company.

Start to search, filter, and select a Company and/or Member

When you use **Select Companies/Members** you will see the menu tray slide open.

Search or Filter your Members to Fulfill the request

Things to note: * Green dot indicates - open to taking a reference call * Yellow dot indicates a pending reference on another in progress request

Easily view the Limits

Now if you went the route and used the **+Add** button option you get as many rows as you select the add button. So you are able to manage multiple outreaches for a single campaign or request. * You can select add Company or Member to add to that row. * Make sure to select the activity type and the date you need it by * Next you enter the Company or Member - This occurs when you do not know the Member yet but know the Company you can leave the member empty while you work the request and find the new Member to add.

Add a Company if you do not know a Member yet

Manage the workflow of your request with the **Fulfillment Status, Notes, and Date fields**

Select fulfillment status that meets your needs

Manage, change, add, and remove Fulfillment Status to meet your workflow and processes. Please note: **Completed is the value that triggers a Completed activity for that member once they have done the request activity.** * These all can be customized in the back end of your settings * In settings scroll down to Request Fulfillment Status types * You can edit or delete any except Completed and Inactive * You can also change the order by dragging up or down the row

Status Types - Change in your Settings

# Request Manual Fulfillment Workflow Once you have the reference call scheduled or any other status that you need or want to send an update you can send a note to the Requestor. Be sure to click save and respond.

Optional to send - notes only go if you select Save and Respond

An email can go to the Requester if you select **Save and Respond.** ***Put your text to the Requester in Note to Requester field.***

Email received by Requester

Once date of call occurs update **Request status, Fulfillment status, date** and (new note to requestor if they want to be notified)

# Tracking Completed Activities from Requests Completed Fulfillment Status will trigger a logged activity Once you have selected the Fulfillment Status as **Completed** the system automatically logs an activity for that Member in their Member profile.

Activity Logged after Completed status

# Request Automation Workflow The Reference Request Workflow manages the full lifecycle of a customer reference request — from the moment a requester selects a Fulfillment Member (FM) or company, through approver sign-off **Benefits of Automation: Balancing coordination & automation** 1. Automated Matching: Use profile data and rules to identify advocates at scale. 2. Human Coordination: Manually select advocates for high-touch, strategic outreach. 3. Cross-Team Visibility: Ensure sales, marketing, and success teams collaborate efficiently.
**How It Works — Step by Step** | 1 | Requester Submits | The requester selects a specific Fulfillment Member (FM) or a company for their reference request. This triggers the workflow automatically. | | - | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 2 | Approval Email Sent | An email is sent to the Approver with a form to review the request. If a member was selected, the form shows that member directly. If a company was selected, the Approver sees a list of members from that company and picks who to use. | | 3 | Approver Reviews | The approval form also includes an outreach preference: Send (system sends an automated email to the FM) or Not Send (team reaches out personally). The Approver then clicks Approve Request or Reject Request. | | 4 | Approve or Reject | If rejected, the FM status in SlapFive is updated to Rejected and the flow stops. If approved, the FM status is updated and the next stage begins based on the outreach preference selected. | | 5 | FM Availability Request | An email is sent to the Fulfillment Member asking for their availability. The FM selects 3 to 5 available timeslots and responds via a form — choosing Accept or Decline. | | 6 | FM Decision | If the FM declines, their status in SlapFive is updated to Declined and the flow stops. If they accept, the status is updated to Agreed and the workflow moves forward. | | 7 | Requester Notified | An email is sent to the requester with the FM's details and the timeslots they selected. A form is included for the requester to pick a final confirmed time after coordinating with their prospect. | | 8 | Scheduled & Confirmed | Once the requester selects a time, the FM status in SlapFive is updated to Scheduled. The requester receives a confirmation email with the FM's details and the agreed time. | | 9 | Post-Call Feedback | One day after the scheduled call date, an automated feedback email is sent to the FM to capture their experience and the outcome of the reference call. | **What the Approver Sees — Approval Form Details** | **Scenario** | **What appears in the Approval Form** | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------ | | Member selected by requester | The specific FM is displayed directly — Approver reviews and approves or rejects. | | Company selected by requester | A list of all members from that company is shown — Approver selects which member to use for the reference request. | | Outreach preference | Approver also sets: Send (automated email sent to FM) or Not Send (team contacts FM personally). |
**Fulfillment Member Status Flow in SlapFive** | **Status** | **What it means** | | ------------------ | ----------------------------------------------------------------------------------------------- | | Requested | Request submitted — waiting for Approver to review and decide. | | Rejected | Approver rejected the request — flow stops, FM is not contacted. | | Asked | Approver approved — email sent to FM asking for available timeslots. | | Declined | FM declined to participate — flow stops, no scheduling takes place. | | Agreed | FM accepted and provided timeslots — requester notified to coordinate and confirm a final time. | | Scheduled | Requester confirmed a time — call is booked, both parties have the confirmed details. | | Feedback Requested | One day after the scheduled call, a feedback email is automatically sent to the FM. | # Request workflow diagram
# Request Automation Emails & Forms Examples coming! # Reference Submission Workflow – Testing Preparation Before testing begins, please make sure the following items are set up: 1\. Create a Test Customer Account in Salesforce (Client SFDC Team) Create a test account that includes: * Industry * Product/Segment * Location * Account Owner (ideally the Customer Marketer or someone participating in training) Also create a test Opportunity associated with this account. #### 2. Set Up a Test Customer in SlapFive (Customer marketing team or S5 to create) Create a company in SlapFive that will serve as your test reference customer. Within that company: * Create a member (Customer Marketer or designated tester). * Ensure the member is:\
* Active * Assigned the Member role #### 3. Add the Nomination Contact On the Salesforce test account: * Add the Customer Marketer (or designated tester) as contact #### During testing: * You will nominate yourself as the customer contact. * The person being nominated must not already exist as a member in SlapFive. If they already exist, create a new test contact instead.
# Advocacy Workstream # Understanding Campaigns Campaigns in SlapFive are not simply marketing campaigns. Campaigns act as centralized containers that organize customer engagement activity. **Campaigns may support:**\ • Product launches\ • Review generation\ • Advocacy activation\ • Event participation\ • Referral programs\ • Story collection\ • Customer engagement initiatives\ \ **Why Campaigns Matter Campaigns help organizations:**\ • Track engagement activity\ • Organize outreach efforts\ • Measure participation\ • Report on outcomes\ • Coordinate multiple advocacy motions\ \ **Campaign Structure Best Practices**\ • Build campaigns around business goals\ • Avoid unnecessary campaign duplication\ • Use naming conventions consistently\ • Segment audiences strategically\ • Define success metrics upfront\ \ **Examples of Multi-Use Campaigns**\ One campaign may support multiple activities, such as collecting reviews, gathering stories, and identifying speakers during a product launch initiative.
# Job Change Tracker Stay Connected as Your Advocates Grow Their Careers Your strongest customer advocates do not stay in the same roles forever. They get promoted, move to new companies, and reach important career milestones. These changes can create valuable opportunities to reconnect, celebrate their success, and continue building the relationship. SlapFive’s Job Change Tracker (JCT) automatically monitors these changes so your team can stay informed without manually checking LinkedIn profiles. ### Job Change Tracker Overview Once a week, Job Change Tracker reviews the public LinkedIn profiles of eligible active members and compares their current information with what was previously recorded in SlapFive. It looks for three types of meaningful changes: Job Changes → Identifies when an advocate has moved to a new company. Promotions and Title Changes → Recognizes promotions and other meaningful changes in role or responsibility at the same company. Work Anniversaries → Flags upcoming work anniversaries so your team has an opportunity to recognize important milestones. When a change is identified, Job Change Tracker adds it to the appropriate campaign, updates the relevant LinkedIn information in SlapFive, and includes it in a weekly summary for your team. \
### How Job Change Tracker Supports Your Program Your customer relationships can extend far beyond a single company or role. An advocate who moves to a new organization may become a future champion, buyer, referral source, or advocate in their new role. Job Change Tracker helps your team turn these career moments into opportunities to: * Maintain relationships with advocates as their careers evolve * Congratulate customers on promotions and milestones * Identify advocates who have moved to new organizations * Keep customer and advocate data current * Create natural, timely reasons to reconnect * Reduce the manual effort of monitoring LinkedIn for changes Instead of discovering a job change months later, your team has the information it needs to engage at the right moment. ### How Job Changes Are Identified #### 1. SlapFive Checks Eligible Members Each week, Job Change Tracker checks members who are: * Active * Have a Member status * Have a LinkedIn URL associated with their SlapFive member record For members being checked for the first time, SlapFive establishes a baseline by recording their current company, title, and company LinkedIn page. No change is reported during this initial check. #### 2. Job Changes Are Identified SlapFive compares the member’s current LinkedIn company with the company previously recorded. The system accounts for minor naming differences, such as abbreviations, capitalization, punctuation, and common company suffixes, to avoid incorrectly reporting a change. When the information requires additional interpretation, AI evaluates the available profile information to determine whether the member has truly changed employers or whether the difference is related to something like a rebrand, subsidiary, or alternate company page. Confirmed job changes are added to the Job Change Tracker campaign and included in the weekly summary. #### 3. Promotions and Title Changes Are Identified If the member is still at the same company, Job Change Tracker compares their current title with the title previously recorded. Minor variations that mean the same thing, such as "VP" and "Vice President," are not considered changes. For meaningful differences, AI helps determine whether the change represents a: * Promotion * Lateral move * Demotion Confirmed changes are recorded in SlapFive and surfaced in the weekly summary. #### 4. Upcoming Work Anniversaries Are Flagged For members who remain at the same company, Job Change Tracker also looks at their current role start date. When an eligible work anniversary falls within the upcoming tracking window, it is included in the weekly summary along with the company, anniversary date, and number of years. First-year anniversaries are not reported. ### Your Weekly Job Change Summary After each weekly run, your advocacy team receives one consolidated email with an overview of what Job Change Tracker found. The summary organizes updates into five categories: * Anniversaries: Upcoming work anniversaries worth celebrating. * Job Changers: Advocates who have moved to a new company. * Promotions: Advocates who have moved into a more senior role. * Other Title Changes: Lateral moves and other meaningful role changes. * Needs Review: Profiles where SlapFive could not confidently determine what changed. Each entry links directly to the member in SlapFive, making it easy to review the change and decide on the appropriate next step. You will receive the summary even when no changes are detected, so you always know the weekly check was completed. ### When a Change Needs Review Job Change Tracker is designed to prioritize accuracy over automatically making a change when the information is unclear. A member may be placed in Needs Review when: * Their previous role still appears active on LinkedIn * LinkedIn does not provide enough information to identify a current role * The system cannot confidently determine whether a company or title change represents a meaningful career move In these cases, no changes are made to the member’s SlapFive record. Your team can review the profile and determine whether the LinkedIn URL, profile information, or member record needs to be updated. ### From Career Change to Customer Opportunity Job Change Tracker gives your team more than updated data. It gives you timely reasons to engage. Whether an advocate earns a promotion, celebrates an anniversary, or moves to a new company, SlapFive helps you identify the moment so you can decide how to act on it. The result is a more current advocate network, stronger long-term relationships, and more opportunities to keep your best customers connected to your brand wherever their careers take them.
# Prompts and Surveys More info coming on this enhanced feature! # Surveys (Prompt Groups) Prompt Groups are now Surveys with new Capability \ More info coming!

# Understanding Stories and Boards Stories are structured customer advocacy assets that organize customer proof points, testimonials, and success narratives. Boards are curated collections of Stories created for specific audiences.\ \ **Examples of Board Usage**\ • Sales enablement\ • Executive presentations\ • Industry-specific proof points\ • Product-focused references\ • Event preparation\ \ **Benefits of Stories and Boards**\ • Faster content discovery\ • Better sales adoption\ • Stronger storytelling consistency\ • Easier executive access\ • Improved customer proof organization\ \ **Best Practices**\ • Keep Stories concise\ • Include measurable outcomes\ • Organize Boards strategically\ • Update outdated content regularly\ • Tag Stories consistently
# Creating File or Link type Boards **First Go to Boards** 1\. Add new and select the template either [Customer Case Study Post with Link or File Story : Anonymous Customer ](https://globalization-partners.slapfive.com/client/templates/edit/clcglovcb000035aheyf0d7ku)or Identified if you know the customer name. 2\. Put in your headline - matching case study title 3\. then go to the tab stories shown below and drag and drop your story you want 4\. then go to Custom fields and put Yes to show in Salesforce

Stories tab to drag & drop

Push to SFDC for sales to view and share

# Template Catalog Examples and use cases for various html powered templates **Full page boards**: These are used for sharing content such as recorded references, case study 2.0 served up to sales to share with prospects. In our SFDC app sharing the storyboards will attribute back to influenced revenue when shared from an opportunity that is closed won. **Widgets:** Embedded into your website to look and feel as if they are a part of your website. Can be on a landing page or embedded in a blog post. **Learn more** [**here.**](/customizations/embed-customer-voice-on-your-website-or-landing-page) All boards and widgets are branded with your colors, logos, and font choices. View all the templates [**here.**](https://slapfive.slapfive.com/b/clbwnspdg00kc35ahuj1i3hxk/SlapFive_Template_Previews)

Template Catalog

# Designing Your Customer Advocacy Program A successful advocacy program requires clear structure, ownership, and operational alignment. **Key Program Design Questions**\ • Who qualifies as an advocate?\ • What actions do you want customers to take?\ • Who approves customer participation?\ • What incentives will be used?\ • What metrics define success?\ \ **Core Advocacy Workstreams**\ • References\ • Reviews\ • Referrals\ • Customer stories\ • Community engagement\ • Customer advisory boards\ \ **Program Maturity**\ Early-stage programs often begin with references and reviews. More mature programs expand into scalable storytelling, executive advocacy, and pipeline influence reporting.\
# Activities Willing to Do * Activity Types represent the different ways that customers can engage with the company and each other when they participate in the customer voice program. * Each Activity Type has an Engagement Score, which represents the score that a customer receives for participating in this Activity, and is used to calculate Customer Engagement Scores. * The Admin user can change the label and the Engagement Score for predefined Activity Types, and assign a label and Engagement Score for new Activity Types she creates. | Activity Types Examples | Engagement Score Examples | | -------------------------------- | ------------------------- | | Provide feedback | 10 | | Provide input on product/service | 10 | | Share experiences with peers | 20 | | Network with peers | 20 | | Share examples of value received | 30 | | Provide a quote | 10 | | Do a live interview | 50 | | Take a customer reference call | 40 | | Speak at an industry event | 50 | | Speak at a customer event | 50 | | Speak on a webinar | 30 | | Attend a customer event | 25 | | Attend a webinar | 15 | | Join CAB | 20 | | Attend a CAB meeting | 30 | | Speak with an industry analyst | 35 | | Speak with the press | 30 | | Receive an award or recognition | 40 | | Receive an appreciation gift | 10 | | Write a peer review | 20 | **There are Parent Activity Types and there are Child Activity types.** * Parent = the activity the Customer/Member/Advocate is willing to do what they said yes to on their sign up form. * Child activity = the completed activity your Customer/Member/Advocate Completed **For example:** * Parent activity type = Speaker * Child Activity type = logged an activity for your advocate Speaker with child activity Speaker at CXCon 2026 # Customer Invite Form Examples Forms to use for customer invite to program and internal nominations Any form will work to integrate for your Customer Invite form - the SlapFive team can create a custom form for you or you can leverage an in house form Most used: Google forms, Hubspot, Survey Monkey, Airtable, Asana, SmartSheet * You need to include First Name, Last Name, Email and Company at a minimum. * The other criteria you want to collect is their activity types willing to do - and have them match to the backend user settings of SlapFive. \ Form Example built by SlapFive team with branding and logo unique to you # Nominations Enable a Salesforce user to nominate a Contact by clicking a button on the Contact screen and entering a short justification. This creates/updates a SlapFive Member and adds to Nomination Campaign. [Instructions for SFDC team](/integrations/salesforce) Below is the workflow design decisions to be made with the Advocacy team and SlapFive implementation team
# Data Migration and Ongoing Sync Management Strong platform adoption begins with clean, organized data. **Before Migration**\ Prepare:\ • Member records\ • Company records\ • Required fields\ • Duplicate cleanup\ • Naming standards\ \ **Common Data Sources**\ • Salesforce\ • Forms\ • Customer communities\ • Customer success platforms\ • Spreadsheets\ \ **One-Time Imports vs Ongoing Syncs**\ Some organizations import data once, while others maintain automated integrations.\ \ **Best Practices**\ • Define a source of truth\ • Align field mappings carefully\ • Audit sync quality regularly\ • Validate imported data before launch\ • Maintain governance ownership
# AI Capabilities SlapFive AI capabilities help teams operate more efficiently and scale customer advocacy efforts faster. Native AI is embedded across every SlapFive workflow, supporting CMA programs in real time. SlapFive Co-Pilot brings that intelligence to every screen, listening across your systems and allowing you to ask anything for context-aware answers and actions grounded entirely in your instance data and governed by your rules. # Agent Desktop (AI Copilot + Automated Advocacy Plays) Bring native AI to every screen and workflow. Ask questions in plain language and receive context-aware answers, recommendations, and actions grounded entirely in your instance data.
# Conversational AI Surveys # AI Call Insights Workflow Define and implement a workflow to capture insights from Gong call recordings and convert them into actionable advocacy, reference, and content opportunities within SlapFive.
#### Start With Clear Goals Define what you want to measure or monitor: * General advocacy intent * Existing hidden advocacy * Specific advocacy activity mentions * Customer outcomes & value statements * Align tracker design with business questions you want answered, not just “nice to know.” For example: * “Which customers express general interest in participating in advocacy activities (‘intent’)?” * “Which customers are already advocating for us but whose activities are not being captured in SlapFive?” * “Which customers have mentioned specific advocacy activities (upcoming events, customer story, review, etc.) and need to be followed up on quickly?” * “Which customers are describing clear outcomes and value statements, such as time to value and cost savings” *** #### 2. Use Precise Keywords & Variants * Include synonyms, nicknames, and acronyms (e.g., for Salesforce: “SFDC,” “Salesforce.com,” “SF”) * Add common misspellings and spoken shorthand * For products, include both brand names and generic descriptors (“HubSpot” AND “marketing automation”) * Test real transcripts before finalizing *** #### 3. Connect to Action * Decide what happens when a tracker fires: * Creates a new Activity in SlapFive (For example: A customer who has mentioned completing a reference call in the wild or participating in a webinar with another team) * Creates a customer voice asset (For example: A customer has described tangible ROI, made a competitive mention, or expressed satisfaction with the resolution of a problem) * Logs a new entry to a Targeted Advocates campaign (For example: A customer has expressed general interest in participating in advocacy activities or a high level of overall satisfaction)

# AI Call Insights Workflow Design Define and implement a workflow to capture insights from Gong call recordings and convert them into actionable advocacy, reference, and content opportunities within SlapFive. ## 1. Integration with Systems Define integration points:\ \- Gong (call insights)\ \- Salesforce (activity tracking) SlapFive - campaign/member creation/stories created\ \ *Customer Decision Required: Confirm systems and data flow.* ## 2. Call Types & Triggers Define which call types will trigger insight capture.\ Examples: CSM weekly check-ins, QBR/EBRs, executive sponsor calls, support meetings.\ \ *Customer Decision Required: Select relevant call types to include.* ## 3. Insight Categories Define which insights to capture from calls.\ \ Group 1: Advocacy sourcing (interest, fit, matching)\ Group 2: Customer stories (success, use cases, quotes)\ Group 3: Dissatisfaction (risks, churn signals)\ \ *Customer Decision Required: Confirm categories and prioritize focus areas.* ## 4. Keyword & Phrase Identification Define keywords or phrases that indicate valuable insights.\ Examples: 'accelerated ROI', 'reduced cost by X%', 'great reference'.\ \ *Customer Decision Required: Provide keywords and phrases to guide AI detection.* ## 5. Insight Capture Process AI analyzes Gong recordings to:\ \- Identify relevant quotes\ \- Tag insights\ \- Store structured data\ \ *Customer Decision Required: Confirm capture rules and validation process.* ## 6. Member & Company Handling Define logic for entity creation:\ \- Create member if not existing\ \- Create company if not existing\ \ *Customer Decision Required: Define matching rules and required fields.* ## 7. Actions Triggered by Insights Define what happens after an insight is captured:\ \- Add to campaign\ \- Create story\ \- Request peer review\ \- Invite to advocacy or reference programs\ \ *Customer Decision Required: Select which actions should be automated.* ## 8. Approval Workflow Define approval process:\ \- SlapFive admin receives notification\ \- Approves or rejects action\ \ *Customer Decision Required: Define approvers and approval criteria.* ## 9. Outreach & Activation If approved:\ \- Notify contact owner\ \- Request outreach for advocacy or reference programs\ \ *Customer Decision Required: Define outreach messaging and timing.* ## 11. Reporting & Measurement Define success metrics:\ \- Number of insights captured\ \- Conversion to advocacy\ \- Engagement rates

# Dashboards and Reporting The Reporting dashboard is organized into five tabs, each providing a focused view of a key operational area.
# Revenue Influence Reports Revenue Influence helps you understand how customer advocacy impacts pipeline and revenue by connecting customer activities, such as references, reviews, case studies, referrals, and content, to sales
### Revenue Influence Over Time A month-by-month view of the revenue associated with customer advocacy. The blue line tracks the value of closed-won opportunities that were influenced by customer advocacy, while the teal line shows influenced opportunities that ultimately closed lost. The dashed line provides your average monthly influenced revenue as a benchmark, helping you quickly identify trends and measure the revenue impact of your customer marketing efforts over time. ### Win/Loss Reporting Monthly performance of influenced opportunities. The blue line tracks your win rate, the pink line tracks your loss rate, and the dashed line shows your overall average win rate for the selected period. This makes it easy to identify trends over time and understand how effectively your customer advocacy efforts are contributing to successful sales outcomes. ### Revenue by Influence Event Type
This chart tells that story. It breaks down your closed-won influenced revenue by advocacy touchpoint, showing both the total revenue and the share each activity contributes. It's a quick way to see which parts of your customer advocacy program are creating the most value for the business.
This table gives you a detailed view of every opportunity that had at least one influence event during the selected time period. For each opportunity, you can quickly see the account name, opportunity name, current stage, close date, deal amount, total influence score, and the number of associated influence events. It's a great way to move beyond high-level metrics and drill into the specific opportunities where your customer advocacy efforts are supporting pipeline and revenue.
# Members Tracking member lifecycle, engagement, roles, and top contributors
# Companies Monitoring company portfolio, churn, segmentation, and top accounts
# Content Measuring stories, boards, utilization, views, and content dimensions
# Request Evaluating request volume, fulfillment rates, timing, and requesters
# Activities Reviewing completed activities, engagement, top performers, and pipeline
# SlapFive SFDC App What is the SlapFive SFDC app? * Live in Salesforce * Using SlapFive Request a Reference * See & Share Content * Nominate Customer Advocates * Revenue Influence # What is the SlapFive SFDC app? Use these best practices to build out your sales enablement for rollout * Request a reference: Request a peer-to-peer reference call directly within your Salesforce opportunity * See content relevant to your opportunity: SlapFive serves up relevant content such as case studies, video testimonials, and more – see it, share it, track it * Nominate a customer advocate: Does your account love us? Nominate them to join the customer program [Go here to learn more on implementation and install](/integrations/salesforce/slapfive-advanced-app)
# Live in Salesforce
# Sales Requesting a Reference Hit the request reference button
# View and Share Content ## Sales can See & Share Content Relevant to the Opportunity
## View and share you customer case studies
## Personalize your message Sales is able to share the content and send a note to the contact attributed to the opportunty with a customized note.
# View Companies and Permissions See a list of Companies that are a part of the advocacy/reference program along with any permissions indicated *Note to update Permissions go to your Settings of SlapFive in order for it to populate in SFDC* And add as many as you would like - see below.
## Within Companies in SlapFive and SFDC embedded list they Permissions will display like this
# Track Influenced Events Anyone in SFDC can view the Customer Influence from the acts of advocacy
**Learn more on how to integrate and have this set up with your SFDC app** [**here.**](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user) # Salesforce and Platform Integrations **Benefits of Integrations**\ • Faster request fulfillment\ • Better sales adoption\ • Shared workflow visibility\ • Improved reporting accuracy\ \ **Common Integration Areas**\ • Customer records\ • Activities\ • Opportunities\ • Requests\ • Campaign data\ \ **Best Practices**\ • Define ownership clearly\ • Validate field mappings carefully\ • Test workflows before launch\ • Train sales users properly\ • Monitor integration health regularly
# How SlapFive uses Workato SlapFive uses Workato as its integration and workflow automation platform to securely connect with customer systems (e.g., CRM, marketing automation, customer success platforms). Workato enables SlapFive to automate data flows and business processes without requiring custom-built integrations. *** ### What Workato Does in SlapFive Workato acts as an **orchestration layer** between SlapFive and external systems. Typical use cases include: * Syncing customer and contact data (e.g., from Salesforce, HubSpot) * Triggering workflows based on customer activity * Sending or receiving data via APIs or webhooks * Automating processes like customer nominations, advocacy actions, and reporting updates Workato does **not function as a system of record**. *** ### Data Handling Model * **In transit:** Data is securely transmitted between systems via encrypted API calls * **Processing:** Workato processes data in real-time to execute workflows * **At rest:** Minimal data is stored, limited to: * Job execution logs * Metadata required for workflow operation SlapFive configures workflows to **minimize data persistence** within Workato wherever possible. *** ### Types of Data Processed Depending on the customer’s configuration, Workato may process: * Contact data (e.g., name, email, company) * Customer account data * Activity or engagement data * Workflow-related metadata Sensitive data (e.g., financial, health, or highly regulated data) is **not required** for standard SlapFive use cases. *** ### Security & Compliance Workato maintains industry-standard security controls, including: * SOC 2 Type II compliance * Encryption in transit (TLS 1.2+) * Encryption at rest (AES-256) * Role-based access controls (RBAC) * Audit logging and monitoring SlapFive enforces least-privilege access and secure credential management when configuring integrations. *** ### Data Flow Architecture (High-Level) 1. External system (e.g., CRM) triggers an event or API call 2. Workato receives and processes the event 3. Workato executes workflow logic (transform, route, trigger actions) 4. Data is sent to SlapFive and/or other connected systems Workato acts only as a **transient processor**, not a destination for long-term storage. *** ### Subprocessor Role Workato is a **subprocessor** in the SlapFive architecture. * It processes data solely to execute customer-configured workflows * It does not independently use or analyze customer data * Its access is limited to the scope required for integration tasks Workato is included in SlapFive’s official subprocessor list and governed under applicable Data Processing Agreements (DPAs). *** ### Customer Control & Configuration * Integrations are configured per customer requirements * Customers control which systems are connected and what data is shared * Workflows can be customized to limit or exclude specific data fields *** ### Summary * Workato enables secure, scalable integrations without custom code * It operates as a real-time workflow engine, not a data store * Data exposure is minimized and controlled by design * It meets enterprise security and compliance standards # Revenue Influence This section describes how to activate SlapFive's native Revenue Influence tracking and reporting capabilities. ### Upgrade to the latest version of the Salesforce App You must be on the latest version of the SlapFive Advanced Salesforce App. [Click here to install or upgrade](https://docs.slapfive.com/integrations/salesforce/slapfive-advanced-app). ### Set up Revenue Influence in Client Settings 1. Go to **Admin > Client Settings > Revenue Influence** tab. 2. In the **Influence Activity Type Scoring** section, modify the **Default Score** for each Influence Activity if you want a different score for what is already there, and click **Save**. Focus on: 1. **Fulfillment** - the score assigned when Request Fulfillment Members are Completed. 2. **View** - the score assigned when Stories or Boards are shared and viewed. 3. **Referral Activity** - the score assigned when a customer submits a referral. 3. In the **Refresh Influence Events** section, click the **Refresh** button. This creates SlapFive Revenue Influence Event and Influence Activity records for all Requests and Shares/Views that already exist in SlapFive with Opportunity IDs attached. 4. In the **Backfill Missing Opportunities** section, click the **Create Missing Opportunities** button. This creates full SlapFive Opportunity records for every Opportunity ID entered on a Request. ### Copy Revenue Influence Dashboard to Client Instance This is performed by your SlapFive CSM. 1. Go to **Admin > Manage Clients > Clients** tab. 2. Scroll down to the client instance, and click the blue **Copy Sandbox Dashboards** button. 3. Go to **Dashboards**, and verify that the Revenue Influence dashboard tab appears. ### Activate the Refresh Opportunities automation This is performed by SlapFive. In the SlapFive Automation Server, activate the automation that refreshes SlapFive Opportunity data from the corresponding records in the CRM. # SlapFive UpHigh AEO Planning Guide This section describes the steps to take to activate SlapFive UpHigh to optimize how your company and products are included in AI bots like ChatGPT, Claude, and Gemini. ### 1. Mine existing customer content for new Stories Your company has done many customer interviews and video shoots to generate customer content. The video recordings and transcripts from these events are loaded with amazing AEO content that "hit the cutting room floor", meaning customer responses that didn't make it into the traditional Challenge-Solution-Result case study or 3 minute testimonial video. Your SlapFive CSM will guide you on how to extract the golden nuggets from these recordings and transcripts, and turn them into Stories that the answer engines LOVE. ### 2. Create a Custom Domain You'll want the AEO pages that SlapFive generates to be rendered within your company's domain. This is done by creating a Custom Domain. If you've already created a Custom Domain for rendering Boards, you are all set, we'll use that domain. Otherwise, [follow the steps here to configure a custom domain](/customizations/configure-a-custom-domain-for-your-slapfive-boards). ### 3. Activate SlapFive UpHigh Go to **Settings > Basic** and scroll to the **UpHigh** section. * [ ] Check **Enable UpHigh for this client**. * [ ] Enter a **Brand Description**. Describe what your company and products do. You may want to ask your Marketing Communications team for help here. This description appears in your llms.txt file to help AI systems understand your brand context. ### 4. Identify the Stories to include in AEO You have many types of Stories, you need to identify the ones that should be read by the answer engines to improve your AEO. There are two ways to do this: #### One Story at a time: Edit a Story, and check the **Enable UpHigh** box. # Release Notes # 2026 ### September 2026 * Dashboards: * Drill-down: You can now click on any element of a chart or graph to drill down into a list of records represented by that element. ### August 2026 * Referrals: * There is now a dedicated Referrals object and menu option for tracking the progress of submitted customer referrals. Previously, Referrals were tracked using a Campaign. * Both the Referrer and the Referral are tracked as Members and Companies. There is a new Member Type value for Referral so you don't include Referrals in your Advocate count. * Submitted Referrals automatically create Revenue Influence records. * Surveys Enhancements: * There is a new Survey response style called Chat, which mimics the AI bot experience for survey responders. * You can define Custom Action Rules to trigger automate action for Survey and Prompt response events. Common use cases: * Have a Prompt response update the Member's Activity Types Willing to Do, Avatar, or any standard or dynamic field. * Have a Survey response notify another team if a response contains a certain value. * Dynamic Fields: * You can now add Dynamic Fields to the native SlapFive Opportunity object. These can be used to capture custom Salesforce Opportunity and Account fields within SlapFive. * User Experience Enhancements: * On the Member and Company Profile pages, you can configure which columns appear in each list of related objects, such as Activity History and Campaigns. * You can now hide standard Fulfillment Member fields of you don't have a need to override the Request Need By Date, Activity Type, and Assigned To fields at the Fulfillment Member level. * On the Stories tab, in Card view, you can click anywhere in the card to preview that Story. * For a PICK ONE or PICK MANY dynamic field, you can sort the picklist values with one button click. * API: * There is a new API endpoint to POST Assets. * There is a new Webhook and GET, GET by ID, and POST endpoints for Referrals. ### July 2026 * Answer Engine Optimization (AEO): SlapFive has added many features to help ensure that customer content stored in SlapFive is put to work to help ensure that your company and products are included in the conversations that your potential buyers have with answer engines like ChatGPT, Claude, Gemini, and Perplexity. * SlapFive generates distinct pages for each Story, using your subdomain, that expose customer content in question/answer pairs, which is highly sought by AEO bots * SlapFive generates a sitemap for these pages that ensure the AEO bots are trained on this content. * Surveys Enhancements: * There is now a Finish Later button on the Open Survey response screen. If the responder clicks that button, SlapFive sends an email to the email address they entered on the first screen with a link they can use to respond at a later date. * If the responder just closes the browser tab part way through, there is a new setting on the Survey for what to do the next time they click the Open Survey link and enter the same email address on the first screen:\ – SlapFive detects that there is an in-progress response for that email address and presents the responder with this screen where they choose whether to continue with the one in progress or start a new response.\ – Always take them to where they left off\ – Always start a new response * Responders can back up to earlier Prompts in the Survey, change their responses and SlapFive keeps an audit trail of all the responses. * For any Prompt, you can uncheck the Create Story From Response field to avoid creating Stories. In your case, I suggest we uncheck this field as we don’t need to create Stories to generate the Board, we strictly use the Response data. * The user interface for adding Prompts to a Survey now allows you to search and filter on Prompts to find the ones to add. * SSO Enhancements: * You can require that the SSO IdP provide a Role/Group. * You can define a default Role to assign a User when the SSO IdP doesn’t pass a Role/Group. This is useful when you are using SSO to protect Boards for use cases like Sales Win Wires, and you don’t want to explicitely add every user to the SlapFive App. ### June 2026 * AI and MCP Server: * Claude Cowork Connector: You can now connect to SlapFive’s MCP Server from Claude Cowork, and access a set of Skills within Cowork. * Microsoft Copilot Connector: You can now connect to SlapFive’s MCP Server from Microsof Copilot. * Clone an Instance: * This allows you to create a Sandbox instance of SlapFive for testing. * Advanced Filters Enhancements: * Members list: Filter on Salesforce Contact ID and Salesforce Account ID * Companies list: filter on Salesforce Account ID * Requests list: filter on Opportunity ID * Fulfillment Members list: Filter on Salesforce Contact ID, Salesforce Account Id, and Opportunity Id * All lists that show Activity Types: See the Activity parent/child hierarchy in the Filter dropdown * Requests Enhancements on the Fulfill Request Screen: * There is an option to hide the Save and Respond button. * In the list of Fulfillment Companies & Members, you can hide the Need By Date, Activity Type, and/or Assigned To columns. ### May 2026 * Surveys: SlapFive has turned Prompt Groups into a robust Surveys feature: * There are two new Presentation Styles for Surveys in addition to the Standard: 1) Conversational, which is a chat-style interface where questions appear as bot bubbles and answers as replies, similar to ChatGPT or Claude interface, 2) Wizard, which animates slide-cards with a progress bar and step counter. * You can now have Prompt responses that update Member or Company profile fields, add Member Activity Types Willing to Do, and trigger automated workflows. * You can do NPS Surveys by having an NPS Score question that is Numeric response with a horizontal buttons from 0-10, and then condition the next question based on the response to the NPS Score question. * You can launch Surveys from SlapFive Embeds that are embedded in any other app. * You can set the order of the Allowed Response Type when multiple options are provided. * You can add Select One and Select Many multiple choice questions, show the options in an expanded list or dropdown, and set the minimum and maximum number of choices allowed for Select Many. * You can turn off the creation of Stories for a Prompt for cases where you’re not capturing customer voice. * You can set each Prompt as Required or show a “Skip this Question” option on the response screen. * You can set Action Rules to do things like skip to a particular question based on the answer to a previous question and send response notifications. * There are new webhooks and API endpoints for Completed Surveys and Getting Survey Responses that enable unlimited automation scenarios. * Embeds Enhancements: * You can embed Advocate Profiles within your customer community platform. The Advocate Profile shows the Advocates Engagement Score, Available Points, place in your tier structure, personalized Advocacy Opportunities, completed Activities, and the ability to update Activity Types Willing to Do. * You can embed Surveys in your own apps. ### April 2026 * Revenue Influence Modeling and Reporting: SlapFive has added native Revenue Influence Reporting so that you can track and measure Revenue Influence right within SlapFive. This extends Revenue Influence Reporting to clients that use HubSpot or other CRMs besides Salesforce, and provides more Revenue Infuence Events. * You can define the Revenue Influence Scoring Model by defining Influence Scores to each Influence Event. * You can generate Revenue Influence records for all Requests and Content Shares/Views that are associated with Opportunities. * There is a new dashboard with many out of the box Revenue Influence charts and graphs. * Sales Opportunities: To enable Revenue Influence Reporting and to provide more visibility into Sale Opportunities while fulfilling reference requests, SlapFive has added an Opportunities object. * The Opportunities object stores Name, Description, URL, Stage, Amount, Created Date, Close Date, Is Closed?, Is Won?, CRM, Type, Lead Source, and Account ID. * There is a calculated Length of Sales Cycle field that calculates the number of days between the Created Date and Close Date. * There is a new menu tab for viewing all Opportunities. * On the Fulfill Request screen, you can click a new Opportunity icon to open a tray to see all the Opportunity fields. * You can refresh Opportunities from the CRM at any time to get updated fields like Stage and Amount. * Analytics & Reporting Enhancements: * A drill-down feature has been added to lists and charts so you can, for example, click a customer name to go to their Member screen or click a pie chart slice to see the records that comprise that slice. * Security: * SlapFive engaged an outside party to conduct the annual Penetration Test and resolved all findings. ### March 2026 * Embeds: SlapFive has introduced a major new module called Embeds. * Embeds allow you to render SlapFive data and features on stand-alone pages and embedded as widgets within other apps. * Here are some examples of use cases for Embeds: * Within your customer community, show the Advocate Profile page for that community user. * Offer opportunities to perform acts of advocacy in any other system. * Create “board of boards” for Win-Wires so you can embed a catalog of Win-Wires within Salesforce * Edit Boards: * When adding and removing Stories from a Board, there is now a Search and Advanced Filter for finding the right Stories. * API: * All POST endpoints now populate the new DATE/TIME dynamic fields. * The GET Board by Id endpoint now returns the dynamic fields for each Story on that Board. * The POST Companies endpoint now let’s you change the Company Name when you provide the record id and the new name in the BODY. * The POST Companies endpoint let’s you change the Salesforce Account ID when you provide the record id and new salesforceAccountId in the BODY. * The POST Customers (Members) endpoint let’s you change the Member’s email address when you provide the record id and the new email in the BODY. ### February 2026 * Configure List Columns: * For any list, users can now change the columns that appear in that list, and the sequence in which the selected columns appear. * The available columns include all standard and dynamic fields for the immediate object, as well as any parent object. Example: The Members list can include Member and Company standard or dynamic fields. * To make it easier to recognize what row data represents, the column header row now freezes in place when you scroll down the list. * Dynamic Fields: * You can now create dynamic fields of type DATE/TIME for any object. This is used in the Reference Automation workflows to store the customer’s available dates/times and the prospect’s selected date/time. * Requests and Request Fulfillment Companies/Members Lists: * The Requests list now has an option to toggle to List View in addition to the Kanban View. * The Fulfillment Companies/Members list now has an option to toggle to Kanban View in addition to the List View. * The Fulfillment Companies/Members list now has an advanced filter. * You can export the Fulfillment Companies/Members list. * User Experience Enhancements: * After selecting Advanced Filter criteria, you can now click a single button at the top of the tray to clear all advanced filter criteria. * Deleting Activity Types gives you warnings of where that Activity Type is used. * URLs in long text fields are clickable to launch the linked page. ### January 2026 * Merge Members and Companies: * You can now merge duplicate Member and Company records. * You select which Member or Company to keep, and the other Member or Company go away after the merge. * For each field, you can then override the field value to keep if necessary. * Bulk Add Activity Records: * From the Members list, you can select multiple Members and click the Add Activity button to add a new Activity record for each selected Member. * To facilitate this, you can do a search or use the advanced filter to subset the Member list first. * User Management: * You can now make a User inactive. This is useful when a colleague leaves your company and you want to prevent them from logging in, but you don’t want to delete their User record since it is used in historical records. * If you have set up Single Sign-On, you can now disable direct username/password logins to prevent users from circumventing SSO. * Story Text Spelling and Grammar Checker: * You can now check the Story Text field for spelling and grammar errors and correct them. * This is useful for story text generated from AI Agents, for example the Gong listener. * Require Activity Type on new Requests: You can now set it so that Activity Type is a required field on new Requests. * Boards and Templates: * Templates now have a tab for Script that allows the inclusion of javascript code when the Board is rendered. This enables use cases such as using Boards for custom forms. * When editing a Board, in addition to adding Stories, you can now add Prompts and Members. Adding Prompts to a Board is useful for Boards or widgets that contain advocacy opportunities to embed in your community. Adding Members to a Board is useful for creating Leaderboards or CAB Membership Boards. * On the Edit Board screen, Stories tab, you can click a new Edit button one each selected Story to launch the Edit Story screen and make edits on the fly. * User Experience Enhancements: * After selecting Advanced Filter criteria, you can now click a single button at the top of the tray to clear all advanced filter criteria. * Deleting Activity Types gives you warnings of where that Activity Type is used. * URLs in long text fields are clickable to launch the linked page. * Prompt and Prompt Group response screens now use your Custom Domain if you have it set up in Client Settings. * API Endpoints and Automations: * The POST Boards endpoint allows you to upload the Board Image and CTA Image, and to pass a set of Story IDs to add Stories to the Board. * The POST Customers (Members) endpoint allows you to change the Company that the Member is associated with by passing a different companyName. * The POST Customers (Members) endpoint allows you to pass Limits when assigning Activity Types Willing to Do. * The POST, GET, and Webhook for Fulfillment Companies/Members now handle Fulfillment Company/Member dynamic fields. * The Boards Webhook now returns tagline, useAtStages, customURL, boardImage, ctaImage, ctaHead, ctaCopy, ctaLink, ctaLinkText. * There is a new POST Campaigns endpoint for searching for Campaign Items within a Campaign based on multiple column values. * There is a new Prompt Response Webhook that fires whenever a customer responds to a Prompt. This can be used for many automation use cases, such as notifications. * There are new GET endpoints to get all Templates, get Template by ID, and get Template by Name. * There is a new POST Activity Types endpoint for bulk uploading new Activity Types. * There is a new POST Dynamic Fields endpoint for bulk uploading new picklist values for PICKONE and PICKMANY dynamic fields. * System Administration: SlapFive System Admins can clone an instance. This can be used to create a sandbox instance with data from your production instance. # 2025 ### December 2025 * Hide Standard Fields: Since SlapFive users take full advantage of Dynamic Fields, often in place of standard fields, you now have the ability to hide your unused standard fields on the Company, Member, and Request objects. * Hidden standard fields don’t appear on the Edit screens, Profile pages, lists, and advanced filters. * Member Primary and Additional Emails: This solves the problem that your customers often engage with you using different email addresses – they register in your app with one format of their business email (), join the community with another version (), and sign up for training courses with their gmail. This results in duplicate Members in S5, and as these Members perform actions, they accumulate Activity records across multiple Members so you can’t see the total activities and score for a person. * On the Create/Edit Member screen, in addition to the Primary Email we have today, you can enter multiple Additional Emails for that Member. * If an Additional Email already exists for another Member, you get stopped from duplicating it on the current Member. * When an API posts to any one of those emails, it direct it to that Member. * All functions where we get and use an email address like Send Prompt always use the Primary Email. * You can click on an Additional Email to make it the Primary Email, and the Primary Email gets moved to be an Additional Email. * You can search on an email address and it will search both the Primary Email and Additional Email fields. * Story Captured Dates: You can now not only track the date a Story record was created in SlapFive, but also the date you originally published the underlying content asset. This is especially useful when you migrate existing case study links and PDFs into SlapFive and you want to track when that case study was first created, which could be several years before the date it was uploaded to SlapFive. * On the Edit Stories screen, there is a new field called Captured Date. When creating a new Story, it defaults to today’s date but can be overridden. * On the Stories tab, the Story cards now show the new Captured Date. * All of your existing Stories show the Created date in the new Captured Date as a default. * The Story API endpoints and webhook now use this field. * Member Attachments: You can now attach any type of file to a Member. This is useful for tracking contracts, permission forms, or any other file. * You go to the Member Profile page to upload a new file attachment to that Member and to see the files that are attached. * Since Member Attachments are also Assets, you can see the full list of Attachments in the list on the Assets tab. * Dynamic Fields: * You can now format NUMERIC dynamic fields so their values show thousands separators, your specified number of decimal places, and a currency symbol. * You can add dynamic fields to the Fulfillment Company/Member object. * When you update dynamic field values, SlapFive now records the date that the update happened. This is used in automated workflows. * Mass Delete records: You can now select multiple records in a list and click the Delete button to delete all the selected records at once. * This is enabled for these lists: Members, Companies, Boards, Stories, Activities, Prompts, Campaigns, and Campaign Items. * The multi-select feature only applies to one page at a time to prevent users from deleting all records by mistake. * SlapFive gives you two confirmation windows to double check that you are positive you want to delete all the selected records. * When you mass delete Members, it deletes Stories and Activities belonging to that Member. * When you mass delete Companies, it deletes Members belonging to that Company * SlapFive recommends you use this feature selectively. For example, only delete Members or Companies that were added in error. If you have Members and Companies with historical records, the best practice is to make them Inactive so you preserve the history for reporting purposes. * Member Profile Page: Pending and Closed Requests list now show any Request Fulfillment Member Notes for that Member. * Image Stories: When you click the preview button on Story of Type=Image, it now opens the image directly in a new tab similar to how it works for Stories of Type=File and Link. * User Experience Enhancements: * On any list, you can use the keyboard shortcut Ctrl+S or Cmd+S to open the Search box. * On the Members list, you can select multiple Members and add them to a Member list with one click. * On the Fulfillment Company/Member’s Member Profile tray, you can now see Stories for that Member and click the +Add button to create a new Story on the fly. * Exports: * The export feature for all objects that enable association with Strategic Initiatives now include the selected Strategic Initiatives in the exported data. * You can now export any list in the Tracking module. * The Requests export now includes the Opportunity ID and the Activity Type name. * API Endpoints and Automations: * The POST Stories endpoint allows you to upload audio, video, and other files (i.e. PDF) by including a media URL in the request body. * The POST Companies endpoint allows you to upload audio, video, and other files (i.e. PDF) as Company Attachments by including a media URL in the request body. * The POST Companies endpoint allows you to update the Anonymized Name. * The POST Companies endpoint allows you to upload the Company Logo. This enables integration with other systems to add logos. * The POST Members endpoint allows you to upload audio, video, and other files (i.e. PDF) as Company Attachments by including a media URL in the request body. * The POST Members endpoint allows you to upload Member Avatar image and Company Logo image. This enables integration with other systems to add avatars and logos. * The GET Boards endpoint now retrieves the How To Use field so that it can be passed in automated workflows with sales portals and Salesforce. * The GET Customers (Member) endpoint retrieves the Customer Avatar image URL so that it can be passed in automated workflows with communities. * There are DELETE endpoints for Members, Companies, Requests, Activities, Boards, Stories, Activities, Prompts, Shares, and Views. ### November 2025 * Analytics & Reporting: We have greatly enhanced the native analytics and reporting capabilities in SlapFive. * SlapFive includes several standard reporting dashboards with charts and metrics that are useful to everyone. * There is also the ability to create custom reports for metrics that are unique to your company. * The enhanced analytics and reporting module is being rolled out to clients over time, contact your CSM if you’d like early access. * Company Attachments: You can now attach any type of file to a Company. This is useful for tracking contracts, permission forms, or any other file. * You go to the Company Profile page to upload a new file attachment to that Company and to see the files that are attached. * Since Company Attachments are also Assets, you can see the full list of Attachments in the list on the Assets tab. * Requests: You can now copy a Request to create a new one, and it brings all the Request fields over. * Security: * SlapFive passed its annual SOC2 Type II security audit. * Campaigns: * There is a new kanban view where instead of viewing your Campaign Items in a list, you can toggle to a column view where each Item is placed in a column based on its value in a specified PICKONE Campaign field. * You can drag and drop Campaign Items from one column to another to change its value for that PICKONE Campaign field. * You can export all Campaign Items or a filtered list of Campaign Items in a Campaign. ### October 2025 * Enhanced Engagement Orchestration and Tracking: For those who allow customers to redeem points for merch or training credits, we added these features: * You can create an Activity Category for Redemptions and designate it so that the scores for Activities created for any Activity Type in that Activity Category are not deducted from Lifetime Engagement Score. * You can create Activity Types for that Activity Category. * You can create Activity records with negative scores to represent redemptions. * The Customer Lifetime Engagement Score calculated field does not take into account redemptions. * There is a new Available Points for Redemption calculated field that reduces Lifetime Score by the redeemed points to show the Available points. * Community integration: To make it even easier to surface and activate advocates from within your customer community, we have a new API endpoint that lets the Community platform retrieve SlapFive Prompts to display as advocacy opportunities in the Community. * Prompts can be flagged as Evergreen or One-Time so that if the community user has already done a one-time prompt, it won’t be shown. * Prompts can be selected based on matching a customer’s Activity Types Willing to Do. * Salesforce App: * You can now show the Request Reference button in the custom UI component even when the View Companies, View Contacts, View Stories, and View Boards lists are disabled. * API: * There are new endpoints for Create/Update Companies, Members, and Activities in bulk. ### September 2025 * Enhanced Engagement Orchestration and Tracking: SlapFive has greatly enhanced the Activity module to empower you to orchestrate more customer touchpoints, gather data from more systems to trigger automated workflows, and generate greater insights into customer engagement. * Activity Categories: Previously SlapFive Activities tracked acts of advocacy. You can now create new Activity Categories for things like: Milestones achieved, Value outcomes, Points redeemed, Events attended, Notes, and anything else you can think of. * Activity Sub-types: For any Activity Type, you can now define sub-types. For example, for your Activity Type called “Speak at an Event”, you can define sub-types for each event. * Bonus Points: You can define an Activity Type to enable Bonus Points so that for the same Activity Type, you can create Activity Records with different engagement scores. You can use Bonus Points to increase or decrease the standard Engagement Score for the Activity Type, or to replace it. * API: * There’s a new API endpoint to GET Members for a Company. This is useful in automated workflows where you need to filter to find the right Member within a Company that meets your criteria. ### August 2025 * Campaigns: * To prevent accidental deletion of entire Campaigns, you now have to enter DELETE to confirm you want to delete a Campaign. * Prompts: * You can now set a Default Permission so that when customers respond to a Prompt, that selected Permission is the one that is selected by default in the Prompt Response screen. * SlapFive Salesforce App: * You can now cache SlapFive Companies, Members, Boards and Stories in Salesforce to greatly improve the speed at which the lists show in the Custom UI Component. ### July 2025 * Activities: * For each Activity Type, you can check to enable the assignment of Bonus Points when Activities are created for this Activity Type. * When creating an Activity record, you can add or subtract Bonus Points and check whether you want to include them in the total points awarded for that Activity. * Dynamic Fields: * Dynamic Fields can now be defined for Activities. * Advanced Filters: * You can filter any list on date ranges for any standard or dynamic Date field. In the Advanced Filter you now see a From and To field for each Date field. ### June 2025 * Salesforce Advanced App – SlapFive released a new major version of the SlapFive Salesforce App, that provides a much better user experience to sales and easier administration for you: * The app can recommend the best Reference Companies, Contacts, and Stories to the Salesforce user right on the Opportunity page. * The new custom UI component is a native Salesforce Lightning component so it is much more familiar to Salesforce users. * You can now filter out SlapFive Companies, Members, Boards and Stories you never want to appear in Salesforce by creating a Role called “Salesforce” and adding filter conditions for each entity. * The app doesn’t require the authentication of Salesforce users to SlapFive, so the app can never be unavailable to users who have permission to use it. * The two Opportunity custom fields of type Rollup were converted to regular fields to avoid counting agains the limits on Rollup fields. * Dynamic Fields * Dynamic Fields can now be defined for Boards. * Board Dynamic fields can be included in Templates so that they render on a Board. * Dynamic Fields can now be used when defining Role-based filters. ### May 2025 * Reference Request Automation: * You can now look up Trusted Contacts on the Company and automate the sending to the Trusted Contact in a particular Role for approval to use the reference customer. * API: * There are new API endpoints to GET Prompts and GET Prompt by ID. ### April 2025 * AI Agents and Agentic Workflows: The following new agents are available: * Discover new advocates and content from Gong call recordings. * Discover new advocates and content from Higher Logic community posts. * Integrations: * You can now trigger nominations from Gainsight and ChurnZero. ### March 2025 * Requests: * When using the Save and Respond button in Requests, the email sent to the requester now includes the line breaks and spacing entered into the Notes to Requester field. * API: * You can now GET a specific Member by that Member’s email address. * You can append GET URLs with the field names of the fields you want returend, rather than return all fields. * You can now Update a Fulfillment Company/Member by ID. * Automations: * When a new Request is created from a Salesforce Opportunity, you can get any additional data you want from that Opportunity or its Account so you don’t have to ask the sales reps to enter information on the Request form that is already recorded. * Salesforce Object Launcher: * From any place in SlapFive where you see a Salesforce object ID, you can click the VIEW object button to launch to that record in Salesforce. ### February 2025 * API: * You can now append GET URLs with the parameter ?since=2025-01-01 to get records that have been updated since January 1, 2025, or whatever date you insert. This parameter is enabled for these objects: Activities, Boards, Companies, Members, Page Views, Requests, Request Fulfillment Companies/Members, Request Fulfillment Boards, Shares, and Stories. * You can now include pagination in your GET requests by including “limit” and “offset” as URL parameters or in the request body. * Usability: On any advanced filter tray, you can now click the down arrow at the top of an open container to close that container. ### January 2025 * Search: * On the Members tab, you can now search on an email address. * You can now search the contents of on any Long Text Dynamic Field defined for the object on which you are searching. * Roles & Permissions: * You can now change the name of a Role. You may need to do this to make it match the Role or Group that Users are assigned to in your SSO platform. * You can now grant Admin Menu permissions to any Role. You may need to do this if you change the name of your Admin Role to use the SSO-assigned Role or Group name. This permission defaults to FALSE for any new Role you create. * Automations: * When you update a Company’s Active Status or Program Status, update all of its Members with the same Status values. * Set the Activity Type Willing to Do for a Member when that Member first peforms that Activity. * When a Campaign Item in a Campaign for tracking customer content creation gets flagged as Completed, create a new Story and Activity History record for the Member. * Usability: * The main menu tray on the left margin remembers whether you last had it open or closed. So you can open the menu tray, and then when you log off and log back in, the menu tray will still be open. # 2024 ### December 2024 * Role-Based Permissions: * When you invite people from other teams like Demand Gen and Customer Success to use SlapFive, you can now configure which functions and data they should see using Role-Based Permissions. See the [Configure Role-Based Permissions](https://docs.slapfive.com/customizations/configure-role-based-permissions) docs page for more information on how to use this big new feature. * SlapFive Salesforce App: * You can now configure which Request Dynamic Fields appear on the Create Request screen in Salesforce. This allows you to manage internal-only Dynamic Fields for tracking and reporting without having those fields confuse your requesters. * The Create Request screen has been modified to reduce empty space and make the Submit button more obvious. * Customer Referral processing: * You can now capture Customer Referrals through forms in any system, track their progress using SlapFive Campaigns, Salesforce Leads and Opportunities, and Marketing Automation Leads, recognize revenue influence, and deliver appreciation gifts to reference customers. * Integrations & Automations: * You can now integrate with Wrike, to have forms completed in Write create Requests in SlapFive. * When a Company’s Program or Active Status are changed, you can have SlapFive automatically apply the same changes to Members in that Company. * Campaigns: * You can now scroll horizontally when managing rows of your Campaign to see all columns. * You can truncate lengthy text fields so they don’t take up too much vertical space. * Members: * The Export Members function now exports each Member’s Activity Types Willing to Do. ### November 2024 * Salesforce integration: * When a Salesforce User creates a reference request, you can automatically include any attributes from the Opportunity on the Request without requiring the Salesforce User to enter them. Our clients typically include the Opportunity Stage and Opportunity Amount. * Gradual Community integration: * When a Gradual User creates their Profile, you can use their Email to look up their Salesforce Contact, if Contact is found get any additional fields, otherwise just use the Gradual fields to create/update their Member and Company records in SlapFive. * Single Sign-On (SSO): * IdP-provided Role support: When a user is assigned to a Group or Role in your SSO platform, that Group or Role is now used to assign that User to the right Role in SlapFive. * In addition to Okta and Azure AD, SlapFive now supports SSO with Cloudflare and JumpCloud. ### October 2024 * SlapFive Salesforce App Version 4.0: * When a Salesforce user creates 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 Salesforce Opportunity and Account records to corresponding fields of your choice on the SlapFive Company records. See more details in [Recommend the best reference customers for a Request](https://docs.slapfive.com/integrations/salesforce/salesforce-automations-and-recommendations/recommend-the-best-reference-customers-for-a-request). * Request Assigned To Users: Now that you can assign a Request to multiple Users, these additional changes were made: * Send a notification to any User that is added as an Assigned To User for the first time. * The Assigned To fields on the Request and the Fulfillment Company/Member rows only shows those Users that have the “Allow Request Assignment” Permission checked on their User record. * Browser Auto-fill has been blocked for the Assigned To User fields to prevent the entry of an invalid User record. * Story Search: * On the Stories tab, when you do a free text search, it no longer searches all the Member and Company fields other than Names. This change was made based on user feedback that it was confusing to do a search and see so many Stories returned that didn’t contain the search string. * Campaigns: * A free-text search has been added to allow the user to search any of the columns of the Campaign. ### September 2024 * Requests: * On the Submit Request form, there are checkboxes you can turn on to allow Requesters to select the Members and/or the Companies they are requesting. * You can now assign a Request to multiple Users. * When you enter criteria in the Search or Advanced Filter, it remembers those criteria so you can work multiple items in the filtered list. * Dynamic Fields: You can now sort the picklist values for PICKONE and PICKMANY dynamic fields. * Members: You can now add phone numbers with these country codes: * HK: Hong Kong * MY: Malasia * ID: Indonesia * KR: The Republic of Korea (South Korea) * PH: Philippines * TH: Thailand * TW: Taiwan * VN: Vietnam ### August 2024 * API: * You can now update Company Permissions to Granted, Unknown, or Denied in automated workflows using the API. * You can now use Dynamic Field picklist values that contain commas in automated workflows. For example, a value can be “1,000 – 5,000 Employees”. * Endpoints have been added for GET and POST Campaigns and Campaign Items. * Webhooks have been added that are triggered when a Campaign or Campaign Item is created or updated. * The Fulfillment Member webhook now returns the Need and For This Prospect or Purpose fields in the payload. * The POST Activities endpoint now lets you update an existing Activity History record by ID. * Dynamic Fields now support having commas in picklist values. ### July 2024 * Gong integration: You can now have a call that was recorded in Gong listen for keywords or thoughts and update SlapFive. For example, you can create a Nominated Member for a customer who expresses interest in advocacy or advocacy programs. * Automated Workflows and API: * You can now have automated workflows that add or update Campaign Items. * Automated workflows can now be triggered by a Member passing a specified threshold in their Engagement Score overall, or for a specific Activity Type. ### June 2024 * Advocate Job Change Tracker: SlapFive released a new product that empowers you to track your Members for job changes in LinkedIn. When a Member’s LinkedIn Title or LinkedIn Company URL changes, you get notified, the Member is added to the Job Change Tracker Campaign, and you can communicate with them to get them to bring you into their new company. You can also use this to help CSMs ensure you have a new champion at the Member’s prior account, and you can audit content contributed by that Member to decide whether too keep it, adjust it, or retire it. * Campaigns: * You can now send Prompts to Members who are in any column of a Campaign. This can be used to get their buy-in for participating in an opportunity to engage with your company or perform an act of advocacy. * You can now send email messages to the Trusted Contacts for Members and Companies in any column of a Campaign. This can be used to get approval from the account owners to include their customer in the Campaign. * You can now make bulk updates to Campaign Items. You select multiple Items, click the Bulk Actions button, update any column field, and that update applies to all selected Items. * Automated Workflows and API: * Webhooks have been added for Campaigns and Campaign Items to support automated workflows that are triggered based on new or updated Campaign Items. ### May 2024 * Campaigns: On the Member Profile and Company Profile pages, you can now see which Campaigns that Member or that Company are a part of, and the Column Label they fall under in that Campaign. * Dynamic Fields: There are two new Dynamic Field Types for Company and Activity Type. These are both especially useful when defining Campaign columns. For example: * Activity Type: You create a Campaign to get Members to do a certain Activity. Rather than create a PICKONE Dynamic Field and re-create your Activity Types, you create a Dynamic Field on the Campaign Item entity of TYPE Activity Type so that when managing items in a Campaign, you can assign Activity Types to an item. * Company: You create a Campaign where you are tracking things only at a Company level, you now create a column using a Dynamic Field of TYPE Company. * The Company Advanced Filter now hides fields that have no data so that the user can get right to the most important fields. * Automated Workflows and API: * The POST Customer and POST Company endpoints have been enhanced to allow the option to either append to or replace the text that already exists in the Member and Company Engagement Notes fields. * The GET Customer, GET Company, and GET Request Fulfillment Member endpoints now retrieve the Trusted Contacts and Roles for the Member and Company. * Endpoints have been added to GET and POST to Campaigns and Campaign Items. ### April 2024 * Assign multiple Trusted Contacts to Members and Companies. * You can now select more than one User to be a Trusted Contact for a Member. Previously you were limited to one. * You can now select Users to be Trusted Contacts for a Company. This is a new field. * In the Trusted Contacts fields, when viewing Users, you can see the Role of each User. This means you can now distinguish between a Trusted Contact who is the CSM and one who is the AE. * * The SlapFive Integration Server has a new Action to Create/Update Request Fulfillment Member/Company records. This enables more sophisticated trigger-based workflows to automatically update Fulfillment Members based on events happening outside of SlapFive. ### March 2024 * When using the Advanced Filter to subset the Campaign Items in a Campaign: * If you have a Member column, you can filter on any Member field, including Dynamic Fields. * If you have a Company column, you can filter on any Company field, including Dynamic Fields. * If you have a User column, you can filter on User. ### February 2024 * The Campaigns module has these new features: * You can add Dynamic Fields to the Campaign Items entity to track anything you want for each item in a Campaign. * You can change the order of the Columns in the list of Campaign Items. * You can sort on any Column. * You can bulk add Campaign Items to a Campaign. There is an Advanced Filter to narrow down the records to add, and a Select All box to add them all to the Campaign. * You can add hyperlinks to Text fields and they are clickable in the list view. * You can use the Advanced Filter to subset the Campaign Items in a Campaign. * User and Role management has these new features: * You can now add Users without sending them an invitation. This is used for situations where you want to flag Users for things like Trusted Contacts but don’t want to have them ever log in to SlapFive. * You can now add multiple Roles to a User. That User then has the superset of all permissions for the assigned Roles. * On the Requests tab, Fulfillment Members sub-tab: * You can now filter the list of Fulfillment Members by Date Range, which uses the Status Date of the Fulfillment Member to determine whether the record is within the range. * The Advanced Filter now lets you filter on any Fulfillment Member, Request, Company, and Member field. * Search on Engagement Notes: * In the Search box on the Members tab, you can search the contents of the Member and Company Engagement Notes fields. * In the Search box on the Companies tab, you can search the contents of the Compay Engagement Notes field. ### January 2024 * There is three new types of Dynamic Fields: * USER: This allows you to add a field to associate one or more Users with any object. * MEMBER: This allows you to add a field to associate a Member with any object. * MEMBER/COMPANY: This allows you to add a field to associate a Member & Company with any object. * Dynamic Fields of type LONG TEXT now allow entry and display of special characters like bullets, commas, and quotation marks. * SlapFive has developed an [**Influitive to SlapFive Comparison and Migration Guide**](https://slapfiveold.jeffernst.com/influitive_slapfive_migration/), along with automated Migration Scripts to pull Influitive Advocate, Reference, Referral, and Activity data into SlapFive. * API changes: * The GET Customers (Members) API endpoint now retrieves the Created Date and Updated Date fields for use in conditional logic in reports and integration scripts. # 2023 ### December 2023 * The user interface has been updated with more modern look and feel for buttons, hover help, and menu items. * The Search box now stays open after you’ve started using it so you can do multiple searches of the same list without having to open the Search box each time. ### November 2023 * SlapFive released a major new feature called Roles that allow you to invite more people from your company to take advantage of SlapFive, while restricting what they can view and edit. With Roles, you can: * Create a Role for each type of user, such as Product Marketing and Customer Success. * For each Role, define which SlapFive entities users in that Role can view or not, and which they can edit or not. * Assign all Users to a Role. * Dynamic Fields: You can now create Dynamic Fields for Campaigns and Campaign Items. Then when defining a Campaign, you can select which Dynamic Fields for Campaign Items you want to appear as columns in the list view. * For many of the most common Board Templates, you can now show Transcription Text for Audio and Video Stories. * On the Edit Member screen, you can now manage the Company Permissions. ### October 2023 * SlapFive released the first version of its new Campaigns product. With Campaigns, you can manage workflows for a variety of use cases such as: * Recruiting customers into your program * Tracking your content creation process * Sourcing for a Customer Advisory Board * Tracking Customer Interviews * Managing participants in customer campaigns * Get customers to write peer reviews * Managing proactive reputation-building plans for customers * Running a mentor program with mentors and mentees * You can now Preview a Board that is set to Require Access Links. ### September 2023 * There is a new SlapFive entity that appears on the primary navigation menu called Strategic Initiatives. We created this new feature to help you connect your content, requests, activities, and campaigns to your company’s most important strategic growth initiatives to showcase your value: * Users can define new Strategic Initiatives and give them color codes to use when tagging items with the Strategic Initiative. * Users can tag Boards, Stories, Assets, Prompts, Requests, Activities with one or more Strategic Initiatives. * On the Edit screen, users can see how many of each objects have been tagged with that Strategic Initiative. * There is a new Story Type for Image, and when creating a new Story of Type=Image, the user can upload any image to the Story. * On the list of Members, you can now click any Member’s Company name to bring up that company’s dashboard. * On the Member and Company dashboards, within the Pending Requests and Closed Requests columns, you can now click the Request # to be taken to the Edit/Fulfill screen for that Request. * You can now copy a Prompt Group and all of its settings and Prompts. You can do this using the “copy” icon on the Edit Prompt Group screen and by using the Duplicate menu item on the list of Prompt Groups. ### August 2023 * On the Content dashboard, you can now see graphs of the number of Stories by Type, by Permission, and by Source. * When fulfilling a Request, if another user has made a change to that Request since you opened it, you will get a warning message. * When creating a new Story, you can now create a Prompt on the fly if the Prompt you want to attach the Story to doesn’t already exist. * There is a new API endpoint for POST Fulfillment Companies & Members. * On the Companies tab, you can now sort the list of Companies by how many Members there are for that Company. ### July 2023 * You can now create a Dynamic Field of type = LONGTEXT. This causes the entry field to have a greater height and to have a stretch handle to make it easier to read the text entered or pasted into that field. * On the home page dashboard, sub-tabs have been added with additional charts and graphs for Membership, Content, Requests, and Engagement. * On the Member dashboard, you can now see all the Stories that have been contributed by or associated with that Member. * In the Asset Manager, when you open the Asset tray to view or edit Asset details: * You can view the original file name, and override that original file name with a Label that is more recognizable. * You can search on Labels. * Transcript text of audios and videos is no longer stored on audio or video Stories, it is only stored on the Asset created by that Story. On the Edit Story screen, you can view the Transcript text and click the pencil icon to open the Asset tray for that audio or video file. * You can edit the Transcript of a video or audio file. This allows you to make corrections to the auto-generated transcript. * You can add paragraph and line breaks to the Transcript to make it more readable when shown on Boards. * The Asset Advanced Filter now has fields for File Name, Label, Asset Type, and Tags. ### June 2023 * In the Asset Library, when viewing the details tray for an Asset, you can now see where that Asset is being used, and click to open the item that uses that Asset. * On the Stories list, you can now use the Search field to search for text contained in the contents of the underlying file for File type Stories. * When creating a Story, and a Member record doesn’t exist for the person you want associated with that Story, you can click the + button to add a new Member on the fly. ### May 2023 * Request Fulfillment Members List: * You can now view a list of all Fulfillment Members without first going into a Request. * You can use the Advanced Filter to narrow the list by any fields on the Request, Fulfillment Member, Member or Company. * You can hover over the Request Number to see the Request details. * You can click the Request Number to open the Fulfill Request screen. ### April 2023 * SlapFive Home Page Dashboard: * The dashboard has been redesigned to give more insights into your program. * On each page of the dashboard, you can toggle the legends and labels on and off. * Additional detailed dashboard pages are coming over the next several weeks. * Security: * SlapFive passed its annual SOC-2 Type 2 security audit and has a new letter from the auditors that is available upon request. * SlapFive passed its annual Penetration Test, and the tester document is available upon request. * Export any list: * You can press the new Export button on any list to export the data in the list to Excel. * You can use the Advanced Filter to subset the list, so that only the filtered data is exported. * API: * The SlapFive API has been enhanced to allow updates of any object by the ID. ### March 2023 * View Pending Requests and Closed Requests: * On the Fulfill Request screen, in the Select Customers to Request tray, if you click a Member or Company name to view their Profile tray, you now see lists of Pending Requests and Closed Requests. * On the Member and Company Profile pages, you now see lists of Pending Requests and Closed Requests. * Pending Request show all the instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are In Progress. * Completed Requests show all instances where that Company or Member is listed as a Fulfillment Member/Company on Requests that are Fulfilled or UnFulfilled. * Requests: * On the Fulfill Request screen, you can now see the Request Number at the top of the screen. * On the Companies tab of the Select Customers to Request tray, you can now click the Add button to add a new Company on the fly. * Embedded Integration: * The GET Members Action now retrieves the Trusted Contact’s Email Address, for use in subsequent workflow steps. * New Automations & Notifications: * Send notification when a Next Review Date arrives for a SlapFive Story. * Send notification when a Request has been In Progress for more than a threshold time period. * Send notification when a Request Fulfillment Company/Member Status is set to a specified value. ### Febuary 2023 * Instance Switching: SlapFive partners that work with multiple clients can now easily switch between client instances with one click. * SOC 2 Type 2: SlapFive is now SOC 2 Type 2 audited and certified. * On the Requests tab, new Requests now appear at the top of the New column. * Workflow Automations: The following automations have been added: * Notify the Assigned To User when the Fulfillment Status Date arrives on a Fulfillment Company and Member record. * Notify the Assigned To User when a Fulfillment Status Date hasn’t changed for a specified time period. * Notify users when the date arrives for a Dynamic Field on any object. Example: You have a Member Dynamic Field for Birthday, you can have a reminder sent 7 days before any Member’s birthday arrives. ### January 2023 * Embedded Integration: SlapFive has released a major new enhancement, which is an embedded integration service, with out-of-the-box integrations with Salesforce, Highspot, Seismic, Asana, and Google Forms. * A Stories webhook has been added to trigger integrations when a Story is created or updated. * Activities: Search and Advanced Filter features have been added to the Activities tab. * SSO: Single-Sign On with Okta is now fully supported. * Prompt Groups: in the email that is sent when you send a Prompt Group, the hard-coded text has been removed so you have better ability to personalize the message. * Requests: On the New Request Confirmation Email, the Need By Date has been formatted as YYYY/MM/DD. # 2022 ### December 2022 * On the Requests tab: * There is now an Advanced Filter . * The Search field now searches the Request Notes and Fulfillment Member Notes fields. * For Pick One and Pick Many dynamic fields, the picklist values now show in alphabetical order. ### November 2022 * On the Create or Edit Member screen, the “Infinite Select” feature has been added to the Company Name field, so now you can start typing letters into the field, and the dropdown list will dynamically filter to only show Companies that contain the sequence of letters you have typed. * On the Edit Company screen, in the list of Members for that Company on the right, you can now click Add to add a new Member to that Company. * When sending a Prompt or a Prompt Group by email, you can now override the default call-to-action text of “Click here to respond.” in the email body. * When sharing a Board, if you specify a “Board Link Expires Date”, the email that gets sent includes a message with the expiration date and time, like this: This link will expire on 05/27/2023 at 10:35 PM. * In Client Settings , you can enter a Description for any Dynamic Field. If a Description is entered, you will now see an “i” icon at the end the field name when it appears on that entity’s Create or Edit screen, and you can hover over the icon to see the Description. This allows you to enter help text to remind yourself about what the field is used for or guidance on how it should be used. * In the Salesforce App, you can now control which Stories appear in the Stories tab in Salesforce. See the [Docs site](https://docs.slapfive.com/integrations/salesforce/install-and-configure/9.-configure-embedded-lists) for instruction on how to activate this feature. ### October 2022 * When fulfilling a Request, after clicking the Select Companies/Members button to slide out the Select Customers to Request tray, you can click the Add button to add a Member on the fly, without having to leave the Request. * The Activities tab now contains a date range filter and advanced filter for narrowing down the Activities list. * On the Member Profile screen, you can now click the logo or name of the Member’s Company to bring you to that Company’s Profile page. * If you’re viewing a Member Profile or Company Profile screen and want to see more details or change details about the Member or Company, you can click the pencil icon to go to the corresponding Edit page, and when you Save or Cancel, it brings you back to the Profile screen. * You can now modify Templates so that when Boards are rendered, the viewer cannot download the audio or video file. * In Client Settings, you can now change the order of the Dynamic Fields for an entity, and those fields will then show in that order on the Edit screen for that entity. * In a Prompt or Prompt Group, you can now use highlighting in the Text Explanation field. ### September 2022 * For Request Management: * In Client Settings, you can now add, change, and remove the standard values for the Fulfillment Companies & Members Status field. You cannot change or remove the “Completed” value because this is used to create Activities. * On the Fulfill Request screen, you can now select your customized values for the Fulfillment Companies & Members Status field. * For Stories: * The Stories advanced filter now lets you filter on these fields: Tags, Language, Label, and Next Review Date. * The Stories Search now lets you search on these fields: Story Summary, Story Text, Transcript, Label. ### August 2022 * On the Request Fulfillment screen: * In the list of Fulfillment Companies and Members, if that record has a Note, the Note button is orange, and you can hover over it to see a tooltip with the text from the Note. ### July 2022 * SlapFive has passed the SOC-2 Type 1 Audit. The audit report is available upon request. * New Feature: Dynamic Fields * In Client Settings, you can add custom Dynamic Fields for Members, Companies, Prompts, Requests, and Stories. * Dynamic Fields can be: Text, Date, Pick One, or Pick Many * Each Dynamic Field can be set to be required or not. * The Edit screens for Members, Companies, Prompts, Requests, and Stories now allow entry of Dynamic Fields. * The Advanced Filters allow you to filter on Dynamic Fields. * On the Request Fulfillment screen: * You can now start request fulfillment by selecting a Company without selecting a Member. * You can now override the Activity Type, Need by Date, and Assigned To fields for each row in the list of Fulfillment Companies and Members. * You can add Notes to a row in the list of Fulfillment Companies and Members. * On the Requests tab, you can now search on Assigned To User to filter the list for a particular user. * In SlapFive Templates, there is now the ability for text stories to have Read More and Read Less buttons. * When Boards are shared with the Single Use field checked, each URL expires upon the first viewing of the board, which can be on any kind of device. * On the Companies tab, there are now sub-tabs for the different Program Status fields: All, Members, Invited, Nominated, Targeted, Rejected, Former Member. ### June 2022 * SlapFive Salesforce App: * When a Salesforce user submits a Reference Request from an Opportunity, that user can select one or more Contact Roles for that Opportunity to attach to the Request, to signify the people at the prospect site who are looking to talk with a reference customer. * When fulfilling a Request in SlapFive, the user can click the new Opportunity Details button in the upper right to show the Salesforce Contacts that were selected by the requester, and click a Contact name to view the Contact or Account records in Salesforce. * For Requests submitted from Salesforce, on the Fulfill Request screen, the SlapFive user can click the View Opportunity link above the Opportunity field to open that Opportunity in Salesforce. * For Members and Companies with Salesforce Contact IDs and Salesforce Company IDs, you can click the View Contact and View Account links above the respective ID fields. * When sending a Prompt or Prompt Group, we no longer show the entire list of Members for you to scroll through, instead we show an empty list so that you can do one or more Filters to select the segments of Members to whom you want to send the Prompt. * In the advanced filter for any lists, you can now multi-select values from the picklists. ### May 2022 * You can now tag a Story with the Language of the Story. You can specify a Default Language in Client Settings which will be used when creating a new Story. * On the Edit Member screen: * You can now enter and maintain a Join Date, to indicate the date that the Member actually joined your program. This can be different from the Create Date because you may have originally created the Member as a Target or as Nominated. * You can enter a Functional Role for the Member. This can be used to specify a functional area like “Sales”, “Finance”, or a functional level like “Executive”, “Senior Manager”. ### April 2022 * SlapFive Salesforce App v3.0: * Custom objects related to the Opportunity for SlapFive Customer Influence and SlapFive Customer Influence Activity. These are used to capture revenue influence events for that Opportunity for things like a customer taking a reference call, a reference request being fulfilled with content, a content asset shared and viewed by the recipient, or a customer referral. * Zapier Zaps that can be copied to populate these custom objects. * Many custom reports and a Revenue Influence Dashboard. * Enhanced integration with Highspot: * SlapFive now stores the Highspot ID after it posts a Board to Highspot, which then allows subsequent updates to that Board to update the item in Highspot. * The posting to Highspot is now triggered by a webhook so that the update is instant. * The SlapFive API now has webhooks to trigger events based on changes to any of the primary objects in SlapFive. * The confirmation email to a person who submits a Reference Request has been enhanced to provide more information. ### March 2022 * Requests Enhancements: * When fulfilling Requests and viewing Member Profiles, we now show the Company Permissions for the Member’s Company. * In User Settings, you can now specify whether a user’s name shows up in the Assigned To dropdown by checking the new “Allow Request Assignment” field for that user. * On the Fulfill Request screen, the Need, For, and Preferred Customers fields are now editable when the Request is in the InProgress, Fulfilled, and UnFulfilled columns. * When a Request is in the UnFulfilled column, you can now see any Fulfillment Members or Board that you attempted to use to fulfill the Request. * On the Boards and Prompts tabs, you can click the number in the Stories column to go to the list of those Stories. This is useful on the Prompts tab when you’re trying to consolidate Prompts so you can more easily display multiple Stories for the same Prompt on Boards. ### February 2022 * These new features help keep you from overusing the same customers for reference activities: * On the Edit Member screen, for any Activity Type Willing to Do, you can specify a Limit per Quarter to store the maximum number of times in a quarter that this Member is willing to do this Activity. * On the Fulfill Request screen, when you click the button to Select Fulfillment Members, there is a new column in the tray that shows an indicator next to any Member who has a limit specified for the Activity Type of the Request. The indicator is green if the customer is under their limit, yellow if using them on this request will cause them to reach their limit, or red if they are already over their limit. * You can hover over that visual indicator to see a tooltip that shows the Member’s Limit per quarter, the number of times the Member has Completed the Request’s Activity Type in the current quarter, and the number of Pending Requests in which the Member has been flagged as a Fulfillment Member to complete this same Activity in the current quarter. * On the Member Engagement Dashboard, for any Activity Types Willing to Do, you can now see any Limits the Member has given you for that Activity Type along with the number of times that Member has Completed that Activity in the current quarter. ### January 2022 * You can now upload an image to a Story, and render that image when that Story is displayed on a Board. This can be used for use cases such as having a Board that shows all open Opportunities for customers to engage with an image for each Opportunity. * For the SlapFive API: * There are new and improved endpoints for getting Members, Companies, Stories, Requests, and Activities that can be used as data sources for ad-hoc reporting using Google Data Studio. * The POST Customers endpoint can now be used to upload Member Custom Field values from your invitation form. # 2021 ### December 2021 * On the Membership tab, the Members sub-tab now only shows contacts with a Membership Status of Member. There is a new tab called “All” that let’s you see all contacts regardless of Membership Status. ### November 2021 * On the Fulfill Request screen: * You can now “Send Request to Trusted Contact” for a Fulfillment Member. The Trusted Contact receives an email with a link that she can click to update the Status of the Fulfillment Member. This feature can be used to seek approval from the Customer Success Manager to use one of their customers as a reference, and let the CSM give their approval. * On the Fulfillment Members list, there is a new column named “Prompts Sent/Responses” under which you see the number of Prompts that have been sent to the Member to offer them the opportunity to participate in the reference activity, and the number of responses that Member has made to the Prompts. You can click the Prompts Sent/Responses button to see the details of the sent prompts and the responses. * On the Stories tab, the Search and the Advanced Filter have been enhanced as follows: * You can now search and filter on the Story Summary and Transcript fields. * On any of the filter fields where we show a drop-down of unique values, the number of occurrences of each unique value is shown in parenthesis. * The API endpoint to GET Member by MemberID now includes these fields: Activity Types Willing to Do, Topics of Interest, Type, Trusted Contact (name and email address), Active Status, Products Owned, Competitors Replaced, Business Goals/Use Cases. ### October 2021 * The Fulfill Request screen was redesigned to add mechanisms to: * Search, filter and select Members to become Fulfillment Members. * View any Member’s engagement dashboard. * Search, filter and select Boards to become Fulfillment Boards. * Remote Capture now allows a customer to upload a file from their device. This can be used to upload photos or images. * In Client Settings, there is a new field called JavaScript to Load on Board. Any JavaScript pasted here will be executed when any board is rendered. This is useful for running scrips like Google Analytics, Google Tag Manager, and Marketo Lead Scoring. * When a sales rep shares a Board with a prospect, the sales rep is Cc’d on the email that is sent to the prospect. This gives the sales rep confirmation that the email was sent, allows the prospect to respond to the sales rep, and enables the sales rep to forward the email to Salesforce for tracking. ### September 2021 * Member Custom Fields: * In Client Settings, you can now define Custom Fields to appear on the Edit Member screen. * On the Edit Member screen, you can now enter values into Custom Fields. * These custom fields can be rendered on Boards. * These custom fields are accessible via the API. * The remote video capture feature was enhanced to: * Convert videos into mp4 files so they play properly on any browser and can be downloaded. Different devices and browsers use different formats. * Provide a warning on very old browser versions that don’t support video capture. * On the Edit Prompt screen, you can upload an image, and then render that image on Boards. An example use case for this: You have a Board that presents opportunities for customers to engage with your company, the market, or their peers. You can now show a decorative image for each opportunity. ### August 2021 * Topics of Interest for Members: * In Client Settings, you can define a keyword list of Topics of Interest for which a Member might be interested in discussing or receiving information. * On the Edit Member screen, you can now specify Topics of Interest for Members. * The Member advanced filter lets you filter on Topics of Interest. * On the Requests tab, you can now search on any fields on the request, and filter the list of requests by date ranges based on the Request Create Date. * On the Stories tab, the advanced filter now lets you filter on Story Tags. * Member Groups: * You can now delete a Member when that Member is in a Member Group. * If you delete the last Member in a Member Group, it now asks if you would also like to delete the Member Group. * You can now delete Access Links on the Edit Board screen. * When you use the API endpoint to Create/Update Members and include Engagement Notes, the new text now appends to any text that already exists in the Engagement Notes field. ### July 2021 * There is a new Copy URL button for Stories on the Story tab. * When you have a Custom Domain defined in Client Settings, the View Board button will now open the board in a new tab using the Custom Domain. * You can now send a Prompt or Prompt Group to a Member Group. * Member Groups can now be deleted. * The API endpoints for GET and POST Stories now include Tags, Custom Story Label, Status, Captured Date, and Next Review Date. ### June 2021 * All emails sent by SlapFive for notifications and confirmations will now come from sender “” and sender label “SlapFive” unless you have set up the Custom Email Sending Domain feature. This avoids the likely situation of these emails getting blocked by anti-spoofing software. * Requests: * You can now archive old Requests. Simply check the Archived? field for any Request in the “Fulfilled” or “UnFulfilled” columns and it won’t appear in that column unless you check the “Include Archived” box at the top of the list. * For any Request in the “UnFulfilled” column, you can now add a Reason Unfulfilled code. This allows you to track reasons why a request went unfulfilled, such as if the prospect no longer needed it, the deal was lost, etc. * The Create/Update Customers API endpoint will now use the Salesforce Contact ID and Account ID values if passed to check to see if the SlapFive Member or Company, respectively, already exist. If the Contact ID is not matched or passed, it will then check for existing Member using Email Address. If the Account ID is not matched or passed, it will then check for existing Company using Company Name. * The Create Requests API endpoint now includes the ability to pass all the fields on the Request, so that it can now be used both for creating New Requests as well as uploading historical, Fulfilled Requests. ### May 2021 * On the Companies tab, you can click a Company name to see the new Engagement Dashboard for that Company. On this page, you can: * See the rolled up Engagement Score, Response Rate, and days since Last Activity for all Members from this Company. * See Engagement Notes and Permissions for the Company. * See the Activity History for all Members from this Company. * See Stories contributed by any Member from this Company. * See all Boards that contain at least one Story contributed by a Member from this Company. * Requests: * In Client Settings, there is a new field called “New Request Text Explanation”, and the text entered in this field will be displayed at the top of the New Request form. This can be used for things like giving instructions to the requester or explaining your SLA for working requests. * When reviewing Requests in the “New” or “In Progress” columns, the user can assign the Request to a particular user by selecting their user name in the “Assigned To” field. This field can also be specified on the New Request form when initiated from within SlapFive, but not when initiated from within Salesforce. * If a user assigns a Request to another user, that other user will receive a notification that a new Request has been assigned to them. * When a Request is dragged from the “New” or “In Progress” column to the “Fulfilled column”, and there is not already a Fulfilled Date selected, the user will be prompted to see if they want to use today’s date as the Fulfilled On Date. Similarly, if a Request is dragged from the “Fulfilled” column back to the “In Progress” or “New” column, the user will be prompted to see if they want to clear the Fulfilled On Date. * When a new Request is submitted, the requester will now receive a confirmation email. * In Client Settings, you can now define picklist values for a new field called Teams, and if values are defined, a new Team field will appear on the New Request form. * In Client Settings, you can now flag an Activity Type to “Include on Request Form”. When this field is checked, this Activity Type will now appear in the drop-down list for a new field on the New Request form called “Activity Type”. If no Activity Types are flagged with this field, the Activity Type field will not appear on the form. This field is used to allow the Requester or the Marketer to categorize Requests based on the type of activity that is being requested, such as “Take a Customer Reference Call” or “Host a Site Visit”. * Though we don’t recommend this behavior, it is now possible to set a Board so that the videos on that board continue to play when the viewer navigates to another tab in their browser. * You can now display a prompt’s “Create Date”, “Respond By Date”, and “Activity Granted on Response” field values on a board. These fields can be used to create a board that shows current advocacy opportunities that are available to members. * SlapFive API: * There are new endpoints to GET Board Share and Board View history. These will be used by the Revenue Influence Measurement feature. * There is a new endpoint to POST Stories, which can be used to upload existing content into SlapFive, especially links to case studies or press releases from the corporate website. * There is a new endpoint to POST Requests, which can be used to allow anyone from outside of SlapFive or Salesforce to submit a new Request using a simple form. ### April 2021 * The Remote Audio Capture feature has been re-implemented to record the audio locally on the responder’s device, and when the response is saved, the file is uploaded to SlapFive. * The Company advanced filter now lets you multi-select Company-level Permissions to filter the list of companies. * The Edit Member screen now has fields for Nominated By and Nominated Date. These fields can also be populated by your Nomination form. * The GET Requests API endpoint now allows a parameter of ?fulfillmentHoursBack=XX to only retrieve Requests with a Fulfilled On Date within that timeframe. ### March 2021 - Version 3.0 * Remote Video Capture: * This feature has been re-implemented to record the video locally on the responder’s device, and when the response is saved, the video file is uploaded to SlapFive. This eliminates the pixilation (AKA the “Monet Effect”) that could occur in the video from packet loss if the responder has a slow internet connection. It also eliminates the “Connecting” message at the beginning of the prompt response experience, and the “Processing” message after a video is recorded. * New Prompt and Story Types: Many of you want SlapFive to be your single place to manage all of your customer voice assets so you can make everything available to sales reps and other people who need access to all of your great content. To help you do this: * You can create Stories for existing web pages like Press Releases or Case Studies on your website. To do this, you create a Prompt with an Allowable Story Type of “Link”, and create Stories with Story Type of “Link” where you paste the URL. For example, you can create a Prompt called “Press Release” and create a Story for each press release on your website. * You can create Stories for files like Powerpoint slides and PDFs. To do this, you create a Prompt with Allowable Story Type of “File”, and create Stories with Story Type of “File” where you upload the file. For example, you can create a Prompt called “Customer Slide” and create a Story for each customer PowerPoint slide. * When Stories of type “Link” or “File” appear in a list of Stories, when you click the Preview button, it will take you directly to the linked page or open the file, respectively. * To help you give identifying names to the new “Link” and “File” type Stories, there is a new field on the Story that lets you enter a “Custom Story Label”. For example, if you have 10 Stories that use the Prompt for “Press Release”, you can enter a Custom Story Label with the headline of the Press Release. When any story with a Custom Story Label appears in a list of Stories, it automatically displays the Custom Story Label in place of the Prompt Name. * Company enhancements: Many of you want to manage and track information, membership status, and permissions at a client Company level. To help you do this: * There is a separate tab for Companies. A Company can be created without a Member. * You can now track Company-level permissions, such as “Can use logo on our website” and “Referenceable”. In your Client Settings, you define your Company Permission Types, and then on the Company record, you select values of “Granted”, “Denied”, or “Unknown”. * There are new fields on the Company record for Member Status and Active Status to track where a Company stands in your customer program. * If you have a customer that has a legal restriction that you can’t use their company name under any circumstances, there is a new field for “Anonymized Company Name” that lets you enter a value such as “Global Pharmaceutical Company” to anonymize the company name. * There is an advanced filter on the Company list to search and filter on all fields. * Any user can be set to receive notifications of responses to both Direct and Open Prompts by checking the field on the User screen. Previously, only the sender of a Direct Prompt received a notification when a response came in. * Salesforce.com integration: * You can now show embedded lists of Boards and Stories within a primary tab in Salesforce, or within a Related List on any object. * These embedded lists apply “Viewer” role access, so there is no ability to edit or delete the information. * When Salesforce users view these lists, they are authenticated with SSO so they don’t need to be set up as users of SlapFive. * Sales people can share boards and stories, and copy URLs. * When a Request is submitted from the Request References button on a Salesforce Opportunity record, it now adds the Opportunity ID to the Request record. This will be used for upcoming Influence Reporting. * It is now possible to restrict the viewing of certain boards to that only users who are authenticated to your network can view the board. This requires SSO integration with your identity provider. ### February 2021 * To make it easier to manage Member Company information, there is a separate tab for Companies. A Company can be created without a Member. * You can create a Custom Domain so that viewers of your board feel like they are on one of your web properties. When defined, boards render with a URL like rather than , and when boards are shared or when you click the Copy URL button for a board, it generates the custom domain. [See the setup instructions](https://slapfiveold.jeffernst.com/custom-domain/). * Requests: * When creating a new Request, you can override the Request Date. * After a Request is created, the marketer can edit the Request Date, Requested By, and Need By Date. * The “Tags” field was removed from the Request entry screen. * API: * There are new API endpoints for getting all Activity records and getting Activity records that have been created/edited in the last XX hours. This can be used for synching Activity History with Salesforce.com or other apps. * There is a new API endpoint for getting all Requests. This can be used for exporting Requests history to a spreadsheet for analysis. * The API endpoints for getting all Boards and for getting all Boards that have been created/edited in the last XX hours now get the Board URL, Board Headline and Board Body fields. These are needed for those of you who are pushing Boards to Salesforce or your Sales Portal apps so you have more descriptive information for sales reps using the boards. * The API endpoints for getting Members and creating new members now have parameters for Membership Status, Engagement Note, Engagement Score, Last Engagement Date, and Matching Field 1, 2, and 3. * In Boards, you can now display a customer’s first name and last name separately. Previously you could only display the customer’s full name. ### January 2021 * To drive more customer-to-customer engagement, you can now create Board Groups so that when any one board in the group is being displayed, there is a list of Related Boards in the sidebar. As an example, this can be used if you have a “Topic of the Month” engagement tactic where you want to allow customers to share their perspective on an important topic in their field, and share the responses with all customers. # 2020 ### December 2020 * Email addresses entered by a user or by someone responding to an open prompt are now saved as lower case regardless of how they are typed in. This helps reduce the chances of duplicate members being created since there is a case-sensitive check on email address to know whether to create a new member or update existing member. ### November 2020 * To better support integration with Salesforce.com and apps built on the Salesforce platform, we have added a Salesforce ContactID field to the Member Contact, and a Salesforce AccountID to the Member Company. These fields are used by our APIs when sending information to Salesforce-based apps to connect that information to Salesforce Contacts and Accounts. * For the Member Type field, we have added new values for “Prospect” and “Former Client” to better able you to identify people in those roles relative to your company. * For the Membership Status field, we have added a new value for “Former Member” to designate people who have dropped out of your customer program, while allowing you to keep their content and history. * Enhancements to the Requests module: * You now have the ability to designate certain users to receive email notifications when new Requests are created from within SlapFive, Salesforce, or other points of origin. To enable this for a user, check the “Notify of New Requests” field on the user record. * A new Delete button has been added to the Edit Request screen to delete a request that is no longer needed. * The Create New Request window in Salesforce has been updated so the “Save” button is now “Submit”, and it is condensed to not require scrolling to see the Submit button. * You can automatically add new Stories that come in for a particular prompt to a specific board. To enable this, click the new “Auto Stories” tab on the Edit Board screen, and select the Prompts who’s responses you want to automatically be added to that board. * The following fields from the Member record can now be displayed on boards. These are used for building a member showcase page to promote your program participation within your company. * Last Activity Date * Activity Types Willing To Do * Engagement Score * Engagement Note * Member Status ### October 2020 * The new Virtual Minute Booth feature allows you to capture stories from attendees to your virtual events. * To support the Virtual Minute Booth, we have rebuilt the Remote Capture capabilities to allow your customers to respond to prompts using audio or video, right from their desktop webcam. This extends the previous capability to respond on a mobile phone. * This includes a new user interface for the responder that uses a wizard approach to step them through multiple prompts in a prompt group. * There is a new storyboard template for the “outer room” of the Virtual Minute Booth that lets your event attendees see how their peers have responded to the questions. * To create customized experiences for customers during the Remote Capture, we made these changes to Prompt Groups: * You can add a Video Explanation to a prompt group. It appears on the first screen of the Remote Capture wizard. * You can specify “Prompt Response Exit URL” and “Prompt Response Exit URL Text” on a prompt group to designate a specific web page or site that you want to re-direct people to after answering the questions in a prompt group. If specified, these values override the ones entered in Client Settings. * You can re-sequence prompts within a prompt group. * New storyboard templates make it easy to showcase multiple spokespeople from the same company on single-customer layouts. * There is a new API endpoint for creating Activity records. This can be used for importing Activity History from your legacy Reference Management app. ### September 2020 * The new Requests feature enables anyone to make a request for customer voice content or for customer participation in a reference activity: * There is a new primary menu tab labeled “Requests” that has a Kanban board of Requests with columns for New, In Progress, Fulfilled, and UnFulfilled, and users can drag and drop requests between those columns. * SlapFive users can create a new Request from this tab, and Salesforce.com users can create a new request from the blocks on the Contact and Opportunity records. * Users can review requests, update them, and fulfill them by attaching one or more boards or one or more members. * When members are attached during fulfillment, activities are automatically created for those members. * On the Send Prompt screen, there is a new advanced filter button that lets you subset the list of members by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do. ### August 2020 * On the Members tab, there is a new advanced filter button that lets you subset the list by filtering on any of the fields on the member contact and company screen, including the Activity Types Willing to Do. * On the Prompts tab, in the list of prompts, there is a new column that shows the number of stories that exist for that prompt. This helps you make sure you are getting maximum reuse of prompts and avoid unnecessary prompt proliferation. * On the Edit Boards screen, Stories tab, the drop region for the Selected Stories column has been increased in size to make it easier to drag and drop stories on the board. ### July 2020 * On the Members tab, the Twitter Handle column has been replaced with columns for Engagement Score and Last Activity date. The member list can be sorted by Engagement Score. ### June 2020 * The integration with Salesforce.com puts a new custom block on the Salesforce.com Account and Opportunity records that: * Displays recommended boards for that Opportunity/Account to the Salesforce.com user based on Matching Criteria. * In the integration configuration, your Salesforce.com admin specifies 1, 2, or 3 fields from the Account record to match to corresponding new fields on the Member Company in SlapFive. * The Salesforce.com user can click the View All button to deactivate the matching criteria and show all boards that have a custom field value indicating they should appear in Salesforce.com, and can Search within the result set. * The Salesforce.com user can click the Request Reference button to submit a Request for content or customer references to SlapFive. * The Salesforce.com user can share a board by selecting Contacts associated with the Opportunity, or by typing in names and email addresses, and SlapFive tracks the sharing activity and viewing history. * Each of the buttons and Search field are configurable to appear nor not appear depending on your needs. * The API now has an endpoint for creating Activities for members. * The Sent Prompts & Responses screen has been improved to show more complete data and action buttons for sent prompts that have responses. ### May 2020 * On the open prompt response screen where the responder enters their identifying information, the Submit button is now the Next button. ### April 2020 * The API now allows you to add a Member to a Member Group. * Several screen changes were made to the prompt response screens for clarity and usability. ### February 2020 * The Advanced Filter for Stories now lets you filter on Transcription text. * For any Board that is set to Require Access Link, you can set a Forced Expiration Duration (in Days). If a number is entered into this field, whenever this board is shared, the sharer will see but will not be able to change the Board Link Expires, which will show the calculated expiration date by adding the number of days entered to the share date. * Fixes were made to improve the audio and video controls when rendered in Microsoft Explorer and Edge browsers. ### January 2020 * When you send an Open Prompt Group, the responder now only has to specify their Name, Email Address, and Company once, not for each prompt in the group. * The API was updated to handle Member Status field and Activity Types Willing to Do. * On the Membership tab, there is a new sub-tab for Nominated, so you can track potential members who have been nominated by others. # 2019 ### Version 2.0 * We changed the term “Customer” to “Member” to represent that fact that participants in your programs can be clients, employees (sales, executives), industry thought leaders, partners, etc. Accordingly, the “Customers” tab is now labeled “Membership”, with new sub-tabs for Members, Invited, and Targets. * In your Client Settings, you can define the Activity Types that you offer members to participate in when they join your program, and you can give each Activity Type an Engagement Score to represent the level of engagement that activity represents relative to other activities. * For each member, you can now specify that member’s Activity Types Willing to Do, and create forms using any form-builder app to allow members to select their own Activity Types Willing to Do. * You can now track the activities that your members participate in, logging the Date, Activity Type, and any Notes you’d like to enter. * There is a new primary tab called Activities that shows all the activities your customers have done. * On your SlapFive homepage, there is a summary view of the most Recent Activities. * On the Members tab, you can click a member name to see the new Engagement Dashboard for that member. On this page, you can: * Toggle the Member Status between Active, Paused, and Inactive. * Log an Engagement Note to remind yourself or others of any special circumstances affecting this member’s participation in your program. * See the member’s Engagement Score, Response Rate, days since Last Activity. * See the Activity History for this member and log a new Activity. * By sending Prompts, you can offer Members opportunities to engage in activities. * On a Prompt, you can specify an Activity Granted on Response if you’d like to automatically log an activity for any member who responds to this prompt. * On a Board, you can specify to Grant Activity on View if you’d like to log an Activity for any member who you share a board with and who subsequently views that board. # 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. ## Overview of SlapFive's Salesforce Integration

Overview of SlapFive Salesforce App and Integration

SlapFive's Salesforce Integration has two major parts: * [The SlapFive Salesforce App](#the-slapfive-salesforce-app) - a native Salesforce app for showing SlapFive features and content within Salesforce * [SlapFive-Salesforce Data Synchronization](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive) - bi-directional data synchronization between SlapFive and Salesforce objects. {% hint style="info" %} **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. {% endhint %} ## 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.

Salesforce/SlapFive Data Model

## The SlapFive Salesforce App The SlapFive Salesforce App contains: * [Custom UI Component](#custom-ui-component) - for enabling Salesforce users to access SlapFive content and features. * [Custom Objects and Fields](#custom-objects) - for associating revenue influence events with Opportunities, Contacts, and Accounts. * [Custom Reports and Dashboard](#custom-reports-and-dashboard) - for reporting on customer influence on revenue, renewals, length of sales cycle, and deal size. ### Custom UI Component The **SlapFive Reference Customers and Content** custom UI component is designed to give your Salesforce users quick and easy access to the most relevant SlapFive Boards and Stories, see recommended Reference Companies and Contacts, and **Request References**:

SlapFive Reference Customers and Content custom UI component

This UI component includes 4 tabs, which can be [configured to show/hide, sequence, and filter the content on each tab](/integrations/salesforce/slapfive-advanced-app/5.-configure-the-custom-ui-component). Here is what Salesforce users can do on each tab: #### View Companies * See recommended reference Companies (SlapFive Companies) based on matching criteria between the Opportunity and Account and the SlapFive Companies. * Click the Filter button to relax the filter criteria used by the matching criteria to see more Companies, and select additional filter criteria to further refine the list. * Select one or more Companies to request as references and click the **Request References** button to [submit reference requests](#submit-reference-requests). * Use the **Search** field to narrow down the list of records. * Click a Company name to see the details tray with more fields for that Company. #### View Contacts * See recommended reference Contacts (SlapFive Members) based on matching criteria between the Opportunity and Account and the Companies that the SlapFive Members belong to. * Click the Filter button to relax the filter criteria used by the matching criteria to see more Contacts, and select additional filter criteria to further refine the list. * Select one or more Contacts to request as references and click the **Request References** button to [submit reference requests](#submit-reference-requests). * Use the **Search** field to narrow down the list of records. * Click a Contact name to see the details tray with more fields for that Contact. #### View Boards * See the list of Boards that have been flagged to appear in Salesforce. * Click the Board name to see the details tray with more fields for that Board. * Click the Preview menu next to a Board to open and view that Board in a new tab. * Click the Share menu next to a Board to [share that Board with one or more prospects](#share-customer-content-with-prospects), by selecting Contact Roles for the Opportunity or other people entered directly into the Share screen. #### View Stories * See the list of Stories that have been flagged to appear in Salesforce. * Click the Story name to see the details tray with more fields for that Story. * Click the Preview menu next to a Story to open and view that Story in a new tab. * Click the Share menu next to a Board to [share that Story with one or more prospects](#share-customer-content-with-prospects) by selecting Contact Roles for the Opportunity or other people entered directly into the Share screen. ### Custom Objects The SlapFive Salesforce App installs these custom objects: 1. SlapFive Customer Influence 2. SlapFive Customer Influence Activity 3. SlapFive Customer Activity 4. SlapFive Company 5. SlapFive Contact 6. SlapFive Board 7. SlapFive Story 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. These two objects together are used to [capture revenue influence events](#track-revenue-influence-events), enable Salesforce users to see the status of those events, associate the events with Salesforce Opportunities, and [report on customer influence on revenue](#report-on-customer-influence-on-revenue), and they contain the data as shown in this chart.
Influence EventSlapFive Customer InfluenceSlapFive Customer Influence Activity
Reference RequestThe 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 & ViewThe share details: Content shared, Contact shared with, Share Date, etc.The views of the shared content: View Date, View Details Link.
Customer ReferralThe 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. The **SlapFive Company, SlapFive Contact, SlapFive Board, and SlapFive Story** custom objects are used to sync SlapFive reference and content data with Salesforce to display in the custom UI component. ### Custom Fields The SlapFive Salesforce App installs these custom fields on standard Salesforce objects: *Opportunity:*
Field LabelAPI NameData TypePurpose
Influence CountInfluence_Count__cNumber (18,0)Count of SlapFive Customer Influence records associated with this Opportunity.
SlapFive InfluenceSlapFive_Influence__cFormula (Text)If Influence Score>0, "Influenced", else "Not Influenced".
SlapFive Influence ScoreSlapFive_Influence_Score__cNumber (16,2)Sum of Influence Score of SlapFive Customer Influence records associated with this Opportunity.
SlapFive ProgramSlapFive_Program__cFormula (Text)If SlapFive Program Status of Opportunity's Account is Member, "Yes", else "No".
*Account:*
Field LabelAPI NameData TypePurpose
SlapFive Program StatusSlapFive_Program_Status__cText (80)Set to "Member" when there is at least one Contact for this Account who is a Member in SlapFive.
*Contact:*
Field LabelAPI NameData TypePurpose
SlapFive Program StatusSlapFive_Status__cPicklistUsed for identifying Contacts to synchronize with SlapFive. Values: Member, Targeted, Invited, Nominated, Former Member, and Rejected
The three custom objects have specific meaning when they appear as related lists on these Salesforce pages as described below: * [Opportunity Page](#opportunity-page) * [Contact Page](#contact-page) * [Account Page](#account-page) The SlapFive Salesforce App also includes many custom report types, [reports and a dashboard](#custom-reports-and-dashboard) that provide out of the box analytics and data visualization for your customers' influence on revenue. #### 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: ![SlapFive Customer Influence on a Salesforce Opportunity page](/files/2I0jPqHAgKgXdA5MBdru) 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: ![SlapFive Customer Influence Activities on a Salesforce Opportunity page](/files/LYjFUipncAyMAiwJwHJB) 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: ![SlapFive Customer Influence Activities and SlapFive Customer Activities on a Contact page](/files/v6EPUnxrRwZT0Q5uiaL5) 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: ![SlapFive Customer Influence Activities and SlapFive Customer Activities on an Account page](/files/V3hk4AYzCyaEwnCSAH2F) You can see that Contacts at this Account have done two **SlapFive Customer Influence Activities** and two other **SlapFive Customer Activities**. ### Custom Reports & Dashboard 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 [report on customer influence on revenue](#report-on-customer-influence-on-revenue): ![SlapFive Customer Influence Dashboard](/files/s6jGADe2h7ZycIBv4tf2) #### 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. ![Customer Influence Events and Scoring Model Example](/files/NcGZSolE1cU6D3m51fjg) ### 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](/integrations/salesforce/salesforce-automations/enable-nominate-contacts-for-your-program), you put a custom button or field on the Contact page layout. #### 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 pre-defined automations that create an Activity in SlapFive for each referral, add that referral to your Referral Tracking Campaign, and create an Opportunity record 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 See [Synchronize Data between Salesforce and SlapFive](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive) for more information. # SlapFive Advanced 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](/integrations/salesforce/slapfive-advanced-app/1.-install-the-slapfive-advanced-package) 2. [Create Named Credential](/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential) 3. [Configure Custom Settings](/integrations/salesforce/slapfive-advanced-app/3.-configure-custom-settings) 4. [Assign Permissions](/integrations/salesforce/slapfive-advanced-app/4.-assign-permissions) 5. [Configure Embedded Lists](/integrations/salesforce/slapfive-advanced-app/5.-configure-the-custom-ui-component) 6. [Assign Page Layouts to Record Types](/integrations/salesforce/slapfive-advanced-app/6.-assign-page-layouts-to-record-types) [Troubleshoot Issues with the App Configuration](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/troubleshooting) [Version History](/integrations/salesforce/slapfive-advanced-app/version-history) # 1. Install the SlapFive Advanced Package This step installs the SlapFive Salesforce App managed package named SlapFive Advanced. ### Do you already have a package installed? The latest Version Number is 4.21. * [ ] If you currently have a package named **SlapFive App**, version 3.4 to version 4.0 installed, this installs a new package named **SlapFive Advanced**, which contains a new custom UI component and new custom objects. The install will migrate the data from the old custom objects to the new custom objects. When completed and verified, you can then remove the old package named **SlapFive App**. * [ ] If you currently have the package named **SlapFive Advanced**, version 4.0 or higher, this install upgrades that package. If you set Matching Fields in the Custom Settings (Step 3) or changed any of the Embedded URLs for the custom UI component (Step 5), copy those settings before installing so you can easily paste them back in after the install. ### Install the SlapFive Advanced package Go to this URL to install the SlapFive Advanced app. If not already logged in, you will be prompted to log into the Salesforce org into which you want to install the SlapFive Salesforce App: {% hint style="info" %} Click this link to install Version 4.21: {% endhint %} If you are installing for the first time, select the **Install for All Users** option and click **Install**. If you are upgrading from a previous version of SlapFive Advanced, select the **Install for All Users** option and click **Upgrade**. {% hint style="info" %} Don't worry about the "You're installing a Non-Salesforce Application..." message, this will go away once Salesforce has authorized this version for inclusion on SlapFive's App Exchange listing. {% endhint %} # 2. Create a Named Credential In this section, you create a Named Credential record that let's Salesforce access the SlapFive API. The SlapFive Salesforce App supports both **Legacy Named Credentials** and Salesforce’s **new Named Credential + External Credential** model. The Legacy Named Credential is far simpler to set up. But some organizations have governance policies that require the newer model. # Create a Legacy Named Credential In this step, you create a Named Credential record that let's Salesforce access the SlapFive API. Go to **Setup** > **Security** > **Named Credentials**. In the dropdown menu next to the **New** button, click **New Legacy** to create a new Named Credential record.

Create a new Named Credential record

When creating the new record: * [ ] **Label:** enter *SlapFive API*. * [ ] **Name:** will auto-fill with *SlapFive\_API*, do not change it. * [ ] **URL:** enter the base URL of your SlapFive instance, which is . * [ ] **Identity Type:** select **Named Principal**. * [ ] **Authentication Protocol:** select **Password Authentication**. * [ ] **Username:** enter *slapfive*. * [ ] **Password:** paste your **SlapFive API Key**. To get this key, log into SlapFive, go into your Client Settings, generate an API key if one doesn't already exist, copy the API Key and paste it in this field. * [ ] **Generate Authorization Header:** uncheck this field. * [ ] **Allow Merge Fields in HTTP Header:** check this field. Click the **Save** button to create the new Named Credential. # Create a New Named Credential In this step, you create a Named Credential record that let's Salesforce access the SlapFive API. #### Overview This configuration: * Stores the SlapFive API key securely using an External Credential * Injects the API key into requests via a custom HTTP header * Avoids hard-coding secrets in Apex, metadata, or logs *** ### Step 1: Create an External Credential 1. In Salesforce Setup, navigate to **External Credentials** 2. Click **New External Credential** Use the following values: * **Label:** SlapFive External API * **Name:** SlapFiveExternalAPI * **Authentication Protocol:** Custom Save the record. *** ### Step 2: Create an External Credential Principal 1. From the External Credential record, create a new **Principal** Use the following values: * **Parameter Name (Label):** SlapFive API Key * **Sequence Number:** 1 * **Identity Type:** Named Principal 2. Under **Authentication Parameters**, add a new parameter: * **Name:** APIKey * **Value:** Paste your SlapFive API key here *** ### Step 3: Add a Custom Header to the External Credential On the same External Credential, add a **Custom Header**: * **Header Name:** api-authorization * **Value:** ``` {!$Credential.SlapFiveExternalAPI.APIKey} ``` * **Sequence Number:** 1 This injects the encrypted API key into every request at runtime. *** ### Step 4: Create a Named Credential 1. In Salesforce Setup, navigate to **Named Credentials** 2. Click **New Named Credential** Use the following values: * **Label:** SlapFive API * **Name:** SlapFive\_API * **URL:** enter the base URL of your SlapFive instance, which is:\ . * **External Credential:** SlapFive External API * **Generate Authorization Header:** Checked * **Allow Formulas in HTTP Header:** Checked * **Allowed Namespaces for Callouts:** slap5 Save the record. *** ### Step 5: Grant Access to the External Credential Principal Users who need access to the SlapFive App must be granted access to the External Credential Principal. This must be added to every Permission Set that will be assigned to end users, including any cloned copies of the SlapFive managed Permission Set — clones do not inherit External Credential Principal Access automatically. 1. In Salesforce Setup, navigate to **Permission Sets** 2. Open the Permission Set assigned to your end users (e.g. your cloned SlapFive Permission Set) 3. Click **Object Settings → User External Credentials,** click **Edit**, enable **Read** access and click **Save**. 4. Click the **Permission Set Overview** breadcrumb to go back to the main screen for this Permission Set 5. Click **External Credential Principal Access,** click **Edit** and move **SlapFive External API - SlapFive API Key** to the Enabled list and click **Save** 6. Repeat for any additional Permission Sets whose users need SlapFive access *** ### **Step 6: Verify API Access on End User Profiles** Users that belong to restricted custom Profiles must have the **API Enabled** permission active on their Profile. Without it, Salesforce will block the callouts that the SlapFive component makes, even if their Permission Set is correctly configured. 1. In Salesforce Setup, navigate to **Profiles** 2. Open the Profile assigned to your end users (e.g. Marketing User) 3. Search for **API Enabled** in the profile settings 4. Ensure it is checked 5. Click **Save** 6. Repeat for any additional Profiles whose users need SlapFive access > ⚠️ **Note:** If end users see the error *"Error retrieving client data: You don't have read permissions on the User external credential object"*, the most likely causes are that Step 5 was not completed for their Permission Set, or that Step 6 was not completed for their Profile. # 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. 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 . * [ ] **Enable Sync Cache:** Check this box if directed by SlapFive. It activates the caching of SlapFive Company, Member, Story, and/or Board data within Salesforce for faster performance for users of the custom UI components. * [ ] **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](/integrations/salesforce/slapfive-advanced-app/recommend-the-best-reference-customers-for-a-request) section. * [ ] **API Page Size (Records Per Call):** Set this to 1,000. * [ ] **Named Credential Name:** Enter *SlapFive\_API*. * [ ] **Named Credential Type Legacy:** Check this box if you used the Legacy Named Credential model in Step 2. * [ ] **Show Nominate Customer:** If you want the **Nominate Customer** button to appear on the SlapFive UI component, check this box. * [ ] **Nominate Customer URL:** If you checked the **Show Nominate Customer** field, paste the URL of the nomination form. SlapFive's 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](/integrations/salesforce/salesforce-automations/enable-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. * [ ] **Sync Execution Hour:** If using the caching of SlapFive object data within Salesforce, set this to the hour of the day that the sync should run. Enter 2 to have it run at 2AM. * [ ] **Sync Frequency (Hours):** If using the caching of SlapFive object data within Salesforce, use this field to set the frequency of updating the cache, in hours. Enter 24 to have it sync once a day. * [ ] **Enable External Request Events:** Ignore. Click the **Save** button to save the SlapFive Settings. # 4. Assign Permissions In this step, you give permission to Users to access the SlapFive Salesforce App components. {% hint style="info" %} Since this is a Managed Package, only certain fields can be changed on the the SlapFive App Permission Set. If you need to change any of the permissions granted, Clone the SlapFive App Permission Set and take away the extra permissions. {% endhint %} ### Assign Permission Sets to Users Any Salesforce User who needs access to the SlapFive Salesforce App components needs to be assigned to the SlapFive App Permission Set. You can also put the SlapFive App Permission Sets into a **Permission Sets Group** and assign users to that Group. Go to **Setup** > **Users** > **Permission Sets**. * [ ] Click on the record **SlapFive App Permission Sets**. * [ ] Click on the **Manage Assignments** button at the top of the page. * [ ] Check users to assign the permission sets and click on the **Add Assignments** button.

Permission Sets screen

# 5. Configure the custom UI component This step lets you configure the SlapFive Reference Customers and Content custom UI component. The **SlapFive Reference Customers and Content** custom UI component allows you to show lists of SlapFive Companies, Contacts (Members), Boards, and Stories. This component can be placed on the Opportunity, Account and Contact page layouts. You can configure this component in these ways: * Determine the fields that are available to the user in the Filter feature. * Show or hide the list. * Change the order in which the tabs display. * Change the tab label for a list. * [Pre-filter lists to only show the records you want to appear in Salesforce.](#pre-filter-lists-to-only-show-records-you-want-to-appear-in-salesforce)

SlapFive Reference Customers and Content custom UI component

## Configure the list and filter fields 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 the list you want to configure. We will use Contacts as an example:
* [ ] **Embedded URL:** In this field you will see the URL for the SlapFive API endpoint that is called to retrieve the data from SlapFive. In this URL, there are three available parameters: * [ ] **fields=** This parameter contains a comma-separated string of the internal field names of all the SlapFive fields you want to use for recommending Companies, Contacts and/or Stories, for appearing in the List columns and Filter tray. Let your SlapFive Coach know what fields you want, and we'll provide you with their internal names. DO NOT CHANGE anything that appears before the "fields=" parameter. * [ ] **\&display\_table\_fields=** This parameter contains a comma-separated string of the internal field names and their labels that you want to appear as the List columns. Place a colon between the field name and the label. For example, if you want the Company name to appear as a column with the label "Company Name" and Company Size to appear with label "Tier", you'd include \&display\_table\_fields=name:Company Name,size:Tier * [ ] **\&display\_filter\_fields=** This parameter contains a comma-separated string of the internal field names and their labels that you want to appear in the Filter tray as filterable fields. Place a colon between the field name and the label. For example, if you want the Products Owned and Industry fields to appear in the filter, with labels "Products Owned" and "Industry", you'd include \&display\_filter\_fields=dynamicFields.products:Products Owned,industry:Industry * [ ] **Is Active:** Uncheck this field if you want to hide the Boards tab and embedded list. * [ ] **Tab Order:** Change this number to the order in which you want this list's tab to appear, left to right, relative to the numbers of the other lists. ### Change Labels In the list of **Custom Metadata Types**, find **SlapFive Label** and click on **Manage Records.** In the list of **SlapFive Labels**, click on **Edit** next to the Label you want to change, type your desired text in the **Label Value** field, and click Save. ## Pre-filter lists to only show records you want to appear in Salesforce You will most likely want to pre-filter the lists to exclude records that you never want to appear in Salesforce. For example, for each list: * [ ] **View Companies:** only show SlapFive Companies that are Active AND are in the Member status. * [ ] **View Contacts:** only show SlapFive Members that are Active AND in the Member status AND belong to a Company that is Active AND in the Member status. * [ ] **View Boards:** only show SlapFive Boards that are flagged to "Show in Salesforce". * [ ] **View Stories:** only show SlapFive Stories that are flagged to "Show in Salesforce" AND are associated with a Member that is Active AND in the Member status. To pre-filter any of the lists, you create a **Role** in SlapFive named *Salesforce*, and add the desired Filter Conditions to the **Entity** that corresponds to each list:

Add a Role Filter for the Salesforce Role

1. In SlapFive, Go to **Admin menu** > **Roles**, click the **Add Role** button, and name the new Role *Salesforce*. 2. Click the **+** button under the Filters column for the Entity to which you want to add a filter, and in the **Add Filte**r tray, select the following and click the **Save** button: * [ ] **Entity** and **Field**: select the SlapFive object and field that you want to use to filter. You can select any standard or dynamic field for the Entity that directly corresponds to the list, as well as any Entity that the list Entity is associated with. For example, when defining filters for the Members entity, you can use Member and Company fields. * [ ] **Comparison:** Select *equals*. * [ ] **Value:** Select or type the value you want to use for that field. * [ ] **Filter Type:** Check the Hidden Filter option. To hand-pick the SlapFive Boards and/or Stories you want to appear in Salesforce: 1. Go to **Client Settings** and add a Dynamic Field to the Stories and/or Boards entities called *Show in Salesforce*, with a **Type** of **YESNO**. 2. Go to the **Edit Boards** and/or **Edit Stories** screen for any item you want to hand pick, and check the Dynamic Field **Show in Salesforce**. ## Add the custom UI component to the Opportunity Page Layout To add the custom UI component that contains the lists of SlapFive objects to the Opportunity Page Layout: * [ ] 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\_Reference component to the desired location on the page. ## Control which users see the custom UI component If you want to put the custom UI component on a global Page Layout but hide it from users without permission to view it, follow these steps: * [ ] Create a **Custom Permission** called SlapFive\_Component\_Access. * [ ] Clone the **Permission Set** called SlapFive\_App\_Permission, and add the new Custom Permission to the cloned Permission Set. * [ ] Assign this cloned Permission Set to the users who should have access to the SlapFive custom UI component as [described here](/integrations/salesforce/slapfive-advanced-app/4.-assign-permissions). * [ ] Edit the Opportunity Page Layout, go to the SlapFive custom UI component > Set Component Visibility, and add a Filter that uses the new Custom Permission. ## Add Related Lists to page layouts Add these related lists to each of the following page layouts if not already installed: 1. **Opportunity Page Layout:** SlapFive Customer Influence 2. **Account Page Layout:** SlapFive Customer Influence Activity and SlapFive Customer Activity 3. **Contact Page Layout:** SlapFive Customer Influence Activity and SlapFive Customer Activity To add related lists for the SlapFive custom objects: * [ ] 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 related list named above to the desired location on the page. # 6. Assign Page Layouts to Record Types This step ensures that the Page Layouts for the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects are mapped to the right Record Types. ### SlapFive Customer Influence object Go to **Setup** > **Objects and Fields** > **Object Manager** and click on the **SlapFive Customer Influence** object. Go to **Record Types** and click the **Page Layout Assignment** button in the upper right. Click the **Edit Assignment** button. ![Assign Page Layouts to SlapFive Customer Influence object Record Types](/files/kl13DycG13Cwdikz7zNd) * [ ] Select all the cells in the **Customer Content Share** column, and then select **SlapFive Share Layout** from the **Page Layout to Use** dropdown box. * [ ] Select all the cells in the **Customer Reference Request** column, and then select **SlapFive Request Layout** from the **Page Layout to Use** dropdown box. * [ ] All the cells in the **Customer Referral** column should already contain **SlapFive Referral Layout**. * [ ] Click **Save**. ### SlapFive Customer Influence Activity object Go back to **Object Manager** and edit the **SlapFive Customer Influence Activity** object. Go to **Record Types** and click the **Page Layout Assignment** button in the upper right. Click the **Edit Assignment** button. ![Assign Page Layouts to SlapFive Customer Influence Activity object Record Types](/files/xLQsSubPW6DiEZRl8Z8J) * [ ] Select all the cells in the **Customer Content Shared & Viewed** column, and then select **SlapFive Share Activity Layout** from the **Page Layout to Use** dropdown box. * [ ] Select all the cells in the **Customer Reference Activity Performed** column, and then select **SlapFive Request Activity Layout** from the **Page Layout to Use** dropdown box. * [ ] All the cells in the **Customer Referral Activity** column should already contain **SlapFive Referral Activity Layout**. * [ ] Click **Save**. # 7. Configure data syncing Starting in SlapFive Advanced version 4.4, the app caches SlapFive Company, Member, Board, and Story records in Salesforce to accelerate display of the View lists in the custom UI component. {% hint style="info" %} Note: the data syncing uses the Embedded URLs and the SlapFive Salesforce Role filters you define in Step 5. {% endhint %} ### SlapFive Admin tab The SlapFive Advanced App includes a tab called **SlapFive Admin** which is used to configure the data syncing between SlapFive and Salesforce. To access this tab, the User must be assigned to the **SlapFive Admin** Permission Set. Within the SlapFive Admin screen, the **Dashboard** tab shows a summary of the Sync Status, Last Sync, and the number of records that have been synced. ![](/files/lcLRcjAxhdtVdKcFNkLc) The **Sync Management** tab lets you schedule automatic syncs, manually execute syncs, and view the history of syncs.
When configuring your sync, these options are available: **Sync Configuration:** * [ ] **Enable Automatic Sync:** Turn this on to activate the data sync. * [ ] **Sync Frequency:** Select how frequently you want to sync the data. * [ ] **Execition Time:** Select the time of day to sync. **Manual Sync Operations:** * [ ] Click any of the blue buttons to manually sync the records for that object. **Bulk Operations:** * [ ] **Sync All Objects:** Click this button to sync all 4 objects. * [ ] **Clear All Data:** Click this button to clear the synced data to start fresh. **Sync History:** * [ ] View the Sync History to confirm that the sync jobs have completed successfully. # Recommend the best reference customers for a Request This section covers how to enable Salesforce users to see recommended reference customers and contacts, and select them when submitting a Request from a Salesforce Opportunity. ## Sample Use Case Let's say that when your salespeople are asked by a buyer to speak with a reference, they typically want reference customers who are in the same industry and tier as the buyer, and who own the products that the buyer is evaluating. SlapFive enables you to configure the Salesforce App and SlapFive Settings so that your requesters can see a list of recommended Companies, Contacts (Members), and Stories that are in the same industry and tier, and that own those products. The requester can relax any of those criteria, and add more filter criteria. The requesters can then select from the list of recommended Companies or Contacts before clicking the Request References button to add them to the Request as Fulfillment Company/Member records. The reference manager can then see and adjust the recommendation criteria, and begin the fulfillment process by reviewing the Companies and/or Members selected by the requester. ## Prerequisites To use the reference customer recommendation featire, you must have these SlapFive Settings activated. In SlapFive, go to Client Settings: * [ ] On the **Basic** tab, check the **Allow Requesters to Select Companies** field. * [ ] On the Advanced tab, under External Base URLs, in the Salesforce URL field, paste your base Salesforce org URL. For most companies, it is like this: . ## Configure the SlapFive Salesforce App Setup You can configure up to 5 fields from the Salesforce Opportunity and Account records to pass to the Request as recommendation criteria. 1. In Salesforce Setup, go to **Custom Settings**, select **Manage** next to *SlapFive Settings*, and click the **Edit** button. 2. Use the **Matching Field 1, 2, 3, 4 and 5 fields** to specify the Account and/or Opportunity fields to use as recommendation criteria, by entering the *object\_name.field\_name*. Continuing our sample use case, to match on each of these fields, we would enter: * [ ] **The Account custom field called Tier:** *Account.Tier\_\_c* * [ ] **The Account standard field called Industry:** *Account.Industry* * [ ] **The Products specified on the Opportunity:** *OpportunityLineItem.Product* 3. Click the **Save** button. ## Configure the SlapFive Settings In SlapFive **Client Settings**, you connect the **Matching Fields 1..5** that you specified in Salesforce to the corresponding objects and fields in SlapFive. Click the **Search Settings** tab. In the **Salesforce Search Filters for New Requests** section, you will add a Search Filter for each Matching Field 1..5 you defined in Salesforce Setup. Click the **Add** button, enter the values as follows and click the **Save** button:
* [ ] **Entity:** Select the object that contains the field you want to match, in this case *Company*. * [ ] **Field:** Select the field you want to match, in this case *Size*. * [ ] **Comparison:** Select *equals*. * [ ] **Value:** Select any value for this field that you want to be the default should the Salesforce Opportunity or Account not have a value for this field. * [ ] **Salesforce Input Order:** Set this number to the corresponding Matching Field number in Salesforce Client Settings. In this case we are mapping this to **Matching Field 1**, so we select *1*. * [ ] **Filter Type:** Select **Hidden Filter**. Repeat Step 3 for each Matching Field 1..5. # Format the Text Explanation on the Request Reference form This section covers how to apply HTML formatting characters and tags within the Text Explanation that appears at the top of the Request Reference form. This allows you to be crystal clear with the instructions, restrictions, and service-level agreements that you present to requesters. ### Apply formatting Go to **SlapFive Settings > New Request Text Explanation**. Enter the **New Request Text Explanation** that you'd like to appear at the top of the form, with the formatting tags and characters. Click **Save**. ### HTML Characters and Tags for Formatting You can use most HTML characters and tags, including these:
FormattingHTMLResult / Description
Bold<b>text</b>Makes text bold
Italic<i>text</i>Makes text italic
Underline<u>text</u>Underlines text
Line break<br>Starts a new line
Paragraph<p>text</p>Creates a separate paragraph
Bulleted list<ul><li>Item 1</li><li>Item 2</li></ul>Creates an indented bulleted list
Numbered list<ol><li>Item 1</li><li>Item 2</li></ol>Creates an indented numbered list
Indented block<blockquote>text</blockquote>Indents a block of text
Bullet&bull;•
Non-breaking space&nbsp;Inserts a space that won't wrap
Em dash&mdash;—
En dash&ndash;–
Right arrow&rarr;→
Left arrow&larr;←
Ampersand&amp;&
Less than&lt;<
Greater than&gt;>
Copyright&copy;©
Registered trademark&reg;®
Trademark&trade;™
Left double quote&ldquo;“
Right double quote&rdquo;”
# Upgrade from SlapFive App to SlapFive Advanced App This section tells you how to updgrade from the older SlapFive App to the new SlapFive Advanced App. If you are on the SlapFive App Version 4.0 or earlier, you can upgrade to the new SlapFive Advanced App. Here are the steps you need to take: #### Install the SlapFive Advanced App Follow [these instructions](#install-the-slapfive-advanced-app) to install the latest version of the SlapFive Advanced App. #### Confirm Custom Object Data was Migrated When you install the SlapFive Advanced App and the SlapFive App Version 4.0 or earlier is detected, the installation will automatically upgrade the custom object and custom field data. You should confirm that the migration was successful by following these steps: Go to the App Launcher and select the **SlapFive Advanced** app. In the main menu, click **SlapFive Admin**. On the SlapFive Admin screen, click the **Data Migration** tab. Under the **Migration Status** section, look for the **Migration Status** field and ensure it says **Not Needed**. If it shows any other status, click the **Start Migration** button to migrate the data. #### Configure the SlapFive Advanced App Complete steps 2 through 7 under the [SlapFive Advanced App](/integrations/salesforce/slapfive-advanced-app) section. Test that you can see SlapFive Companies in the View Companies tab, and you can Request References. #### Delete the legacy SlapFive App Once your testing is complete, you can delete the SlapFive App Version 4.0 or earlier. # What version am I on? This section let's you see what version of the SlapFive Salesforce App you currently have installed. Go to **Apps > Packaging > Installed Packages**. You will see a list of the packages you have installed. Scroll down to the package named **SlapFive App**, and look for the number in the **Version Number** column.

Installed Packages with Version Numbers.

# Version History These are the improvements that have been made in each version of the SlapFive Salesforce App. [See what version you currently have installed.](/integrations/salesforce/slapfive-advanced-app/what-version-am-i-on)
Version & DateWhat's New?
SlapFive Advanced 4.21
August 19, 2026		Added enhancements to the Request Reference form:
- You can now format the Text Explanation that appears at the top of the form with HTML character entities and tags.
SlapFive Advanced 4.20
July 10, 2026		Minor fixes to version 4.16:
- Company Permissions can now be displayed in the View Companies tab and filter
- Requester External ID is now being passed into new Requests to support the Requester Leaderboard on the dashboard.
SlapFive Advanced 4.16
May 15, 2026

Added:
- Supports native Revenue Influence Reporting in SlapFive by passing the standard Opportunity fields when submitting a new Request.

- The Request Reference form now prevents submission of form if required Request dynamic fields are not entered, and if you have Activity Type set as required and it is not entered.
- Recommendation Matching Fields are now applied to the View Contacts and View Stories tabs in the custom UI component.

SlapFive Advanced 4.12
March 1, 2026		Added the ability to separately configure which fields appear as columns and which fields appear in the filter tray within the SlapFive custom UI component.
SlapFive Advanced 4.10
October 19, 2025		Minor fixes to version 4.5.
SlapFive Advanced 4.5
September 17, 2025		Allows you to show the Request Reference button in the custom UI component even when the View Companies, View Contacts, View Stories, and View Boards lists are disabled.
SlapFive Advanced 4.4
August 1, 2025		Enables the synchronization of SlapFive Company, Member, Story and Board data with a local cache in Salesforce to improve performance of the custom UI component lists.

SlapFive Advanced 4.0

June 1, 2025

Replaces the SlapFive Embedded UI components with native Salesforce components so that Salesforce users don't need to be authenticated to SlapFive. Replaces the two custom rollup fields with number fields that don't count towards the rollup field limits.
4.0 - August 29, 2024When 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 Recommend the best reference customers for a Request.
3.9 - January 25, 2024Adds 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, 2023Adds the option for you to use the Salesforce new Named Credential rather than the Legacy Named Credential.
3.7 - April 21, 2023Changes to Opportunity Custom Field SlapFive Influence so Influence is based on Influence Score instead of Influence Count.
3.5 - March 8, 2023Changes to eliminate the need for Salesforce users to have "View Setup and Configuration" access on their Profile.
3.4 - September 26, 2022Changes to comply with Salesforce AppExchange Listing Requirements.
3.1 - August 15, 2022Fixes to support Salesforce Classic Interface.
3.0 - April 15, 2022Revenue Influence Events, Scoring, Reports, and Dashboards
2.0 - December 13, 2021The “View Case Studies” button will now retrieve content even when no Matching Fields are defined in Custom Settings.
2.8 - June 2, 2021Check 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, 2021When 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, 2021Add SlapFive embedded list for Companies, Boards and Stories to any Salesforce object page layout.
1.7 - September 3, 2020In 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, 2020First 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.
# Troubleshooting This page shows the error messages generated in different situations where there are errors in the installation and configuration of the SlapFive Advanced Salesforce App v4.1 and higher. {% hint style="info" %} NOTE: The SlapFive components embedded in the Salesforce App require all Salesforce users to have Third Party Cookies enabled in their browser. This is the default for all browsers except Safari. {% endhint %}
Error Message or ConditionCause and Resolution
Salesforce User sees a blank window when clicking the Request References button.The user needs to be running the SlapFive Advanced App. To verify this, go to the App Launcher (9 dot menu), select the SlapFive Advanced app, and retry the Request References button.
Salesforce User sees the error "Error retrieving client data: You don't have read permissions on the User external credential object"User's Permission Set needs access to the External Credential Principal and/or User's Profile needs API Enabled. Complete Steps 5 and 6 here.
Salesforce User sees error " Error retrieving client data: SlapFive API authenticating failed. Please contact your administrator." when viewing the custom UI component.

In Named Credential, check that you copied your correct SlapFiveAPI Key into the API Key field and that the API Base URL field contains https://your_company_name.slapfive.com.

In Custom Settings, make sure the Named Credential Type Legacy field is checked.

Salesforce User sees "Something went wrong." error within a SlapFive custom UI component.In the SlapFive Custom Settings the API Base URL is blank or incorrect. See the Configure Custom Settings section and check that the API Base URL field contains https://your_company_name.slapfive.com.
During Data Sync: "Unexpected character..."In Custom Metadata Types, makes sure the Embedded URL contains a valid API string for the SlapFive object in question, starting with /api/api/...
During Data Sync, you get records that should be filtered out based on your filter criteria for the Role=SalesforeGo to SlapFive Admin tab > Sync Management, and click the Clear All Data button. Then sync the object in question. This is necessary because the data syncs do not delete records, they only update them, so if you tighten your filter criteria, you need to clear them all and then sync again to only bring the filtered data.
During Data Sync: "Script-thrown exception"This means the API call returned an error, so make sure the Named Credential has the correct SlapFive API Key and the URL field has the base URL of your SlapFive instance, which is https://your_company_name.slapfive.com.
During Data Sync: "Unable to tunnel through proxy. Proxy returns "HTTP/1.1 500 Internal Server Error"In Named Credential, in the URL field, make sure you enter the base URL of your SlapFive instance, which is https://your_company_name.slapfive.com.
During Data Sync: "Permission" error."Make sure the User that is executing the data sync has object-level READ/CREATE/EDIT/DELETE permissions to these objects: SlapFive Company, SlapFive Contact, SlapFive Board, SlapFive Story, SlapFive Sync History.
During Data Sync: "Unabled to initialize Oauth Setting: Missing OaAuth Settings."In Custom Settings, fill in the Named Credential Name field with the name of your Named Credential. If it is a Legacy Named Credential, check the Named Credential Type Legacy field.
During Data Sync, after clearing data and starting a new sync: "Error notification. Error Failed to trigger sync: Failed to start smart sync (ObjectName): [System.DmlException] Insert failed. First exception on row 0; first error: STORAGE_LIMIT_EXCEEDED, storage limit exceeded: []"Wait 20 seconds for the Clear All Data to finish and try again
No SlapFive Boards appear in the View Boards list and/or no SlapFive Stories appear in the View Stories list.API returns no records when getting All data or searching with keyword. Make sure you have Boards defined in SlapFive with a dynamic field called Show in Salesforce, with a value of "Yes" or "yes".
Salesforce Admin gets "SlapFive container does not support for this type of record page." error when adding a SlapFive App component to a page layout.You are attempting to put a SlapFive Salesforce App component on a page layout that is not supported. The custom UI component can be added to the Opportunity, Account and Contact page layouts.
When connecting to Salesforce from SlapFive Client Settings, get "Connection failed. Cannot set properties of null (setting 'authorization status')" error.The Workato Connected App is blocked in Salesforce. Go to Setup > Connected Apps OAuth Usage and unblock Workato.
When connecting to Salesforce from SlapFive Client Settings, get "Connection failed. Action failed due to server error" error.The Workato Connected App is blocked in Salesforce. Go to Setup > Connected Apps OAuth Usage and unblock Workato.
A Salesforce user cannot access the SlapFive Revenue Influence Dashboard and/or reports.Find the Dashboard Folder for SlapFive, and share the folder with the users who need access. Find the Report Folder for SlapFive reports, and share the folder with the users who need access.
You change a Label in Custom Metadata Type "SlapFive Labels" but other users still see the old label.Make sure that the Profiles of all users that need to see the component with the new label have object permissions to the Custom Metadata Type "SlapFive Labels".

An automation fails with an error similar to:

"Webhook registration error. Salesforce field 'FullName' is not present or unavailable to user."

Verify that the Integration User has the required system permissions (View Setup and Configuration, Customize Application, Manage Flow, Flow User) and View All on the monitored object. This error typically indicates insufficient access to Salesforce setup metadata rather than a missing field on the monitored object.
Revenue Influence automation job fails with this error:
Record Type ID: this ID value isn't valid for the user: 012Ki060080090Xd65yIAC","errorCode":"INVALID_CROSS_REFERENCE_KEY","fields":["RecordTypeId"]		The Integration user needs to be granted permission to the 3 Record Types on the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects.
## Errors specific to older versions
Error Message or ConditionCause and Resolution
"SlapFive API authenticating failed. Please contact your administrator." error appears within a SlapFive custom UI component.In the SlapFive Custom Settings (version 3 and earlier) or in Named Credential (version 3.4 or later), the API Base URL or API Key is not correct.
Matching field(s) is not configured.Missing Custom Metadata Type configuration for SlapFive API matching fields.
One of Account fields in mapping field configuration does not exist. Using incorrect Account field name in matching field configuration.
No record is found with the target Id.Target Account Id or Opportunity Id does not exist.
# Connection Failed - Action failed due to server error This page gives you the steps to take when you receive the Connection Failed - Action failed due to server error when trying to connect SlapFive/Workato to Salesforce. ### The most likely cause When Workato tries to connect to Salesforce but only shows **“Connection Failed – Action failed due to server error,”** 90% of the time it means Salesforce is blocking Workato from signing in. Here’s what you need to do. Go to **Setup → Connected Apps → Connected Apps OAuth Usage.** You’ll see a list of Connected App that users have recently authenticated with. Look for one of the following: * **Workato** * **Workato connector** * **Workato OAuth Connector** Salesforce does not literally put a red “Blocked” label here. Instead, a Connected App becomes effectively blocked when the app is restricted to “Admin approved users only”. This blocks the Integration User unless they're explicitly granted access. #### **How to unblock:** 1. In the **Workato connector** row, click the **Manage App Policies** link. 2. Scroll to the **OAuth Policies** section and look at the **Permitted Users** field. If it says: **“Admin approved users are pre-authorized”** …then Salesforce is blocking Workato for all users who haven’t been assigned. To unblock it for your Integration User, there are two options: #### Option 1 — Assign via Permission Set 1. Go to **Setup → Permission Sets** 2. Open the Permission Set used for API integrations 3. Click **Assigned Connected Apps** 4. Add **Workato connector** 5. Assign the Permission Set to the Integration User #### Option 2 — Assign via Profile 1. Go to **Setup → Profiles** 2. Open the Integration User’s profile 3. Scroll to **Connected App Access** 4. Check the box next to **Workato connector** 5. Click Save Once assigned, Workato is unblocked for that user. If this doesn't eliminate the error, continue below. *** ### **Other possible causes** The other 10% of the time that error appears, it is something more obscure. Here are the things to check, in order of likelihood. #### **1. Confirm the Workato Connected App is installed** Go to **Setup → Connected Apps → Manage Connected Apps** Check that one of these appears in the list: * **Workato connector** * **Workato** * **Workato OAuth Connector** If the Workato app does not appear, the connection will fail. **Fix:**\ You’ll need to install the Workato managed package so the Connected App becomes visible and assignable. #### **2. Verify that the Integration User has the right permissions** Salesforce only issues API tokens when the user has the necessary permissions. Confirm the Integration User has: * **API Enabled** * **Access to the objects and fields** [shown here](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user). Missing object access or Record Type assignments commonly trigger this error. #### **3. Check if your org is blocking non-installed Connected Apps** Some Salesforce orgs enforce a security policy that blocks Connected Apps that are not explicitly installed in the org. If this setting is active: * Workato’s standard Connected App will be blocked * You will see connection failures with no detailed error message **Fix:**\ Install the **Workato Installed Package**, which adds an org-local version of the Workato Connected App that Salesforce will trust. #### **4. Make sure Workato is connecting to the correct domain** If your Salesforce org recently enabled **My Domain** or adopted **Enhanced Domains**, older connection settings no longer work. **Fix:**\ Reconnect the Workato connection using your My Domain URL, for example:\ `https://yourdomain.my.salesforce.com` *** #### **5. Check for IP restrictions or token policies** If your org uses strict login or token policies, Salesforce may block Workato’s login attempt. Please check: * **Setup → Login Access Policies** * **Setup → Network Access** (Trusted IP ranges) * **Connected App Session Policies** for the Workato app If Workato’s IP ranges are not trusted or token policies are too strict, OAuth login will fail. #### **6. Refresh the connection in Workato** Sometimes the simplest fix works: 1. Go to the Workato connection 2. Click **Reconnect** 3. Re-enter the credentials for the Integration User 4. Make sure your browser does not block the Salesforce login popup This forces Salesforce to issue a fresh OAuth token. #### **7. If the issue persists: capture the Salesforce Login History** In Salesforce: **Setup → Users → Integration User → Login History** Look at the most recent failed login entry. The error code there (for example, *invalid\_grant*, *IP restricted*, *user hasn’t approved this app*) will tell us exactly what Salesforce is rejecting. Send us that line and we can pinpoint the fix instantly. # Salesforce's Mandatory Security Requirements for Connected Apps and ECAs Salesforce's Mandatory Security Updates for Connected Apps and ECAs do not apply to the SlapFive Advanced App, this section explains why On March 18, 2026, Salesforce issued new [Mandatory Security Updates for Connected Apps and ECAs](https://partners.salesforce.com/pdx/s/pcnews/mandatory-security-updates-for-connected-apps-and-ecas-MCFBLDLDQ2TVDZFA22GLAMBVEZGY?language=en_US) that **must be implemented** by Partners enrolled in the AppExchange program in their Partner Applications for any CAs/ECAs that are included or used in connection with a Partner Application, provided or created by the Partner, and in use by more than 2+ customer production orgs by **May 11, 2026**. SlapFive's engineering team has reviewed these requirements and determined that they don't apply to the SlapFive Advanced App, because the app does not include, distribute, or rely on any SlapFive-owned OAuth Connected App or External Client App. All four controls are configuration settings that exist only on OAuth-enabled Connected Apps/ECAs — that is, apps that obtain Salesforce-issued OAuth access and refresh tokens. The Advanced App's architecture doesn't use that pattern anywhere #### Proof Key for Code Exchange (PKCE) enabled on Partner-owned CAs/ECAs The managed package contains no Connected App or External Client App components. We verified this against both our package source and our packaging org. #### Refresh Token Rotation enabled and implemented in application code No Salesforce OAuth tokens are issued to or handled by the app, so refresh token rotation, idle TTL, and IP allow listing have no surface to apply to. All communication initiated by the app flows outward from your Salesforce org to the SlapFive API over HTTPS, authenticated with a scoped API key managed through Salesforce Named/External Credentials. #### Refresh Token 30-Day Idle Timeout The SlapFive Connected App contains no OAuth configuration, so PKCE and refresh-token settings do not exist for it. It is used solely for SAML single sign-on (Salesforce acting as identity provider for SlapFive login). SAML flows don't use authorization codes or refresh tokens. #### Allowlist Ranges for Refresh Tokens Since there are no Refresh Tokens, Allowlist Ranges don't apply. #### Workato supports these security requirements The only component of SlapFive's technology stack impacted by these new Salesforce security requirements is Workato, which SlapFive embeds as our integration and automation server. Workato, which establishes OAuth connections to Salesforce using an Integration User, implemented full support for these requirements as of July 15, 2026. [Click here to see Workato's OAuth documentation.](https://docs.workato.com/en/connectors/salesforce/custom-oauth.html) [Click here to see SlapFive's documentation page for setting up the Integration User](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user), which includes the Workato IP Ranges. # Synchronize Data between Salesforce and SlapFive This section covers how you can synchronize data between Salesforce and SlapFive using SlapFive's Embedded Integration. Here are the common scenarios for synchronizing data between Salesforce and SlapFive: * Salesforce Contact creates/updates SlapFive Member * Salesforce Account creates/updates SlapFive Company These are the steps you need to take to activate data synchronization. 1. [Determine the Salesforce integration user](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user). 2. [Establish your Salesforce Connection](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/connect-to-salesforce). 3. [Select Salesforce objects and fields to synch](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/select-salesforce-objects-and-fields-to-synch). 4. [Test the Data Synchronization](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/test-the-data-synchronization). # Determine the Salesforce integration user This section describes the access permissions required for the Salesforce user that you will use to authenticate to Salesforce. ### Authentication Type The integration uses OAuth 2.0 Authentication. ### How the Connection to Salesforce is Established 1. In SlapFive Settings, you click **Integrations > Salesforce Connection**, then click the **Connect** button. 2. The Integration Server redirects you to the Salesforce login page, where you log in as your **Integration User**, typing the username and password. 3. Salesforce authenticates you and asks for consent. 4. Salesforce issues two tokens: 1. **Access Token** - short-lived, used to make API calls. 2. **Refresh Token** - long-lived, used to get new access tokens when the old one expires. 5. The Integration Server stores the Access Token and Refresh Token encrypted in its vault. {% hint style="info" %} NOTE: No usernames or passwords are ever stored in SlapFive. The Integration Server uses the Refresh Token to silently refresh Access Tokens in the background, without needing the password again. {% endhint %} ### Integration User Permissions The Embedded Integration with Salesforce requires you to establish a Salesforce Connection using a Salesforce Integration User with these permissions:
ObjectPermssion TypePermission
OpportunityObject-level

Read, View All


(View All is needed for any automated workflows that listen for specific field changes on Opportunities, such as the referral automation.)

Field-level
  • Edit access to the 4 SlapFive custom fields: Influence Count, SlapFive Influence, SlapFive Influence Score, and SlapFive Program.
  • Read access to all fields referenced by the SlapFive integration, including any fields configured for synchronization or monitoring: Opportunity Name, Id, Description, Stage, Is Closed, Is Won, Amount, Created Date, Close Date, Type, Lead Source, Account ID.
  • Remove or bypass any field validation rules defined for the Salesforce Opportunity object for this user.
    Example: "You cannot move this Opportunity to Stage 2 without selecting a Meeting Outcome".
Record-levelView All object permission is recommended. If not granted, the Integration User must have record-level visibility to every Opportunity that may be synchronized with SlapFive.
AccountObject-levelRead, View All
Field-levelRead access to all fields referenced by the SlapFive integration, including any fields configured for synchronization or monitoring, such as Industry or Size.
Record-levelView All object permission is recommended. If not granted, the Integration User must have record-level visibility to every Account that may be synchronized with SlapFive.
ContactObject-levelRead, View All
Field-levelRead access to all fields referenced by the SlapFive integration, including any fields configured for synchronization or monitoring, such as Title or LinkedIn Profile.
Record-levelView All object permission is recommended. If not granted, the Integration User must have record-level visibility to every Contact that may be synchronized with SlapFive.

SlapFive Customer Influence

SlapFive Customer Influence Activity

SlapFive Customer Activity

SlapFive Board

SlapFive Company

SlapFive Contact

SlapFive Story

Object-levelRead, Create, Edit, Delete
SlapFive Customer Influence3 Record TypesRead and Edit
SlapFive Customer Influence Activity3 Record TypesRead and Edit
Field-levelRead and Edit access to all fields
Record-levelAccess to all records.
The Integration User needs these system permissions to enable the real-time listening for Opportunity, Account and Contact record changes to sync to SlapFive, as this requires CDC registration: * [ ] API Enabled * [ ] View Setup and Configuration * [ ] Customize Application * [ ] Manage Flow * [ ] Flow User * [ ] Salesforce API Integration permission set license In addition, the Integration User needs access to the setup objects used by the SlapFive Salesforce App: * [ ] Named Credential with Name = SlapFive\_API * [ ] SlapFive Settings object * [ ] SlapFive Custom Metadata Types * [ ] Assigned the SlapFive API Permission Set ### Restrict Integration User to IP addresses or ranges If your company requires your Salesforce Integration User to be restricted to specific IP addresses or ranges, your Salesforce Admin needs to add these IP Addresses to the **Login IP Ranges** for the Integration User: * [ ] 52.5.142.59 * [ ] 34.226.132.221 * [ ] 52.54.43.157 --- [Next Page](/llms-full.txt/1)