{"version":1,"pages":[{"id":"Frk29LDaJZq00G0VVr65","title":"Getting Started","pathname":"/","siteSpaceId":"sitesp_vZ44j","description":"The SlapFive Docs site will get you up and running with SlapFive's integrations and custom apps."},{"id":"lSY38eDaDNnejE9TwN1X","title":"SlapFive Explained","pathname":"/getting-started/slapfive-explained","siteSpaceId":"sitesp_vZ44j","description":"Watch this video to get a 2 minute overview of SlapFive.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"qUzQeUn0ZkjyYdraweGP","title":"SlapFive Terminology","pathname":"/getting-started/slapfive-terminology","siteSpaceId":"sitesp_vZ44j","description":"Here are the terms used in SlapFive and their meaning.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"2x1vOf3ufm6t2RrZf4Z6","title":"Core Objects/UI","pathname":"/getting-started/slapfive-terminology/core-objects-ui","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"XtthBSiD8lLw6VNjEbrM","title":"Admin Menu","pathname":"/getting-started/slapfive-terminology/admin-menu","siteSpaceId":"sitesp_vZ44j","description":"A menu available to users with Admin rights","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"g6szkea7RZe0qsvoB8By","title":"Client Settings","pathname":"/getting-started/slapfive-terminology/client-settings","siteSpaceId":"sitesp_vZ44j","description":"System-wide configuration settings for your SlapFive environment.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"TujDjqzKhsr2NRPieWXd","title":"Companies & Members","pathname":"/getting-started/slapfive-terminology/companies-and-members","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"epqWoKGcBLrpTUljGFJj","title":"Activities","pathname":"/getting-started/slapfive-terminology/activities","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"qL2LZyVpwN0JDN0MF5RZ","title":"Stories & Boards","pathname":"/getting-started/slapfive-terminology/stories-and-boards","siteSpaceId":"sitesp_vZ44j","description":"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","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"NcNMmvIZXTihtelJEZY9","title":"Prompts & Surveys","pathname":"/getting-started/slapfive-terminology/prompts-and-surveys","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"8AD4njA6a9QJzqzI7RMx","title":"Requests","pathname":"/getting-started/slapfive-terminology/requests","siteSpaceId":"sitesp_vZ44j","description":"Internal Customer Marketing Request and Sales Requests","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Terminology"}]},{"id":"tay5GkHp313ddWHSqUbF","title":"SlapFive Data Model","pathname":"/getting-started/slapfive-data-model","siteSpaceId":"sitesp_vZ44j","description":"Here are the SlapFive objects and their relationships.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"LLkEwtaDFvQwihujWVmr","title":"Data Model 101 - Members and Companies","pathname":"/getting-started/slapfive-data-model/data-model-101-members-and-companies","siteSpaceId":"sitesp_vZ44j","description":"Step by step guide to get familiar with migration of data and your data model decisions when getting started with SlapFive.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Data Model"}]},{"id":"T9XXVw4Ao6vpREfhvSky","title":"Architecture Diagram","pathname":"/getting-started/slapfive-data-model/architecture-diagram","siteSpaceId":"sitesp_vZ44j","description":"Here are the SlapFive Architecture and data flow diagram.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Data Model"}]},{"id":"qkZJGhjQho93tmOGRDll","title":"SlapFive Best Practices","pathname":"/getting-started/slapfive-best-practices","siteSpaceId":"sitesp_vZ44j","description":"Best practices around various use cases and workflows within SlapFive.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"wy7we9HCOLlgwiy8c5LY","title":"SlapFive Successful Launch Plan","pathname":"/getting-started/slapfive-best-practices/slapfive-successful-launch-plan","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"}]},{"id":"XzXzLfNfSTsbI90VumT7","title":"Workshops during Implementation","pathname":"/getting-started/slapfive-best-practices/slapfive-successful-launch-plan/workshops-during-implementation","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Successful Launch Plan"}]},{"id":"MBy4GkgfesteHFi3oCn3","title":"SlapFive Self Guide Enablement","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"}]},{"id":"a3VHPqQcwPvQwEQY58jN","title":"Understanding the SlapFive Data Model","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model","siteSpaceId":"sitesp_vZ44j","description":"The SlapFive platform is built around connected objects and relationships.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"}]},{"id":"SsPMZtChP03c9W8SRMfN","title":"Understanding Membership Profiles","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model/understanding-membership-profiles","siteSpaceId":"sitesp_vZ44j","description":"Membership profiles are the foundation of the SlapFive platform. Every advocate, customer, or member in your program is represented through a profile.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Understanding the SlapFive Data Model"}]},{"id":"k7woId9I5cAZgR9zxykA","title":"Standard vs Dynamic Fields","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model/standard-vs-dynamic-fields","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Understanding the SlapFive Data Model"}]},{"id":"csvJufhuaCH41lUSkHmQ","title":"Standard Field Maintence","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model/standard-vs-dynamic-fields/standard-field-maintence","siteSpaceId":"sitesp_vZ44j","description":"Remove fields that you are not using","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Understanding the SlapFive Data Model"},{"label":"Standard vs Dynamic Fields"}]},{"id":"Dnq0O4EL2ldgtZCuJjXM","title":"Member & Company Image Uploading","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model/member-and-company-image-uploading","siteSpaceId":"sitesp_vZ44j","description":"Quick tips to best optimize your member profiles","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Understanding the SlapFive Data Model"}]},{"id":"GvQaiL4JD0Ktrb2ytAPA","title":"Member & Company Profiles FAQ","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/understanding-the-slapfive-data-model/member-and-company-profiles-faq","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Understanding the SlapFive Data Model"}]},{"id":"Fb2zSLf60tRYs1dU6LWv","title":"Workstreams & Workflow Automations","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations","siteSpaceId":"sitesp_vZ44j","description":"Implementation Workstreams","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"}]},{"id":"XaNDnMxBzYlO92hH3YAq","title":"Request Management","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management","siteSpaceId":"sitesp_vZ44j","description":"Requests are the operational engine of SlapFive. A request represents a customer advocacy action.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"}]},{"id":"GgZDEohXLea3lEh3Uq3R","title":"Managing new reference requests (Manual)","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/managing-new-reference-requests-manual","siteSpaceId":"sitesp_vZ44j","description":"Step by step process after sales, product, CS or marketing submit a request","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"}]},{"id":"5F5qkcZrQw7QL8VLoXZv","title":"Request Manual Fulfillment Workflow","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/managing-new-reference-requests-manual/request-manual-fulfillment-workflow","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"},{"label":"Managing new reference requests (Manual)"}]},{"id":"v0ZgbiSXtf0BO115dDXu","title":"Tracking Completed Activities from Requests","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/managing-new-reference-requests-manual/request-manual-fulfillment-workflow/tracking-completed-activities-from-requests","siteSpaceId":"sitesp_vZ44j","description":"Completed Fulfillment Status will trigger a logged activity","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"},{"label":"Managing new reference requests (Manual)"},{"label":"Request Manual Fulfillment Workflow"}]},{"id":"KuMJa3TtTdUMVoqMnsDA","title":"Request Automation Workflow","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/request-automation-workflow","siteSpaceId":"sitesp_vZ44j","description":"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","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"}]},{"id":"xqavfb3ogohBPAzCJnlp","title":"Request workflow diagram","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/request-automation-workflow/request-workflow-diagram","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"},{"label":"Request Automation Workflow"}]},{"id":"R0vTTtaKDXvSjO3LwtIu","title":"Request Automation Emails & Forms","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/request-automation-workflow/request-automation-emails-and-forms","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"},{"label":"Request Automation Workflow"}]},{"id":"BoCCZIY4BDoPg3TzS07V","title":"Reference Submission Workflow – Testing Preparation","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/request-automation-workflow/reference-submission-workflow-testing-preparation","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Request Management"},{"label":"Request Automation Workflow"}]},{"id":"sHdlWDrbOiqPmgqF7BF6","title":"Advocacy Workstream","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"}]},{"id":"4qj4XUfZU91DfQrZaBmQ","title":"Understanding Campaigns","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/understanding-campaigns","siteSpaceId":"sitesp_vZ44j","description":"Campaigns in SlapFive are not simply marketing campaigns. Campaigns act as centralized containers that organize customer engagement activity.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"}]},{"id":"qzVrlTDV9Z9gFc2LSGtH","title":"Job Change Tracker","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/understanding-campaigns/job-change-tracker","siteSpaceId":"sitesp_vZ44j","description":"Stay Connected as Your Advocates Grow Their Careers","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Understanding Campaigns"}]},{"id":"b4uu220c2phadBbWLthw","title":"Prompts and Surveys","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/prompts-and-surveys","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"}]},{"id":"WNuNJmn6A9KgCWiX5K5j","title":"Surveys (Prompt Groups)","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/prompts-and-surveys/surveys-prompt-groups","siteSpaceId":"sitesp_vZ44j","description":"Prompt Groups are now Surveys with new Capability","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Prompts and Surveys"}]},{"id":"ELKSxE3G8fraMHIRXVGR","title":"Understanding Stories and Boards","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/understanding-stories-and-boards","siteSpaceId":"sitesp_vZ44j","description":"Stories are structured customer advocacy assets that organize customer proof points, testimonials, and success narratives.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"}]},{"id":"XnLhyOR2WasuSM7hwyoP","title":"Creating File or Link type Boards","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/understanding-stories-and-boards/creating-file-or-link-type-boards","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Understanding Stories and Boards"}]},{"id":"cdmeie7ne2G03RxdjZOz","title":"Template Catalog","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/understanding-stories-and-boards/template-catalog","siteSpaceId":"sitesp_vZ44j","description":"Examples and use cases for various html powered templates","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Understanding Stories and Boards"}]},{"id":"dX2cilKfehjzICds5okQ","title":"Designing Your Customer Advocacy Program","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/designing-your-customer-advocacy-program","siteSpaceId":"sitesp_vZ44j","description":"A successful advocacy program requires clear structure, ownership, and operational alignment.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"}]},{"id":"Gdco3pzaou4vT5SkCsD0","title":"Activities Willing to Do","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/designing-your-customer-advocacy-program/activities-willing-to-do","siteSpaceId":"sitesp_vZ44j","description":"Watch here to learn more about how to set up Activities Willing to do, Parent and Child Activites, and how to log Activities.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Designing Your Customer Advocacy Program"}]},{"id":"LMckGAsxzUipVZAkY0FN","title":"Customer Invite Form Examples","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/designing-your-customer-advocacy-program/customer-invite-form-examples","siteSpaceId":"sitesp_vZ44j","description":"Forms to use for customer invite to program and internal nominations","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Designing Your Customer Advocacy Program"}]},{"id":"cY3hpdvzb2PAfGanjCoM","title":"Nominations","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/advocacy-workstream/designing-your-customer-advocacy-program/nominations","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Workstreams & Workflow Automations"},{"label":"Advocacy Workstream"},{"label":"Designing Your Customer Advocacy Program"}]},{"id":"YjspapQJ1E8PnnA1wqey","title":"Data Migration and Ongoing Sync Management","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/data-migration-and-ongoing-sync-management","siteSpaceId":"sitesp_vZ44j","description":"Strong platform adoption begins with clean, organized data.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"}]},{"id":"WKUBkZxC558axNgjxCHi","title":"AI Capabilities","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities","siteSpaceId":"sitesp_vZ44j","description":"SlapFive AI capabilities help teams operate more efficiently and scale customer advocacy efforts faster.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"}]},{"id":"t8PyUpIw8fpi3A9K1AmH","title":"Agent Desktop (AI Copilot +  Automated Advocacy Plays)","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities/agent-desktop-ai-copilot-+-automated-advocacy-plays","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"AI Capabilities"}]},{"id":"bRpOkWBV42pvF3Pcycff","title":"Conversational AI  Surveys","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities/conversational-ai-surveys","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"AI Capabilities"}]},{"id":"bQHfgtsJjMnDOgbI6Vrv","title":"AI Call Insights Workflow","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities/ai-call-insights-workflow","siteSpaceId":"sitesp_vZ44j","description":"Define and implement a workflow to capture insights from Gong call recordings and convert them into actionable advocacy, reference, and content opportunities within SlapFive.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"AI Capabilities"}]},{"id":"K4IueGsRLLjTs7FqRqrO","title":"AI Call Insights Workflow Design","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities/ai-call-insights-workflow/ai-call-insights-workflow-design","siteSpaceId":"sitesp_vZ44j","description":"Define and implement a workflow to capture insights from Gong call recordings and convert them into actionable advocacy, reference, and content opportunities within SlapFive.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"AI Capabilities"},{"label":"AI Call Insights Workflow"}]},{"id":"tXwOeUk8LYjaTaYNm9yw","title":"Dashboards and Reporting","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting","siteSpaceId":"sitesp_vZ44j","description":"The Reporting dashboard is organized into five tabs, each providing a focused view of a key operational area.","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"}]},{"id":"ibZ8gk15eSBXXETTvLtr","title":"Revenue Influence Reports","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/revenue-influence-reports","siteSpaceId":"sitesp_vZ44j","description":"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","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"Nl7KxL85hI3kKM3bZRQO","title":"Members","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/members","siteSpaceId":"sitesp_vZ44j","description":"Tracking member lifecycle, engagement, roles, and top contributors","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"PXL6e2Nt7wZrrYHIS8ZM","title":"Companies","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/companies","siteSpaceId":"sitesp_vZ44j","description":"Monitoring company portfolio, churn, segmentation, and top accounts","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"yU6lgQOsJXugg9JOURuL","title":"Content","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/content","siteSpaceId":"sitesp_vZ44j","description":"Measuring stories, boards, utilization, views, and content dimensions","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"zgL2WTttALBSPyjIVK0g","title":"Request","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/request","siteSpaceId":"sitesp_vZ44j","description":"Evaluating request volume, fulfillment rates, timing, and requesters","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"zkqbG8svo2VIf6IpyYzW","title":"Activities","pathname":"/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/dashboards-and-reporting/activities","siteSpaceId":"sitesp_vZ44j","description":"Reviewing completed activities, engagement, top performers, and pipeline","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive Self Guide Enablement"},{"label":"Dashboards and Reporting"}]},{"id":"4l1AkFJ9WNSJqjmOskJ5","title":"SlapFive SFDC App","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app","siteSpaceId":"sitesp_vZ44j","description":"What is the SlapFive SFDC app?","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"}]},{"id":"WBzaravqe3B4h06x2NCY","title":"What is the SlapFive SFDC app?","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/what-is-the-slapfive-sfdc-app","siteSpaceId":"sitesp_vZ44j","description":"Use these best practices to build out your sales enablement for rollout","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"tvfIx8t9LGdAmXxomfuj","title":"Live in Salesforce","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/live-in-salesforce","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"JYi11mbkuNHsb3YEZ8Bz","title":"Sales Requesting a Reference","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/sales-requesting-a-reference","siteSpaceId":"sitesp_vZ44j","description":"Hit the request reference button","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"hwdGmzKdmyTeeWUlBzAx","title":"View and Share Content","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/view-and-share-content","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"pkpCXM8vDhHyMwxOiDy8","title":"View Companies and Permissions","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/view-companies-and-permissions","siteSpaceId":"sitesp_vZ44j","description":"See a list of Companies that are a part of the advocacy/reference program along with any permissions indicated","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"VLhygNHM3qUkKav3ngiV","title":"Track Influenced Events","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/track-influenced-events","siteSpaceId":"sitesp_vZ44j","description":"Anyone in SFDC can view the Customer Influence from the acts of advocacy","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"f9c92PrWfv6ZwiymwYSS","title":"Salesforce and Platform Integrations","pathname":"/getting-started/slapfive-best-practices/slapfive-sfdc-app/salesforce-and-platform-integrations","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"SlapFive Best Practices"},{"label":"SlapFive SFDC App"}]},{"id":"ylwidbbrlYw402TpIx41","title":"How SlapFive uses Workato","pathname":"/getting-started/how-slapfive-uses-workato","siteSpaceId":"sitesp_vZ44j","description":"SlapFive uses Workato as its integration and workflow automation platform to securely connect with customer systems (e.g., CRM, marketing automation, customer success platforms).","breadcrumbs":[{"label":"Getting Started"}]},{"id":"v9Vk1U2rOFF4WnE6ZGcZ","title":"Revenue Influence","pathname":"/getting-started/revenue-influence","siteSpaceId":"sitesp_vZ44j","description":"This section describes how to activate SlapFive's native Revenue Influence tracking and reporting capabilities.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"VGtTUNlVOMqo6M70en4e","title":"SlapFive UpHigh AEO Planning Guide","pathname":"/getting-started/slapfive-uphigh-aeo-planning-guide","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"Getting Started"}]},{"id":"fcavyWKqNPVy0b09vuLn","title":"Release Notes","pathname":"/getting-started/release-notes","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"}]},{"id":"IYHvP9etNcnME3aJMXPp","title":"2026","pathname":"/getting-started/release-notes/2026","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"fcRLDpb7sv8fe0oYlgEp","title":"2025","pathname":"/getting-started/release-notes/2025","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"j1z6lFZItVCTSJZEHnHe","title":"2024","pathname":"/getting-started/release-notes/2024","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"sMNaOwdWwXEiMdzAM03b","title":"2023","pathname":"/getting-started/release-notes/2023","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"BcavXyuuqxdmCbTWccnU","title":"2022","pathname":"/getting-started/release-notes/2022","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"b45thcs5lUjYBFXIHu8E","title":"2021","pathname":"/getting-started/release-notes/2021","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"DOYAAIFQWI2ZQpsBDgCc","title":"2020","pathname":"/getting-started/release-notes/2020","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"XZQpvzlMFfdgbXaXbTrQ","title":"2019","pathname":"/getting-started/release-notes/2019","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Getting Started"},{"label":"Release Notes"}]},{"id":"t7PW4WcFeyU3niPzpWRe","title":"Salesforce","pathname":"/integrations/salesforce","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"qOh18NFr7E3gr3EcFYx5","title":"SlapFive Advanced App","pathname":"/integrations/salesforce/slapfive-advanced-app","siteSpaceId":"sitesp_vZ44j","description":"The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"}]},{"id":"LUl2Dpm4jGhJ1PMnf30T","title":"1. Install the SlapFive Advanced Package","pathname":"/integrations/salesforce/slapfive-advanced-app/1.-install-the-slapfive-advanced-package","siteSpaceId":"sitesp_vZ44j","description":"This step installs the SlapFive Salesforce App managed package named SlapFive Advanced.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"aorGkjy8Jhmt6QbT6Byo","title":"2. Create a Named Credential","pathname":"/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential","siteSpaceId":"sitesp_vZ44j","description":"In this section, you create a Named Credential record that let's Salesforce access the SlapFive API.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"1PPIXZK5wu7mQTF6psXm","title":"Create a Legacy Named Credential","pathname":"/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential/create-a-legacy-named-credential","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"},{"label":"2. Create a Named Credential"}]},{"id":"pMDXLrBNqA2CbIPXtRPN","title":"Create a New Named Credential","pathname":"/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential/create-a-new-named-credential","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"},{"label":"2. Create a Named Credential"}]},{"id":"fRb0GYap88EbCFKkQiRM","title":"3. Configure Custom Settings","pathname":"/integrations/salesforce/slapfive-advanced-app/3.-configure-custom-settings","siteSpaceId":"sitesp_vZ44j","description":"In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"DDfygecOhEOS81e4EciS","title":"4. Assign Permissions","pathname":"/integrations/salesforce/slapfive-advanced-app/4.-assign-permissions","siteSpaceId":"sitesp_vZ44j","description":"In this step, you give permission to Users to access the SlapFive Salesforce App components.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"dnZgZTnh1lyAZWAbDLEw","title":"5. Configure the custom UI component","pathname":"/integrations/salesforce/slapfive-advanced-app/5.-configure-the-custom-ui-component","siteSpaceId":"sitesp_vZ44j","description":"This step lets you configure the SlapFive Reference Customers and Content custom UI component.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"YDy3bppbYoibc3NcZTaf","title":"6. Assign Page Layouts to Record Types","pathname":"/integrations/salesforce/slapfive-advanced-app/6.-assign-page-layouts-to-record-types","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"EGMsUC6zdJpj7OYEggOp","title":"7. Configure data syncing","pathname":"/integrations/salesforce/slapfive-advanced-app/7.-configure-data-syncing","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"qTJFKpLacR9YZRtVi9ZA","title":"Recommend the best reference customers for a Request","pathname":"/integrations/salesforce/slapfive-advanced-app/recommend-the-best-reference-customers-for-a-request","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"YMxKEC5xJNlGqAO1NeSS","title":"Format the Text Explanation on the Request Reference form","pathname":"/integrations/salesforce/slapfive-advanced-app/format-the-text-explanation-on-the-request-reference-form","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"Og2YxExc3OGsPEQ14Fij","title":"Upgrade from SlapFive App to SlapFive Advanced App","pathname":"/integrations/salesforce/slapfive-advanced-app/upgrade-from-slapfive-app-to-slapfive-advanced-app","siteSpaceId":"sitesp_vZ44j","description":"This section tells you how to updgrade from the older SlapFive App to the new SlapFive Advanced App.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"kMFKgkD52KAWFMthxhcd","title":"What version am I on?","pathname":"/integrations/salesforce/slapfive-advanced-app/what-version-am-i-on","siteSpaceId":"sitesp_vZ44j","description":"This section let's you see what version of the SlapFive Salesforce App you currently have installed.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"uoRHTv3kX7lrMyLI1BuZ","title":"Version History","pathname":"/integrations/salesforce/slapfive-advanced-app/version-history","siteSpaceId":"sitesp_vZ44j","description":"These are the improvements that have been made in each version of the SlapFive Salesforce App.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"XlSYjROSyikUqbeUN8MB","title":"Troubleshooting","pathname":"/integrations/salesforce/slapfive-advanced-app/troubleshooting","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"hw4p303Y0hbs8dOYSzY7","title":"Connection Failed - Action failed due to server error","pathname":"/integrations/salesforce/slapfive-advanced-app/troubleshooting/connection-failed-action-failed-due-to-server-error","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"},{"label":"Troubleshooting"}]},{"id":"ii0QIjGGZIWaHsIWfk3y","title":"Salesforce's Mandatory Security Requirements for Connected Apps and ECAs","pathname":"/integrations/salesforce/slapfive-advanced-app/salesforces-mandatory-security-requirements-for-connected-apps-and-ecas","siteSpaceId":"sitesp_vZ44j","description":"Salesforce's Mandatory Security Updates for Connected Apps and ECAs do not apply to the SlapFive Advanced App, this section explains why","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive Advanced App"}]},{"id":"Rp4RsdtVxWcERscorieW","title":"Synchronize Data between Salesforce and SlapFive","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive","siteSpaceId":"sitesp_vZ44j","description":"This section covers how you can synchronize data between Salesforce and SlapFive using SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"}]},{"id":"Ym5gJkNZDyyexTBLYvW2","title":"Determine the Salesforce integration user","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user","siteSpaceId":"sitesp_vZ44j","description":"This section describes the access permissions required for the Salesforce user that you will use to authenticate to Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"sqZOgwNaxXwCY3bDUEUT","title":"Allow the integration user to update closed Opportunities","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/allow-the-integration-user-to-update-closed-opportunities","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to set up Salesforce so that the SlapFive Revenue Influence Reporting automations can update closed Salesforce Opportunities.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"inqHIN2k7lXfDG3IqWWs","title":"Connect to Salesforce","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/connect-to-salesforce","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Salesforce Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"xcr22XQfyCUFHypAneaX","title":"Select Salesforce objects and fields to synch","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/select-salesforce-objects-and-fields-to-synch","siteSpaceId":"sitesp_vZ44j","description":"This section shows you how to tell Salesforce which objects and fields to monitor for the types of record changes you want synchronized with SlapFive.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"P0DUlKQZoMmm47yHHAd1","title":"Test the data synchronization","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/test-the-data-synchronization","siteSpaceId":"sitesp_vZ44j","description":"This section describes how to test the different data synchronization scenarios to make sure the configurations in Salesforce and SlapFive are correct.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"FfnfZGBPEnfJcX2tieOy","title":"Salesforce Zaps (Deprecated)","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated","siteSpaceId":"sitesp_vZ44j","description":"The preferred way to synchronize data between Salesforce and SlapFive is with SlapFive's embedded integration services. This section contains instructions for using the SlapFive Zapier integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"}]},{"id":"Pvh2rP2oaYj74LAGJVZU","title":"SlapFive Request > Salesforce Customer Influence","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-greater-than-salesforce-customer-influence","siteSpaceId":"sitesp_vZ44j","description":"Anytime a Request is submitted from a Salesforce Opportunity and is then updated in SlapFive, update the SlapFive Customer Influence object in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"UMrF5VxNHQRL5t5Ra8wD","title":"SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-fulfillment-member-greater-than-salesforce-customer-influence-activity","siteSpaceId":"sitesp_vZ44j","description":"When a Fulfillment Member for a Request that was submitted from a Salesforce Opportunity is created or updated, update the SlapFive Customer Influence Activity object in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"6VVTGGAulOF9k71MKxXK","title":"SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-fulfillment-board-greater-than-salesforce-customer-influence-activity","siteSpaceId":"sitesp_vZ44j","description":"When a Fulfillment Board for a Request that was submitted from a Salesforce Opportunity is created or updated, update the SlapFive Customer Influence Activity object in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"iuUYopFIMLJG1ju4kxzb","title":"SlapFive Content Share > Salesforce Customer Influence","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-content-share-greater-than-salesforce-customer-influence","siteSpaceId":"sitesp_vZ44j","description":"When a SlapFive content asset is shared from a Salesforce Opportunity, write a SlapFive Customer Influence record in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"243pKbo2NekghbilSFCc","title":"SlapFive Content View > Salesforce Customer Influence Activity","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-content-view-greater-than-salesforce-customer-influence-activity","siteSpaceId":"sitesp_vZ44j","description":"When a SlapFive content asset that was shared from a Salesforce Opportunity is then viewed by the recipient, write a SlapFive Customer Influence Activity record in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"H5pCAiQMQ4NHolpPX3jg","title":"SlapFive Activity > Salesforce Customer Activity","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-activity-greater-than-salesforce-customer-activity","siteSpaceId":"sitesp_vZ44j","description":"When a SlapFive Activity is created or updated, create or update a SlapFive Customer Activity record in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"L4IjBjNYYSCze9gV2TpC","title":"Salesforce Account > SlapFive Company","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/salesforce-account-greater-than-slapfive-company","siteSpaceId":"sitesp_vZ44j","description":"This Zap keeps a SlapFive Company up to date when changes are made to a corresponding Salesforce Account.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"8sCWmZ2gBH0yRQmQwN3e","title":"Salesforce Contact > SlapFive Member & Company","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/salesforce-contact-greater-than-slapfive-member-and-company","siteSpaceId":"sitesp_vZ44j","description":"This Zap keeps a SlapFive Member and Company up to date when changes are made to a corresponding Salesforce Contact.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"WcIJbDH3Yi3FTlMcDtk9","title":"SlapFive Member > Salesforce Contact","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-member-greater-than-salesforce-contact","siteSpaceId":"sitesp_vZ44j","description":"This Zap keeps a Salesforce Contact up to date when changes are made to a corresponding SlapFive Member.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"oufr2ESWEgJXMFW1xd6q","title":"SlapFive Company > Salesforce Account","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-company-greater-than-salesforce-account","siteSpaceId":"sitesp_vZ44j","description":"This Zap keeps a Salesforce Account up to date when changes are made to a corresponding SlapFive Company.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"FHDzyakEllxs2LxO3fMo","title":"SlapFive Activity > Salesforce Activity","pathname":"/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-activity-greater-than-salesforce-activity","siteSpaceId":"sitesp_vZ44j","description":"This Zap creates a Salesforce Activity (Event) records on Contact and Account records when a SlapFive Activity record is created.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Synchronize Data between Salesforce and SlapFive"},{"label":"Salesforce Zaps (Deprecated)"}]},{"id":"dVBF1m2ohPyPb1wHQGX0","title":"Salesforce Automations","pathname":"/integrations/salesforce/salesforce-automations","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"}]},{"id":"5Sz7oaJXrERWqVwma6Rn","title":"Enable nominate Contacts for your program","pathname":"/integrations/salesforce/salesforce-automations/enable-nominate-contacts-for-your-program","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Salesforce Automations"}]},{"id":"EPOa9DLecjinKmDk7pFD","title":"Launch Salesforce Objects from their Object IDs in SlapFive","pathname":"/integrations/salesforce/salesforce-automations/launch-salesforce-objects-from-their-object-ids-in-slapfive","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to set up SlapFive so that whenever you have a valid Salesforce Opportunity, Account, or Contact ID, you can click to open that record in Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"Salesforce Automations"}]},{"id":"aG6bYlAElVRd1PmuQ13p","title":"SlapFive App - Spring 2024 (4.0) and earlier versions","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions","siteSpaceId":"sitesp_vZ44j","description":"The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"}]},{"id":"86VsKm6vwvEL5nvaKNBC","title":"1. Install the Package","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/1.-install-the-package","siteSpaceId":"sitesp_vZ44j","description":"This step installs the SlapFive Salesforce App managed package.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"oku80emT4UyLQLwtlrGc","title":"2. Create a Named Credential","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/2.-create-a-named-credential","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"W0jHExviiDfmHQsC4ln4","title":"3. Configure Custom Settings","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/3.-configure-custom-settings","siteSpaceId":"sitesp_vZ44j","description":"In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"3H0EjrqjFL6R9xMOSlyN","title":"4a. Create a Remote Site","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4a.-create-a-remote-site","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create a Remote Site so that Salesforce can call SlapFive APIs and open SlapFive URLs.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"J5lNPW8a42AOV47NcdEu","title":"4b. Create a Trusted URL","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4b.-create-a-trusted-url","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create a Trusted URL so that Salesforce's Content Security Policy (CSP) doesn't block the SlapFive embedded screens.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"bcdd6r9kAGndqq5bE7Ft","title":"5. Enable My Domain","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/5.-enable-my-domain","siteSpaceId":"sitesp_vZ44j","description":"To use Lightning components, your org needs to have My Domain enabled. Skip this step if it is already enabled.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"PaQOtoFUgMnXqIfZxpXA","title":"6. Assign Permissions","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/6.-assign-permissions","siteSpaceId":"sitesp_vZ44j","description":"In this step, you give permission to Users to access the SlapFive Salesforce App components.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"4yscNh8odSidpSzvLZql","title":"7. Download Identity Provider files","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/7.-download-identity-provider-files","siteSpaceId":"sitesp_vZ44j","description":"In this step, you download the two files that SlapFive needs to enable Salesforce to be the identity provider that authenticates Salesforce users so they can access SlapFive content and features.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"m77miju8VpyNeMKfUEH4","title":"8. Create & Configure Connected App","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/8.-create-and-configure-connected-app","siteSpaceId":"sitesp_vZ44j","description":"In this step, you create the SlapFive Connected App, which contains many SAML settings that enable Salesforce users to access SlapFive features and content from within Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"PdbaOa9Rgmb8fMk9d8n0","title":"9. Configure Embedded Lists","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/9.-configure-embedded-lists","siteSpaceId":"sitesp_vZ44j","description":"This step lets you configure the SlapFive Reference Content and Customers component.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"C8ogySE1B8BE85oIZXrN","title":"10. Assign Page Layouts to Record Types","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/10.-assign-page-layouts-to-record-types","siteSpaceId":"sitesp_vZ44j","description":"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.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"dufj65K3stEtl1dWPhO6","title":"11. Customize Labels","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/11.-customize-labels","siteSpaceId":"sitesp_vZ44j","description":"You can customize text labels in the SlapFive Salesforce App to use your preferred terminology. This section shows you where to go to change each text label.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"A1GLdTAyCxgiflUfCPnq","title":"12. Salesforce Classic","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/12.-salesforce-classic","siteSpaceId":"sitesp_vZ44j","description":"If your company is using Salesforce Classic, you need to manually add the SlapFive components to the page layouts on which you want them to appear, which is typically the Account and/or Opportunity.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"BWFLhfy6In5ozUBXVUvW","title":"Delegate Authentication to Okta","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/delegate-authentication-to-okta","siteSpaceId":"sitesp_vZ44j","description":"Perform this step only if you use Okta to authenticate Salesforce users, rather than having them sign in directly to Salesforce.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"arpYf83vag24ufseV0OR","title":"Generate a New Security Certificate","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/generate-a-new-security-certificate","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"ehNObJIpgscCgwaiOkgH","title":"Recommend the best reference customers for a Request","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/recommend-the-best-reference-customers-for-a-request","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to enable Salesforce users to see and select from recommended reference customers when submitting a Request from a Salesforce Opportunity.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"jS3UrJTlKTAZtkVRd4sH","title":"Troubleshooting","pathname":"/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/troubleshooting","siteSpaceId":"sitesp_vZ44j","description":"This page shows the error messages generated in different situations where there are errors in the installation and configuration of the SlapFive Salesforce App v 4.0 and earlier.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Salesforce"},{"label":"SlapFive App - Spring 2024 (4.0) and earlier versions"}]},{"id":"NWyeANegHwb4SrKVal7E","title":"Airtable","pathname":"/integrations/airtable","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"UubeIDQzBTx99JdHPl4i","title":"Connect to Airtable","pathname":"/integrations/airtable/connect-to-airtable","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Airtable Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Airtable"}]},{"id":"1GZYQN0NQW1ZNGBI1jCy","title":"ChurnZero","pathname":"/integrations/churnzero","siteSpaceId":"sitesp_vZ44j","description":"This section shows you how to connect to ChurnZero.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"1GUPGSqKDi7mser90RHj","title":"Connect to ChurnZero","pathname":"/integrations/churnzero/connect-to-churnzero","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your ChurnZero Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"ChurnZero"}]},{"id":"qiKlQKFnntxEHxEyJrOA","title":"Claude","pathname":"/integrations/claude","siteSpaceId":"sitesp_vZ44j","description":"This section describes SlapFive's integration with Claude.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"84EPLaAqBD6CTKw3sUTT","title":"Connect to SlapFive from Claude Cowork","pathname":"/integrations/claude/connect-to-slapfive-from-claude-cowork","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your connection to SlapFive from Claude Cowork.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Claude"}]},{"id":"fkVAzqhimscOWf7H1G8K","title":"Eloqua","pathname":"/integrations/eloqua","siteSpaceId":"sitesp_vZ44j","description":"This section describes SlapFive's integration points with Eloqua. If your desired integration point is not listed, let your CSM know as it is highly likely it can be accomplished.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"eWen2sxfUphtCrtQVDHx","title":"Connect to Eloqua","pathname":"/integrations/eloqua/connect-to-eloqua","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Eloqua Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Eloqua"}]},{"id":"Cucbq6dq6xLep7ychT0Y","title":"Customer Referrals","pathname":"/integrations/eloqua/customer-referrals","siteSpaceId":"sitesp_vZ44j","description":"With this integration, Customer Referrals captured in Eloqua forms create Activities, Referral Tracking, and Revenue Influence in SlapFive.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Eloqua"}]},{"id":"BLNdGrojbVEFTlFTckXH","title":"Eloqua Form Submissions","pathname":"/integrations/eloqua/eloqua-form-submissions","siteSpaceId":"sitesp_vZ44j","description":"This section describes how to integrate Eloqua form submissions so they update any SlapFive objects.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Eloqua"}]},{"id":"bADBiVnGykzh5KOgzjHo","title":"G2","pathname":"/integrations/g2","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"QwZsmRzhrqzidONw5sP1","title":"Connect to G2","pathname":"/integrations/g2/connect-to-g2","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your G2 Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"G2"}]},{"id":"47tmqnA9PFuaCscAGgZa","title":"Gainsight CC (Insided)","pathname":"/integrations/gainsight-cc-insided","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"rkM8rRHjPv9KBvxI9L2S","title":"Connect to Gainsight CC (Insided)","pathname":"/integrations/gainsight-cc-insided/connect-to-gainsight-cc-insided","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Gainsight CC Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gainsight CC (Insided)"}]},{"id":"c8MmhIXtKZA7gyN5Bbbf","title":"Gainsight CS","pathname":"/integrations/gainsight-cs","siteSpaceId":"sitesp_vZ44j","description":"This section describes some of the integration scenarios and automated workflows with the Gainsight Customer Success platform.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"46kjEAjrmLHi0uEKmVMx","title":"Connect to Gainsight CS","pathname":"/integrations/gainsight-cs/connect-to-gainsight-cs","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Gainsight CS Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gainsight CS"}]},{"id":"uZGLTa6gdE5BLHqmbphm","title":"Trigger an automated workflow from Gainsight health score changes","pathname":"/integrations/gainsight-cs/trigger-an-automated-workflow-from-gainsight-health-score-changes","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to trigger an automated workflow based on changes to customer health scores or other data in Gainsight, rather than user actions.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gainsight CS"}]},{"id":"xZwhXi0pCUVZn7CldxC6","title":"Trigger an automated workflow from Gainsight","pathname":"/integrations/gainsight-cs/trigger-an-automated-workflow-from-gainsight","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to set up Gainsight to trigger an automated workflow from an action a Gainsight user has taken.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gainsight CS"}]},{"id":"HR4FyhwnBU08vBmtdDQ7","title":"Gong","pathname":"/integrations/gong","siteSpaceId":"sitesp_vZ44j","description":"This section describes how to connect with Gong so you can use the SlapFive AI Agent that listens for signals from call recordings and initiates workflows based on those signals.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"tPXVnzzGreksWZydgitX","title":"Connect to Gong","pathname":"/integrations/gong/connect-to-gong","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Gong Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gong"}]},{"id":"elX25adTFX0gySLRZ9pd","title":"Determine which calls to analyze","pathname":"/integrations/gong/determine-which-calls-to-analyze","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to determine which Gong calls we should analyze for discovering signals.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gong"}]},{"id":"fUpQAPJ4sbtcRN9Z51Cc","title":"Google","pathname":"/integrations/google","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"KWIdqHh6p20lqDHV1Hw7","title":"Connect to Gmail","pathname":"/integrations/google/connect-to-gmail","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Gmail Connection within SlapFive's Embedded Integration so you can send emails from Gmail.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Google"}]},{"id":"f3rYw6LKTnI2oTuViUsk","title":"Gradual","pathname":"/integrations/gradual","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"oAXNgiV7GnRpCPQSyieI","title":"Connect to Gradual","pathname":"/integrations/gradual/connect-to-gradual","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Gradual Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gradual"}]},{"id":"P99Q63eA2JC0Ruly0XXE","title":"Configure Trigger Events in Gradual","pathname":"/integrations/gradual/configure-trigger-events-in-gradual","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to set up a Webhook in Gradual for triggering automation workflows.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Gradual"}]},{"id":"hBao6VFxP8gQjJr58FxD","title":"Higher Logic Vanilla","pathname":"/integrations/higher-logic-vanilla","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"AeWkfLrHg2XIiFdZxUe4","title":"Connect to Higher Logic Vanilla","pathname":"/integrations/higher-logic-vanilla/connect-to-higher-logic-vanilla","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Higher Logic Vanilla Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Higher Logic Vanilla"}]},{"id":"OwcWlgEfVnMW77hIDUrb","title":"Embed SlapFive video player in a Vanilla post","pathname":"/integrations/higher-logic-vanilla/embed-slapfive-video-player-in-a-vanilla-post","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to embed a SlapFive video into a post in your Higher Logic Vanilla community.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Higher Logic Vanilla"}]},{"id":"qWUP1xM6BfmQzNUhPG8o","title":"Highspot","pathname":"/integrations/highspot","siteSpaceId":"sitesp_vZ44j","description":"SlapFive's Highspot integration allows you to post SlapFive Boards and Stories to Highspot.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"NdhRAGyN6IaGZOryUbGx","title":"Connect to Highspot","pathname":"/integrations/highspot/connect-to-highspot","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Highspot Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Highspot"}]},{"id":"7XTdKbNB0WldMPhfgpdx","title":"Map SlapFive to Highspot","pathname":"/integrations/highspot/map-slapfive-to-highspot","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to determine the fields to send to Highspot, and the source of those fields, including the SlapFive Board and Story fields to map to Highspot Items.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Highspot"}]},{"id":"4OK7lGn4Vzn8YbJGFvBP","title":"HubSpot","pathname":"/integrations/hubspot","siteSpaceId":"sitesp_vZ44j","description":"This section describes the integration and automation scenarios that SlapFive provides with HubSpot.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"gpMug71m7qsqKVipGTdG","title":"Connect to HubSpot","pathname":"/integrations/hubspot/connect-to-hubspot","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your HubSpot Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"HubSpot"}]},{"id":"Ypv6dtF3iJHgm5G7sUHM","title":"HubSpot Triggers & Actions","pathname":"/integrations/hubspot/hubspot-triggers-and-actions","siteSpaceId":"sitesp_vZ44j","description":"This section covers what HubSpot events can trigger an interation or workflow, and what actions can happen in HubSpot triggered by SlapFive and other apps.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"HubSpot"}]},{"id":"8T9scyqkuNgioapsa9Fr","title":"Influitive","pathname":"/integrations/influitive","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"VKtQRtuCb2hrG0r3COEh","title":"Connect to Influitive","pathname":"/integrations/influitive/connect-to-influitive","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Influitive Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Influitive"}]},{"id":"pBlELNDTZwyiIygoPk4m","title":"Marketo","pathname":"/integrations/marketo","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"ANUh6gibqkbA6XZ1VY61","title":"Connect to Marketo","pathname":"/integrations/marketo/connect-to-marketo","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Marketo Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Marketo"}]},{"id":"DrwkvS79AmwB0rPHwEKK","title":"Send Marketo Form Data to SlapFive","pathname":"/integrations/marketo/send-marketo-form-data-to-slapfive","siteSpaceId":"sitesp_vZ44j","description":"This section shows you how to create a Marketo form and send responses to SlapFive. Use cases include: advocate nominations, customer referrals, approval forms, and onboarding forms.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Marketo"}]},{"id":"YjeeF74RdoAQDcKWTGB8","title":"Microsoft","pathname":"/integrations/microsoft","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"Bb6nbqjistTSOPPpBls2","title":"Forms","pathname":"/integrations/microsoft/forms","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"}]},{"id":"ms4L6KJ4SuVfDjElyW4r","title":"Set up Microsoft Forms automation","pathname":"/integrations/microsoft/forms/set-up-microsoft-forms-automation","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to set up automation so that a Microsoft Forms submission triggers a SlapFive workflow.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"},{"label":"Forms"}]},{"id":"tG6qoC60UyEuKTuT5Ctn","title":"Outlook (Microsoft 365)","pathname":"/integrations/microsoft/outlook-microsoft-365","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"}]},{"id":"qr977rfUe5V1eMVfN0Yk","title":"Connect to Outlook with Microsoft OAuth (Delegated)","pathname":"/integrations/microsoft/outlook-microsoft-365/connect-to-outlook-with-microsoft-oauth-delegated","siteSpaceId":"sitesp_vZ44j","description":"This section shows how to set up a secure Outlook connection so SlapFive's automation engine can send emails through Microsoft Outlook using Microsoft 365.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"},{"label":"Outlook (Microsoft 365)"}]},{"id":"f4mXRcZljOZndcC4Lg3l","title":"Connect to Outlook with with client credentials-based auth","pathname":"/integrations/microsoft/outlook-microsoft-365/connect-to-outlook-with-with-client-credentials-based-auth","siteSpaceId":"sitesp_vZ44j","description":"This section shows how to set up Client Credentials/Service Principal-based authentication so workflows can send emails from standard addresses such as references@company.com or advocacy@company.com.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"},{"label":"Outlook (Microsoft 365)"}]},{"id":"OuXkH5bVuqjkJ4atBCPS","title":"Sharepoint","pathname":"/integrations/microsoft/sharepoint","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"}]},{"id":"sI4VOAYeYmBEHYpcepq1","title":"Connect to Sharepoint","pathname":"/integrations/microsoft/sharepoint/connect-to-sharepoint","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Sharepoiint Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Microsoft"},{"label":"Sharepoint"}]},{"id":"H0qMTJLV5981RMKDvPdU","title":"Monday.com","pathname":"/integrations/monday.com","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"le2939nmiPkY0pAlaFbb","title":"Connect to Monday.com","pathname":"/integrations/monday.com/connect-to-monday.com","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Monday.com Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Monday.com"}]},{"id":"LVsegQSPtOv4hYF3Gh0K","title":"Pendo","pathname":"/integrations/pendo","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"zEZ3Re4w42NFzHkhXZyn","title":"Connect to Pendo","pathname":"/integrations/pendo/connect-to-pendo","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Pendo Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Pendo"}]},{"id":"8aGDi28fr1ZXlQxrPxEY","title":"Planhat","pathname":"/integrations/planhat","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"E9lzYBa9odScEO8UHBCu","title":"Connect to Planhat","pathname":"/integrations/planhat/connect-to-planhat","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Planhat Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Planhat"}]},{"id":"ShroTruyQhmoxDlPiENv","title":"Send Planhat health score changes to SlapFive","pathname":"/integrations/planhat/send-planhat-health-score-changes-to-slapfive","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to configure Planhat to send a webhook notification whenever a Company's Health Score changes, so it can be picked up by the SlapFive integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Planhat"}]},{"id":"INXH6HJVYio3fpWvIX5x","title":"Reachdesk","pathname":"/integrations/reachdesk","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"GrcJipOmAjOrblVpxwE8","title":"Connect to Reachdesk","pathname":"/integrations/reachdesk/connect-to-reachdesk","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Reachdesk Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Reachdesk"}]},{"id":"kW0eX69j1mxYIJdERs31","title":"Send a Gift in Reachdesk","pathname":"/integrations/reachdesk/send-a-gift-in-reachdesk","siteSpaceId":"sitesp_vZ44j","description":"This section covers the automation for sending a gift in Reachdesk.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Reachdesk"}]},{"id":"xV9T4IoLsz1rY4N0pIO0","title":"Seismic","pathname":"/integrations/seismic","siteSpaceId":"sitesp_vZ44j","description":"SlapFive's Seismic integration allows you to post SlapFive content assets along with metadata to Seismic's content library so that sales reps can search and share with prospects.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"56TpYA1wSkKJG6GzqM2R","title":"Overview of Seismic integration","pathname":"/integrations/seismic/overview-of-seismic-integration","siteSpaceId":"sitesp_vZ44j","description":"This section provides an overview of SlapFive's integration with Seismic.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Seismic"}]},{"id":"4oZnf80aYPMl1c8dOm52","title":"Connect to Seismic","pathname":"/integrations/seismic/connect-to-seismic","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Seismic Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Seismic"}]},{"id":"iuwLtKPcsmyBggjEDuco","title":"Set up the Seismic integration","pathname":"/integrations/seismic/set-up-the-seismic-integration","siteSpaceId":"sitesp_vZ44j","description":"This section covers the set up steps for SlapFive's integration with Seismic.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Seismic"}]},{"id":"qxPpVIJ41OhvHig6fZuF","title":"Slack","pathname":"/integrations/slack","siteSpaceId":"sitesp_vZ44j","description":"This section describes how SlapFive integrates with Slack. The most common use case is for SlapFive to send notification messages to Slack users.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"v8cqYsJqMwiuwoECBq3w","title":"Connect to Slack","pathname":"/integrations/slack/connect-to-slack","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Slack Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Slack"}]},{"id":"VdsvKWB2dOyDXDh3QYK4","title":"Install and Connect to Workbot for Slack","pathname":"/integrations/slack/install-and-connect-to-workbot-for-slack","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to install and establish your Workbot for Slack Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Slack"}]},{"id":"6lb6HZ9KLAbJfV2IDmAW","title":"Post a message to a Slack Channel or User","pathname":"/integrations/slack/post-a-message-to-a-slack-channel-or-user","siteSpaceId":"sitesp_vZ44j","description":"When setting up SlapFive automated workflows, you can have messages sent to users on Slack.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Slack"}]},{"id":"OAMCRF64Jbis5MqpHr9C","title":"Totango","pathname":"/integrations/totango","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"wn620U8HxmFVTz0CNAzB","title":"Connect to Totango","pathname":"/integrations/totango/connect-to-totango","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Totango Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Totango"}]},{"id":"LOvRDviToTcRhzaZC7AC","title":"TrustRadius","pathname":"/integrations/trustradius","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"fLFhr8gTw9asRPs5oP63","title":"Connect to TrustRadius","pathname":"/integrations/trustradius/connect-to-trustradius","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your TrustRadius Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"TrustRadius"}]},{"id":"AbOynLlvg83wc8Fe6SK0","title":"Typeform","pathname":"/integrations/typeform","siteSpaceId":"sitesp_vZ44j","description":"SlapFive uses Workato, our embedded integration server, to provide integration with Typeform. For example, a Typeform form completion can create/update a SlapFive Member.","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"6EMWjiTCvjw6C5QTQ9cr","title":"1. Create an application in Typeform","pathname":"/integrations/typeform/1.-create-an-application-in-typeform","siteSpaceId":"sitesp_vZ44j","description":"In this step, you use the \"Register a new app\" function in Typeform to create an app for Workato.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Typeform"}]},{"id":"NEnxWMgsOb8NYhENksYz","title":"2. Connect to Typeform","pathname":"/integrations/typeform/2.-connect-to-typeform","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Typeform Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Typeform"}]},{"id":"1bR6F45au8svCfN3wNQu","title":"3. Map your Typeform form fields to SlapFive","pathname":"/integrations/typeform/3.-map-your-typeform-form-fields-to-slapfive","siteSpaceId":"sitesp_vZ44j","description":"In this step, you map the fields in your Typeform form to their corresponding objects and fields in SlapFive.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Typeform"}]},{"id":"rjF18LYOOMVlkdoQMcPw","title":"UserEvidence","pathname":"/integrations/userevidence","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"igF16PFwzYXXha6zcbN9","title":"Connect to UserEvidence","pathname":"/integrations/userevidence/connect-to-userevidence","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your UserEvidence Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"UserEvidence"}]},{"id":"VE3sVXO7FRnB4jx3fCMb","title":"Bring UserEvidence Survey Responses and Assets into SlapFive","pathname":"/integrations/userevidence/bring-userevidence-survey-responses-and-assets-into-slapfive","siteSpaceId":"sitesp_vZ44j","description":"This section covers how SlapFive integrates with UserEvidence survey responses and content assets.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"UserEvidence"}]},{"id":"hgLmC3Vv4K4TrJdsYVu0","title":"Wrike","pathname":"/integrations/wrike","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"NhmLfHTAzsIMy58vVDwO","title":"Connect to Wrike","pathname":"/integrations/wrike/connect-to-wrike","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Wrike Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Wrike"}]},{"id":"OkcHcrf2emxUSihFSWSA","title":"Workfront","pathname":"/integrations/workfront","siteSpaceId":"sitesp_vZ44j","description":"","breadcrumbs":[{"label":"INTEGRATIONS"}]},{"id":"p8Ip3DRLPYnpzRZ0yn3e","title":"Connect to Workfront","pathname":"/integrations/workfront/connect-to-workfront","siteSpaceId":"sitesp_vZ44j","description":"This section covers how to establish your Workfront Connection within SlapFive's Embedded Integration.","breadcrumbs":[{"label":"INTEGRATIONS"},{"label":"Workfront"}]},{"id":"s8tpTTzpXnJ1JCy4w5N0","title":"SlapFive API","pathname":"/customizations/slapfive-api","siteSpaceId":"sitesp_vZ44j","description":"SlapFive has a powerful Application Programming Interface (API) that includes webhooks, GET and POST endpoints.","breadcrumbs":[{"label":"Customizations"}]},{"id":"wvRuYUJCTBQRBrT061Ia","title":"Use Okta for Single Sign-On","pathname":"/customizations/use-okta-for-single-sign-on","siteSpaceId":"sitesp_vZ44j","description":"If you want to use Okta to provide Single Sign-On access to SlapFive, you need to do these steps.","breadcrumbs":[{"label":"Customizations"}]},{"id":"TKrGqnwC8rWq0QEesd6W","title":"Use Microsoft Entra ID for Single Sign-On","pathname":"/customizations/use-microsoft-entra-id-for-single-sign-on","siteSpaceId":"sitesp_vZ44j","description":"If you want to use Microsoft Entra ID (formerly Azure Active Directory) to provide Single Sign-On access to SlapFive, you need to do these steps.","breadcrumbs":[{"label":"Customizations"}]},{"id":"EqQMophq7w5b6UVbBGVC","title":"Use Cloudflare SSO to assign Users to SlapFive Roles","pathname":"/customizations/use-cloudflare-sso-to-assign-users-to-slapfive-roles","siteSpaceId":"sitesp_vZ44j","description":"If you want to use Cloudflare to provide Single Sign-On access to SlapFive and assign each user to a SlapFive Role, you need to do these steps.","breadcrumbs":[{"label":"Customizations"}]},{"id":"WLBLaXzGduL9M6jK3W6v","title":"Use Okta for SSO for Salesforce users","pathname":"/customizations/use-okta-for-sso-for-salesforce-users","siteSpaceId":"sitesp_vZ44j","description":"If you use Okta to authenticate Salesforce users, follow these instructions to enable Salesforce users to access the SlapFive Salesforce App.","breadcrumbs":[{"label":"Customizations"}]},{"id":"eTQbYpdAdySF9hRdy5YG","title":"SlapFive Template Catalog","pathname":"/customizations/slapfive-template-catalog","siteSpaceId":"sitesp_vZ44j","description":"See examples of the most common SlapFive Templates for creating full-page Boards and Embeddable Widgets","breadcrumbs":[{"label":"Customizations"}]},{"id":"KWkwu4GkR2dN4DjktMQk","title":"Configure a custom domain for your SlapFive Boards","pathname":"/customizations/configure-a-custom-domain-for-your-slapfive-boards","siteSpaceId":"sitesp_vZ44j","description":"By default, the URL of SlapFive Boards begins with https://your_company.slapfive.com. This section shows you how to have the URLs begin with a custom domain.","breadcrumbs":[{"label":"Customizations"}]},{"id":"LZHbNcPoYDaHbmvZ0Nvp","title":"Send emails from your own domain and email addresses","pathname":"/customizations/send-emails-from-your-own-domain-and-email-addresses","siteSpaceId":"sitesp_vZ44j","description":"By default, SlapFive notification and prompt emails are sent from admin@slapfive.com. This section shows you how to have them sent from your users' email addresses.","breadcrumbs":[{"label":"Customizations"}]},{"id":"bvaXCibCnfkgmXzBnZ6e","title":"Embed customer voice on your website or landing page","pathname":"/customizations/embed-customer-voice-on-your-website-or-landing-page","siteSpaceId":"sitesp_vZ44j","description":"A powerful way to put customer content to work is to embed it on any web, mobile or social property. This section gives you some ideas for where and why to embed and how to do it.","breadcrumbs":[{"label":"Customizations"}]},{"id":"4dKw27kYB5APd3poxZ1d","title":"Access Board and Story lists from within another app","pathname":"/customizations/access-board-and-story-lists-from-within-another-app","siteSpaceId":"sitesp_vZ44j","description":"A powerful way to give others in your company access to Boards and Stories is to embed the list within the apps they use everyday. This section gives you some ideas and explains how to do it.","breadcrumbs":[{"label":"Customizations"}]},{"id":"hLC6NR0jkMsFglApI9GR","title":"Configure Role-Based Permissions","pathname":"/customizations/configure-role-based-permissions","siteSpaceId":"sitesp_vZ44j","description":"When you invite people from other teams like Demand Gen and Customer Success to use SlapFive, you'll want to configure which functions and data they should see. This section explains how to do it.","breadcrumbs":[{"label":"Customizations"}]},{"id":"g8wXH61Sp4jJTLqFpKq5","title":"Master Service Agreement","pathname":"/standard-agreements/master-service-agreement","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Standard Agreements"}]},{"id":"cvtLh0g4turkmhJyUpIU","title":"Data Processing Agreement","pathname":"/standard-agreements/data-processing-agreement","siteSpaceId":"sitesp_vZ44j","breadcrumbs":[{"label":"Standard Agreements"}]}]}