Slide2 lead guide
 

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Slide2 lead guide Document Transcript

  • 1. Slide2LeadConfiguration Guide  support@mansasys.com +1 415 293 8297 http://www.mansasys.com 1|P a ge
  • 2. Slide2Lead Overview  Slide 2 Lead is meant to SYNC Slideshare Documents, Campaigns, Leads, Document Statistics into Salesforce.com  It is only Uni-directional Synchronization from SlideShare to Salesforce.com  One can create SlideShare Campaign (AdShare or LeadShare) from Salesforce.com  One can schedule the SynchronizationPrerequisitesThe following are required to install and configure Slide2Lead:  SlideShare Business Account  If you don’t have one yet, you can open an account at http://www.slideshare.netInstallationSlide2Lead can be installed from the following URLhttp://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGsWEAWSteps to Install Slide2LeadAfter selecting slide2Lead from App exchange and providing your Salesforce Login Credentials. TheFollowing page will appear which shows the Package components that are going to be added.Click Continue Button to add Package. Figure 1 : Package Installation Details 2|P a ge
  • 3. When you click continue a popup will rise as shown in the figure 2 which will prompt for theRemote Site settings.Select Check Box “Yes, grant access to these third-party web sites” which will add SlideshareRemote Settings into the Salesforce. Otherwise you need to go to Settings and do it manually asspecified in Configuration guide. Figure 2 : Select Checkbox and click ContinueNow you will be redirected to the API access page click NEXT Figure 3 : API Access details Click Next 3|P a ge
  • 4. Next you will be redirected to Security Settings page where you can grant access to  Admins Only  All users  Specify your own settingsSelect the security settings suitable for your requirement and click Next Figure 4 : security SettingsThen you will be redirected to Installation Page. Select the check box which will ignore any errorswhile installing. Figure 5: Select check box and Click InstallSelect the Checkbox as shown in the figure 5 and click Install.Once the Installation is complete you will be redirected to the Deployment page where there are 2options Deploy Now and Deploy Latter. Select Deploy Now Option and click Deploy in the next page. 4|P a ge
  • 5. Figure 6 : Select Deploy NowThis will deploy the package components in your Salesforce and redirects you to Slide2LeadPackage detail page as shown in the figure 7. Figure 7 : Package Detail PageThe package is successfully installed in your Salesforce edition. Go through the Salesforce.comSetup before running the application. 5|P a ge
  • 6. Salesforce.com SetupFollowing manual settings should be done in the Salesforce before running this Application.  Remote Settings.  Add Campaign Type.  Add Campaign Page Layout.  Add Create Campaign Link in the Side Bar.Remote Settings  While Installing the App If the Remote Site settings is selected then no need to add the Remote site settings manually.Adding Remote Site Settings while installing Package  While Installing the Package in the “package Installation Detail” page, when “Continue” button is clicked. A Popup is Raised named ”Approve Third-party Access”.  In this window select the checkbox “Yes grant access to third-party websites.” and click continue. Figure 8 : Selecting Remote Site settings while installing packageChecking Remote Site Settings added to your Salesforce org or not  In Salesforce Navigate to  Setup  Administration Setup  Security Controls  RemoteSiteSettings  Check for  Remote Site Name = Slideshare  Remote Site URL = http://www.slideshare.net  Name Space Prefix = Slide2Lead 6|P a ge
  • 7. Figure 9: checking Slideshare Present in remote Site SettingsIf Remote Site Settings is not present, add it manually using following steps:  In Salesforce Navigate to  Setup  Administration Setup  Security Controls  RemoteSiteSettings  Then click "New RemoteSite" button and add the following values  Remote Site Name = Slideshare  Remote Site URL = http://www.slideshare.net  Click Save Figure 10: Remote site SettingsAdd Campaign Type  In Salesforce Navigate to  Setup  App Setup  Campaigns  Fields  Then in the Campaign Standard Fields select Type  Go to Campaign Type Picklist Values related list and click New button 7|P a ge
  • 8.  Add AdShare & LeadShare values exactly as mentioned here. click Save Figure 11: Adding AdShare & LeadShare for Type PickList in Campaign Figure 12: AdShare & LeadShare for Type PickList in Campaign 8|P a ge
  • 9. Add Campaign Page Layout  In Salesforce Navigate to  Setup  App Setup  Campaigns  Page Layouts  Select Page Layout Assignment  Click Edit Assignment and select Master Record Type  Select Campaign Layout (Installed Package: Slide2lead) from the Page Layout to use and Click Save. Figure 13: Adding Campaign Page LayoutAdd Lead Source Value  In Salesforce Navigate to  Setup  App Setup  Leads Fields  Then in the Lead Standard Fields select Type  Go to Lead Source Picklist Values related list and click New button  Add Slideshare values exactly as mentioned here.  click Save 9|P a ge
  • 10. Figure 94: Add Slideshare for Lead Source PickList in LeadsAdd Lead Page Layout  In Salesforce Navigate to  Setup  App Setup  Leads  Page Layouts  Select Page Layout Assignment  Click Edit Assignment and select Page Layout  Select Lead Layout (Installed Package: Slide2lead) from the Page Layout to use and Click Save. Figure 105: Adding Lead Page LayoutAdd Create Campaign Link in the Side Bar  Navigate  Setup  App Setup Customize Home Home Page Layouts  Select Edit for DE Default  Then in the Edit Home Layout Page make Slideshare checkbox ticked in the Select Narrow Components to Show Section 10 | P a g e
  • 11.  Click Next. Then in the Narrow (Left) Column select the Slideshare and assign it to top and click Save Figure 16: Add Create Campaign Link in the Side BarAdd Slideshare Credentials  Once all the settings are done in the Salesforce add the Slideshare Credentials in the Salesforce.  Select the Slide2Lead Tab.  Click the Select Login Button.  Enter the Slideshare User Name and Password.  Click Save. Figure 17: Slideshare Login Details Page 11 | P a g e
  • 12. Next StepsOnce all the settings are done as mentioned above in Salesforce.com, the package is ready and wecan start working on it.The following functionalities are present in the Slide2Lead  Sync  Schedule  Create Slideshare Campaign  Sync with Slideshare.Sync  Go to Slide2Lead Tab and select the Sync Button.  This Button will Extract all the Slideshare Campaigns, Document Stats , Leads and Save it into Salesforce.  Slideshare Campaigns are saved in Campaign Object.  Slideshare Leads are saved in the Lead Object.  Slideshare Document Stats are saved in the slideshows object.  And displays the message Sync Success. Figure 18: Slide2Lead Sync FunctionalitySchedule  Go to Slide2Lead Tab and select the Schedule Button.  This button will schedule the process of syncing the Slideshare Campaigns, Leads, Document Stats into Salesforce.com, everyday 12 am.  And if it is already scheduled and again the Schedule button is clicked it’ll show the “Already Scheduled” Message. 12 | P a g e
  • 13. Figure 19: Schedule FunctionalityCreate Slideshare Campaign  If the above mentioned settings are correctly done “Create Slideshare Campaign ” Link will be present on the Left side Bar.  This Link will land you in the Slideshare home page.  Enter the Slideshare Login Credentials and create the Adshare/ Leadshare Campaigns.  Then Select “Click Me After Creating Campaign”.  This will sync the newly created campaign into Salesforce. Figure 20: Create Slideshare Campaign 13 | P a g e
  • 14. Sync with Slideshare  This button will be present in the Campaign Detail Page.  When this button is clicked it will sync that particular campaign with Slideshare. Figure 21: Sync with Slideshare  The Leads collected at the Lead share level will automatically be synced with the related Campaign in the Sales force instance as campaign members. Figure 22: Leads as campaign member  One can verify the number of leads associated at sales force instance by referring at the slide share ,Lead share section as shown below Figure 23: Leads Collected at Lead share Campaigns 14 | P a g e
  • 15.  One can also find the campaign slides details in the related list of the campaign. Figure 24: Campaign Slide Info On clicking the Document Stats Name you will be redirected to the slide show detail page where you can find the related campaigns as well as the associated leads info Figure 25: Slide Show Detail Page Header Figure 26: Slide Show Associated Campaigns Figure 27: Slide Show Campaign’s Associated Leads 15 | P a g e