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Slide2Lead Configuration Guide [email protected] +1 415 293 8297 http://www.mansasys.com 1 | P a g e

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Page 1: Slide2 lead guide

Slide2Lead Configuration Guide

[email protected] +1 415 293 8297

http://www.mansasys.com

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Page 2: Slide2 lead guide

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 Synchronization

Prerequisites

The 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.net

Installation

Slide2Lead can be installed from the following URL

http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGsWEAW

Steps to Install Slide2Lead

After selecting slide2Lead from App exchange and providing your Salesforce Login Credentials. The

Following 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

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Page 3: Slide2 lead guide

When you click continue a popup will rise as shown in the figure 2 which will prompt for the

Remote Site settings.

Select Check Box “Yes, grant access to these third-party web sites” which will add Slideshare

Remote Settings into the Salesforce. Otherwise you need to go to Settings and do it manually as

specified in Configuration guide.

Figure 2 : Select Checkbox and click Continue

Now you will be redirected to the API access page click NEXT

Figure 3 : API Access details Click Next

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Page 4: Slide2 lead guide

Next you will be redirected to Security Settings page where you can grant access to

Admins Only

All users

Specify your own settings

Select the security settings suitable for your requirement and click Next

Figure 4 : security Settings

Then you will be redirected to Installation Page. Select the check box which will ignore any errors

while installing.

Figure 5: Select check box and Click Install

Select 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 2

options Deploy Now and Deploy Latter. Select Deploy Now Option and click Deploy in the next page.

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Page 5: Slide2 lead guide

Figure 6 : Select Deploy Now

This will deploy the package components in your Salesforce and redirects you to Slide2Lead

Package detail page as shown in the figure 7.

Figure 7 : Package Detail Page

The package is successfully installed in your Salesforce edition. Go through the Salesforce.com

Setup before running the application.

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Page 6: Slide2 lead guide

Salesforce.com Setup

Following 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 package

Checking 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

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Figure 9: checking Slideshare Present in remote Site Settings

If 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 Settings

Add 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

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Page 8: Slide2 lead guide

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

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Page 9: Slide2 lead guide

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 Layout

Add 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

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Page 10: Slide2 lead guide

Add Lead Page Layout

Figure 94: Add Slideshare for Lead Source PickList in Leads

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 Layout

Add 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

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Page 11: Slide2 lead guide

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 Bar

Add 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

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Next Steps

Once all the settings are done as mentioned above in Salesforce.com, the package is ready and we

can 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 Functionality Schedule

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.

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Page 13: Slide2 lead guide

Figure 19: Schedule Functionality

Create 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

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Page 14: Slide2 lead guide

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

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Page 15: Slide2 lead guide

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

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