Knowledge Base
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Salesforce Integration
Getting Started with Consensus
User Setup & Group Hierarchy
Integration Details
Content Creation
Uploading Content to Consensus (Demo Wizard Walkthrough)
Recording Tips & Tricks
Training Videos & Webinars
Consensus Snap
Creating Demos Using Snap
Integrations
API
Eloqua
Gmail
Mail Merge Integrations
Marketo
Outlook
Outreach.io
Pardot
Salesforce
Website
Zapier
Salesforce Integration
Use Cases
Sales Use Cases
Marketing Use Cases
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
Security Settings
New Features
Demolytics
Consensus Presentations and Webinars
Client Success Webinar Series
Known Issues
Beta
Upcoming Features
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Knowledge Base
Salesforce Integration
Getting Started with Consensus
User Setup & Group Hierarchy
Integration Details
Content Creation
Uploading Content to Consensus (Demo Wizard Walkthrough)
Recording Tips & Tricks
Training Videos & Webinars
Consensus Snap
Creating Demos Using Snap
Integrations
API
Eloqua
Gmail
Mail Merge Integrations
Marketo
Outlook
Outreach.io
Pardot
Salesforce
Website
Zapier
Salesforce Integration
Use Cases
Sales Use Cases
Marketing Use Cases
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
Security Settings
New Features
Demolytics
Consensus Presentations and Webinars
Client Success Webinar Series
Known Issues
Beta
Upcoming Features
Salesforce Integration
How to configure CRM sync in SFDC/ Consensus Webapp for Opp tie-in
Setting Up Salesforce Sites For Consensus SFDC 9.X+ (*Required*)
Custom fields created in SFDC integration
Instructions to Install and Configure the Consensus Salesforce Professional App (Classic)
Creating/Enabling Custom Email Templates in SFDC 9.1+ (*Optional*)
Enabling Custom DemoBoard Images in SFDC 9.1+ (optional)
Creating a Salesforce Connected App for Secure API in Consensus SFDC 9.1 (*Required*)
Configuring Standard User Profiles for SFDC
Migrating Consensus SFDC integration
Sending Demos from Salesforce (Lightning)
How to import Consensus Users into Salesforce (& Secondary Email)
Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning)
How to Create Reports in SFDC with Consensus Data