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
Latest Updates
Required Set Up Instructions
Optional Set Up Instructions
Salesforce Integration FAQ's
Use Cases
Sales Use Cases
Marketing Use Cases
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
Security Settings
SSO Provisioning (Okta)
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
Latest Updates
Required Set Up Instructions
Optional Set Up Instructions
Salesforce Integration FAQ's
Use Cases
Sales Use Cases
Marketing Use Cases
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
Security Settings
SSO Provisioning (Okta)
New Features
Demolytics
Consensus Presentations and Webinars
Client Success Webinar Series
Known Issues
Beta
Upcoming Features
Salesforce Integration
Latest Updates
How To Setup Opportunity and Account Filtering for SFDC 10.5+ and CRM Sync fields
Required Set Up Instructions
Instructions to Install and Configure the Consensus Salesforce Professional App (Lightning)
Instructions to Install and Configure the Consensus Salesforce Professional App (Classic)
Creating a Salesforce Connected App for Secure API in Consensus SFDC 9.1 (*Required*)
Setting Up Salesforce Sites For Consensus SFDC 9.X+ (*Required*)
Configuring Standard User Profiles and/or Permission Sets for SFDC (*Required*)
How to configure CRM sync in SFDC/ Consensus Webapp for Opp tie-in
See more
Optional Set Up Instructions
How to import Consensus Users into Salesforce (& Secondary Email)
How to Create Custom Reports in SFDC with Consensus Data
How to Use Salesforce Custom Opportunity IDs with Consensus?
Creating/Enabling Custom Email Templates in SFDC 9.1+ (*Optional*)
Enabling Custom DemoBoard Images in SFDC 9.1+ (optional)
See more
Salesforce Integration FAQ's
How to Update the Consensus Integration on the Salesforce AppExchange
Sending Demos from Salesforce (Lightning)
Custom fields created in SFDC integration
Migrating Consensus SFDC integration
