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
Integrations
API
Eloqua
G2
Gmail
Highspot
Homerun Presales
Hubspot
Mail Merge Integrations
Marketo
Outlook
Outreach.io
Pardot
Salesforce
Salesloft
Slack
Troubleshooting
Website
Zapier
Salesforce Integration
Latest Updates
Required Set Up Instructions
Optional Set Up Instructions
Salesforce Integration FAQ's
ReachSuite
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
SSO Provisioning (Okta)
Security Settings
Use Cases
Sales Use Cases
Marketing Use Cases
New Features
Demolytics
Consensus Certified Program
Consensus Presentations and Webinars
Client Success Webinar Series
Known Issues
Sending and Sharing
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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
Integrations
API
Eloqua
G2
Gmail
Highspot
Homerun Presales
Hubspot
Mail Merge Integrations
Marketo
Outlook
Outreach.io
Pardot
Salesforce
Salesloft
Slack
Troubleshooting
Website
Zapier
Salesforce Integration
Latest Updates
Required Set Up Instructions
Optional Set Up Instructions
Salesforce Integration FAQ's
ReachSuite
FAQ
Creating/Editing Demos
Demolytics
User Management
Settings and Configuration
Privacy Settings
Authentication
SSO Provisioning (Okta)
Security Settings
Use Cases
Sales Use Cases
Marketing Use Cases
New Features
Demolytics
Consensus Certified Program
Consensus Presentations and Webinars
Client Success Webinar Series
Known Issues
Sending and Sharing
Salesforce Integration
Setting Up Salesforce Sites For Consensus SFDC 9.X+ (*Required*)
How to configure CRM Sync for SFDC Account & Opp tie-in
Salesforce Technical Documentation 11.6
Auto-matching of Accounts and Opportunities to DemoBoards
How to Create Custom Reports in SFDC with Consensus Data
Latest Updates
How to upgrade to Consensus SFDC app version 11
Salesforce Version 11 - Building Custom Reports
Salesforce Version 11 Release Notes and Log
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) - updated for V11.6!
Instructions to Install and Configure the Consensus Salesforce Professional App (Classic) -
Setting Up Salesforce Sites For Consensus CRM Sync
How to configure CRM sync in SFDC/ Consensus Webapp for Opp tie-in
Optional Set Up Instructions
How to import Consensus Users into Salesforce (& Secondary Email)
How to Create Custom Report Types 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)
Configuring Permission Sets and/or Standard User Profiles for SFDC v10.x or earlier (*Not Required for v11.x or later*)
Creating a Salesforce Connected App for Secure API (*Deprecated in v11.6*)
Role-Based CRM Sync Field Requirements
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
