Sending Demos from Salesforce (Lightning)

The Consensus Salesforce Professional Integration allows Consensus users to take advantage of the Consensus platform right from your Salesforce login.  Within Salesforce, Consensus users will be able to create and send a DemoBoard™ as well as track Demolytics®. 

There are three main areas where Consensus data can be accessed. 

  1. Lead
  2. Contact
  3. Opportunity 

You can create a DemoBoard (Demo invite) for any Lead, Account, or Opportunity within the Consensus Salesforce App Component.

Open the detailed information about any Lead, Account, or Opportunity and click Create Demo Invite 

Fill in Organization, Recipient information (it might be a list of multiple Recipients), select a Demo, Subject and the message body. Use Merge fields to quickly populate important data in the body of the email (below is described how to do this).

How to use Merge Fields

When you send a demo from within the Consensus Salesforce App, Consensus sends demos through the API and will be sent via the Consensus email service (it uses the SendGrid SMTP service).

When composing the subject line or body of your email you can use the same merge fields as you can use within the Send a Demo page inside the Consensus web application:

  • {{recipientfirstname}}
  • {{organization}}
  • {{demobutton}}
  • {{senderfirstname}}
  • {{senderlastname}}
  • {{senderorganization}}
  • {{logo}}
  • {{senderemail}}

Demolytics and Heat Maps

Like Track DemoBoards within the Consensus platform, users will be able to view Heatmaps and DemoBoard details. Keep in mind users other than the original sender will need to be added as a Notifier on the DemoBoard in order to see the subsequent Demolytics.

To view the Heatmap or Details navigate to the right side of the Demos section and click on the dropdown arrow. 

Here, select either Details which will take you back to Consensus to view the details of all prospects included on the DemoBoard, or Heatmap which pulls up the individual data.