Salesforce Integration

Salesforce is a favorite CRM amongst sales reps because it helps them:

Now, sales reps have one more major reason to use Salesforce and that is the Paperflite-Salesforce integration.

Integrating Paperflite with Salesforce enables sales reps to nurture their prospects at every stage of the buyer's journey with contextual content. It helps sales reps know how their prospects are engaging with their content, i.e., number of views, downloads, re-shares etc.

In this post, let us look at how you can integrate with Salesforce.
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Here are 4 simple steps that help you ease into the integration.
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Step 1: Downloading Paperflite’s Chrome Extension

Step 2: Install the Paperflite Package in Salesforce

Step 3: Setting up in Paperflite

Step 4: Sending Mails & Viewing Content Engagement
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Step 1: Downloading Paperflite’s Chrome Extension

On your Google chrome browser, head over to the Google Web Store (https://chrome.google.com/webstore/search/paperflite) and search for Paperflite’s Chrome extension.

Click on ‘Add to Chrome’ to add the extension.

Then, click on ‘Add extension’.

The extension will now be added to your Chrome browser.

Now, click on the "Paperflite extension for Chrome" icon on your browser menu and login with your Paperflite credentials.

Once you’re logged in, you will notice a glimpse of all your assets in Paperflite on the extension.

Step 2: Install the Paperflite Package in Salesforce

This is a one-time task that the Administrator needs to perform.

1. Open the Paperflite package installation link

2. Log in using your Salesforce Production organization as an Administrator.

3. Select Install for All Users and then Install it.

4. Approve the required third-party access.

5. Click Continue.

6. Wait for Salesforce to complete the installation.

7. Once done, it will take you to the Installed Packages where you can confirm that Paperflite is listed and that the installed version is 0.1 or later.

Step 3: Setting up in Paperflite

Log in to your Paperflite account as an Administrator, go to: Settings → Dashboard → Manage Tech Stack -> Toggle ON the Salesforce so it will be listed under the Integrations list.

Then navigate to Settings -> Integrations -> Salesforce -> Click on Activate

Make sure to login using your Administrator profile on your Salesforce account.

Once the Authentication is Successful, the integration will be active and all the below events will be enabled by Default.

Step 4: Sending Mails and viewing content engagement

Now, head over to your Salesforce account and you're ready to send an email to your customers. Notice the Paperflite button at the bottom of the mail. Click on the button to open your content in Paperflite.

You can even access your content in Paperflite via the email templates that you have created in Salesforce.

When you have sent your emails, you are now ready to view content intelligence.

While you’re in your Salesforce account, scroll down to the bottom of lead/contact/account to track content engagement after you’ve sent mails.

Click on 'Past Activities' to see how they have engaged with your content.

Notice how your customers have viewed an asset, opened a collection or re-shared it under Activities.

Now, move back to Paperflite for learn deeper content intelligence.

Click on each asset to know how your target audience has engaged with your content.

Your integration with Salesforce is now complete.
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Still need help? Send us your queries at support@paperflite.com and we'll be glad to assist.