HELP BY TOPIC

Accessing Saleshood with Salesforce

Access your Saleshood through Salesforce
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Advanced Analytics and External Reporting

Learn about SalesHood’s Export API for use in advanced reporting in BI tools
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API Configuration

Articles about API setup and configuration
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Coaching

Find out how Saleshood can be used for coaching and developing teams
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Getting Started

Get your users Started with Saleshood
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Guided Selling

View your SalesHood content through the SFDC content app
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Huddle Management and Modules

Learn how to create and manage your Huddles
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Huddles

Learn about using Huddles to facilitate in-organization learning and collaboration
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FAQs

Every time a new Scheduled Huddle is created, its copy is generated in the form of a Huddle Template which can be used to create multiple Scheduled Huddles. The Huddle Event on the other hand is the actual Scheduled Huddle created from within the Template and accessible to the participants.

You can stop receiving the Notifications email by clicking on the Hamburger icon in the Navigation Menu and clicking on the Company Settings. From the Company Settings, access the Notifications section and unselect the options for which you would not like to receive the notification reminders.

In the SalesHood platform, there are 4 types of Roles: Individual, Manager, Coach, Publisher. You can check your role by clicking on the Hamburger icon in the Navigation menu and clicking User Profile, your Role will be displayed under your Profile. To learn more about each role, please review our Knowledge Base article “How are the User Roles defined?”

If you’re a Coach in your instance, you can change the Team of the user by assigning them a different Primary Manager, the user will automatically get assigned to the Team of their New Manager. The user’s Primary Manager can be changed from the User Interface. To know more about User's Team, please reach the article for changing the user’s team.

Whether it is an Open Huddle or Scheduled Huddle, you can now share your Pitch with other users across your instance. After you’ve recorded/uploaded the pitch, simply click on the Share button below your pitch video to share it with other users.