In this article, we will walk through how to correlate SalesHood Export API data within Salesforce to build out custom reports and dashboards. Step 1: Set up Report Types Go to Setup → Report Types → Create new Report Type and then click next. Primary Object: select the object which […]
Connecting to the SalesHood Export API in Salesforce
This tutorial shows step-by-step of how to import the token of Export API in Salesforce. This API APEX package requires the Developer Edition of Salesforce to utilize. Step 1: Create a New Salesforce Tab In Setup mode, navigate to Tab and create a new Custom Object Tabs. Label: can be […]
What is a Learning Path?
A Learning Path is a structured curriculum in SalesHood which allows creators the ability to organize Huddles and Files together, as well as measure aggregate completion of assigned participants under one program. Some common use cases for Learning Paths include: onboarding, time-sensitive training (such as annual security training), and product training. How to […]
Box Integration
Import files Login as Coach/Publishers/Manager Go to Library Click New Choose Box in the dropdown menu. If this is the first time you’re importing something from Box, it will redirect you to the Box login page, where you need to: Login to your Box account Grant access to Box for […]
Integrating SalesHood Reporting APIs with Microsoft Power BI
This guide shows you how to connect your instance of SalesHood to your Microsoft Power BI tool, and leverage reporting data to make correlations on the success of your programs in SalesHood. Please be advised that this an overview to integrate specifically with SalesHood’s APIs, and will not cover everything […]
How to Connect to SalesHood Reporting APIs for Use in BI Tools
SalesHood Export APIs are a robust new feature in SalesHood which allows your company to measure the success of your programs by integrating with Business Intelligence (BI) tools such as Microsoft Power BI, Tableau, and even Salesforce. This guide will help you gather the information needed from SalesHood to begin […]
SalesHood Reporting APIs for Use in BI Tools
SalesHood Export APIs are a robust new feature in SalesHood which allows your company to measure the success of your programs by integrating with Business Intelligence (BI) tools such as Microsoft Power BI, Tableau, and even Salesforce. Please note: You do not need to import all datasets that are listed – only the ones that are relevant to the data you want to correlate! API Datasets There are 31 datasets supported by SalesHood that your […]
Setting up the Salesforce Visualforce Tab Integration
To set up the SalesHood web tab in Salesforce to access the app through Salesforce, please follow these steps: Step 1: Log in to Salesforce as an Admin and navigate to “Setup” Step 2: Search for “Visualforce” using the lefthand navigation bar, and select “Visualforce pages” Step 3: Select “New” […]
Activities
An activity is a broad term in SalesHood used to track actions performed on the platform. Activities are tracked and reported in several different places in SalesHood. Where Activities are Reported User Profiles Activities can be found within the profile of any user under the statistics tab and this shows the total number of […]
@Mentioning
If you’re writing a comment in the SalesHood app, you can @ mention a single user, a Team, Group, or Segment by typing “@” then the name of that user or user subset that you want to mention. As you type, SalesHood will automatically make suggestions that match to your […]