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 […]

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. API Datasets There are 31 datasets supported by SalesHood that your company can […]

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 […]

Keep Completion in a Learning Path

This article covers our newly introduced functionality for Learning Paths (May 2020 release), the ability to keep completion for completed participants in Learning Paths. Sometimes after running a program, the creator will wish to add to it. However, what does this mean for users that have already completed the Learning […]

Recording Stories and Deal Wins

Being able to capture goals, successes, accomplishments, and stories using video is a great way to engage your teams and build culture. Video storytelling is an important component in SalesHood that supports how teams are able to share knowledge and best practices. SalesHood’s Recorder enables easy mobile and desktop video sharing. People in […]