Getting Started
Get your users Started with Saleshood
- Downloading The SalesHood Mobile App
- Using the Search Function
- @Mentioning
- The Feed
- Pinning Files and Categories to the Homepage
- View all
Accessing Saleshood with Salesforce
Access your Saleshood through Salesforce
Huddles
Learn about using Huddles to facilitate in-organization learning and collaboration
- The Huddle Publisher
- Participation Metrics
- What happens with reporting if I add a new module to published Huddle?
- What is a Huddle?
- How to Clone Programs (Huddles and Learning Paths)
Advanced Analytics and External Reporting
Learn about SalesHood’s Export API for use in advanced reporting in BI tools
- Integrating SalesHood Reporting API with Tableau
- What is SalesHood’s Reporting API? (Web REST APIs 101)
- Integrating SalesHood Reporting APIs with Microsoft Power BI
- How to Create a Unique Token for Access to SalesHood Reporting APIs
Video Recordings
Record and post videos in Saleshood to promote learning, engage with your team, and share your successes
- Reuse videos from existing huddles, pitches, or deal wins
- The Video Player
- Tips for using Screen Recording and Playing Videos
- How to Upload Slides to the Video Slide Sync as a .zip
- Video and Screen Recording
Saleshood Instance Settings
Articles on the settings and configurations of your Saleshood Instance
- Branding your SalesHood instance with Theme
- Partner Instances
- Notifications and Notifications Management
Pitches
Find out how to utilize Pitches in your programs.
- Share a Pitch
- Assign Grader in a Pitch Module
- Reuse videos from existing huddles, pitches, or deal wins
- How to Create a Pitch Module
- Tips for using Screen Recording and Playing Videos
- View all
API Configuration
Articles about API setup and configuration
Saleshood Library
Compile and organize your content within the Saleshood Library
- Archived Content
- Category Permission Settings: How Do I Make a Category Accessible to Particular Users?
- Creating/Editing Tags
- How to change the category image in the library
- Delete a category from the Library
Guided Selling
View your SalesHood content through the SFDC content app
- Tagging Huddles for the SalesHood for Salesforce Content App
- Creating SalesHood Export API Report Types in Salesforce
- Connecting to the SalesHood Export API in Salesforce
- Tag Individual or Multiple (bulk) files
- Installing the SalesHood/Salesforce content management package from AppExchange
Saleshood Reports and Analytics
Keep track of your stats with the Saleshood built-in reports
- How to access and use the Content Report page
- Getting Started with SalesHood Analytics
- Scheduling Emails for KPI Dashboard Reports
- Activities
- Test Result Reports
Huddle Management and Modules
Learn how to create and manage your Huddles
- Supporting Documents
- Live Event
- Upload artwork to your Huddle
- Email Huddle participants
- Reuse videos from existing huddles, pitches, or deal wins
Learning Paths
Learn about creating a curriculum for your users with a Learning Path
- Supporting Documents
- Prerequisites
- Edit the Host of a Huddle or Learning Path
- Overriding User Completion in Huddles and Learning Paths
- Hidden Activities in Huddles and Learning Paths
User Administration
Learn about managing user accounts, roles, etc.
- Teams
- Deactivate and Reactivate Users
- Change User’s Role & Team
- Sharing Badges to LinkedIn
- Creating and Managing Badges
Single Sign-On (SSO) and User Provisioning
Guides on setting up and using SSO and User Provisioning
- SCIM Token for User Provisioning
- How to sign in with a Google account (Google SSO)
- Setting up Centrify (SSO)
- Centrify SCIM Provisioning
- Azure Active Directory Configuration Guide
Integrations
Learn more about programs that can be integrated into Saleshood
- Integrating SalesHood Reporting API with Tableau
- What is SalesHood’s Reporting API? (Web REST APIs 101)
- Intellum Integration
- Box Integration
- Sync Dropbox Items to SalesHood Library
