Saleshood Reports and Analytics
Articles about Saleshood Built-in Reports and Saleshood Analytics
- Scheduling Emails for KPI Dashboard Reports
- Getting Started with SalesHood Analytics
- How to access and use the Content Report page
- Activities
- Test Result Reports
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Deal Wins and Stories
How to create Deal Wins and Stories
Saleshood Site Settings
Articles on the settings and configurations of your Saleshood Instance
- Switching Instances
- Branding your SalesHood instance with Theme
- Partner Instances
- Notifications and Notifications Management
Videos and Pitches
How-tos on recording and posting videos and pitches
- The Video Player
- Reuse videos from existing huddles, pitches, or deal wins
- Tips for using Screen Recording and Playing Videos
- Video and Screen Recording
- Automatic Speech Recognition
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API Configuration
Articles about API setup and configuration
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Accessing Saleshood with Salesforce
How to access Saleshood through Salesforce
Huddle Modules
Articles about the different Huddle modules and how to use them
- Prerequisites
- Unpublished Page of the Pitch Module
- Reuse videos from existing huddles, pitches, or deal wins
- Published Page of a Pitch Module
- How to Upload Slides to the Video Slide Sync as a .zip
Salesforce (SFDC) Content Management
Articles about using the SFDC Content Management
- Connecting to the SalesHood Export API in Salesforce
- Creating SalesHood Export API Report Types in Salesforce
- Tagging Huddles for the SalesHood for Salesforce Content App
- Tag individual or multiple (bulk) files
- Installing the SalesHood/Salesforce content management package from AppExchange
Managing Huddles and Learning Paths
Articles that explain how to use and maintain their Huddles and Learning Paths
- Prerequisites
- Upload artwork for your huddle
- Email Huddle participants
- Overriding User Completion in Huddles and Learning Paths
- Edit the Host of a Huddle, Pitch or Learning Path
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Saleshood Basics
Basic Navigation and Using Saleshood
Your Saleshood Homepage
Explanations of features seen within the Homepage after logging into Saleshood
- Pinning Files and Categories to the Homepage
- Trending Feed on the Homepage
- New Homepage Components and Sorting Logic
- Using Bookmarks
User Administration
Articles about managing user accounts, roles, etc.
- Creating and Managing Badges
- How to Edit Your Profile Information
- Connecting to the SalesHood Export API in Salesforce
- Creating SalesHood Export API Report Types in Salesforce
- User Management
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)
- Logging in with Salesforce SSO (Single Sign On)
- Azure Active Directory User Provisioning Production and Preview Environments
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
- Connecting to the SalesHood Export API in Salesforce
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
