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Knowledge Base

  • Getting Started

    Get your users Started with Saleshood

    • Getting Started for New Users
    • Supported File Types and Sizes
    • How to compress large video files and convert files to MP4: Handbrake Tutorial
    • How to Reset/Change Your SalesHood Password
    • How to sign in with a Google account (Google SSO)
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  • API Configuration

    Articles about API setup and configuration

    • SalesHood APIs and Integrations
    • API Authentication
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  • Buyer Sites

    • Buyer Sites Introduction
    • Buyer Site Templates
    • Buyer Site Insights
    • How to Create a New Buyer Site
    • Buyer Site Privacy
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  • Coaching

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

    • Coaching Dashboard
    • Coaching Activities
    • Activities
    • @Mentioning
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  • Huddles

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

    • What is the difference between an Open and a Scheduled Huddle?
    • How to Schedule a Huddle Event
    • What is a Huddle?
    • Scheduled Huddles
    • How to Clone Programs (Huddles and Learning Paths)
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  • Advanced Analytics and External Reporting

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

    • How to Create a Unique Token for Access to SalesHood Reporting APIs
    • Integrating SalesHood Reporting APIs with Microsoft Power BI
    • What is SalesHood’s Reporting API? (Web REST APIs 101)
    • Integrating SalesHood Reporting API with Tableau
    View all
  • Video Recordings

    Record and post videos in Saleshood to promote learning, engage with your team, and share your successes

    • Automatic Speech Recognition
    • Recording Stories and Deal Wins
    • Video and Screen Recording
    • How to compress large video files and convert files to MP4: Handbrake Tutorial
    • How to Upload Slides to the Video Slide Sync as a .zip
    View all
  • Saleshood Instance Settings

    Articles on the settings and configurations of your Saleshood Instance

    • Notifications and Notifications Management
    • Partner Instances
    • Branding your SalesHood instance with Theme
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  • Pitches

    Find out how to utilize Pitches in your programs.

    • Published Page of a Pitch Module
    • Video and Screen Recording
    • How to Create a Pitch Module
    • Recording and Playing Videos in SalesHood
    • How To Reuse Videos From Existing Huddles, Pitches, or Deal Wins
    View all
  • Accessing Saleshood with Salesforce

    Access your Saleshood through Salesforce

    • Salesforce Visualforce Tab Integration
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  • Guided Selling

    View your SalesHood content through the SFDC content app

    • SalesHood/Salesforce content management package configuration guide
    • SalesHood/Salesforce Content Management Application
    • How to Obtain Your Custom Query to Create a Custom Field in Salesforce
    • Installing the SalesHood/Salesforce Guided Selling App From AppExchange
    • Installing and Configuring the SalesHood Correlation Engine
    View all
  • Saleshood Library

    Compile and organize your content within the Saleshood Library

    • Library Access Logic
    • Synching and Uploading Files in the Library
    • Sales Coaching Content (Premium Huddles)
    • Google Drive Integration
    • Create a New Category or Subcategory in the Library
    View all
  • Saleshood Reports and Analytics

    Keep track of your stats with the Saleshood built-in reports

    • SalesHood Analytics – File Usage Details
    • SalesHood Analytics – Manager Leaderboard
    • SalesHood Analytics – Individual Summary
    • SalesHood Analytics – Huddle Details
    • SalesHood Analytics – Learning Path Details
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  • Huddle Management and Modules

    Learn how to create and manage your Huddles

    • Modules in a Huddle
    • Editing a published Huddle
    • Plugin Modules (SCORM)
    • Granting Extra Test Retakes
    • Assigning Programs to Users
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  • Learning Paths

    Learn about creating a curriculum for your users with a Learning Path

    • What is a Learning Path?
    • How to Clone Programs (Huddles and Learning Paths)
    • Assigning Programs to Users
    • How to Schedule Learning Path Reminder Alerts
    • Should I Use Open or Scheduled Huddles in my Learning Path?
    View all
  • User Administration

    Learn about managing user accounts, roles, etc.

    • How are the user roles defined?
    • User Management
    • Switching instances
    • How to Reset/Change Your SalesHood Password
    • Installing and Configuring the SalesHood Correlation Engine
    View all
  • Single Sign-On (SSO) and User Provisioning

    Guides on setting up and using SSO and User Provisioning

    • SalesHood’s SCIM API
    • Which Single Sign-On (SSO) providers does SalesHood support?
    • Azure Active Directory User Provisioning Production and Preview Environments
    • Okta Production Provisioning
    • Configure SAML on Okta in Production Environment
    View all
  • Integrations

    Learn more about programs that can be integrated into Saleshood

    • SalesHood Integrations
    • SalesHood’s SCIM API
    • Salesforce Visualforce Tab Integration
    • SalesHood APIs and Integrations
    • How to Create a Unique Token for Access to SalesHood Reporting APIs
    View all
  • Pages

    • Pages – What are Pages?
    • Pages – Managing Page Settings
    • Pages – How to Build and Edit a Page
    • Page Element Breakdown
    View all

Update Notes

  • SalesHood Release – January 2023
  • SalesHood Release – December 2022
  • SalesHood Release – November 2022
  • SalesHood Release – October 2022
  • SalesHood Release – September 2022

Popular Articles

  • SalesHood/Salesforce content management package configuration guide
  • How are the user roles defined?
  • Published Page of a Pitch Module
  • SalesHood/Salesforce Content Management Application
  • What is the difference between an Open and a Scheduled Huddle?

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