Add Insights & Recommendations for Multiple Showpad Instances

The Showpad Insights and Recommendations app enables you to view logged Showpad activity as Insights information in Salesforce. It's connected to a single Showpad instance. You can point multiple Showpad instances to a single Salesforce environment by creating copies of the Visualforce Page to manually set parameters sent to the Canvas App.

TL;DR

• Add instance? Copy the original Visualforce page and set the domain parameter to your additional subdomain
• Show only insights or recommendations? Use showRecommendations: false or showActivities: false
• Update copies? Manually update the version settings after installing app updates

Configuration

Prerequisites

• Plan: Ultimate | Advanced or Expert
• Permissions: Administrator access to Showpad's Admin App
• Config:
  • Showpad for Salesforce app (version of 2.17 or higher)
  • Salesforce configured in each Showpad environment to connect

For one connection, the standard configuration can be used as described in this Help Center article. This connection will be considered your original connection. For each additional Showpad instance connection, you must copy and modify the original Visualforce Page element per object you want the insights for.

Visualforce Page

1. In Salesforce, click the gear icon and select Setup.

   

2. Navigate to Custom Code > Visualforce Pages.

3. Open the original Visualforce Page element for the object (Account, Contact, Lead, Opportunity) you want to copy.

4. Copy the code in the Visualforce Markup tab.

5. Return to the Visualforce Pages overview and click New.

   

6. Complete the following:

   • Enter a Label and Name for the new page. The name should reference the object type and Showpad instance name.
   • Check Available for Lightning Experience, Experience Builder sites, and the mobile app
   • Replace the default code in the Visualforce Markup tab with the code from the original Visualforce Page

   

7. Modify the new page to specify the Showpad subdomain. Locate the apex:canvasApp element and modify the parameters property as shown below. Replace {{subdomain}} with the domain of an additional Showpad instance.

   <apex:canvasApp
     developerName="showpad_canvas_app"
     parameters="{
         domain:'{{subdomain}}',
         application: 'crm-widget',
         recipients: '{!recipientEmails}'
     }"
     entityFields="Id,Name"
     width="100%"
     maxHeight="infinite"
     scrolling="auto"
     height="100%"
   />

8. Click Save.

Bonus: Show only Insights or Recommendations

You can create multiple copies of a Visualforce Page element and display Recommendations and Activities in different locations on an object page by hiding either section:

showActivities: false;
showRecommendations: false;

Example (Insights only)

<apex:canvasApp
  developerName="showpad_canvas_app"
  parameters="{
      domain:'{{subdomain}}',
      recipients: '{!recipientEmails}',
      showRecommendations: false
  }"
  entityFields="Id,Name"
  width="100%"
  maxHeight="infinite"
  scrolling="auto"
  height="100%"
/>

warning

Repeat the above process for each instance you want to connect.

Add to Page Layouts

Your new Visualforce Page element can now be used on object detail pages like any other Visualforce page.

We recommend using different page layouts and/or filters by user groups to only show the appropriate Showpad Recommendations & Insights App for users that also have access to the corresponding Showpad instance.

Updating Manual Copies

Salesforce admins should regularly check for new versions of the Showpad for Salesforce App in the Marketplace. Installing updates will not automatically update the manual copies of the Visualforce Pages. The admin must adjust the version settings of the pages.

1. In Salesforce, click the gear icon and select Setup.

2. Navigate to Custom Code > Visualforce Pages.

3. Click Edit for the Visualforce Page element to update.

4. On the Version Settings tab, ensure the Showpad for Salesforce version points to the latest version.