CircleHD
Search…
CircleHD Help guide
GETTING STARTED
MANAGING VIDEO CONTENT
CHANNELS
PLAYLISTS
PODCAST
COURSES
COACH
MANAGEMENT
DEVELOPERS SDK
Advanced
Enable / Disable Email Notifications
ANALYTICS
INTEGRATION PARTNERS
SCIM Integration
Google SSO Integration
Zoom Integration
Slack Integration
Salesforce Appexchange Integration
How to create Groups?
SETTINGS
How to Manage Portal Users?
How to add users in bulk to the Portal?
How to Manage Portal Media?
How to Invite Users to The Portal?
How to use Full Text Search and custom fields for Content Discovery
SSO Key Rotation
MOBILE APPS
SUPPORT
FAQs
BILLING
Change Logs
Powered By GitBook
Salesforce Appexchange Integration
Please follow steps below for installation;
  1. 1.
    Login Salesforce org credentials.
  2. 2.
    Paste Package URL in the browser address bar, hit enter.
  3. 3.
    Enter package password if prompted, please contact [email protected] to get the package password.
  4. 4.
    Select "Install for all Users" option, select checkbox below and click install.
Package will be now installed in your org, please follow next steps below to add CircleHD tab to navigation bar;
  1. 1.
    Click on App Launcher icon
  2. 2.
    Search for CircleHD
  3. 3.
    Click CircleHD under "All Items" section.
  4. 4.
    Select "Add CircleHD to Nav bar" option in the drop down.
CircleHD will be added as one of the tabs in Salesforce UI.
For any questions or issues, please reach out to [email protected]
Note; You must have a paid CircleHD account and Admin privilege to install Salesforce integration. This package installation is supported in Enterprise and Unlimited editions of Salesforce only.
Previous
Slack Integration
Next
How to create Groups?
Last modified 2yr ago
Copy link