The Salesforce Connector is a powerful add-on that enables your team to seamlessly sync approved content directly from Pepper Flow to Salesforce, including any CRM solutions built on the Salesforce.com platform.
We offer two solutions to get approved Pepper Flow content to your Salesforce CRM: the standalone Salesforce Connector, which combines the use of Pepper Flow and Salesforce; and the Salesforce Connector with Pepper Folio, which combines the use of Pepper Flow, Pepper Folio, and Salesforce to deliver the most compliant content delivery solution for your team.
Accessing Content in Salesforce
When the Salesforce Connector is installed, a new custom Salesforce object is created and a new tab named Vodori Content Library will be available. Within the Vodori Content Library tab is a list of Pepper Flow content that your organization has elected to display within Salesforce. Each row listed corresponds to an approved piece of content which remains in sync with Pepper Flow according to the sync processing schedule configured by your Salesforce admin (typically daily).
Clicking on a content name link opens the detail page for that asset which displays metadata from Pepper Flow and a thumbnail of the content.
Depending on the solution implemented at your organization, your experience using the Vodori Content Library in Salesforce may vary slightly. If you are using the standalone connector, the Vodori Content detail page will display a purple 'Download' button; whereas, when Pepper Folio is also in use, the page will display an 'Open' button.
Working with Vodori Content in Salesforce
Your organization's Salesforce setup will influence how you can and should use Pepper Flow content in Salesforce. Your permissions in Salesforce may also dictate which content you are able to see or use.
Please sign in to leave a comment.