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This is done using the Remote Site Settings in Highspot and requires the Salesforce user to be a System Administrator. of 34Ħ Remote Site Settings The next step is to configure Salesforce to allow remote access to Highspot. You are ready to configure Salesforce to allow remote access to Highspot, Inc.
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of 34ĥ Grant access to admins only Next Step 3 of 3 Install Package Install You should see confirmation when installation is complete Highspot Connector components are now successfully installed into Salesforce. See the section on Visualforce Page Security to grant access to other user profiles Highspot, Inc. Later you can give access to other user profiles to view the Visualforce Pages for displaying Highspot content within your Contacts, Leads, and Opportunities. Login to Salesforce with System Administrator account Install Highspot Connector package from AppExchange Continue Step 1 of 3 Approve Package API Access Next Step 2 of 3 Choose security level It is recommended you begin by granting access to admins only.
The user must be a Salesforce System Administrator for your company to install the package. of 34Ĥ Install Highspot Connector Package into Salesforce The next step is to install the Highspot Connector Package into Salesforce. You are now ready to install the Highspot Connector Package into Salesforce Highspot, Inc. Save Changes Salesforce integration is now enabled for your company in Highspot, which will allow the Highspot Connector components in Salesforce to access your published content in Highspot. We will configure it later when we create a Salesforce content spot. ) This user account should not be a company administrator in Highspot This user account will be configured in Salesforce to allow access to Highspot content from Salesforce This user account will require view access to the spots that contain the target content for Salesforce Salesforce Library This is the spot that references published content that is targeted for Salesforce.
Login to Highspot with Company Administrator account Browse to Settings > My Company > Salesforce Turn Access ON Enter of user account you want to give API access to It is recommended you create a dedicated Highspot user account for Salesforce (e.g. The user must be a Company Administrator in Highspot to enable this feature. of 34ģ Highspot Company Settings The first step is to enable Salesforce for your company in Highspot. This allows one to publish content for your company in Highspot and target relevant content to your employees from within Salesforce Highspot, Inc.
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of 34Ģ Table of Contents Table of Contents Overview Highspot Company Settings Install Highspot Connector Package into Salesforce Remote Site Settings Highspot Configuration in Salesforce Add Highspot Content to a Page Layout Add Highspot Content to an Opportunity Page Layout Sync to Highspot Create and Publish Your Content for Salesforce Create a Salesforce Spot Create & Configure a Spot for Publishing Content to Salesforce Publish Your Content to Salesforce Verify Your Published Content in Salesforce Security Considerations Page Layout Assignment Visualforce Page Security Highspot Tab Security Package Updates Install Package Update Release History Highspot Connector (Production Release / 2.2) Highspot Connector (Production Release / 2.0) Highspot Connector (Production Release / 1.11) Highspot Connector (Production Release / 1.8) Highspot Connector (Production Release / 1.4) Highspot Connector (Production Release / 1.3) Overview This document provides instructions for installing and configuring Highspot for Salesforce.
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The technician will either send an email to start a remote session or have you navigate to The process will have you download a small file and execute it to initiate the remote session.1 Highspot Connector for Salesforce Installation and Configuration 2015 Highspot, Inc. Remote Support for Windows, Mac, Linux and Mobile Devices. Copyright © 2002-2018 Bomgar Corporation.
The following version: 12.1 is the most frequently downloaded one by the program users. The application lies within System Tools, more precisely Remote Computing.
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This Mac application is a product of Bomgar Corporation. Our antivirus analysis shows that this Mac download is virus free.
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Download Bomgar 15.2.2 for Mac from our website for free. Site hostname can now be provided and optionally locked through MDM configuration profiles. Bomgar iOS Rep Console is now the BeyondTrust iOS Rep Console.