The steps for our Salesforce.com integration are:
- Copy your special Bcc: email address provided by Salesforce.com to the clipboard.
This is a screen shot from Salesforce.com
- Launch CustomShow Online and choose “Salesforce” from the menu.
- Paste your Salesforce.com Bcc: email address into the dialog that appears.
CustomShow then automatically tracks invitations to view SlideShows and Online Meetings, as well as every time someone views a SlideShow.
All of this tracking info is automatically assigned to the proper lead in Salesforce (so if a sales person sends a CustomShow SlideShow to 10 people, he or she will be able to track individual metrics for each of those people).
This is great for sales people because as they or their prospects interact with CustomShow the results are automatically tracked in Salesforce.com.