Use Showell Inside Salesforce to Share and Track Sales Content

For many sales teams, Salesforce is the system of record for deals. It is where the pipeline is managed and customer interactions are tracked.

But when it comes to sharing content, that workflow often breaks: you leave Salesforce to find files, search through folders or another tool, then come back to send them.

What was shared, and how the customer engaged with it, is not clearly connected to the deal.

For sales leaders, this creates a visibility gap. Pipeline shows where deals stand, but not what information the customer received or how they interacted with it. Showell brings content into Salesforce, so sales teams can access, share, and track materials in the same place where deals are managed.

💡 Salesforce is available as an Integration for Professional and Enterprise plans.

How the Salesforce Integration Works

Showell is embedded into Salesforce and can be opened from the Home tab, App tab, or directly from record pages such as accounts, contacts, and opportunities.

You can open the Showell App inside Salesforce and access your full content library with all available features. When you want to share content, you can do it directly from a Salesforce record using the “Share files from Showell” button.

The record you are working on is automatically added to the share as the recipient or related object. You can also add additional contacts, leads, or accounts if needed.

Once the content is shared, the share is logged in Salesforce. You can view it from the record, the activity history, or the Showell Shares tab.

This keeps your content activity and customer engagement tied to each deal, so everything stays in one place and in context.

What You Can Do with Showell Without Leaving Salesforce

Instead of moving between systems, you can handle content while working on the account, contact, or opportunity in Salesforce.

With Showell inside Salesforce, you can:

• Open the full Showell App directly from Salesforce

• Share content from accounts, contacts, opportunities, leads, and calendar events

• Automatically link shares to Salesforce records

• Associate existing shares with relevant records

• View and manage shares from within Salesforce

• Track engagement through share analytics and dashboards

Everything stays connected to the record you are working on.

Share Content from Salesforce Without Leaving the Deal

When you need to send materials to a customer, this often happens outside Salesforce.

You download files, attach them to emails, or share links from another tool. The connection to the account or opportunity is not always clear.

With Showell, you can share content using Digital Sales Room directly from Salesforce records.

From an account, contact, or opportunity, you open the share window and send content without leaving Salesforce. The record is automatically added to the share, so you do not need to link it manually afterward. You can also connect existing shares to records using the “Associate with Showell Share” option.

This keeps each share tied to the deal and the people involved, so you can see what was sent and where it belongs.

Track Customer Engagement Directly in Salesforce

Once content is sent, the next step is to see how the customer engages with it. With Showell, this information is available in Salesforce.

Open the share from the record or from the Showell Shares tab. From there, you can:

• view the share link and message

• see who opened the content

• see which files were viewed

• see how long each file was viewed

You can also use Salesforce dashboards to see patterns across shares, such as:

• which shares receive the most visitors

• which files hold attention the longest

• which content is shared most often

1

Open Showell and Showell Shares from Salesforce.

2

Open any record from Contacts, Leads, or Opportunities.

3

To share files, click 'Share From Showell'.

4

The record is automatically added in the 'recipient' or 'related to' field. Complete your Share by adding files and setting your share preferences.

How this Benefits Sales Reps

As a sales rep, your workflow stays in one place. You can access content, share it, and review engagement without leaving Salesforce. You do not need to switch tools to send materials or track what happened after.

You can:

• find and share content while working on an opportunity

• keep your communication tied to the deal

• follow up based on how the customer engaged

How this Benefits Sales Leaders

As a sales leader, you get visibility into what happens around the deal, especially the content that was shared and how it was used.

In addition to pipeline data, you can see:

• what was shared with the customer
• when it was shared
• how customers engaged with it

This adds context during pipeline reviews and helps you understand how your team interacts with customers.

You can also build dashboards in Salesforce to track how content performs across deals.

Using custom widgets, you can monitor:

• which shares receive the most visitors

• which files hold attention the longest

• which content is shared most often

• which files are viewed the most

These dashboards can be tailored to your needs and combined with Salesforce data, giving you a more complete view of sales activity and customer engagement.

The Business Value

When content workflows are handled inside Salesforce, the way deals are managed becomes more consistent.

Content is accessed, shared, and reviewed in the same place as the opportunity. Shares are linked to accounts, contacts, and opportunities, so you can see what was sent without searching across tools.

For sales reps, this means they can find and send content while working on the deal without having to switch tools to prepare or follow up. Plus, they can check what the customer viewed directly in Salesforce

As for sales leaders, they can see what content was shared in each deal and review engagement alongside pipeline data. This grants them more context when discussing deal progress with the team

Instead of piecing together activity from different systems, everything related to the deal is visible in Salesforce.