How do I integrate Brandfolder with Salesforce?
Users can now create and utilize a Brandfolder tab inside their Salesforce accounts. This means you can quickly find sell sheets, contracts, sales decks and everything else which your Brandfolders are comprised of – right from the Salesforce interface. Since Brandfolders can be shared internally with your marketing team, you can be sure that these assets will be up-to-date, relevant and accurate.
- As a Salesforce Administrator, head to the "Create" section and click on Tabs. Once you're in Tabs click on the New button.
- Choose “Full page width” for the screen your Brandfolder integration will appear on.
- Under “Display Properties,” fill in the “Tab Label,” “Tab Name,” “Tab Style” and “Content Frame Height.”
- Enter the URL that you would like integrated. You can link to a single Brandfolder using a specific URL, or multiple Brandfolders using the My Brands page.
Great Job! Now you can easily access your Brandfolder via its own tab in Salesforce.