Integrating Brainshark with Salesforce allows you to share content, track viewing data, and access learning courses directly within your CRM environment. Installing the Brainshark CRM Connector package streamlines your sales enablement processes by connecting your training and content delivery directly to your sales workflows.

Key features

• Share presentations directly from Salesforce
• Track viewing data and engagement within Salesforce records
• Access formal learning courses and training without leaving the platform

You need this to succeed

• Plan: Bigtincan Basic Content, Bigtincan Content, Bigtincan Elite, Bigtincan Essential, Bigtincan Standard, Bigtincan Standard Plus
• Permissions: Salesforce Administrator
• Roles and Privileges: You must have the provided Brainshark CRM Connector installation link

Do this step by step

1. Log in to your Salesforce environment.

2. Open a new tab in your browser and paste the provided Salesforce installation link.

   Note: If you are installing the package in a sandbox environment, ensure that your installation link begins with test.salesforce.com rather than login.salesforce.com.

3. Select Install for All Users and click Install.
4. Select Yes, grant access to these third-party websites, then click Continue.
5. Wait for the installation to process and click Done.
   Note: This application can take a long time to install. You will receive an email after the installation has successfully completed.

Pre-Approving the Bigtincan App in Salesforce

Before your organization can connect the Salesforce integration, a Salesforce administrator must pre-approve the Bigtincan app within Salesforce administration. This is a one-time setup step required to authorize the Bigtincan connected app to access your Salesforce org.

To pre-approve the app, follow these steps in Salesforce:

1. Log in to Salesforce as an administrator.
2. Navigate to Setup → Apps → Connected Apps → Manage Connected Apps.
3. Locate the Bigtincan app in the list of connected apps.
4. Click Edit Policies next to the Bigtincan app.
5. Under the OAuth Policies section, set Permitted Users to Admin approved users are pre-authorized.
6. Click Save to apply the changes.