Veelo Administrators

Articles

Administrator Quick Start
As an Administrator, you are typically the person in your organization responsible for coordinating the needs of your marketing, sales and training departments in Veelo. You use Veelo to improve user productivity by centralizing and managing sales c...
Veelo Launch Communication Kit
Everything you need to launch and build enthusiasm with your users. Includes email and presentation templates. Resources for a Successful Launch  Launch Presentation Template : Includes basic instructions on how to conduct a successful la...
System and Browser Requirements
The Veelo web app works on all systems that support one of the browsers below. Our advice is to use the newest version available.                                 &n...
Tagging Content
Adding content tags not only helps you organize your content, it powers your filter bar, boosts search relevance , and drives automatic recommendations for CRM integrations. This article walks you through: How content tags work, including how...
Creating User Accounts in Veelo
Adding a new User in Veelo can be accomplished one user at a time, or you can upload several at a time using a CSV. You can add them in the Veelo Management controls area, or, if you have a Premium or Enterprise subscription with CRM user provisioni...
Deactivating and Reactivating Users
This article walks you through the process of deactivating users, as well as how to reactivate a user should you need to restore their account access. There are two methods of deactivating and reactivating users. Basic accounts, as well as Premium...
Resetting User Passwords
While in the  Management Control Area , click the  Users tab. Locate the user that needs the password reset and select the green hyperlink on the user's name.   On the bottom right under the user details, find an...
Managing User Permissions
You can make some users managers to provide them with administrative access to Veelo. Veelo also allows you to provide different permissions for the different roles required by your Veelo managers and administrators. While in the Management Contr...
Providing Content Access to your Users
This article explains the basics of providing content access to your teams, and is divided into the following parts: How Veelo Provides Content Access: An Overview Creating a Circle Adding Content to a Circle Adding Users to a Circle How Vee...
Creating Collections
Collections Explained Collections allow you to group related  PAK  and  files . You can then add Collections to a Circle to provide access to the Collection. You can also tag Collections to help drive relevance for sear...
Installing and Configuring the Veelo App in Salesforce Classic
This article shows you how to install and configure Veelo in Salesforce Classic . For instructions on how to install and configure Veelo in Salesforce Lightning , please see Installing and Configuring the Veelo App in Salesforce Lightning . The p...
Creating Training Completion Reports in Salesforce
The Training Completion Report provides you with similar data as the User Assignment Report in Veelo. However, by creating this report in Salesforce, you can filter the data using user information that can be difficult to capture in Veelo, such as a...
Syncing Data, Users, and Tags with Salesforce
This guide shows you how to set up these advanced features for your Veelo Salesforce integration. Data sync Automatic users and tag provisioning from Salesforce   In order to successfully complete the steps in this guide, you need to have...
Customized Sign-In Page
The customized sign-in page provides you with: A better brand experience for your users Single-sign on using your CRM or other system, so users don’t have to remember another password A custom sign-in subdomain (typically [company].veeloap...
Installing and Configuring the Veelo App in Microsoft Dynamics
The Veelo app for Microsoft Dynamics, available in the Microsoft AppSource marketplace, provides your salespeople with content, coaching and more directly on the  Opportunity ,  Contact ,  Account  or  Lead page. Benefits i...
Configuring Custom Relevance Fields in Salesforce
Veelo’s Salesforce integration uses two standard Salesforce fields, Sales Stage and Industry, to help drive relevance for content recommendations. However, you can customize relevance using any field in Salesforce, as long they are pick lists...
FAQs: I'm an Administrator
I've deactivated a user in Veelo, but their Veelo account keeps being reactivated. If you're an Enterprise or Premium user with Salesforce user provisioning turned on, this is because you have not deactivated the user's Veelo license ...
Adding Veelo to your Microsoft Dynamics Site Map
This article shows you how to add one or more instances of the Veelo content library to your Dynamics Site Map. This is not the Guided Selling® interface, which can be embedded in Accounts, Leads, Opportunities and Contacts. This free-standing s...
Adding your Files to Veelo and Editing File Settings
Making your files available through Veelo is one of the first steps in your implementation process. There are two ways to do this: Uploading them from your computer Syncing with your cloud repository (e.g. Box, Dropbox, OneDrive, Google Drive) ...
Pinning Featured Content to Filters
Content filter pinning allows you to feature content so your users see it front and center. When users click on a filter, they’ll see content pinned to the top left corner of the Home screen. Pinned content is also marked by a green bar to mak...
Deploy Veelo for Outlook on your Domain
With Veelo for Outlook, you can access and share content using your Outlook account and track how your prospects and customers interact with it. This article covers the steps for installing Veelo for Outlook if your IT policy requires that your IT ...
Creating Completion Certificates
You can opt to have a certificate of completion automatically emailed to a user after they complete a To-Do . This feature offers you an easy, convenient way to set up certification programs , so you can acknowledge your users when they complete...
Creating and Assigning Video Coaching To-Do's
Veelo's Video Coaching allows you to scale your training and coaching process to help users practice, reinforce training and up-level their skills to be more successful.  Managers can rate and provide feedback to individual users on their...
Email Template: Have you Installed your Veelo Sales Portal Tab in Salesforce
Customize and send the email below to help ensure your users known how to install the Veelo Sales Portal tab in Salesforce. Hi [first_name], In addition to getting content dynamically recommended in the Veelo Best Bets section in our Opportunities...
Administrator Groups Explained
This article explains the basics of the  administrative group  (admin group) feature in Veelo. The different areas covered are: Determining Whether You Need Admin Groups Admin Group Structure Basics Creating a New Sub-Admin Group Navigati...
Tracking Veelo Exam Scores in Salesforce
Veelo has the ability to transfer your users' exam scores  to Salesforce so you can correlate  their exam performance to revenue and other metrics in Salesforce. Not only does this provide you with visibility into your users' per...
Using OKTA SSO for Veelo
Veelo offers a SAML-based Single Sign-on (SSO) service, which allows users to use their organization's credentials to access Veelo. This way, there's only one username/password to remember, saving them time and making their sign-in experienc...
Automatic Thumbnails Explained
Automatic thumbnails enable your sellers to quickly engage and identify content that they need by displaying the first page of the file. How it Works The feature automatically shows your users a preview image of the first page of your files when ...
Linking Content From Web
The Links feature gives you better visibility into how your salespeople use and share your blog posts and other web content. Salespeople can share those links and see what's popular among prospects, while marketers can gain insight into what'...
Setting up Microsoft ADFS SSO for Veelo
Veelo supports single sign-on (SSO) sign-ins through SAML 2.0. The Microsoft Active Directory Federation Services (ADFS) server can act as a SAML 2.0 identity provider (IDP). The process consists of these steps: Verifying Requirements Adding...
Using Single Sign-on Services with Veelo
Veelo offers a SAML 2.0  based Single Sign-On (SSO) or Salesforce OAuth  service that allows users to use their organization’s credentials to access Veelo. You can seamlessly integrate Veelo into your enterprise security policies u...
Using OneLogin for Veelo
Veelo offers a SAML-based Single Sign-on (SSO) service, which allows users to use their organization's credentials to access Veelo. This way, there's only one username/password to remember, saving them time and making their sign-in experienc...
Setting Up your Salesforce Dashboards
Veelo dashboards in Salesforce are a great way to see how your usage data correlates to revenue . Your Salesforce integration includes several custom Veelo reporting objects  that allow you to perform that correlation. This article provides a...
Using Active Tags to Automatically Provide Content Access
This article provides on overview on how to use active tags to quickly and automatically provide content access to your users, and consists of the following parts: Active Tags Explained Applying Active Tags to Circles Applying Active Tags to Admin ...
Installing and Configuring the Veelo App in Salesforce Lightning
This article shows you how to install and configure Veelo in Salesforce Lightning . For instructions on how to install and configure Veelo in Salesforce Classic , please see Installing and Configuring the Veelo App in Salesforce Classic . The pro...
Using Bulk Actions to Manage Content and Users
While you are able to manage your users and content by clicking on their individual names and editing settings one at a time, you also have a wide range of bulk actions available from the user or content listing. This article will show you how to b...
Using Automatic Notifications to Track To-Do and Certification Progress
To track user To-Do  and certification  progress without manually running a report, Veelo's automatic notification options will email  you and other managers with your team's information. There are two types of notification...