Table of Contents
Summary
Public Trust Center shares are now available via Salesforce! To enable this feature and begin sharing your Public Trust Center, review the steps below to get started.
Enables Salesforce users to quickly and easily share a view of the Whistic Trust Center with customers, without requiring them to register for an account.
Sales reps can cc themselves on the email to the recipient and click the link in the email to view the Whistic Trust Center themselves
Allows customers to send a registration-free link early in the sales process and a link that requires registration for customers in later stages of the sales process
🔗 Steps
Prerequisites
- Connect a Salesforce instance (sandbox or production) to Whistic
- More on checking a Salesforce connection can be found HERE.
- In your Whistic Trust Center Settings, enable the "Public Trust Center Link" toggle as well as the "Enable Salesforce" toggle to allow for Public Trust Center sharing via Salesforce
- Confirm that the Public Trust Center link for the selected Trust Center(s) are available to share via Salesforce within your Salesforce instance
Great, let's get started on how to start sharing your Public Trust Center via Salesforce!
- In the Whistic Trust Center Share Modal, click to share your Trust Center
- Select a contact
- Select the Trust Center(s) you wish to share
- For Public Trust Center Shares - Be sure to check the checkbox that says 'Send Public Trust Center Link(s)'
- Click Share
📚 Additional Resources
Reporting on Shares & Views
- Reporting on shares and views is currently not available for Public Trust Center shares.
- If you want to make sure you receive reporting on shares and views, please select the version of the Trust Center designated as "- private" from the dropdown
When Registration is Required
- Private Trust Centers are Whistic Trust Center shares, which will require the recipient to register to view the Trust Center contents.
- To view a Public Trust Center preview, no registration is required
- Registration is still required to view documents. Trust Center Admin can use the "Manage Document Access" button in the Public Trust Center settings to select documents that should be available without registration.
NOTE: 'Share Logs' are no longer displayed in SalesForce after sharing a Trust Center, however, 'Error Logs' will still appear if there's any type of error that arises while sharing.