How To Share a Trust Center via Salesforce

Table of Contents

• Summary
• Steps
• Additional Resources

Summary

After all prerequisite steps have been finished by your team, please follow the steps below to share a Trust Center via Salesforce!

NOTE: The terms 'Trust Center' and 'Profile' may be used interchangeably.

🔗 Steps

1. Log into Salesforce.com
2. Navigate to the Whistic app.
3. Select an account, opportunity, or contact you would like to share with.
   1. If you are doing a test share, please use a fake domain such as whistictest.com. Otherwise, please contact Whistic for alternatives.

4. Select "Share Profile" in the "Whistic Profile Shares" box

   

5. Select or create contact(s) and select Next

   

6. Select the profile(s) you'd like to share

   

7. Confirm the recipient information, profile, etc.

   
8. Click "Share Profile(s)"!

📚 Additional Resources

• To learn more about deleting an archived Salesforce Whistic Trust Center, please click HERE.