Install lightweight widgets for displaying opportunities, live feed and challenges.
All Aptivio Salesforce widgets are visual force pages that can be used in a custom lightning page app.
STEP 1. Set the team token.
To set the team token, copy the token from Aptivio Team Admin/CRM Sync, paste it in the Salesforce Settings Tab, organization settings from our app, and use the save button:
Step 2. Add the widgets to a page or dashboard.
The Aptivio Salesforce widgets become available and can be added to any Salesforce page or dashboard to display an individual user's Live Feed, Challenges and Opportunities.
STEP 3. Click the widget to expand the corresponding pop-up Aptivio page from within Salesforce.
Live Feed
Challenges
Opportunities
