Generate and access links for existing demos from within Salesforce to automatically link engagement data to the related opportunity. Keep all of your data in one place and gain a clearer picture of your sales pipeline.
*Note that these are unique links, so each time a demo viewer watches the demo using this link it will be associated with this opportunity.
How does it work?
- Go to Salesforce and navigate to the opportunity
- Click on the ‘Get a Demo’ button on the top menu
- Search for the demo you want to share with the prospect and click on ‘Copy Link’ button on the right side
- Click on ‘Create a link for [demo name].' A demo link will be generated and displayed. This link generation activity will also be recorded in Salesforce in the activity feed and demo history. You can always find it for future reference.
To see it in action, view this Walnut demo.
Important note: Every demo view accessed through this link will be associated with this deal opportunity. The engagement data from this demo session will be recorded in Salesforce and Deals in Walnut.