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Integrate with SalesScreen

Series of guides to help your technical staff integrate your 3rd party system with SalesScreen

5 authors29 articles
01 Getting Started

New to SalesScreen? Start here. Set up your account, connect your data, add your team, and create your first competition.

8 authors22 articles
02 Your Daily Use

Everything for day-to-day SalesScreen: logging activities, your dashboard, the mobile app, your player profile, and notifications.

6 authors27 articles
03 Running Competitions

Plan, launch, and manage competitions. Pick the right format, edit live runs, end and archive them, and share results.

6 authors23 articles
04 Motivating Your Team

Celebrations, achievements, coins and the Reward Shop, feeds, and TV screens — the tools that keep your team engaged every day.

9 authors53 articles
05 Managing Your Account

Admin essentials: adding and removing users, roles and permissions, SSO and 2FA, billing, and privacy settings.

7 authors24 articles
06 Connecting Your Data

How data flows into SalesScreen. Salesforce, HubSpot, API and more, plus troubleshooting sync issues.

4 authors19 articles
07 Troubleshooting

Quick fixes for the most common issues — missing data, screens not displaying, celebrations not triggering, login problems, and error messages.

2 authors10 articles
08 Scout AI

Get the most out of Scout AI — what it is, how to read its insights, and best practices.

1 author1 article