This article explains how to understand and navigate the Gallery App within Salesforce if you do NOT have Content Recommendations setup. If you have Content Recommendations setup, please see this article.
Before the information below will be relevant to your end users you must:
- Install the SFDC Gallery App
- Setup the Kapost Gallery as a Lead, Opportunity, or Contact
- Make sure all relevant users have a Kapost login/membership.
Note: A user must sign into Kapost every 2 weeks. If they are not signed in to Kapost and are in their Salesforce instance, a session expired popup will appear asking them to sign in again.
The Kapost Gallery will display in a tab of SFDC exactly as if you were seeing it from the Kapost URL for the gallery collection group.
View, Favorite, Download Or Share Content
All content assets in the Collection display in thumbnail views. Use the 3 dot icon under the thumbnail for quick access to preview, download, share, or favorite.
Note: Icons may vary based on permissions in settings defined by your Kapost Gallery admin.
To view the asset, hover over the thumbnail and select View More.
Once you click View More, you will be taken to the content details page.
Content details include:
- Content Type in Studio
- First Published Date
- Last Modified Date
- Settings Wheel for Kapost Admins to edit the content asset details.
- Body of Content (if applicable)
- Published URL (if applicable) - Click COPY to copy link to clipboard.
- Gallery Bit.ly - Click COPY to copy link to clipboard.
- Notes or talking points
- Custom fields (metadata tags) - Click the + sign to expand.
- Collections where the content asset exists - Click the + sign to expand.
Click the Favorite icon to add the content to your personal favorites folder. The number next to the heart icon represents how many times the asset has been favorited by authenticated Kapost users.
If settings are enabled you will see icons for downloading and/or sharing the content.
Click Download to download the content to your computer. Click Share to distribute content via Facebook, Twitter, LinkedIn and Email.
Note: You must enter the required information once one of the destination icons above is selected.The information needed to share a content asset is listed in the table below.
Record An Activity
When you click on any of the share icons or copy the bit.ly link, another modal will pop up asking if you want to record an activity. Depending on what tab you are on (Contact, Lead, Opportunity or Kapost Gallery), the pop-up will look different. See below:
Record an activity for a contact or lead:
Clicking Yes will record an activity in salesforce allowing the asset to display under the shared tab for that contact.
Record an activity for an opportunity:
Selecting names and clicking Yes will record an activity in salesforce allowing the asset to display under the shared tab for the contact(s).
Gallery Idea Submission
The Gallery idea submission feature allows Gallery users to easily submit ideas for content from a Collection Group. This gives users a structured way to submit ideas for needed content based on their observations. They can be confident that their idea is going directly to the people responsible for planning, creating and distributing their content. This feature gives Gallery users and Studio users a way to communicate.
Note: +Add New Idea will only appear for you if your Kapost Gallery Admin has enabled Idea Submission.
Click here to learn more about Gallery Idea Submission