CloudShare's integration with Salesforce lets sales engineers send POC invitations to CloudShare environments from within Salesforce. An end user invitation lets any user spin up and view their own personal copies of a CloudShare POC environment in their browser. You can create end user invitations from a Salesforce opportunity page, specifying the recipient of your choice. There's no need to log into CloudShare in order to send an invitation.
You can also track the status of a POC invitation from the Salesforce opportunity page, seeing when it was accepted and when the end user engages with the selected environment.
The CloudShare Sales Enablement package is installed and configured by a Salesforce administrator, using a CloudShare user's API details.
Although sending and monitoring Salesforce POC invitations does not require a CloudShare login, you do need to prepare the Blueprint in CloudShare that will be the source for the recipient's personal environment. (This may be done separately by your IT personnel on CloudShare.) We recommend synchronization between IT and sales activities to ensure that invited POC users receive the correct, up-to-date environment.
To set up the CloudShare invitations package: