Salesforce Integration Package

Create an Invitation
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You can create and send CloudShare invitations for an opportunity, provided the opportunity is at a stage that invitations are enabled for.

Your Salesforce administrator can change which stages invitations are enabled for. When you want to send an invitation, you need a blueprint on CloudShare for the environment you want to demonstrate or let your prospect try out. Typically, you'll need to consult with IT personnel regarding which CloudShare project, region and blueprint to select when you create your invitation.

  1. Open an existing opportunity from the Opportunities tab (by clicking an Opportunity Name) or create a new one.

  2. In the CloudShare invitation area, click New Invitation. If the New Invitation button is disabled, this is because CloudShare invitations are not enabled for the stage the opportunity is currently in.

  3. Complete the fields.

  4. Click Save.

The invitation is sent to the recipient. Now track the invitation status from the Invitations area on the Opportunity page.

Note

Whenever an Invitation is sent or accepted, its status is updated immediately in CloudShare. However, by default, the Invitation status shown in Salesforce is updated only once per hour. To change the frequency of Invitation status updates in Saleforce, contact your Salesforce support representative.

Table 3. Invitation Fields

Field

Description

First Name

The first name of the contact you want to invite. This does not need to be the same as the opportunity contact details.

Last Name

The contact's last name. This does not need to be the same as in the opportunity contact details.

Email address

The contact's email address. The invitation will be sent to this address.

Opportunity Name

This field is read only and displays the name of the opportunity. 

Invitation valid for (days)

Specify how long, in days, you would like the invitation to remain valid for.

Project Name

From the dropdown, select the CloudShare project from which you are going to select a blueprint.

Owning project member

Select the CloudShare project member to which the prospect should be assigned. The owning project member usually becomes the prospect’s point of contact for any questions about the POC or demo.

Region Name

 Select which CloudShare region you want to use the blueprint from. If your project has access to more than one CloudShare region, you might want to select the region closest to the opportunity’s location.

Blueprint Name

Select a blueprint from the Blueprint Name dropdown. The blueprint is the template from which a personal environment will be created for the invitation recipient. The blueprints available are all those that have snapshots saved to the region you selected in the previous step.

Note

The Blueprint Name dropdown may appear empty at first. After a short delay, it will fill up with options. 

Environment Policy

From the Environment Policy dropdown, select the policy that will govern the life cycle of the prospect’s demo environment.  

Note

The Environment Policy dropdown may appear empty at first. After a short delay, it will fill up with options. 

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