Sales POCs and Demos
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Sales Enablement
Proof of Concept (POC) prototypes are often essential to selling your applications, but managing POCs, tracking their effectiveness, and measuring their true value can be challenging. CloudShare's...
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Sales Enablement
You use the Create New POC wizard in the Sales Enablement menu to create a new POC and invite one or more prospects to use it. Note Before you begin, you'll need to prepare a Snapshot of the envi...
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Sales Enablement
You can view all aspects of a POC and its prospects using the POCs page. When needed, you can also manage some key components of an active POC. For example, you can change its Environment Policy p...
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Sales Enablement
Use CloudShare to track, understand and calculate ROI for every POC, past and present. CloudShare's advanced analytics provide: at-a-glance information about which POCs have not been started and ...
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Sales Enablement
CloudShare provides a Salesforce package that enables sales engineers to send POC invitations to CloudShare end users directly from Salesforce. A POC invitation lets any user spin up and view thei...
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End User Invitations
Note End user invitation functionality has been deprecated. Accounts added after July 28th, 2022 are invited to use the built-in invitation features provided by CloudShare Training Classes and Cl...
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End User Invitations
CloudShare end user invitations are the ideal solution for providing a demo lab and retaining control over a prospect’s access period. Choose a Blueprint The demo environment is created from the...
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End User Invitations
Click the Invite End User menu. The Invite New End User wizard opens, showing the first step: Choose Blueprint. From the Project dropdown list, select the Project for which you want to send an in...
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End User Invitations
The Invite End User wizard lets you send invitations to multiple recipients to spin up demo labs from one specified blueprint. Each end user receives access to a unique personal copy of the enviro...
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End User Invitations
From the Add Recipient page, select Custom message and click Edit. The Edit Email dialog box appears. You can now edit the Subject and the Body of the email. To add a variable to the email, f...
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End User Invitations
Any time after you create your invitation, you can retrieve the invitation link. Note End user invitation links are valid only for one end user per link. If you invited multiple recipients to a d...
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Salesforce Integration Package
Our integration package plugin lets sales engineers use their Salesforce account to invite end users to: CloudShare environments CloudShare sales POCs An invited user can spin up and view their ...
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Salesforce Integration Package
Important This task requires Salesforce administrator credentials. To install the package: Browse to the package installation link: Production (version 1.8): https://login.salesforce.com/...
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Salesforce Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Enter the Setup area by clicking Setup at the top right of ...
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Salesforce Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Enter the Setup area by clicking Setup at the top right of...
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Salesforce Integration Package
Important This task requires Salesforce administrator credentials. Use the following procedure to upgrade the Salesforce package from an earlier version. To upgrade: Browse to the package in...
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Salesforce Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Enter the Setup area by clicking Setup at the top right of...
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Salesforce Lightning Integration Package
Our integration package plugin lets sales engineers use their Salesforce Lightning account to invite end users to: CloudShare environments CloudShare sales POCs An invited user can spin up and v...
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Salesforce Lightning Integration Package
Important This task requires Salesforce administrator credentials. To install the package: Browse to the package installation link: Production (version 2.0): https://login.salesforce.com/...
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Salesforce Lightning Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Ensure that the relevant domain is deployed and enables all...
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Salesforce Lightning Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Enter the Setup area by clicking Setup at the top right of...
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Salesforce Lightning Integration Package
Important This task requires Salesforce administrator credentials. Use the following procedure to upgrade the Salesforce Lightning package from an earlier version. To upgrade: Browse to the ...
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Salesforce Lightning Integration Package
Important This task requires Salesforce administrator credentials. Make sure you are logged into a Salesforce administrator account. Enter the Setup area by clicking Setup at the top right of...
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POC End User Guides
Invited to conduct a POC using CloudShare? Logging in to a CloudShare POC is simple, and provides you with your own dedicated POC or demo portal, pre-configured for you by the POC creator. To star...
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POC End User Guides
You can use any of multiple supported languages for the Viewer: English German Japanese French Chinese Spanish To change the viewing language, click the icon at the top right of the Viewer. Fro...
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POC End User Guides
Welcome to CloudShare! Our browser-based Viewer brings many powerful and productive features to your POC or demo experience. Here's a guide to help you start using it quickly. Logging In to the ...
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POC End User Guides
CloudShare’s Upload Files feature enables you to easily upload files to a virtual machine in your environment. With this feature, you can conveniently complete tasks by uploading files (including ...