Latest articles from Uberflip Help Center
Sales Assist works best when integrated into your current sales workflows. And since so many of our users are working in Salesforce.com (SFDC) daily, we want to meet your team where they’re...
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Depending on your audience, content experience pages you create in Sales Assist may have different purposes, and your teams may refer to them differently. To align Sales Assist with your team's...
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Want to declutter your Uberflip account by archiving old, dead Digital Sales Rooms (DSRs) and Items your reps have created? Sales Assist can do that for you automatically! This article will...
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If you're a Sales Assist admin, you can view stats on how your team and their Sales Assist generated Digital Sales Rooms (DSRs) are doing. This article will show you how. Before you begin The...
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Sales Assist admins receive an email summary of their team’s Sales Assist performance each week. This article outlines the details of this performance summary, and how to opt-in or out of the...
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Learn how you can create additional environments in Sales Assist to customize the Sales Assist experience for different user groups. Before you begin To add Sales Assist environments, you need...
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Learn how to configure Sales Assist user permissions to determine which app features your users can access. Before you begin To configure app permissions, you need to be a member of the...
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Learn how to install, set up, and administer Sales Assist in your Uberflip account. Before you begin Anyone can use Sales Assist to share Digital Sales Rooms (DSRs). But only users with a Sales...
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Question Can I set up a Stream so that its content doesn't appear in Sales Assist, such as a hidden Stream that I don't want to be shared? Answer Yes, you can prevent any Stream (and the content...
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