Technical Guides

SSO Setup 

Enabling Single Sign-On (SSO) in Salesframe is ideal for organizations seeking streamlined user access and security management, as it eliminates the need for multiple login credentials, improving user experience and security. 

Salesframe integrates with your SSO system, such as Entra ID, enabling users to access Salesframe using their existing login credentials. This simplifies user onboarding, login processes, and access management. 

Users enjoy a hassle-free experience while maintaining stringent security protocols. 

Setting up SSO in Entra ID 

Prerequisites 

1. Microsoft Office 365 subscription 

2. Salesframe's customer specific login-URL that can be found from settings 

Open Microsoft Entra ID 

1. Sign in to Office 365 

2. Navigate to the Office 365 Admin Center 

3. Open the Admin center menu drawer located in the left menu 

4. Click on Microsoft Entra ID 

Creating new App registration 

1. Navigate to App registrations under MANAGE section in left menu 

2. Click +New application registration -button in top bar 

3. Enter Salesframe as name of application 

Navigate to Authentication on left side menu 

1. Select Web App / API as application type 

2. Copy the login-URL from Salesframe SSO-settings view to Sign-on URL -field 

3. Click Save -button 

Click Client Secrets from Certificates and secrets menu on the left 

1. Create new key for desired duration 

2. Copy the generated key value to safe place since you need it later 

Open API permissions menu item​ 

1. Add Microsoft Graph `User.Read` delegated permission​ 

2. Grant admin consent for organization 

Configuring Salesframe 

1. Open Single Sign-on -tab from settings 

2. Select Azure AD from provider listing 

3. Insert Application ID 

4. Insert Tenant 

5. Use the default endpoint "https://login.microsoftonline.com" 

6. Insert the key you obtained 

Testing 

1. Open your browser in incognito (private) mode 

2. Navigate to login URL that can be found from settings menu under Single Sign-on -tab 

3. You should be automatically redirected to Office 365 login page 

4. Enter your credentials and you should be redirected to Salesframe Admin if SSO is correctly set up. Otherwise, you see an error description in right bottom corner at Office 365 login-page 

CRM Integration  

Introduction 

This documentation outlines the process of integrating Salesframe with a client's CRM system. This integration enables Salesframe to connect to the client's CRM using API methods, retrieve Opportunity or Accounts lists, select items from these lists, create Notes or Activities, and send them back to the client's CRM. 

Overview 

Salesframe CRM integration facilitates seamless communication between Salesframe and the client's CRM system. Salesframe can retrieve CRM data, perform actions like selecting list items, creating notes or activities, and sending updates back to the CRM. 

Pre-Requisites 

1. Access to Salesframe API credentials. 

2. Access to client's CRM API credentials. 

3. Understanding of CRM API endpoints and data structures. 

Authentication 

Authentication involves obtaining access tokens from both Salesframe and the client's CRM system. Salesframe requires its own authentication token, and the CRM system requires its own set of credentials for authentication. 

Endpoints 

Salesframe utilizes the following endpoints for CRM integration: 

1. Salesframe API endpoints for data retrieval and actions. 

2. Client CRM API endpoints for data exchange. 

Retrieving “Opportunities” Or “Accounts” List 

Salesframe retrieves the Opportunities or Accounts list from the client's CRM using appropriate API endpoints. This data is then displayed within the Salesframe interface for user selection. 

Selecting List Items 

Users can select items from the Opportunities or Accounts list within Salesframe. Upon selection, relevant details are captured for further processing. 

Creating Notes Or Activities 

Salesframe allows users to create Notes or Activities associated with selected Opportunities or Accounts. Users input necessary details such as content, date, and type of activity. 

Sending Data To CRM 

Once Notes or Activities are created within Salesframe, the data is sent back to the client's CRM using API methods. Salesframe ensures proper formatting and data integrity before transmission. 

Error Handling 

Salesframe has error handling mechanisms to manage any issues encountered during data retrieval, processing, or transmission. Errors are logged, and appropriate actions are taken to inform users and resolve issues. 

Security Considerations 

1. Data transmitted between Salesframe and the client's CRM is encrypted using industry-standard protocols. 

2. Access to sensitive data is restricted based on user roles and permissions. 

3. Regular security audits and updates are conducted to mitigate potential vulnerabilities. 

Conclusion 

Salesframe CRM integration enhances productivity by streamlining data exchange between Salesframe and the client's CRM system. By following the outlined procedures and best practices, users can efficiently manage CRM-related tasks directly within Salesframe. 

For further assistance or inquiries, please contact our support team at support@salesframe.com. 

Iframe Guide 

In Salesframe you can show embedded web content, such as organization’s website. In some cases, embedding website needs to be allowed separately by IT, as showing the site in iframe is not allowed by default.  

You may choose either one or both configurations, depending on the specific requirements and existing setup of your web server. 

X-Frame-Options Header Configuration: 

This header determines whether a browser should be allowed to render a page within an iframe, frame, embed, or object. To permit embedding into Salesframe, the `X-Frame-Options` header should be set as follows: 

• X-Frame-Options: ALLOW-FROM https://*.salesframe.com https://salesfra.me https://.salesfra.me 

• This setting allows pages to be framed only from the specified domains, which include all subdomains of `salesframe.com` and the domain `salesfra.me`. 

Content-Security-Policy (CSP) Header Configuration: 

The Content-Security-Policy header is a more modern and flexible directive that can control various resources the browser can load for a given page. To specify allowed framing parents, set the CSP header as follows: 

• Content-Security-Policy: frame-ancestors https://*.salesframe.com https://salesfra.me https://.salesfra.me 

• This CSP directive specifies the valid parents that may embed a page using `<frame>`, `<iframe>`, `<object>`, `<embed>`, or `<applet>`. 

Incorporating either of these headers will help ensure that the content can only be embedded within the Salesframe tool, enhancing security by preventing unauthorized embedding on other sites. Please consult with your IT department to determine the best practice for your specific server environment and to implement the necessary changes. 

SharePoint Integration 

This integration is ideal for organizations that store a lot of their sales materials in SharePoint and want a hassle-free experience with Salesframe. Materials can be moved from SharePoint to Salesframe without extra manual work. This not only saves time but also money, as not every content creator needs Salesframe training or user licenses. 

1. Selected SharePoint folders, along with their subfolders and up-to-date content are shown in Salesframe’s File Manager.  

2. Multiple SharePoint folders can be shown within Salesframe.  

3. Salesframe admins can choose files they wish to transfer from these SharePoint folders to Salesframe, which offers admins a possibility to check whether the content is suitable for Salesframe prior to making it available for sellers 

Process Description 

1. The Salesframe (SF) application utilizes Azure Active Directory (Azure AD) for user authentication via Single Sign-On (SSO). Upon successful authentication, Azure AD issues both authorization and refresh tokens. These tokens are employed by the Salesframe Integration API (SF API) to establish authorized access for both the Salesframe application and the user to the SharePoint (SP) system.  

2. The SF API executes REST API calls to retrieve essential data, encompassing file and folder structures. This data is then presented on the Salesframe application's library dashboard, preserving the original structure and naming conventions.  

3. Within the Salesframe application, users can navigate the SharePoint folder hierarchy, select files of interest, and transfer them to the Salesframe file manager. This transfer involves automatically uploading the files to a user-specified destination folder within the Salesframe environment. 

4. Once uploaded, the files integrate into the Salesframe file system. The system processes these files based on their type: PowerPoint presentations (PPTX) are segmented into individual slides, while other file types are maintained in their original format. 

Requirements: 

1. SSO Entra ID integration 

2. Set of permissions for Entra ID application to allow access to the SharePoint integration 

3. Dedicated or existing one Team Site within SharePoint 

Security: 

1. SSO login using Entra ID 

2. All REST API requests are authorized with JWT tokens 

3. No one without right permissions can’t access to the SharePoint data, and they are defined within clients Entra ID system 

4. Browsing through the SharePoint file and folder structure is possible only in one direction, from the defined root folder to the bottom (defined root parent folder is not accessible) 

Using Custom Fonts 

If your organization uses custom fonts, you can use them also in Salesframe. Custom fonts can be used PPTX slides, PPTX slide editor and in Showroom. When you have custom font that you want to use in Salesframe, please send font file to your dedicated account manager or directly to our support at support@salesframe.com.