Let’s say you’ve installed the plugin. Now, to share a Folloze board with a Salesforce lead:
1. Open your Salesforce home page. Click the Leads tab.
2. Select the lead you want to contact.
3. To the right of the lead’s name, click Send Content (note the Folloze logo on the button).
4. Choose Send a Board from the drop-down menu.
5. Select the board you want to share. Click Next.
6. Preview/customize the email invitation the board will be sent in.
7. When you’re done preparing your email invitation, click Send. Your board is now on its way.
Note: Whenever you share Folloze content with a Salesforce lead/contact, Salesforce creates a task recording the action under Activity History.