Salesforce Sales Cloud: Content Performance

Roles: Authors, Admins

Guru's Content Performance feature provides visibility into how your prospects are engaging with the content your team is sending. By connecting Guru to Salesforce, Product Marketing can now report on which sales assets are influencing which opportunities, and the attributed value associated with them. You will have new insights into the performance of your marketing assets, along with powerful drill down capabilities, to help you understand which of your assets are driving your deals forward.

How to Set Up Content Performance

  1. Navigate to the "Team Settings" page under your avatar on the top right side of the Web App.

  2. Select ‘Content Performance' from the left sidebar

  3. Click ‘Connect New Salesforce Team’

    1. NOTE: This will trigger the necessary mapping to your Account, Lead, Contact, and Opportunity records.
      Screen Shot 2019-10-03 at 4.10.35 PM.png

  4. Once your Salesforce integration is active, you will need to enable Content Tracking on your desired Collections. Choose the Collections you want to enable from the dropdown menu:
    Screen Shot 2019-10-04 at 11.32.20 AM.png

NOTE: Net new Cards are defaulted to public when an asset is uploaded in a Content Performance Collection. This ensures external files have the right permissions and can be shared without extra effort. To read more about a Card's sharing settings see here: Access Controls

Educating the team

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