Salesforce Sales Cloud: Content Performance

Roles: Authors, Admins

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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 'Users & Collections' page under your avatar on the top right side of the Web App.

  2. Select ‘Integrations’ under the Team Settings heading to get to the Integrations page.

  3. Click ‘Connect’ next to the Salesforce option and follow the prompts to authenticate into your Salesforce instance.

    1. NOTE: This will trigger the necessary mapping to your Account, Lead, Contact, and Opportunity records.

  4. Once the integration is established, you will need to determine how best to structure your Sales assets in Guru.

    1. TIP: Want to see a Sales Enablement Collection Template? Reach out to us at support@getguru.com or click Chat with us! under your avatar in the browser extension or the web app.

  5. Once you've set up your Collection(s) and/or identified your existing Collection(s), notify your Guru Customer Success Representative to enable Guru Content Performance on the desired Collection(s). To do this, reach out to our Support team at support@getguru.com or click Chat with us! under your avatar in the browser extension or the web app.

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

Want to learn more? Start a free trial or contact us (support@getguru.com)