Salesforce Sales Cloud: Knowledge Component for SFDC Opportunities
Roles: Authors, Admins
Edition: Builder, Expert Plans
Guru’s embeddable Knowledge Component for Salesforce Opportunities predictively suggests relevant knowledge cards based off the deal stage of any given opportunity. Delivering the right knowledge for the deal at hand.
Guru's Component for Salesforce Opportunities can be installed through the Salesforce AppExchange here.
What is Guru's Component for Salesforce Opportunities?
With Guru's Component for Salesforce Opportunities installed, when viewing the Details section of an Opportunity in Salesforce, Guru will display recommended Cards that have been historically successful for other users on your team when sent to prospects at this stage. Your team will have access to situational content right from the Opportunity record - no need to search.
How are Cards recommended?
In order for a Card to show up as recommended it must have been:
Sent and tracked via Guru at least once previously at the same Stage of the Opportunity the user is viewing
Sent more than three times OR be a New Card
NOTE: Cards that have been created within the last 14 days and sent at least once will display a
How are Cards Ranked?
Ranking is determined by the ratio of the number of times a Card has been sent (using a tracked content link) to the number of times a Card has been clicked.
Example: If a Card has been sent out via a tracked link 30 times and clicked 15 times, the ratio is 30:15. A Card with a ratio of 30:21 would be ranked higher than a Card with ratio 30:15.
How to Set Up the Guru Component for Salesforce Opportunities
The Guru Component is installed through the Salesforce AppExchange here
NOTE: You must be a Salesforce Admin in order to install this integration.
Educating Your Team
Admins and Authors should review Content Performance Analytics to understand how to monitor your content's influence on the buyer's journey. You can also learn how to set up tracked links for email campaigns/outreach sequences here.
Provide your reps with instructions on How to Send a Tracked Link & Utilize the Tracking Dashboard as additional resources in gaining the full value of this feature!