Introduction
The SalesHood/Salesforce Content Management Application allows you to prescribe content in context at the right stage of the opportunity, within the opportunity page in Salesforce. The App fetches specified Salesforce field values and queries the SalesHood Content database for documents that have been tagged with those field values or search terms. The Salesforce fields used are completely customizable and the permissions to access those fields are configured by the Salesforce Administrator.
How it works
As you can see below, we have customized the SalesHood/Salesforce Content Management App to pull content form SalesHood based on tags that correspond to Salesforce fields Industry, Product, and Stage. For example, if a rep was working on a deal in the qualification stage, looking to sell a Product Playbook, for a client in the Communications industry, they would be served just the right internal and public/customer-facing content queried from the SalesHood Library, viewable without leaving Salesforce.
Setting Up Custom Tags
In order for the App to properly query SalesHood Content, you must set up custom tags in SalesHood that match your chosen Salesforce fields and values. See the picture below, and notice how the Salesforce values within the Stage field match the tags within the Stage tag group in SalesHood.
To learn how to create custom tags, visit the following Knowledge Base article: Create tags to assign to SalesHood files
Tagging Content
Once you’ve set up custom tags, it’s now time to start tagging content so they can show up in the app.
You can tag multiple files at once upon upload, or you may tag files individually. To learn how to tag files, visit the following Knowledge Base article: Tag individual or multiple (bulk) files
Designating content as Internal Only or Public/Customer-facing
You’ll notice in the App that the content is split into two categories, Internal Only on the left side of the screen, and Public/Customer-facing on the right. Internal Only files contain information useful to your reps and are not to be shared with prospects or customers. Public/Customer-facing files are meant to be shared with clients or prospects and could include one-pagers, marketing materials, etc.
In SalesHood, you are able to designate any piece of content as Internal Only or Public/Customer-facing when viewing a file or uploading a file(s). This is done the same way content is tagged. As you can see below, when uploading content you will see a External facing dropdown with options Yes, No, and None.
By choosing “No” in the External facing dropdown above, the document(s) are marked as Internal Only and will show up in the Internal Only section on the left of the Salesforce app.
Search
With the search bar in the App, you’re able to search any content by keyword, regardless of whether or not the tags match with the fields set in the App.
Pinning Content
By pinning content, you are able to override the query to make sure certain content is in front of all of your reps, regardless of the fields set in the App. See what it would look like below:
Pinning files in SalesHood is easy. All you have to do is navigate to the Information tab of the File View page, and check the Pin checkbox, as pictured below.
See Also
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