#Salesforce integration guide how to

Timing: This phase typically takes the longest. Phase One is all about preparing your Content Marketing and Sales Operations teams to work side by side.Īction Item: Use the Sales Enablement Preparation Guide as a roadmap to prepare your Contently tags and Salesforce fields. The guide describes the steps our Marketing and Sales Operations teams took to kick off our own installation at Contently. Our Sales Enablement Preparation Guide will walk you through Phase One. If you already have existing content in Contently, you will also need to do a content audit to make sure your content is tagged correctly. During this phase, these two teams should work together to make sure your Contently tags and Salesforce fields are configured with sales enablement in mind. For this installation process to be successful, your content marketing team will need to work closely with your sales operations team. Who you will need: Your content marketing and sales operations teamsĪs you know, sales enablement is a shared responsibility between content marketing and sales.

Phase One: Prepare your Contently tags and Salesforce fields Remember to return to this manual at the end of each phase.

#Salesforce integration guide how to

The third phase walks you through how to install and configure the integration in Salesforce. The second phase walks you through how to enable the Salesforce integration in Contently. The first phase walks you through how to prepare your Contently tags and Salesforce fields.

It will guide you through three phases to help you get up and running with Contently’s Salesforce integration.