Sales Coach Product Content Guide

This guide will show you how to create content for your playbooks that are tied to specific products. In order to use this feature, you must be using Salesforce’s standard opportunity products feature. 1.   Enable Product Content feature First you will need to enable the product content feature. To do this, go to the Sales Coach Setup tab, and then click on the “Advanced Admin Tools” button near the top of the page. Then from the Advanced Admin Tools page, click on the “Advanced Settings” tab. This will take you to the screen shown above. From here, simply click on the checkbox to enable the product playbooks, and click “Save Settings” button. 2.   Create playbook content for products Now you can start to create content for your playbooks that are directly related to products in your catalog. To start, click on the “Product Playbooks” tab from the “Advanced Admin Tools” page.   From this page, you can search products in your catalog by name or product code. Once you have a product that you want to create content for, click on the “Edit Product Playbook” button. This brings up the following screen. This is the product content editor. From here you can create links to content just like you would for other sections of your playbook. These items will only show up on a playbook that a salesperson is viewing if the product is part of the opportunity that they are working on.   3.   Viewing product content as a sales user As a sales user, I will automatically see product specific content in Sales Coach Premium based on...

Sales Coach Premium Install Guide

Download PDF Copy Step 1: Go to the Sales Coach Premium AppExchange listing and click “Get it Now”. Here is a link to the listing: Sales Coach Premium Listing. After you click the “Get it Now” button, you will be asked to confirm whether you are a Salesforce customer and whether you are the administrator or not.  It will also ask if you want to install in your sandbox or production instance. Once you click continue from there, you will be brought to a familiar Salesforce login screen. You will enter the login credentials of whichever Salesforce environment you want to install Sales Coach Premium into.   Step 2: Installation and Deployment After you put in your login and password, you will be brought to the following screen.  This page shows you what is included in the Sales Coach Premium package. Click continue to install. On the next few pages you will see and confirm what parts of Salesforce the application will come in contact with.  You can also choose whether to deploy the application to just admin users or to all users.  Finally, on the last page, there will be an Install button. Once the Install button is clicked, you’re almost done with the installation.   Step 3: Configuration First, you will want to create some “playbooks” for your sales people.  You can do that by clicking on the drop down menu in the top right (app selector), and choosing “Sales Coach Premium”.  Then you can click on the Sales Coach Setup tab. The setup tab should show you two pick lists at the top.  One is for...