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
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
4. Copy-Paste product content
To save time in setting up products, it might be helpful to copy content from one product to another. In order to do this, search for the product that you want to copy from then click the “Copy” link on the row for that product.
After clicking on the “Copy” link, a “Paste” button will appear next to the other products. Now you can search for the product that you want to copy the content to. Once you have found it, click on the “Paste” button to finish the copy-paste job. If you change your mind, you can click the “Cancel” link.
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