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

enableProductContentFirst 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.productSearchPage

 

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.

productContentEditor

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 the products on my opportunities. The opportunity in the image below contains two products.opportunityPage

 

When I open the Sales Coach by clicking on the button, I will see a Product Content section, which includes content relevant to the products on my opportunity.salesCoachProductContent

 

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.productSearchPage

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.

copypasteProductContent

We’re hoping you find this feature useful and welcome any feedback.  If you have any questions or feedback, you can reach us at support@cloudartillery.com