PathFactory for Revenue Intelligence

These instructions are for administrators to install Pathfactory for Revenue Intelligence package within Salesforce and add it to your page layout. You will be setting up a tab for PathFactory for Revenue Intelligence (PFfRI) within their Salesforce application, and then connecting PFfRI to their PathFactory account for their users to access. 

Revenue Intelligence is a crucial and emerging technology category that holds great significance for B2B sales and marketing teams. It plays a vital role in their ecosystems by enabling the capture of buying signals, identification of opportunities, and understanding buying group activity.

In addition to the aggregate views of content engagement and buying signals that PathFactory provides across all of your Salesforce accounts and opportunities, you can also narrow in on insights for a specific account or opportunity. 

With the introduction of PathFactory for Revenue Intelligence comes new data! This means new labels and meanings that you may not yet be familiar with. To ensure that you have a full understanding of the insights captured across your PFRI dashboards, read through our list of definitions

In this article, you will find the most frequently asked questions for the PFRI Beta program, along with their answers.

We've introduced new functionality to enhance your control over PathFactory for Revenue Intelligence (PFRI) content plays based on Landing Page Templates. You can lock or unlock sections and attributes within the sections. This control extends to determining which sections of the Landing Page are included or excluded in the resulting content plays.

PathFactory provides two ways for users to share content from PathFactory for Revenue Intelligence (PFRI) Account dashboards: Send an email that includes a Content Play link directly to Salesforce contacts or Generate a Content Play link to send out from another system with the appropriate tracking criteria automatically applied.

In PathFactory for Revenue Intelligence, you can now see an expanded view with the full list of accounts’ associated with any Content Engagement Insights reporting metric. Previously, you would see a maximum of 10 accounts even if the list of account previews exceeded 10.