Checklist + Best Practice Planning
Use this guide to configure PathFactory for Revenue Intelligence (PFRI) so sellers can share content quickly and confidently from Salesforce or the PFRI dashboard.
✅ Setup Checklist Organized by Product Area
Templated Experiences (Landing Pages)
| Requirement | Status | Best Practice Guidance |
|---|---|---|
| Select templates sellers can build from | ✅ | Use as few as possible based on use case (see best practices below) |
| Include a Content List/Carousel section and set it as the auto-land section | ✅ | Clear, immediate place for sellers to add assets |
| Add a featured content source | ✅ | Use a Smart Collection to automate content freshness |
| Enable a personalization message area | Recommended | Provide guidance like “Summary of call / Next steps” |
| Enable a seller identity block | Recommended | Editable headshot + contact info |
| Add helpful placeholder text | Recommended | Reduces writing effort |
| Lock brand layout, hero, testimonials, and CTAs | ✅ | Prevents over-editing and protects consistency |
| Confirm Details + Landing Page Settings | ✅ | Ensure clean URL slug, title, and metadata |
| Configure form usage | Optional | Use forms sparingly and only when needed |
| Ensure pages are correctly set for SEO | ✅ | Likely, pages for sales enablement should not be indexed |
Content Playlists (Share Marketing Content)
| Requirement | Status | Best Practice Guidance |
|---|---|---|
| Make curated playlists available for sellers | ✅ | Up to 10 playlists aligned to sales motions |
| Organize by how sellers actually talk | Recommended | Product, industry, use case, or buying stage |
| Avoid required forms, but include handraisers / CTAs | Recommended | Reduce friction for known contacts |
Private Content (Optional Enablement)
| Requirement | Status | Best Practice Guidance |
|---|---|---|
| Allow sellers to upload deal-specific assets | Optional | Best for decks, pricing attachments, procurement docs |
| Align permissions with compliance requirements | ✅ | Restrict uploads in regulated environments |
PFRI Settings + Permissions
| Requirement | Status | Best Practice Guidance |
|---|---|---|
| Ensure seller visibility of Share Content in Salesforce | ✅ | Enable on Account, Contact, and Opportunity records |
| Set one default email tracking option | ✅ | Avoid unnecessary decisions |
| Sellers must have a Revenue Role Type in PathFactory | ✅ | Ensures access to PFRI sharing workflows |
For a more detailed walkthrough of the PFRI Settings & Content Share Setup for Marketers, please refer to this article.
Walkthrough Video:
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