Summary
There are 3 dashboards available in Salesforce with the PathFactory for Sales integration:
- Active Contacts: Get a quick view into the accounts and contacts which are owned by you, with the option to dive deeper into either the account or contact engagement activity
- Account Content Insights: See the total engagement from an account over a set time period, or drill down to view specific account members’ engagement on any given day
- Visitor Content Insights: See an individual’s engagement over a set time period, including a summary of their top content during that time and their specific journeys through content from any given day
Where to Find the Dashboards in Salesforce
PathFactory Insights
Available in 1 location:
- On the PathFactory Insights tab that you add as a Salesforce Visualforce page
Account Content Insights
Available in 2 locations:
- On any Account page
- On any Opportunity page
Visitor Content Insights
Available in 2 locations:
- On any Contact page
- On any Lead page