Overview of User Roles in PathFactory PathFactory provides default user roles as well as the ability to add your own custom user roles and set the...
2022 Release Notes: Release J Introducing PathFactory for Revenue Intelligence, Templated Experiences and Themes, all of which means…we needed a new top navigation in our...
2022 Release Notes: Release M Customization is the operative word for Release M! We have added content filters so that you can more precisely view...
2022 Release Notes: Release N We have made some changes within PathFactory for Revenue Intelligence, so that you can embed this instance directly within SalesForce....
Adding the PFRI Package into Salesforce 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.
2022 Release Notes: Release Q What’s new? New navigation on main menu bar Standard Experiences (formerly Campaign Tools) The PathFactory team is hard at work...
2022 Release Notes: Release T 2022 Release Notes: Release T Release T is here and it’s the last one of the year! We have added...