Overview To get all the rich insights and power of PathFactory for Revenue Intelligence, you’ll need to integrate your Salesforce...

We have made some changes within PathFactory for Revenue Intelligence, so that you can embed this instance directly within 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. 

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.

Welcome to the latest advancements in PathFactory. With our 2023 Release V, we have added the following functionality to PathFactory: Enhanced integrations between Salesforce and PathFactory For Revenue Intelligence for more streamlined content play workflows and the ability to access PFRI contacts and opportunities within embedded views in Salesforce. New fields/data are now available via API v3 updates that integrate and share valuable visitor and page view endpoint data, particularly for Adobe Experience Cloud and Demandbase connections. Overlay and UTM parameter options are now available for Website Campaigns within Standard Experiences to provide Increased control of content titles in Website Tools with the new ability to manage multiple prefix/suffix rules. Preview and sharing options in Templated Experiences for enhanced customization. Elevated content asset security with the introduction of the Content Security Policy (CSP) toggle.

Released April 10, 2024 Minimum Session Time Data Filter Now Available for Salesforce API Export – When you’re sending PathFactory...

Released April 23, 2024 Exit Promoters – Expand your re-engagement and conversion toolkit for Templated Experiences and Content Playlists by...