Add Tourial Engagement as Salesforce tab | Navless Product Documentation
The documentation explains how to add the Tourial Content View object as a custom tab in Salesforce by navigating to Setup, searching for Tabs, creating a new Custom Object Tab, selecting the Tourial Content View object, choosing a tab style, and saving the changes.
- 1.
Go to Salesforce Setup and search for Tabs.
- 2.
Under Custom Object Tabs, click New.
- 3.
Select the Tourial Content View object and then you can select any tab style. Click next and save.
Related
Create an SFDC report using Engagement Data | Navless Product Documentation
The Navless Product Documentation explains how to create a Salesforce report using Tourial Engagement Data by logging into Salesforce, selecting the "Tourial Content Views with Lead" report, applying filters for all content views and all time, adding key fields like Tourial Content Name, Date Viewed, and Lead Email, and grouping rows to visualize engagement metrics, which can then be added to dashboards for marketing or sales insights.
Add Tourial Engagement to record's Lightning page | Navless Product Documentation
The documentation explains how to add a custom "Tourial Engagement" tab to a Salesforce record's Lightning page—using the Account object as an example—by first adding the Tourial Content View related list to the page layout, then editing the Lightning Record Page to create a new tab containing the "Related Lists - Single" component linked to Tourial Content Views, enabling easy access to engagement activities on that record.
Engagement Data with Salesforce | Navless Product Documentation
The documentation explains how Salesforce administrators and Tourial admins can install the Tourial Salesforce package to create a custom object called "Tourial Content View," enabling the flow of detailed engagement data—such as content name, type, view date, URL, total time spent, CTA clicks, and first session date—from Tourial experiences to Salesforce Lead, Contact, and Account records, provided the visitor has submitted a form with an email address.
How to Create a Salesforce Dashboard to Measure Tourial's Impact
The guide explains how to create a Salesforce dashboard to measure Tourial's impact by first setting up a custom report type with Tourial engagement fields linked to Contacts or Leads, then building detailed reports—such as tracking Tourial views by lifecycle stage—to analyze user interaction and influence on the sales pipeline.
Leads Forms in Salesforce
The Salesforce lead form integration with Tourial enables tagging leads created from Tours using a custom checkbox field named "Tourial_Source" on the Lead object, and allows passing Tourial form submission data to corresponding Salesforce lead or contact records by creating and mapping matching fields in Tourial forms connected to Salesforce.
Salesforce Integration Setup with Tourial
The Salesforce integration setup with Tourial involves connecting your Salesforce account through the Tourial app by authenticating access, installing the Salesforce package, and enabling the Engagement Activity feature in the settings to capture and send engagement data, with separate documentation available for configuring Salesforce lead forms.