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.
Tourial Engagement Data sends activity to Salesforce Lead, Contact, and Account records, making it easy to gain insights into intent using the reports automatically generated by the Tourial Content view custom object.
To start, log in to your Salesforce instance (assuming you've already integrated Tourial with Salesforce) and then click New Report under the Reports section of Salesforce.
Search for "Tourial" and you'll find reports for Leads, Contacts, and Accounts. For this example, select Tourial Content Views with Lead.
Under the Filters tab, it is recommended to select "all tourial content views" and use "all time" for the first session date to get started.
As you build your outline using the necessary fields, you can find all the Tourial Content View fields available by searching for "Tourial". It is recommended to start with at least the following fields:
- Tourial Content Name
- Date Viewed
- Lead: Email
Once you have your report built, grouping rows by field(s) will also allow you to create a chart on your report. For example, you could see how many records have engaged with different pieces of Tourial Content over a period of time (such as Tours, Demo Centers, TourPlayers).
With several reports created, you can quickly add them to a dashboard for Tourial Engagement or include reports in an existing marketing or sales dashboard.
Related
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.
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.
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.
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.
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.