Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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  1. Integrations
  2. Salesforce
  3. Engagement Data with Salesforce

Create an SFDC report using Engagement Data

See how to easily build reporting using the custom report type from Tourial

PreviousAdd Tourial Engagement as Salesforce tabNextHow to Create a Salesforce Dashboard to Measure Tourial's Impact

Last updated 1 year ago

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Tourial Engagement Data sends activity to Salesforce Lead, Contact, and Account records making it easy to get 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) and then click New Report under the Reports section of Salesforce.

Search for Tourial under and you'll find reports for Leads, Contacts, and Accounts. For the purpose of this, we'll select the Tourial Content Views with Lead

Under the Filters tab, we recommend selecting "all tourial content views" and using "all time" for first session date to get started.

As you build your outline using whatever fields needed, you can find all the Tourial Content View fields available by searching "Tourial". We recommend starting with at least Tourial Content Name, Date Viewed, and 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 (Tours, Demo Centers, TourPlayers).

With several reports created, you can quickly drop them into a dashboard for Tourial Engagement or add reports to an existing marketing/sales dashboard!

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integrated Tourial with Salesforce