Frequently asked questions about automatically pushing recommendations
Below are the answers to some frequently asked questions on automatically pushing recommendations. More information on this feature can be found on our suggested references page.
What is the suggested reference feature?
A new “Suggested References” button available on the opportunity record. The button opens a popup of recommended customer reference content, or live references, and is based on attributes of the opportunity. The Salesforce user doesn’t need to leave the opportunity or compose a search to see the best available references. “Find More” buttons at the bottom of the popup takes the user directly to the search results based on the same mapping rules.
How does suggested references make its suggestions?
Suggested based on rules set up for your organization that maps attributes of the opportunity (i.e. industry, opportunity stage) to search criteria. Our suggestion algorithm then features the more current artifacts or references across a diverse set of matched results. For artifact, sorting is by last modified date and de-duplicated by reference name as needed to recommend the top suggested artifacts.
Can I change the label of the suggested reference button?
Yes. The button label can be customized in Salesforce. Other attributes of the popup are not editable.
Are clicks on artifacts suggested in the popup tracked?
Yes, each click of the artifacts displayed in the popup is tracked and available in Boulder Logic reporting.
What is involved in setup of this feature?
From the client side, the new button needs to be tailored to pass data from the relevant opportunity fields to the Boulder Logic API. The reference program owner will also need to specify the mapping of fields and values from Salesforce into Boulder Logic. A spreadsheet for preparing the mapping is provided. From the Boulder Logic side, the mapping needs to be uploaded to your application from the back-end. Adjustments to these mapping are not available in the Boulder Logic admin page.
Do I need to tag all my content and references?
No. Instead of making you add and maintain special tagging, we use a mapping that relates fields and values from your CRM to fields and values in Boulder Logic. This is a much simplier and more flexible approach.
Are the fields, which can be mapped, limited only to those within the opportunity?
No, it is possible to use fields that have a relationship to the opportunity or are within a related list.
Do my field names and list values need to match what exists in Salesforce?
No, because the names you have in Salesforce don’t necessarily need to be identical to what you have in Boulder Logic. For instance, you can have a product name in Salesforce that is named differently in Boulder Logic. It’s only essential that the mappings correctly reflect both sides.
Relevant references and content are automatically presented based on attributes of the opportunity
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