Overview

We know sales people spend most of their day in email. They don’t have time to switch contexts to a portal or yet another tool. So we built KnowledgeTree for Gmail with that workflow in mind. From any Gmail account running in Chrome, you can access the content you need — putting hours per week back into core selling.

Get the free Chrome extension here, and you'll be up and running in seconds.

  • Automatic Content RecommendationsWe identify your sales situation based on which recipients you're emailing, and automatically suggest the most relevant content to share.
  • Multi-Asset MicrositesProspects get one-click access to custom microsites so they can easily read and re-share relevant content with their internal stakeholders.
  • Integrates with Popular ToolsAdd KnowledgeTree content seamlessly when composing emails via other sales enablement tools like Yesware, ToutApp, Sidekick, etc. For example, you can insert assets from KnowledgeTree into a Yesware template-driven email to reap benefits of both apps.
  • Syncs with SalesforceWe notify you by email and log all sharing and engagement activity right on your Lead, Contact, Account, and Opportunity records. In addition, KnowledgeTree automatically updates Salesforce with new Lead or Contact records when you share content with recipients not yet in SFDC.

Installing KnowledgeTree for Gmail

You must be running Gmail in the latest version of the Chrome web browser. This app is not compatible with Firefox, Safari, or Internet Explorer; and does not work with the newer Inbox app from Google.

  1. Add this Chrome extension with a single click.
  2. Upon successful installation, refresh your Gmail window.
  3. Open a new Compose window. You should see the KnowledgeTree icon in the toolbar at the bottom of your email.
    TIP: If you don't see the icon, try refreshing the page, and/or clearing your browser cache. In rare cases, you may need to quit and restart Chrome to activate the KnowledgeTree extension.

Connecting your Salesforce Account

If you're new to KnowledgeTree and have never accessed KnowledgeTree from within Salesforce, you must first visit any record in Salesforce, scroll to the KnowledgeTree window, and click Get Content. This creates your KnowledgeTree user account, and enables you to log in via other clients like Gmail. 

  1. In Gmail, start a new draft or reply to an existing email.
  2. Click the KnowledgeTree icon in the toolbar at the bottom of the Compose window.
  3. Click Login with Salesforce and follow the prompts.

4. You can logout at any time from the user profile menu

See Known Limitations below for information about session timeouts.

How it works

Creating Multi-Asset Microsites

You can add multiple assets to your email and build a "microsite" so your email recipients have a one-stop shop to view and engage with several shared assets. *note: the new microsite has replaced all custom color branding*

  1. Enter at least one recipient on the To: line
  2. Click the KnowledgeTree icon in the Compose toolbar
  3. Select one or more assets and click Share to add links to your email.

Previewing your Microsite before sending

  1. Click any of the links in the email body to preview your microsite.
  2. This is what your prospect will see (note preview message, no stats recorded)

Known Limitations

 This feature is currently in Beta, you may encounter a few bugs and oddities. Here are the ones we know about--please contact us if you find more!

  • If you're new to KnowledgeTree and have never accessed KnowledgeTree from within Salesforce, you must first visit any record in Salesforce, scroll to the KnowledgeTree window, and click Get Content. This creates your KnowledgeTree user account, and enables you to log in via other clients like Gmail.
  • Asset links get stripped when forwarding an email:
  • This is a known Gmail limitation. We're investigating workarounds for follow-up releases. 
  • Salesforce Sandboxes:
  • In the beta release, you cannot link KnowledgeTree for Gmail to a Salesforce sandbox org
  • Predictive recommendations:
  • Automatic asset recommendations are limited to a single recipient for now, specifically the first recipient in the To: field for which we find a matching record in Salesforce.
  • Session timeouts:
  • For security purposes, you will be logged out of KnowledgeTree for Gmail when you don't use the application for several hours. You may be prompted to re-authenticate with Salesforce. 

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