Getting Started

Sales QuickStart Guide
So, your company is using KnowledgeTree but why should you? After all, you've got selling to do and more tools than you know what to do with! Nev...
Wed, 2 Mar, 2016 at 10:55 AM
Discover the Right Content in Salesforce
Discovering and finding the right content in Salesforce using KnowledgeTree is as simple as a few clicks. At the end of this tutorial, you'll be on ...
Tue, 29 Sep, 2015 at 9:57 AM
Sharing Content with KnowledgeTree for Salesforce
Now that you have learned how to Discover content, sharing documents using the KnowledgeTree for Salesforce application is as easy...
Fri, 15 Jul, 2016 at 10:59 AM
About Share Activity Notification Emails
Share activity notification emails help Sales Reps stay on top of their prospects.  These real time notifications get sent to the rep whenever a prospect Vi...
Tue, 28 Jul, 2015 at 2:29 PM
Using Chatter to Highlight Content
Chatter is a great way for users to leave feedback about content in Salesforce. It's also a great way for content managers to highlight certain content...
Tue, 28 Jul, 2015 at 1:30 PM
Previewing KnowledgeTree with Salesforce1
Today's sales teams are increasingly using mobile devices when working with prospects in the field.  Salesforce1 is a mobile application for both iOS a...
Tue, 28 Jul, 2015 at 1:33 PM
Providing Feedback about Content
As reps converse with and manage prospects, their content needs can evolve.  At any time, reps can quickly send feedback to their marketing team about the c...
Tue, 29 Sep, 2015 at 9:18 AM
Using the KnowledgeTree Tab in Salesforce
You can use KnowledgeTree's sharing capabilities through the KnowledgeTree tab in Salesforce.  This can be used when you aren't working in a parti...
Tue, 28 Jul, 2015 at 2:15 PM
At-a-Glance Prospect Engagement History
KnowledgeTree allows you to see what content has already been shared with and viewed by prospects within the record you are working with. With our at-a-glan...
Tue, 8 Sep, 2015 at 3:59 PM
Using Guestbook
KnowledgeTree's Guestbook feature gives you the ability to collect information from unknown prospects, driving better analytics for...
Fri, 1 Jul, 2016 at 2:30 PM