Jump to Content

v1.0

Guides

v1.0Home Guides

All

Pages

Start typing to search…

Introduction

What is Pocus?
Platform overview

🔮 Pocus 101 User Guides

Getting started with Pocus AI
Inbox
Lists
- Pocus List Library
- Building Lists with Pocus Enriched Data
Search
Navigating Pocus
Filter Deep-Dive
SmartMap
Identity Resolution

📚Resource Library

How-To Videos

👩‍💻 Past Webinars

Past Webinars

🛠️ HOW TO SETUP

Configuring the Company Profile
Goals
Playbooks
Drilldowns
Signals
Scores
- Score Calculation Deep Dive
Actions
User Management
Bombora Intent Data
Frequently Asked Questions
Setting Gmail as Your Default Email Client

🧢 Leadership

Coaching
Playbook Performance Reporting
Opportunity & Usage Reporting

📊 BUILDING YOUR DATA HIERARCHY

Data Refresh
Creating Objects & Associations
Data Sources
Fields
- Pocus Enrichment Fields
Custom Expressions - Pocus Query Language

🔗 INTEGRATION GUIDES

Snowflake
- Pocus Data Share Reference
BigQuery
Redshift
Postgres
Athena
Databricks
Hubspot
Salesforce
- How to embed Pocus within Salesforce
Outreach
Gong
Clari Groove
Apollo
Salesloft
GSuite
Slack
Website Visitors
- RB2B Integration: Person-level Website Visitors

Powered by

Salesforce Actions

Pocus allows you to configure custom actions to create and update records in Salesforce

Updated about 1 year ago

What’s Next

Update Salesforce