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Work is assigned and completed in Salesforce, so it’s important to set up quick links.
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In Salesforce, add the following reports to your Favorites (click the Star) |
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Before you can write, you need to know what you’re writing about . 
To find this information, follow these steps:
Click the Account Name (this is the client)Â
Navigate to the “Related List Quick Links” on the right-hand sideÂ
Click the “Show All” linkÂ
Click “Fulfillment Work Done (#)” Click
Check if a line item exists for a content piece*
If not, click the down arrow and select Edit for that month’s Page Optimization requestline item
Check if there are Internal Notes on what to write and follow those
If there are no notes, you can do one of the following:
Blog articleArticle
Custom Page
Catalog pagePage
Catalog Service pageRegional pagePage
Regional Page
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Sometimes, the SEO Specialist will create a line item for a future content task instead of using notes on the optimization task (ie: you will see “BMW Repair” listed as a planned “Custom Page”). In this instance, complete that request and edit that line item when your work is complete. |
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Step 3: Log Work Completed
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Fulfillment Work Done
The SEO Content Task itself
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We log information in Fulfillment Work Done |
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because this is where |
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a client’s monthly report data pulls from |
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This also makes it easy to see what was done at a glance |
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, all in one place. |
Log Work Completed in Fulfillment Work Done
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Click the Account Name (this is the client)Â
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Navigate to the “Related List Quick Links” on the right-hand sideÂ
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Click the “Show All” linkÂ
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Click “Fulfillment Work Done (#)”Â
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Select “New”Â
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Go to “Fulfillment Work Done” for a client
The line item should already exist for at least one content piece
Note that “Page Optimization” tasks are SHARED between Content and SEO
If the SEO work is already complete or not needed for the line item
Update the Internal Notes to say “Content Complete”
Move the page URL from the “Destination URL” field to the “Content Link” field
Mark the status as closed
If SEO work is needed but isn’t complete
Update the Internal Notes to say “Content Complete”
Do not move the link or change the status
To add a new Line Item for a second or third piece of content, select “New”
Fill in the following fields like so:
Status: CompleteÂ
Date: Select either the 2nd or 3rd of the month, regardless of the actual date (only three items can show on a monthly report and SEO Specialists will always use the 1st of the month for their task. The 2nd and 3rd are typically reserved for Content Writers). *
Content Type: Choose Blog, Custom Page, or Page Optimization (Catalog/Service updates)
Content Focus: Note the keyword/phrase
For Catalog/Service page updates, include “Page Content” after the keyword/phrase
Content Link: Include the full link to the page/article
Click Save
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*Only three items can show on a monthly report, and SEO Specialists will always use the 1st of the month for their optimization task. The 2nd and 3rd are typically reserved for Content Writers. If there are more than three items in a month, you can use 4th, 5th, etc. but keep in mind that these will not show on the monthly report |
Log Work by Closing the SEO Content Task
Click into the SEO Content Task (Content Piece 1, Content Piece 2, etc.)
Click “Close” (up near the very top, next to Edit)
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