Slaesforce FAQ

how to integrate google analytics with salesforce

by Robert Kassulke Published 2 years ago Updated 2 years ago
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Link Analytics to your Salesforce Sales Cloud account
  1. Sign in to Google Analytics.
  2. In the bottom left, click Admin, and navigate to the property to which you want to link. ...
  3. In the PROPERTY column, click Data Import.
  4. Click CREATE.
  5. For Data Set Type, under CRM Data, select Salesforce.

Full Answer

Why should you integrate Google Analytics and Salesforce data?

When you integrate Google Analytics and Salesforce data, you get insights into the marketing data that can help you take actions to fetch better results.

How do I link Google Analytics to Salesforce Marketing Cloud?

Sign in to Google Analytics. Click Admin, and navigate to the property you want to link. In the Property column, under PRODUCT LINKING, click Salesforce Marketing Cloud. Click Create Link, and follow the steps to log in to your Marketing Cloud account, then click Next. Enter a name for the link, and click Save.

How do I set up Google Analytics integration?

Step 1: Set up a Google Analytics Integration User We recommend creating a dedicated Google Analytics account that has access to all organization properties and views in Google Analytics. This Google Analytics account will be used to authorize Marketing Cloud to access Google Analytics data.

Can I export data from Google Analytics 360 integration for Marketing Cloud?

Google Analytics 360 Integration for Marketing Cloud configured in Marketing Cloud ( learn more) You can't export the following: You need the Editor role for the Analytics property you want to link. Sign in to Google Analytics. Click Admin, and navigate to the property you want to link.

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How does Google Analytics work with Salesforce?

Salesforce Sales Cloud + Google Analytics It provides tools for understanding individual customers, recording detailed information about them, and providing your sales team with the required information to drive meaningful interactions with them and ultimately close deals.

How do I integrate Google Analytics with Salesforce Marketing Cloud?

Step 1: Set up a Google Analytics Integration User. ... Step 2: Link Google Analytics to Marketing Cloud. ... Step 3: Configure access to Google Analytics Views. ... Step 4: Set up Web URL Tracking Parameters. ... Step 5: Test the Integration.

How do I connect Google Analytics to CRM?

A way out is to use Google Analytics's UserID override feature to create your own user ID (UID) and then connect it to your CRM. In case your CRM doesn't have a unique UserID, you can generate one by hashing the customer email address or the phone number and then passing it through Google Analytics.

How do I integrate Google Analytics?

Add Analytics trackingOn a computer, open a classic Google Sites.Click Settings. Manage site.Under "Statistics," click the Down arrow. Use Universal Analytics.In the text box, under "Analytics Web Property ID," enter a valid Analytics Property ID. ... At the top, click Save.

Does Google Analytics have an API?

The Google Analytics Reporting API v4 provides programmatic methods to access report data in Google Analytics (Universal Analytics properties only). With the Google Analytics Reporting API, you can: Build custom dashboards to display Google Analytics data. Automate complex reporting tasks to save time.

What is Analytics Studio Salesforce?

The two main components of Einstein Analytics are the Analytics Studio, where you can build your Dashboards and explore datasets via Lenses, and the Data Manager, where you can load, prepare and transform your data from both Salesforce and external applications to eventually register everything in reusable datasets.

Is Google Analytics a CRM platform?

On one hand side, Google Analytics, which contains web analytics data, on the other side CRM data. CRM data contains the key to analysing customer lifetime values and cohorts. Many of our clients want to somehow connect both analytics and CRM data to make decisions based on the whole customer journey.

How can we handle analytics with CRM?

How CRM Analytics WorkCRM analytics gives you insights about your customers and how well your sales and customer service teams are reaching them.CRM analytics helps you monitor your customer service efforts, validate your customer data, analyze your customers' habits and generate better leads.More items...

Does Google have a CRM tool?

While Google doesn't offer its own customer relationship management (CRM) software, many professionals need a CRM that integrates flawlessly with Google's software because they rely on Google apps for many of their business processes.

What is Google Analytics integration?

View your Analytics data with a single click. You can view Google Analytics audiences, acquisition, and behavior data directly from within the Universal Analytics interface. Note: currently this feature is only available for Universal Analytics Web properties.

Do I need to pay for Google Analytics?

Google Analytics works on the hybrid model meaning it offers the freemium service as well as paid service. The great news is that small business owners can use this service for free without paying any amount or monthly charge.

How long does it take to implement Google Analytics?

When you first set up Google Analytics, it takes up to 24 to 48 hours to start showing your website traffic in the reports. However, if you go the real-time reports, you can see if Analytics is working properly or not right away.

How to map analytics fields in Salesforce?

Use the drop-down menu in the Salesforce field name column to map the Analytics fields to your Salesforce fields.​

How to programmatically identify users in Salesforce?

Analytics offers 2 ways to programmatically identify your users: Client ID and User-ID. To support Data Import for Salesforce Sales Cloud, you must implement Client ID. You may optionally choose to also implement User-ID.

What is tracking field setup panel?

The Tracking fields setup panel lets you map your configured Salesforce fields to the corresponding Analytics Tracking IDs. For each Tracking ID in use, select the corresponding Salesforce custom fields.

What to do if you don't see an expected field in Salesforce?

If you don't see an expected custom field in the list, check to make sure it has been properly configured and mapped across both Lead and Opportunity objects in your Salesforce account.

How to create a new authorization in Salesforce?

In the Data Source details panel, under Salesforce credentials, select Create new authorization.

When Salesforce milestones are imported, should they appear in report?

If your Salesforce milestones have been successfully imported, they should now appear in your report.

Why is it important to fetch data every hour?

Fetching the data every hour ensures the highest freshness, accuracy, and availability.

What is Attributer?

Essentially, Attributer is a small script that you place on your website.

4 steps for integrating Google Analytics data into Salesforce

Using Attributer to capture UTM parameters in Salesforce is easy. Here's how to do it in 4 easy steps:

What data gets passed into Salesforce

At Attributer, we believe there are essentially key elements to attribution:

Wrap up

If you're wanting to get Google Analytics data into Salesforce, then Attributer is a great solution.

How to create an app in Salesforce?

Create an APP in Salesforce to enable the API connection Salesforce > Set up > > Apps > App Manager > New Connected APP >> Save >> Continue

What field name is needed to communicate with Salesforce?

Keep the field name CID__c handy as we will need it when we communicate with Salesforce using the API

Which CRM is the most popular?

Salesforce is probably the most popular cloud based CRM in the market but unfortunately it is lacking the ability to integrate well with web tracking systems like Google analytics (at least the free version) to provide a full view of the user journey from A-Z (web lead to sale).

How long does it take to test Salesforce?

Visit the index.html file which will redirect you to login to your Salesforce account and after that you will be brought back automatically to the file demo_rest.php now you will have 15 minutes to test anything you want, once you are happy with the results you need to use the refresh token which you can get in the callback file using this code:

Does Salesforce integrate with Google Analytics?

Salesforce Integration With Google Analytics - Step by Step. Posted on August 17, 2019. Salesforce is probably the most popular cloud based CRM in the market but unfortunately it is lacking the ability to integrate well with web tracking systems like Google analytics (at least the free version) to provide a full view of the user journey from A-Z ...

Can you send a hit to Google Analytics?

You can click send a hit to Google analytics to test the URL but eventually this URL must be part of your script (a cronjob) that will:

Can GA be integrated with Salesforce?

In this step by step tutorial I will show you have you can integrate GA (the free version) with Salesforce and get the conversion tracking data, before start doing that I want you to understand my working environment and to be aware that it may not work 100% for you but with some modifications you can get this solution to work with any environment, :

How to link Salesforce to marketing cloud?

Click Admin, and navigate to the property you want to link. In the Property column, under PRODUCT LINKING, click Salesforce Marketing Cloud. Click Create Link, and follow the steps to log in to your Marketing Cloud account, then click Next. Enter a name for the link, and click Save .

How long does it take to reach audiences in Salesforce?

Allow up to 24 hours for audiences to be visible in Salesforce Marketing Cloud and available for targeting.

Does Google Analytics 360 work with Salesforce?

The Google Analytics 360 integration with Salesforce Marketing Cloud lets you publish audiences created in Analytics 360 to Marketing Cloud, and use those audiences in your Salesforce email and SMS direct-marketing campaigns.

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