Customize Zoho CRM Lead Layout

If you have installed the GA Connector Fields to your Zoho CRM, your Lead Report most probably looks like this:   It would be better if the report would look arranged and organized so that you can easily find the data that you need.   Customize Zoho Lead Report Layout Click on Setup > Customization > Modules and Fields. Click […]

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How to make GA Connector fields visible for all users in Salesforce

A newer version of this article is available here. First, go to Salesforce and click on “Setup”. Type “page layouts” in the quick find box and click on “Page Layouts” under “Leads”. Click “Edit” near one of the layouts you want to add GA Connector fields to. Drag & drop fields from the menu above […]

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How to set up “Google Analytics Link” field in Salesforce

So you have installed the GA Connector package on Salesforce and brought all fields from the website into Salesforce. Since Google Analytics URLs are unique per account, you’ll need to set up the formula on “Google Analytics Link” in Salesforce so that it matches the account that you are using. We have prepared a tool for you […]

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