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FAQ and Setup Guides

Category: Salesforce

/Lead Source Tracking (cookie-based) / Salesforce /

Why do Salesforce and Google Analytics numbers look different sometimes?

In some cases, Google Analytics goal completions and Salesforce leads may not match exactly. Here are some of the possible reasons this situation may occur: Deleted and/or converted leads. Some Salesforce leads may get deleted on converted, and therefore not appear in reports. While Google Analytics never deletes goal completion data. Time zone settings. Due to the timezone […]

Customize Lead Page Layout in SalesForce

If you have installed the GA Connector Fields in your SalesForce, you will not yet see the fields details on your Leadsf until you customize the Lead Page Layout.

Mapping GA Connector Lead Fields to Accounts, Opportunities and Contacts in SalesForce

If you already installed GA Connector Package in SalesForce you might want to see these fields across all your objects once the lead has been converted. Doing these steps will make sure that when you convert a lead, the same values for the GA Connector Fields will be carried along to Accounts, Contacts or Opportunities.

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A newer version of this article is available here.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 […]

Documentation for Our Basic Integration Salesforce Package

We have developed a Salesforce package for the basic integration to speed up the creation of the necessary fields. Installation link for Production Orgs: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t09000000Nslp Installation link for Sandbox Orgs: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t09000000Nslp plus Package Contents This package is nothing more but a set of fields the purpose of which is to store users’ source, medium, term, location […]

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 […]