What are Dimensions and Metrics?
Every report in Google Analytics is made up of dimensions and metrics.
Dimensions are attributes of your data. For example, the dimension City indicates the cityfrom which a session originates, such as “Paris” or “New York”. The dimension “Page” indicates the URL of a page that is viewed.
Metrics are quantitative measurements. For example, the metric “Sessions” is the total number of sessions. The metric Pages/Session is the average number of pages viewed per session.
Custom dimensions and custom metrics are like default dimensions and metrics in your Analytics account, except you create them yourself. You can use them to collect and analyze data that Analytics doesn’t automatically track, such as the information from Salesforce.
How to start saving Salesforce data to metrics and dimensions
GA Connector allows saving Salesforce data to Custom dimensions and metrics using this four-step process:
Step 1: Create custom dimensions
- Open your Google Analytics account
- Click on Admin
- In the bottom of the middle column, you’ll find “Custom Definitions”
- Click on “Custom Dimensions”
Then, add custom dimensions to your Google Analytics property. We recommend to create these four: GA Client ID, Lead Status, Potential Stage, Account Industry. But you can skip some of them or add custom dimensions to match custom GA Connector settings you’ve added yourself.
- To add a custom dimension, click on “+ New Custom Dimension”
If you don’t see this button, you may not have the property-level edit permissions in this Google Analytics account, or you could have ran out of dimensions you can create in GA (20).
- Be sure to make these dimensions User-level and active.
- Repeat this procedure for the rest of the custom dimensions you want to create.
Step 2: Create custom metrics
Go to Custom Definitions – Custom Metrics
We recommend to create a custom metric called “Potential Amount”. But you can also add custom metrics to match custom GA Connector settings you’ve added yourself.
- To create a custom metric, click on “+ New Custom Metric”
- Make sure to set the select the setting for these metrics as shown below:
Scope = Hit.Formatting Type = Currency (Decimal).
- Repeat this procedure for the rest of the custom metrics you want to create.
Step 3: Match indexes of custom dimensions/metrics with GA Connector settings
In order to send data to the right metric/dimension, GA Connector needs to know the indexes of the metircs/dimensions you’ve just created:
That’s why you need to match these indexes to the settings of our Salesforce package:
- Go to Salesforce -> All tabs (“+”) -> GA Connector Update Request Settings -> Go:
- Click on one of the settings and insert the index of the corresponding custom dimension/metric:
- Repeat the same procedure for the rest of the settings that you want to connect with custom dimensions/metrics.
Step 4: Save GA Client ID dimension index (optional)
If you have created a dimension for GA Client ID, its index needs to be set differently from the rest of the dimensions:
- Go to Salesforce -> All tabs (“+”) -> GA Connector General Settings -> Go -> Main
- Save “GA Client ID” dimension index to the CID Custom Dimension ID field:
More about custom settings
You can also create custom settings of your own. For example, if you want to send a text field from Salesforce to Google Analytics, create a custom dimension and connect it by following the very same instructions that are explained above. The same stands for a number field, you can do that by creating a custom metric and follow the instructions above.