Documentation for Our Basic Integration Salesforce Package

If you're integrating with Salesforce or Zoho CRM, this article may not apply because you're most likely using GA Connector API-based integration.

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

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Package Contents

This package is nothing more but a set of fields the purpose of which is to store users’ source, medium, term, location and other information about them.

All the work of filling out those fields is done by the website forms (same as they fill out user’s name, email etc for your Salesforce Leads).

Here is the list of fields that this package contains:

List of fields from our Basic Integration Package
List of fields from our Basic Integration Package

In order to make the fields above available, please edit the Lead layout to contain the following sections, fields and Pages_Visited Visualforce page:

Edit Lead Layout for GA Connector
Edit Lead Layout for GA Connector

Next Steps (after the installation)

  1. After the installation is completed, please follow this instruction to configure “Google Analytics link” field.
  2. Then map Lead fields to other objects if needed.
  3. If you don’t see the fields in your Layout, please follow this instruction for fix this: Customize Lead Page Layout in SalesForce