The main function of this extension is to send events to Google Analytics 4. Salesforce to GA4 allows you to send stats on closed deals from Salesforce as events, allowing you to see deals closed by your sales team in Google Analytics.
Salesforce to GA allows you to see the ROI data in Google Analytics reports that have certain features that CRM reports don’t provide (e.g. multi-channel attribution reports).
Installation Guide
- Install our GA Connector Package
Our GA Connector package contains the field “Google Analytics Client ID” which GA Connector uses to know which lead/account/opportunity/booking belongs to which website visitor in Google Analytics.
Note: You can also manually create this field if you are unable to install our package. Please see this guide on how to manually create these fields. - Configure your web forms to save the Google Analytics Client ID and Session ID
Now that you have the custom field added to your objects, you’ll need to configure your web forms to save the ID (Google Analytics Client ID) of your web visitors to this field. Depending on what form you are using, there are different methods of retrieving the Google Analytics Client ID.Note: If you are using our product: GA-to-CRM (API version) no need to set up your forms as we automatically send this information to Salesforce for you.
- Connect your GA4 Property
Go to your CRM-to-GA Integration Configuration page and add your GA4 property. At the preferences tab, set it to Active.In case you need to connect multiple GA4 properties, see this article. - Authorize GA Connector in Salesforce
In order for GA Connector to start sending events to Salesforce, you’ll need to grant GA Connector permissions in Salesforce. To authorize GA Connector in Salesforce, run our setup wizard from your dashboard and click on Authorize.
Salesforce to GA4 Standard Events
GA Connector comes with a built-in set of data points from standard objects that it automatically sends from Salesforce to Google Analytics, such as:
| Data Point | Event sent to GA4 |
|---|---|
| When a Lead is created | sf_lead_created |
| When a Lead’s Status is updated | sf_lead_status_updated (sends the status value to GA4) |
| When a Lead is deleted | sf_lead_deleted |
| When a Contact is created | sf_contact_created |
| When a Contact is deleted | sf_contact_deleted |
| When an Account is created | sf_account_created |
| When an Account is deleted | sf_account_deleted |
| When an Opportunity is created | sf_opportunity_created |
| When an Opportunity’s Amount is updated | sf_opportunity_amount_updated (sends the amount value to GA4) |
| When an Opportunity’s Stage is updated | sf_opportunity_stage_updated (sends the stage value to GA4) |
| When an Opportunity is deleted | sf_opportunity_deleted |
| When an Opportunity is closed won | sf_opportunity_closed_won_amount (sends the amount value to GA4) |
However, these data points are not always enough. You may want to send your own data points that are not included above.
See this guide on how to create and send your own custom events to Google Analytics 4.