GA Connector comes with a built-in set of data points that it sends from Salesforce to Google Analytics, such as:
- Lead Created
- Lead Status
- Opportunity Stage
- Opportunity Amount
However, these data points are not always enough. You may want to send your own data points that are not a part of a custom package. Here is how you can do this:
1. Find out where in Salesforce is this data point located. GA Connector supports sending 2 types of data points:
- Object creation events. E.g. when a new Account is created, an event will be sent to Google Analytics.
- Field update events. When a given field is updated, its new value will be sent to Google Analytics.
2. Add a setting to GA Connector that will tell it to automatically send this data point from now on.
For object creation events, go to Salesforce – All tabs (“+” in the top panel) – GA Connector Insert Request Settings, and click on “New”.
Put the name of the object you want to update Google Analytics about as “Object Name”. But make sure to use the real object name, which may differ from its label in case you renamed it.
You can name “GA Connector Create Request Name” the same, or you can choose a custom field for this field.
For field update events, go to Salesforce – All tabs (“+” in the top panel) – GA Connector Update Request Settings, and click on “New”. Then fill out the following fields:
- GA Connector Update Request Setting Name: select any name that’s convenient to you (we usually prefer names in the “%Object% %Field_name%” format, such as “Lead Status”, “Opportunity Amount” etc).
- Object Name: the name of the object that contains the field you want to notify GA about. Make sure to use the real object name, which may differ from its label in case you renamed it.
- Field API Name: Salesforce API name of the field you want to notify GA about. You can find it in Salesforce – Setup – Build – Customize – name of the object that contains this field – “Field Name” or “API Name” column.
- Field Type: select “cm” for number fields, select “cd” for text fields, select fields and similar.
- Custom Dimension/Metric (optional): ID of a custom dimension/metric in case you want to map this Salesforce field to one.
3. Create a Google Analytics goal to capture this new event that will start being sent after you complete step 2.
To do that, go to Google Analytics – Admin and select the account, property and view you’re sending the data to. Then, click on “Goals” – “New goal” (if the “New goal button isn’t available, you either don’t have permissions or the goal limit has been hit).
Select “Custom” Goal Setup, and then click “Continue”:
In the Goal description:
- Give the goal a name that’s convenient to you (we usually prefer names in the “%Object% %Field_name%” format, such as “Lead Status”, “Opportunity Amount” etc).
- Select Type “Event”.
- Click “Continue”.
In the Goal details section:
- Set category, action, and label according to GA Connector events format.
- Click “Save”.
That’s it! From now on, this new goal you’ve created will start receiving data from Salesforce (keep in mind that it may take up to 24 hours for Google Analytics to display new data in reports).