{"id":2995,"date":"2023-02-03T03:19:16","date_gmt":"2023-02-03T03:19:16","guid":{"rendered":"https:\/\/gaconnector.com\/docs\/?p=2995"},"modified":"2024-09-17T07:59:17","modified_gmt":"2024-09-17T07:59:17","slug":"salesforce-to-ga4-overview","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/salesforce-to-ga4-overview\/","title":{"rendered":"Salesforce to GA4 Overview"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">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.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce to GA allows you to see the ROI data in Google Analytics reports that have certain features that CRM reports don\u2019t provide (e.g. multi-channel attribution reports).<\/span><\/p>\n<h2><b>Installation Guide<\/b><b><br \/>\n<\/b><\/h2>\n<ol>\n<li><b><b><b><b><b><b><span style=\"text-decoration: underline;\">Install our GA Connector Package<\/span><br \/>\n<span style=\"font-weight: 400;\">Our <a title=\"\" href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t4I000000lF4W\" target=\"_blank\" rel=\"noopener noreferrer\">GA Connector package<\/a> contains the field \u201c<\/span>Google Analytics Client ID<span style=\"font-weight: 400;\">\u201d which GA Connector uses to know which lead\/account\/opportunity\/booking belongs to which website visitor in Google Analytics. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Note: <\/span><i><span style=\"font-weight: 400;\">You can also manually create this field if you are unable to install our package. Please see <\/span><\/i><i><span style=\"font-weight: 400;\">this guide<\/span><\/i><i><span style=\"font-weight: 400;\"> on how to manually create these fields.<\/span><\/i><\/b><\/b><\/b><\/b><\/b><\/b>&nbsp;<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Configure your web forms to save the Google Analytics Client ID and Session ID<\/strong><\/span><br \/>\n<span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Now that you have the custom field added to your objects, you\u2019ll 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.<\/span><\/span><\/span><\/span><\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/gaconnector.com\/docs\/how-to-configure-marketo-to-save-ga-client-id-to-salesforce\/\" target=\"_blank\" rel=\"noopener noreferrer\">Marketo forms instructions<\/a><\/li>\n<li><a href=\"https:\/\/gaconnector.com\/docs\/how-to-configure-pardot-to-save-ga-client-id-to-salesforce\/\" target=\"_blank\" rel=\"noopener noreferrer\">Pardot forms instructions<\/a><\/li>\n<li><a href=\"https:\/\/gaconnector.com\/docs\/how-to-save-google-analytics-client-id-cookie-to-salesforce\/\" target=\"_blank\" rel=\"noopener noreferrer\">Instructions for other forms<\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Note: <\/span><i><span style=\"font-weight: 400;\">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.<br \/>\n<\/span><\/i><i><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/i><\/li>\n<li><b><span style=\"text-decoration: underline;\">Connect your GA4 Property<\/span><br \/>\n<\/b><b><\/b><span style=\"font-weight: 400;\">Go to your <\/span><a title=\"\" href=\"https:\/\/app.gaconnector.com\/dashboard\/integration\/crm-to-ga4\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">CRM-to-GA Integration Configuration page<\/span><\/a><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> and add your GA4 property. At the preferences tab, set it to\u00a0<em><strong>Active<\/strong><\/em>.<\/span><\/span>In case you need to\u00a0connect multiple GA4 properties, see <a title=\"\" href=\"https:\/\/gaconnector.com\/docs\/connecting-your-ga4-property\" target=\"_blank\" rel=\"noopener noreferrer\">this article<\/a>.<\/li>\n<li><span style=\"text-decoration: underline;\"><b>Authorize GA Connector in Salesforce<br \/>\n<\/b><\/span><b><span style=\"font-weight: 400;\">In order for GA Connector to start sending events to Salesforce, you\u2019ll need to grant GA Connector permissions in Salesforce. To authorize GA Connector in Salesforce, run our setup wizard from <\/span><\/b><b><span style=\"font-weight: 400;\">your dashboard<\/span><span style=\"font-weight: 400;\"> and click on Authorize.<br \/>\n<\/span><\/b><b><br \/>\n<\/b><\/li>\n<\/ol>\n<h2><b>Salesforce to GA4 Standard Events<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">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:<\/span><\/p>\n\n<table id=\"tablepress-10\" class=\"tablepress tablepress-id-10\">\n<thead>\n<tr class=\"row-1 odd\">\n\t<th class=\"column-1\">Data Point<\/th><th class=\"column-2\">Event name sent to GA4<\/th><th class=\"column-3\">Parameter name sent to GA4<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n\t<td class=\"column-1\">When a Lead is created <\/td><td class=\"column-2\">sf_lead_created<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n\t<td class=\"column-1\">When a Lead\u2019s Status is updated <\/td><td class=\"column-2\">sf_lead_status_updated<br \/>\n<em style=\"font-size:13px;\">(sends the status value to GA4)<\/em><\/td><td class=\"column-3\">sf_lead_status<\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n\t<td class=\"column-1\">When a Lead is deleted<\/td><td class=\"column-2\">sf_lead_deleted<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n\t<td class=\"column-1\">When a Contact is created<\/td><td class=\"column-2\">sf_contact_created<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-6 even\">\n\t<td class=\"column-1\">When a Contact is deleted<\/td><td class=\"column-2\">sf_contact_deleted<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-7 odd\">\n\t<td class=\"column-1\">When an Account is created<\/td><td class=\"column-2\">sf_account_created<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-8 even\">\n\t<td class=\"column-1\">When an Account is deleted<\/td><td class=\"column-2\">sf_account_deleted<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-9 odd\">\n\t<td class=\"column-1\">When an Opportunity is created<\/td><td class=\"column-2\">sf_opportunity_created<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-10 even\">\n\t<td class=\"column-1\">When an Opportunity\u2019s Amount is updated<\/td><td class=\"column-2\">sf_opportunity_amount_updated<br \/>\n<em style=\"font-size:13px;\">(sends the amount value to GA4)<\/em><\/td><td class=\"column-3\">sf_opportunity_amount<\/td>\n<\/tr>\n<tr class=\"row-11 odd\">\n\t<td class=\"column-1\">When an Opportunity\u2019s Stage is updated<\/td><td class=\"column-2\">sf_opportunity_stage_updated<br \/>\n<em style=\"font-size:13px;\">(sends the stage value to GA4)<\/em><\/td><td class=\"column-3\">sf_opportunity_stagename<\/td>\n<\/tr>\n<tr class=\"row-12 even\">\n\t<td class=\"column-1\">When an Opportunity is deleted<\/td><td class=\"column-2\">sf_opportunity_deleted<\/td><td class=\"column-3\">n\/a<\/td>\n<\/tr>\n<tr class=\"row-13 odd\">\n\t<td class=\"column-1\">When an Opportunity is closed won<\/td><td class=\"column-2\">sf_opportunity_closed_won_amount<br \/>\n<em style=\"font-size:13px;\">(sends the amount value to GA4)<\/em><\/td><td class=\"column-3\">sf_opportunity_closed_won_amount<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-10 from cache -->\n<p>To use these custom events on your GA reports, you need to <a href=\"https:\/\/gaconnector.com\/docs\/how-to-see-custom-event-data-in-ga4-reports\/\">set them as custom dimensions<\/a>.<\/p>\n<p><span style=\"font-weight: 400;\">However, these data points are not always enough. You may want to send your own data points that are not included above.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">See <\/span><a title=\"\" href=\"https:\/\/gaconnector.com\/docs\/how-to-create-custom-events-in-salesforce-to-ga4\/\"><span style=\"font-weight: 400;\">this guide<\/span><\/a><span style=\"font-weight: 400;\"> on how to create and send your own custom events to Google Analytics 4.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.\u00a0 Salesforce to GA allows you to see the ROI data in Google Analytics [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/2995"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=2995"}],"version-history":[{"count":12,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/2995\/revisions"}],"predecessor-version":[{"id":3333,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/2995\/revisions\/3333"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=2995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=2995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=2995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}