Learn Setup and Administration
After completing this unit, you’ll be able to:
- Identify the key roles involved in integrating Sales Cloud and Analytics 360.
- List the technical and administrative steps needed to complete the integration.
In this unit, we review the technical steps required to integrate Sales Cloud and Analytics 360. The good news is that linking your Sales Cloud and Analytics 360 accounts is easy!
You will need login and administrative access to both Analytics 360 and Sales Cloud, as you’ll need to both configure Sales Cloud to collect certain data and then Analytics 360 to map to and receive that data.
While stakeholders may vary depending on company size and organization, there are typically 3 key roles needed to ensure a successful integration of Sales Cloud and Analytics 360:
- Analytics Lead and/or Admin. An Analytics 360 Administrator is necessary to create a new data import from Sales Cloud and set up the new events within Analytics 360. This requires proper credentials within Analytics 360.
- CRM Lead and/or Admin. A Salesforce Administrator will need to set up the link with Analytics 360 and create the fields in Sales Cloud to store key data—Analytics Client ID (GACLID) and Google Analytics Tracking ID—in the Lead and Opportunity objects.
- Web Development Lead. A web developer is necessary to modify the lead collection form on your website and add the GACLID to the parameters passed to Sales Cloud upon lead submission.
The size and complexity of your implementation will influence who is on the integration team. How your company is organized will also influence who is on the integration team. When you are organizing your team and considering who your stakeholders are, keep in mind, one of the main goals is to allow the marketing team and the sales team to work better together.
The user performing the linking must be an Admin (have Edit permissions) for the Analytics 360 implementation. The Analytics 360 Sales Cloud Data Import requires access to several Salesforce fields, organized by object. A Sales Cloud user with System Administrator access likely has access to all necessary fields.
Create Custom Fields in Sales Cloud
Create three new custom fields where you will store the Google Analytics IDs in Sales Cloud. You can name these fields however you’d like. The names below provide examples. Once created, you select and map these fields at the Data Import configuration setup stage.
- Client ID: one with the Field Name, e.g.,
- User ID: (optional) another with the Field Name, e.g.,
- Tracking ID: another one with the Field Name, e.g.,
These custom fields need to be created on both Lead and Opportunity objects and mapped between the 2 objects so that once a lead is converted into an opportunity, these fields are copied over. Also, you should ensure that status and stages have history tracking on.
Adjust Your Lead Form
Adjust your lead form to pass the required information into Sales Cloud.
- Add ClientID as well as User ID (optional) into your lead form as new hidden input field(s).
- Add Tracking ID in your lead form as a new hidden input field with the value matching the Tracking ID for your site.
Link Analytics 360 to Your Sales Cloud Account
In this step, you'll link Analytics to your Salesforce Sales Cloud account by creating a new Data Import data set, and then by authorizing access to your Sales Cloud account.
- First, log in to your Google Analytics 360 account and navigate to Admin > Property, then click Data Import to Create a new Data Import Schema.
- Select the Salesforce type under CRM Data to import data about offline conversions from Sales Cloud.
- Name and save your Data Set. For example,
Salesforce Offline Conversions.
- Create a new Sales Cloud authorization by naming the Credentials set to reuse later (for example,
GA-SC) and click Access Salesforce.com to log in to your Sales Cloud account in the pop-up and complete the linking. The pop-up will automatically close upon successful login authentication and the linking will be completed.
Select the Milestones to Import
In this step, you'll select the Salesforce lead and opportunity milestones to import. You'll also choose how often to import them.
- Select the Lead and/or Opportunity milestone(s) that you want to import as Events from your Sales Cloud account to Analytics 360. For example:
- Lead: Contacted
- Lead: Qualified
- Opportunity: Open / Proposal
- Opportunity: Closed / Won
- Opportunity: Closed / Lost
- You also have the option to import attribute and product data. Attribute data import allows you to import user attributes from custom fields and selected standard fields from your Salesforce Lead and Opportunity objects. This includes:
This step is highly recommended, as these attributes enable a wide variety of new audience targeting and analysis use cases.
Set Import Frequency and Verify Setup
You’re almost there! In this final step, you’ll first have the opportunity to define the frequency of data import—hourly is recommended.
- In the Analytics 360 UI, navigate to Admin > Property > Data Import and click Manage Uploads.
- In the Uploads for Salesforce Offline Conversions page, click More, then Fetch Now. This will attempt to upload your Sales Cloud data to Analytics. If the upload is successful, the Status column will show Completed. If an error occurs, the Status column shows Failed with a link to display more details.