How to setup a data import for Salesforce Sales Cloud

Setup Salesforce and Google Analytics

Before being able to send any of your Salesforce data to Google Analytics, you’ll have to do a few things so that each platform is able to send or receive the data necessary to collect and report correctly.

A full article detailing every step can be found here:

https://optimoanalytics.com/blog/connecting-salesforce-data-with-google-analytics/

Connect a Salesforce Account

  1. Go to setup to be able to connect an account
  2. Then click on Salesforce to view all Accounts connected, as well as be able to connect a new account
  3. Click on “Add New Account”
  4. Select the account you want to connect and save

Create Custom Dimensions and Metrics in Google Analytics

Although not all custom dimensions and metrics are required, this is a list of what can be passed to Google Analytics and should be added:

  1. Go to your Google Analytics property, and open Admin – Custom Definitions – Custom Dimensions.
  2. Click “New Custom Dimension” and create the following custom dimensions as shown and listed below, depending on how many available custom dimensions you have available:
    • Client ID (Scope: User or Session) – Required
    • Lead
      • Lead Status (Scope: User or Session) – Required
      • Lead ID (Scope: User or Session)
      • Lead Score (Scope: User or Session)
      • Lead Industry (Scope: User or Session)
      • Lead Rating (Scope: User or Session)
    • Opportunity
      • Opportunity ID (Scope: User or Session)
      • Opportunity Probability (Scope: User or Session)
    • Note from Google: “Whether you use session or user scope for your custom dimensions depends on your business model. For example, if you sell multiple types of products, and are gathering multiple lead forms per user, a session-scoped custom dimension works better than a user scoped dimension, because a user scoped dimension will be overwritten by subsequent leads for that user.
      You should apply this same consideration to all of the Salesforce fields listed in the example above, as well as any other custom fields you wish to import.”
  3. Go to your Google Analytics property, and open Admin – Custom Definitions – Custom Metrics.
  4. Click “New Custom Metric” and create the following custom metrics as shown and listed below:
    • Opportunity Amount (hit)
    • Expected Revenue (hit)

Create a Data Import

  1. While still logged in, go to “Google Analytics Data Import
  2. Click on “New Data Import”
  3. Enter a name for the Data Import you’re creating
  4. Follow the instructions here
  5. Click “Save”

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