Salesforce is a cloud-based CRM used to manage the sales process. Google Analytics is one of the most widely used web analytics services. Both platforms offer a rich set of marketing data, but there are often significant discrepancies between them.
Salesforce and Google Analytics 4 integration enables getting a complete view of a customer journey. Attributing sales to leads and leads to marketing sources allows to accurately track marketing campaigns end-to-end and to understand LTV and ROI
Able CDP combines browser tracking with server-side API integrations, linking website activity with closed won Salesforce opportunities to build a complete journey of each customer across website and Salesforce.
This allows to attribute 99% of sales to the correct marketing source, ad click and landing page, as well as see full website journey of each individual Salesforce lead and account and obtain data to inform strategy.
All of this without coding and complex manual set-up of the connection between Salesforce and Google Analytics. Able CDP already knows how to attribute Salesforce closed won opportunities and send them to Google Analytics and has a proprietary self-configuration engine that maps website form fields to Salesforce lead fields, extending Salesforce leads with attribution details such as UTM parameters, referrer URL and landing page URL.
Able utilizes proprietary first-party tracking and attribution technology to integrate website lead forms with Salesforce API, adding attribution details to new leads and attributing each Salesforce closed won opportunity to the original visitor.
Able Customer Data Platform combines browser and back-end tracking to:
It's important to add that Able CDP is flexible and you can implement only a half of the integration: for example, send closed won oportunities from Salesforce as purchases to Google Analytics without having to modify Salesforce Leads and use Able for their creation; or set up Able CDP lead attribution and use built-in Salesforce reporting without Google Analytics.
Step 1. Sign up for a trial account
Sign up on the Able homepage to instantly set up a trial account.
Step 2. Install Able tracking code on the website
Follow the instructions on the Get Code page in the Able Dashboard.
Able CDP page view tracking doesn't install its own cookies and relies on third-party identifiers such as Google Analytics Client Id to connect customer activity between website pages. Please enable cross-domain measurement in Google Analytics if your landing and lead/order pages are hosted on different domains.
Step 3. Connect Able to Salesforce
Open Home – Objects and Fields – Object Manager.
(Note: this guide assumes Lightning Experience is being used; legacy UI versions have slightly different menu structure.)
Select Lead. Open Fields & Relationships and click New.
Choose following settings in Steps 1 and 2:
On ‘Step 3. Establish field-level security’ make sure the user that is used in integration has access to the field. Default values are sufficient most of the time.
On Step 4, click ‘Save & New‘.
Proceed adding following fields, using values below as Field Labels, setting Data Type to Text and Length to 255 and leaving everything else by default (similar to how Referrer URL was added):
You can also add other fields such as ‘GA Cookie’ if you’d like Google Analytics Users Explorer Client Id to be present in Salesforce Lead, for example.
If you’re using Able to capture website form leads with UTM parameters and referrer URL, it will automatically recognize new Salesforce Leads' fields and will populate them with the available data.
To configure Able to send leads to Salesforce, open API Credential‘ in Able CDP Dashboard and click Connect – Salesforce:
Then, open Funnel tab and press Add Outbound to enable sending of Leads tracked by Able to Salesforce.
Step 4. Optional - add custom fields for attribution details to Salesforce Leads
Step 5. Add Google Analytics Property Id to Able to send closed won Salesforce opportunities as Google Analytics e-commerce conversions
Open Google Analytics, Admin – Data Streams page. Record the Measurement Id displayed for your property.
Open Able Dashboard, press Add Service Integration, select Google Analytics 4 and paste the Measurement Id into the Google Analytics 4 settings:
Select the Google Analytics Credential you’ve just saved and ‘Purchase’ event type. Press ‘Save’.
At this point required integration setup is complete and Able will start sending all Purchases that it attributed to Google Analytics visitors to Google Analytics Measurement API. Conversions will appear in all standard reports.
“A valuable insight we've got because of using Able Customer Data Platform is that display ads aren't working for us at all... we've been wasting money for years on paid display ads.
Before Able we'd be excited about every lead or email that came through, but after the last year we've determined that those don't convert at all.
And so we've been focusing on paid search, which does have return on investment.”
— Bryan Brinton, Co-Founder, Aluvii Software
Continuously improve marketing strategy with actionable data produced by Able tracking.