How to track Salesforce milestones in Google Analytics 4
A recent Data Import product update in Google Analytics 4 has significantly simplified the process of connecting it to Salesforce.
A recent Data Import product update in Google Analytics 4 has significantly simplified the process of connecting it to Salesforce. This integration opens up a world of possibilities for marketers and sales teams, allowing businesses to gain deeper insights into their website visitors and track the full customer journey from lead generation to conversion.
How it Works
Let’s break down the steps involved in connecting Salesforce to Google Analytics 4.
- Update Lead Forms
The first step is to modify your website’s lead forms by adding hidden fields. These fields will capture crucial information from Google Analytics, namely the Client ID and Measurement ID. These unique identifiers are essential for establishing the connection and attributing website activity to specific leads and opportunities in Salesforce.
- Configure Salesforce
Next, head over to Salesforce and create custom fields designed to receive the Client ID and Measurement ID captured from your lead forms. Once these fields are in place, you can establish a clear mapping between website leads and corresponding opportunities within Salesforce.
- Authenticate the Connection
Now it’s time to link your Google Analytics and Salesforce accounts. This authentication process is crucial for securely transferring data between the two platforms.
- Map Data (Optional)
This step is optional but highly recommended. Here, you can select specific fields from Salesforce that you want to track as custom dimensions or metrics in Google Analytics. This enables you to create more granular reports and analyse the impact of various Salesforce data points on your website performance.
The full Google implementation steps can be found here.
The Benefits
Once the connection is established, Salesforce lead and opportunity updates originating from your website will be automatically pushed into Google Analytics as events. This empowers you to track the effectiveness of different marketing channels and campaigns, measure the return on investment (ROI) of your efforts, and identify areas for improvement.
Next Steps
If you’re looking to unlock even more powerful analytics capabilities, consider enabling the Google Analytics export to BigQuery. BigQuery, Google’s fully managed data warehouse, provides a scalable and cost-effective platform for querying and analysing massive datasets. By exporting your Google Analytics data to BigQuery, you gain the flexibility to build custom dashboards, run complex queries, and conduct in-depth analyses, enabling you to extract valuable insights that can drive your business forward.
Conclusion
Connecting Salesforce to Google Analytics 4 is now easier than ever, thanks to the recent Data Import update. By following the steps outlined in this guide, you can seamlessly integrate these two powerful platforms and gain a comprehensive understanding of your customer journey. This integration allows you to measure the impact of your marketing efforts, optimise your sales strategies, and ultimately achieve greater business success.
