Learn About Importing Salesforce Sales Cloud Data – Analytics Help

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Salesforce Sales Cloud is cloud-based customer relationship management (CRM) software that helps sales teams manages their relationships with customers. It gives sales teams the ability to track customer information, sales opportunities, and activity history.

Salesforce Sales Cloud also provides features for managing lead generation, quote creation, and product ordering. In addition, the software offers tools for tracking email communications, social media interactions, and mobile usage.

In order to get the most out of Salesforce Sales Cloud, it is important to import data into the system so that it can be analyzed and used to make decisions about sales strategies. This guide will show you how to import Salesforce data into Google Analytics so that you can better understand your sales data.

There are two methods for importing Salesforce data into Google Analytics: manual upload and automatic import.

1) Manual Upload:

To manually upload Salesforce data into Google Analytics, you will first need to export the data from Salesforce as a .csv file. Once you have exported the file, you can then upload it into Google Analytics using the Data Import feature.

2) Automatic Import:

Automatic import can be set up by following these instructions. With automatic import, Salesforce data will be imported into Google Analytics on a daily basis so that you always have up-to-date information.

Importing Salesforce Sales Cloud Data into Google Analytics:

In order to import Salesforce Sales Cloud data into Google Analytics, you will need to export the data from Salesforce as a .csv file.

1) Log in to your Salesforce account.

2) Click on the “Setup” link in the top right-hand corner of the page.

3) In the left-hand sidebar, expand the “Data Management” section and click on “Data Export.”

4) Click on the “Export Now” button.

5) Select the objects that you want to export from Salesforce. For this guide, we will be exporting data from the “Lead” and “Opportunity” objects.

6) Click on the “Export” button.

7) Your Salesforce data will now be exported as a .csv file.

8) Log in to your Google Analytics account.

9) Click on the “Admin” link in the top right-hand corner of the page.

10) In the left-hand sidebar, click on “Data Import.”

11) Click on the “New Data Set” button.

12) Select “Salesforce Objects” from the list of data types.

13) Name your data set and select the Google Analytics view that you want to import the data into.

14) Click on the “Continue” button.

15) Select the Salesforce objects that you want to import into Google Analytics. For this guide, we will be importing data from the “Lead” and “Opportunity” objects.

16) Click on the “Map Fields” button.

17) For each Salesforce field, select the corresponding Google Analytics field. You can also create a new field in Google Analytics if one does not already exist.

18) Click on the “Save and Finish” button.

19) Your Salesforce data will now be imported into Google Analytics.

Now that your Salesforce data is imported into Google Analytics, you can start to generate reports and create segments based on this data. For example, you could create a segment for all users who have viewed an opportunity in Salesforce. This would allow you to see how these users interact with your website and what conversion rate they have.

You can also use the imported Salesforce data to create goals in Google Analytics. For example, you could create a goal for when a user completes an opportunity in Salesforce. This would allow you to track how many sales are being generated from your website.

By importing Salesforce data into Google Analytics, you will be able to better understand your sales data and make more informed decisions about your sales strategies.

Conclusion:

There are two methods for importing Salesforce data into Google Analytics: manual upload and automatic import. Manual upload requires you to export the data from Salesforce as a .csv file and then upload it into Google Analytics using the Data Import feature. Automatic import can be set up by following these instructions. With automatic import, Salesforce data will be imported into Google Analytics on a daily basis so that you always have up-to-date information.

In this guide, we showed you how to import Salesforce data into Google Analytics. We also showed you how to use this data to create segments and goals. By importing Salesforce data into Google Analytics, you will be able to better understand your sales data and make more informed decisions about your sales strategies.

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