3 - Plan Your Implementation

Considerations & Preparation

To ensure a smooth configuration of the Daily Aggregate Database, make sure to prepare the following:

(A) Confirm Access to Systems

You (or someone on your team) will need access to the following systems to obtain information or make administrative edits. For Full Circle Insights and Salesforce access, we recommend you coordinate with your Customer Success Manager (CSM) to make the configurations. This is because Full Circle Insights needs to provide information from our system to you, and this information will need to be added into your Salesforce org.

• Google Analytics
  • You will need the ability to see and copy a unique ID from a Google Analytics Property. Data from this ID will be integrated with Salesforce.
• Full Circle Insights Response Management
  • You will need to be able to view and edit information under the Response Management Configuration area of the Response Management app in Salesforce.
    • This is to needed both to configure the Daily Aggregate Database, and to verify that data is flowing properly after the feature is enabled.
  • If you don't yet have the Digital Source Tracker package installed, you'll need the ability to install that package.
• Salesforce
  • You will need the ability to create a new Auth. Provider record (under the Identity section of Salesforce Setup).
  • You will need the ability to update a Named Credential record (under the Security section of Salesforce Setup).
• Bing Ads (optional)
  • You will need the ability to see and copy the Account ID and Customer ID from the Microsoft Advertising Console. Data from this account will be integrated with Salesforce.
  • You will need the ability to request a Developer Token from the Microsoft Advertising Developer Console.
  • Note: DST can still operate without having the Bing Ads integration configured. The Bing fields will be empty, but other data sources will still populate.
• LinkedIn Ads (optional)
  • You will need the ability to view Ad Account Data for LinkedIn Campaigns (Viewer role in LinkedIn Campaign Manager). Data from this account will be integrated with Salesforce.
  • You will need to make sure that your LinkedIn campaigns all have different combinations of UTM Source, UTM Medium, and UTM Campaign. Although LinkedIn Campaign Name is one of the fields populated by this integration, it will only be accurate if all of your LinkedIn campaigns have unique combinations of UTM Source, UTM Medium, and UTM Campaign. As described here, Digital Source Tracker's Daily Aggregate Database segments by UTM Source, UTM Medium, and UTM Campaign.
  • Note: DST can still operate without having the LinkedIn Ads integration configured. The LinkedIn fields will be empty, but other data sources will still populate.
• Meta Ads (optional)
  • You will need the ability to see and copy the Ad Account ID from an ad account in the Meta Business Manager. Data from this account will be integrated with Salesforce.
  • You will need the ability to create a System User in the Meta Business Manager.
  • You will need the ability to create an App in a Facebook Developer Account.
  • Note: DST can still operate without having the Meta Ads integration configured. The Meta fields will be empty, but other data sources will still populate.
• X Ads (optional)
  • You will need the ability to see and copy the Ad Account ID from the X Ads Manager. Data from this account will be integrated with Salesforce.
  • You will need the ability to create an X Developer App from the X Developer Portal.
  • Note: DST can still operate without having the X Ads integration configured. The X fields will be empty, but other data sources will still populate.

(B) Determine the Desired Approach to Authenticate Your Salesforce Org With Your Google Analytics Instance

As a business user and administrator of the Daily Aggregate Database, be sure to take your company's security needs and preferences into consideration before proceeding with the configuration steps below.

Full Circle Insights uses the Google Analytics API to securely authenticate your Salesforce org to your Google Analytics instance, using the OAuth protocol. The Google Analytics API requires this connection to be associated with a specific Google Cloud Platform Project.

Full Circle Insights provides its own secure Google Cloud Platform Project to act as the Auth. Provider for its customers to connect to. We also understand that, depending on the security needs and preferences of your company, you may prefer to use your own Google Cloud Platform Project as the Auth. Provider.

To ensure the privacy and security of Google Analytics data, Full Circle Insights does not store specific Google Analytics information in Salesforce. We only store aggregate data such as when page visits were made, and the quantity of visits that meet selected criteria.

To Full Circle Insights, there is no difference in using the authentication method we have provided, or using one created and managed by your company. Your company would need to set up your own Google Cloud Platform Project to act as the new Auth. Provider in this configuration, which would allow you to use your company's own Consumer Key and Consumer Secret.

(C) Identify Which Funnel Stages To Track

Your implementation of Response Management was set up to track funnel metrics. Funnel stages are critical to tracking funnel metrics. Your organization may be set up with just one custom funnel (comprised of funnel stages), or with several custom funnels (to track different types of sales segments, for example).

Make sure you know which custom funnel(s) you want the Daily Aggregate Database to track. Each custom funnel comprises several custom funnel stage names and attainment dates (the attainment date can be a date or datetime field). If you have multiple custom funnels, realize that the same custom funnel stage may exist in multiple custom funnels, e.g. MQL.

List out which funnels you want the Daily Aggregate Database to track. Identify any stage names that are common with other funnels, and note their API names. You and/or your CSM will need this list when you configure Funnel Metrics with the Daily Aggregate Database. A sample inventory of custom funnels and shared funnel stage names is below:

(D) Coordinate Your Preferred Configuration Approach With Your Customer Success Manager

If you proceed using Full Circle Insights' provided authentication method, a Full Circle Insights CSM will need to update our Google Cloud Platform Project. This update allows our Auth. Provider to recognize and accept your Salesforce org's desire to integrate with your Google Analytics.

Here are some configuration approaches to consider:

• Full Circle Insights configures most information in Salesforce for you.
  • This saves some coordination time between you and Full Circle, as the same person who is updating our Auth. Provider to recognize your Salesforce org can also make updates to your Salesforce org.
  • The Salesforce user whose Google Analytics account will be used must be logged in to his/her Google Analytics account when authenticating the Named Credential. A Full Circle CSM would not be able to complete this step for you.
• Full Circle Insights makes updates to our Google Cloud Platform Project, and a member of your team receives any pertinent information to use for configuring Salesforce.
  • Although this may require more coordination than the previous approach, it also offers your team members more visibility into the configuration steps.

(E) Install the Digital Source Tracker Package

If your organization is not a previous user of Digital Source Tracker, you will need to have the baseline package installed first.

Install the application in Salesforce using the install link provided by Full Circle. To install, follow these steps:

1. Log into the org where you would like to install Digital Source Tracker.
2. Copy and paste the install link into your browser. The install link will be sent to you in an email. Contact your CSM if you did not receive a link.
3. We recommend installing for administrators only, then assigning permission sets to other users as appropriate. Both the Full Circle Response Management and Full Circle Digital Source Tracker permission sets should be assigned.

(F) Confirm the Daily Aggregate Database License Activation

Companies using the Daily Aggregate Database need to have the Digital Source Tracker package installed, the Touchpoint Capture feature enabled, and the Daily Aggregate Database feature enabled.

You will know when the license for the Daily Aggregate Database has been activated when the Daily Aggregate Database Integration Configuration subtab displays fields for configuration. If the license is not yet activated, you will see text describing the feature, and a note to contact Full Circle Insights, but no configuration options.