Update DST Integration to GA4

If your Salesforce org is already running the Digital Source Tracker Daily Aggregate Database and retrieving Google Analytics data from a Universal Analytics view, follow this guide to integrate the Daily Aggregate Database with Google Analytics 4.

Before starting the configuration below, make sure you have reviewed all Installation & Configuration: Considerations.

Step 1: Get the Property ID from Google Analytics

You will need to copy a Property ID from Google Analytics, then paste it into the Daily Aggregate Database configuration. View permissions are acceptable.

A Property ID is a unique ID for a particular property in Google Analytics that allows you to retrieve Google Analytics 4 data.

1. Navigate to your Google Analytics dashboard.
2. In the upper left corner, you will see your current Property.
3. Click on the Property name, which brings up a list of all the Properties that you have access to, with each Property's ID under the Property's Name.
4. Copy the Property ID of the Property that contains the set of data you want to be captured in Salesforce.

Step 2: Enable Google Analytics Data API in Google Cloud Project

If you are using your own Google Cloud Project for authentication, you will need to enable an additional API in order to retrieve Google Analytics 4 data. If you are using our Google Cloud Project, skip this step.

1. Open the Google Cloud Platform dashboard.
2. Select the appropriate project in the top-left corner.
3. Click on Enable APIs and Services.
4. Search for Google Analytics Data API and click Enable on the API page.

Step 3: Update the Named Credential Record in Salesforce

The managed package contains a new Named Credential record for Google Analytics 4 that must be authenticated in your Salesforce org:

1. Click the name of the Named Credential provided by Full Circle: FCR_Google_Analytics_4_Credential. You arrive at the Named Credential detail page for this credential.
2. Click Edit and change the Authentication Protocol field to OAuth 2.0. At this time, more fields should appear.
3. In the Authentication Provider field, enter the name of the Auth. Provider record that was created upon initial setup of Digital Source Tracker: FCR_Google_OpenID_Provider
4. In the Scope field, enter the same information as was in the Default Scopes field of the Auth. Provider record: openid profile https://www.googleapis.com/auth/analytics.readonly
5. In the Authentication section, look for the Authentication Status field. The status should be Pending.
6. If you are a G Suite customer and are using your own internal app for authentication, check the Start Authentication Flow on Save checkbox so that the field is checked.
7. Click Save. This starts the authentication process if you have checked the Start Authentication Flow on Save checkbox in the previous step.
   1. If you get a Google Error page, this means the authentication process was not able to start. Review the previous steps to confirm the correct data was added to noted fields.

Step 4: Commence Authentication

This process authenticates Google Analytics with Salesforce through your own Google Cloud Project or Full Circle's Google Cloud middleware.

If you are a G Suite customer and are using your own internal app for authentication, follow these steps to authenticate using your Google Analytics account:

1. A Sign in with Google > Choose an account to continue to salesforce.com page appears.
   1. It displays a Google account for you to choose, which enables you to authenticate with Salesforce.
   2. You also have an option to Use Another Account.
   3. This Google account must have access to your company's Google Analytics. Specifically, the Google account should have access to the same Google Analytics Property that has its Property ID captured in Step 1.
2. Select the appropriate Google account.

If you are not a G Suite customer and will use Full Circle's Google Cloud Project, your CSM will authenticate with the user under the fullcircleinsightsdst.com domain that you have granted Google Analytics view access to.

Step 5: Approve Authentication Request

If you are a G Suite customer and are using your own internal app for authentication, a Sign in with Google > salesforce.com wants to access your Google Account page appears. Click Allow. The Named Credential record appears.

If you are not a G Suite customer and will use Full Circle's Google Cloud Project, your CSM will complete this step.

Step 6: Confirm Successful Authentication

Look at the Authentication Status field. The status should now display "Authenticated as of..." with some additional information.

Step 7: Configure Google Analytics 4 Integration on Digital Source Tracker Configuration Page

1. Go to the Ad Platform Configuration page.
   1. Navigate to Setup | Build | Installed Packages | Full Circle Response Management | Configure | Digital Source Tracker | Ad Platform Configuration.
2. Under the Google Analytics Configuration section, add your Google Property ID.
3. If you do not want the Daily Aggregate Database to retrieve any more Universal Analytics data, clear the Google View ID field and leave it blank. If you want the Daily Aggregate Database to retrieve both Universal Analytics and Google Analytics 4 data, leave the Google View ID that is already entered.

Step 8: Update reports for GA4 data

Now that you have configured GA4, the next step is to change your reports to accommodate this data. If you do not complete this step, you will continue to report from universal analytics, rather than GA4. Once you have configured GA4, you will be able to report from both data sets.

Instructions for this process can be found here.