Boosting Your CRM Productivity

Prerequisites and Specifications

Before you install the AdIntel App in your Salesforce Org, please review the following specifications to fully understand the App’s requirements. The App will not function properly if the App Configuration requirements are not met.

App Configuration

  • The AdIntel App supports both Salesforce Web-to-Lead and custom web forms to capture and save leads in Salesforce.
  • The App also supports custom web forms to capture and save contacts in Salesforce.
  • The App has in-built support for Salesforce Web-to-Lead forms but for your custom web forms, some additional work on your end is required, depending on how your system is currently capturing and saving leads / contacts in Salesforce.
  • The App requires that you add two hidden fields in the web forms. The html code to add these two fields is shown in the AdIntel Config page.
  • The App requires that you include a JavaScript on your website pages where you have the web forms implemented. The html code to add this javascript is shown in the AdIntel Config page.
  • The App needs access to your Google Analytics account (via OAuth protocol) if you want to track the visitor activity on your website. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
  • The App needs access to your Google AdWords account (via OAuth protocol) if you want to track the performance of your Google AdWords ad campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
  • The App needs access to your Microsoft Bing Ads account (via OAuth protocol) if you want to track the performance of your Bing ad campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
  • The App needs access to your Facebook Ads account (via OAuth protocol) if you want to track the performance of your Facebook campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
  • If access to the above Ad platforms is not provided, then the App can only track organic search results and other ad campaigns which use Google Urchin Tracking Module (UTM) URL parameters.

Data Access

  • All the data used by the App is stored within your Salesforce environment in custom objects and in custom fields of the Lead and Contact standard objects.
  • Your Salesforce user credentials are neither sent nor stored outside your Salesforce environment.

Web Services

  • Google accounts web service is accessed (via OAuth) to authenticate your Google account used in managing your Google Adwords ad campaigns. URL: https://accounts.google.com
  • Google Analytics related web services are accessed to obtain information about visitor activity on your website. URL: https://www.googleapis.com
  • Google Adwords related web services are accessed to obtain information about your ad campaigns. URL: https://adwords.google.com
  • Microsoft accounts web service is accessed (via OAuth) to authenticate your Microsoft live account used in managing your Bing Ads ad campaigns. URL: https://login.live.com
  • Facebook web service is accessed (via OAuth) to authenticate your Facebook account used in managing your Facebook ad campaigns. URL: https://www.facebook.com
  • Success Software web services. URL: https://www.success-software.biz/adintel

Lead Correlation & Reporting

  • The App tracks only inbound leads / contacts that come into Salesforce CRM after the App is installed. Any other inbound leads that you have already prior to the installation of the App are not tracked.
  • The App contacts Google AdWords, Microsoft Bing Ads, and Facebook Ads via web services to obtain any missing additional information regarding the inbounds – such as Campaign Name, Ad Group, Ad Text, Keyword, Search Query. This is done via a batch process that runs every hour (default).
  • The App fetches cost information from Google AdWords, Microsoft Bing Ads, and Facebook Ads only once a day via a scheduled batch process and then makes the necessary ROI calculations. Thus the data presented in Dashboards are as of the last run of the batch process.
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