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Tracking Directories page views by logged in Soapbox users in Salesforce

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If your site has the Soapbox User Integration portal feature that connects web users to Contact records in Salesforce, you can track which Directories pages a logged in user views in Salesforce and associate those views with their Contact record. This can be enabled for either or both the List Display view or Record Display view for a Directory.

Create the Destination Object in Salesforce

In order to track this data, you must first create a custom object in Salesforce that contains the following fields:

Field Label: Soapbox Engage Username
Field Name: sbx_SoapboxEngageUsername__c
Field Type: Text (255)
Value Recorded by Soapbox: Soapbox username of the logged in user

Field Label: Contact Id
Field Name: sbx_ContactId__c
Field Type: Lookup (Contact)
Value Recorded by Soapbox: Salesforce Contact Id of the logged in user

Field Label: URL Visited
Field Name: sbx_URLvisited__c
Field Type: URL
Value Recorded by Soapbox: URL visited by the Soapbox user

Field Label: Timestamp
Field Name: sbx_Timestamp__c
Field Type: Date/Time
Value Recorded by Soapbox: date/time of the visit by the Soapbox user

Field Label: Soapbox Engage App
Field Name: sbx_SoapboxEngageApp__c
Field Type: Text (255)
Value Recorded by Soapbox: "Directories"

Field Label: Soapbox Engage App View
Field Name: sbx_SoapboxEngageAppView__c
Field Type: Text (255)
Value Recorded by Soapbox: "list"

Field Label: Soapbox Engage Salesforce Id
Field Name: sbx_SoapboxEngageAppSalesforceId__c
Field Type: Text (255)
Value Recorded by Soapbox: (blank)

Enable Tracking in Soapbox for a Directory

To enable tracking for a Directory in Soapbox:

 

  • Open the Directories page for which you wish to enable tracking
  • Click on the Options tab
  • In the right column, click Parameters - List Display to expand the module
  • For Enable Salesforce Tracking, select Yes or No
  • For Salesforce Tracking Object, enter the Salesforce API object name (including the training "__c") you created in Salesforce, if you enabled Salesforce tracking for the List Display of this Directory
  • In the right column, click Parameters - Record Display to expand the module
  • For Enable Salesforce Tracking, select Yes or No
  • For Salesforce Tracking Object, enter the Salesforce API object name (including the training "__c") you created in Salesforce, if you enabled Salesforce tracking for Record Detail views of this Directory
  • Click Save

 

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