To add our code through WordPress, there are three possible solutions:
1. Manually, by editing your theme's header.php file
2. With your theme's built-in header code feature
3. Using a plugin
The second option uses your theme's built -in feature. Some WordPress themes like Elegant Themes and Genesis Framework by StudioPress offer a built-in option for quickly adding code and scripts to your WordPress header. Just bear in mind that if you change your theme, then the code snippets will need to be re-added to your website.
For the third option there are a number of plugins available in the market that make it straightforward to add code to your header. For example, many of our customers use Google Tag Manager to install our code.
To install the snippet directly on your website, will need to go directly into the HTML code of your site and place it in the header. Ask your web developer for help or contact our support team for more information!
There are three steps to getting the Metricsflow Application up and running!
The first step is to install it via the link provided to you by your Metricsflow Customer Success rep; the second is to configure the application so it works correctly in your instance of Salesforce; last, you will need to grant user access to your non-admin users.
1. Follow the link provided to you in your Installation Guide by your Customer Success Team. Cant find the link? Contact our Success Team.
2. Install the application in your instance of Salesforce, granting access to all users. For further information on the installation of Salesforce Packages, go here.
1. In Salesforce, on the right hand side, click the Settings icon then click Setup to open up the Setup tool.
2. Search for App Manager in the quick find search box and click App Manager.
3. Search for “metricsflowreportapp” in the App Name list and on the right hand side, click the dropdown button and select Manage.
4. Click Edit Policies located at the top of the page.
5. Scroll down to the OAuth Policies section and under Permitted Users, select Admin approved users are pre-authorized from the dropdown.
6. Click OK to confirm the change of permitted users then click Save to save the settings. You will be taken back to the previous page.
7. Find the Metricsflow Reporting app using the App Launcher. You will be directed to the App with two tabs: Dashboard and Settings (second image)
8. Go to the Settings tab and in the Connect Organization section, copy and paste the token provided to you and click Submit.
9. Click the Settings tab. Enter your organization’s Contact Email, Company Name, and Fiscal Year Start in the Update Organization Information section. Note that the Fiscal Year Start month is used for building Quarterly reports. It cannot be changed after it has been saved. Be sure that the month selected reflects the desired structure for Quarterly reporting. Click Update.
10. Go to the Dashboard tab and the app is ready to use! Start generating your reports!
l1. At this stage, your Salesforce Administrator (s) are the only ones with access to the app. If the Salesforce Administrator(s) are the only ones who need access to Metricsflow reporting app, configuration is complete and you can start generating reports!
Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one e.g. Standard User, Contract Manager. In order for the users in the Profiles to use the app , the Salesforce Administrator must grant access to those Profiles.
1. In Salesforce, on the right hand side, click the Settings icon and click Setup to open up the setup tool.
2. Search for App Manger in the quick find search box and click App Manager.
3. Search for metricsflowreportapp in the App Name list and on the right hand side, click the dropdown button and select Manage.
4. Scroll down to the Profiles section and click the Manage Profiles button. Select the profiles that should have access to the application. Click Save.
5. In the quick find search box toward the upper left of the screen, type Profiles and select the menu item Profiles.
6. Click on the profile that you want to grant Metricsflow access to. For the purpose of illustration, the screen captures in this document show the example of the setting up the Contract Manager profile.
7. You will need to make updates to Assigned Apps. Click on the Assigned Apps link (see list in lower right corner below.)
8. Click the Edit button, ensure the Visible check box for Metricsflow Reporting is checked, and click Save.
9. Select Assign Connected Apps from the drop down list illustrated below.
10. Click the Edit button (lower right corner below).
11. Select metricsflowreportapp from the list of Installed Connected Apps, add it using the right arrow button, and click Save.
12. Select-Object Settings from the drop-down list illustrated below.
13. Scroll down until you find the Dashboard item in the list, and click on it. Note that there is also a Dashboards option - select the singular Dashboard as opposed to the plural Dashboards.
14. Click the Edit button (lower right corner below).
15. Update the Tab Settings (lower-left corner below) and click Save.
16. Select Visualforce Page Access from the drop down list illustrated below.
17. Click the Edit button (lower right of the screen capture below).
18. Select metricsreport.MetricsflowSettingVS and metricsreport.ReportApp from the list of Available Visualforce Pages, add them using the right arrow button, and click Save. This completes the required update for the profile (Contract Manager in the example above).
19. Repeat steps 6-18 for each profile to you to which you wish to grant Metricsflow access.
Home Attribution Component
The Home attribution is a valuable component that that allows you to see a birds-eye view of the attribution data of users and companies that are visiting your website. The component also allows you to drill down on the specific actions of each individual user and the CTA’s that compelled them to engage with your content.
1. Go to the “Home” tab, click the cog item in the top right hand corner, and click “Edit Page”
2. Once the Lightning App Builder has opened, go to the left hand search bar and search for “metricsflowAttribution”
3. The custom component will pop up. Drag and drop the component on your page.
4. Save the page, return to your CRM, and refresh your page to view the component
The Contact & Lead Component allows users to view a contact or lead record's individual attribution data. Metricsflow pulls the email of the contact/lead and then renders their attribution data right on their record. Repeat this process for both the Contact & Lead page layouts to see the component on both!
1. In Salesforce, on the right hand side, click the Settings icon and click Setup to open up the Setup tool.
2. In the top menu, select the Object Manager tab
3. Go to the object you’re choosing to edit (Contact/Lead).
4. In the left hand side menu, select Lightning Record Pages
5. Choose the Lightning Record Page which you wish to edit. If you have multiple, you may need to repeat the following on each page
6. Select “Edit” under Lightning Page Detail
7. Once the Lightning App Builder has opened, go to the left hand search bar and search for “metricsflowContactLeadAttribution]”
8. The custom component will pop up. Drag and drop the component on your page
9. Save the page, return to your CRM, and refresh your page to view the component
10. Repeat this process on all your contact & lead pages
1. Find the Metricsflow Reporting app using the App Launcher. You will be directed to the App with two tabs: Dashboard and Settings (second image)
2. Go to the Settings tab. In the Object Mapping section, you will find a drop down for “Lead Account Lookup Field”. Select the field on your Lead record that your organization uses to identify the associated account. Click the Submit button.
Configure the Report
1. In Salesforce, on the right-hand side, click the Settings icon and click Setup to open the setup tool
2. In the quick find search box toward the upper left of the screen, type Profiles and select the menu item Profiles
3. Click on the System Administrator profile and click the Apex Class Access Link.
4. Click the Edit button.
5. Add the following four Apex Classes using the right pointing arrow button, and click Save:
• metricsreport.AccountSyncBatch
• metricsreport.AccountSyncBatchTest
• metricsreport.AccountSyncBatchScheduler
• metricsreport.AccountSyncBatchSchedulerTest
Make the Report Visible
1. In Salesforce, on the right-hand side, click the Settings icon and click Setup to open up the Setup tool
2. In the top menu, select the Object Manager tab
3. Go to the object you’re choosing to edit (Account)
4. In the left-hand side menu, select Lightning Record Pages
5. Choose the Lightning Record Page which you wish to edit(Account Record Page)
6. Select “Edit” under Lightning Page Detail
7. Once the Lightning App Builder has opened, go to the left-hand search bar and search for “accountAttribution”
8. The custom component will pop up. Drag and drop the component on your page
9. Save the page, return to your CRM, and refresh your page to view the component
