Get started with Dreamdata
What is Dreamdata? [VIDEO]
Setting Up Dreamdata
How to set up Dreamdata Web tracking (analytics.js) manually
How to set up up Dreamdata web tracking (analytics.js) using Google Tag Manager
How to track forms adding the auto-identify script via Google Tag Manager.
The Onboarding Process
Onboarding process for free customers [VIDEO]
Onboarding for paying customers [VIDEO]
Single sign-on
How to invite your colleagues to Dreamdata
Dashboards
Home
Engagement
Performance
Content Performance
Analytics
Which channel performs best for different content?
Which content influenced the MQLs created in a time period?
Content Performance - Dashboard Options
Which content generates pipeline?
Measuring influenced pipeline for B2B content - the true conversion metric
What KPI to measure the effect of B2B content?
Setup Content Reporting
Content Analytics - Dashboard Options
Paid
Overview
Ad Spend
Return on Ads Spend
Google Search Ads
Google Display Ads
LinkedIn Ads
Bing Ads
Facebook Ads
YouTube Ads
Capterra Ads
G2 Crowd
Organic
Acquisition
Conversions
Web Traffic
Performance vs. Revenue attribution: A guide on when to use what
Journeys
Revenue Analytics
Data Platform
Sources
Intent Data
Paid
Setting up Facebook Ads
Setting up AdRoll
Setting up Twitter Ads
Setting up Bing Ads
Setting up LinkedIn Ads
Setting up Google Ads
Setting up G2
Setting up Capterra
CRM
Marketing Automation
Import Other
Import fixed cost data using Google Sheet
Importing data not in your CRM (using Google Sheets)
Import cost data using Google Sheet
Custom data
Setting up Outreach
Setting up Zapier integration & Zaps for Lead Ads
Setting up Google Search
Setting up Intercom
Destinations
Ad Network
Data Warehouse
Google BigQuery
Connect to AWS Redshift using AWS Glue
Connect your Dreamdata data to Snowflake
Connect your Dreamdata data to Amazon Redshift
Cloud Storage
Business Intelligence
Guides for Looker Studio Reporting
Getting Started with Looker Studio Templates
Google Connected Sheets
Setting up Data Export to BigQuery of CRM Properties
Overview
Company Data Enrichment
Table Schema
Intent data
General Settings
Tracking
Segment
Dreamdata Cookies
Form Tracking
Reduce impact from ad-blockers and Apple ITP 2.x
Pardot iframe form tracking
Anonymizing IP
Tracking using Sleeknote or Drift
How to track your emails?
Cookie Bar
How does Dreamdata track all relevant on-site customer data?
Cookie Retention
Tracking Hubspot Forms with auto-identify script
Server Side Analytics APIs
URL query parameters
Calendly
Tracking iframes with auto-identify script
Tracking SPAs (Single Page Applications)
Across domain & device tracking
Advanced Identification of users and companies
Stage Models
Setup Guide: All Salesforce Opportunities entering specific Stage
Setup Guide: Creation of Opportunities/Deals
Setup Guide: Tracked sign-up events
Setup Guide: All Hubspot Deals entering specific Stage
Stage Models - Customization
Menu: Settings
Allowed Domains
UTM Mapping
Branded Search filter
CRM-Based Channel and Source in the Absence of Tracking Activity
CRM filters
FAQ
Glossary
Categories
Some of my deals are flagged with "Unknown". What does it mean?
Data retention
Can I exclude content or websites from being tracked?
How are activity mapped to companies?
What does Visitors, Contacts and Companies mean?
What is a session?
Roles and Permissions
What is the reporting Time Zone?
Why are my dashboards empty?
Agency Partners
Welcome Partner!
Partner Tiers
Referral Guide and UTM tracking
Partner Material
Intro Template for your new clients
Ideal Customer Profile
Co-marketing and account mapping
Contact
Quick learning videos!
Find the content that generates most pipeline
How to set up content categories on Dreamdata
Do you know how your company is generating money?
How to see the value of B2B Google Ads in pipeline and revenue generated
How Content Analytics tracks the influence of content of pipeline and revenue
How to easily build a retargeting audience with Dreamdata
Are you using G2?
Performance vs. Revenue Analytics reports- when to apply them best!
What attribution really is and why you should care!
Helping BDRs break through to the hottest accounts
Dreamdata Content Analytics: Discover the real value of your content
Do you know which of your Marketing activities had the biggest impact on pipeline and revenue?
Which of your emails produce pipeline and revenue?
See the value of SEO in pipeline and revenue generated
How to cut the cost of your Google Search Ads
- All Categories
- Data Platform
- Sources
- CRM
- Setting up Salesforce
Setting up Salesforce
Updated
by Mikkel Settnes
Dreamdata needs to connect to your CRM system in order to work properly. This is used to collect data on your customer accounts and link it to the tracking data, thus being able to create attribution to touches in your customer journeys.
Setting up Salesforce
- On Dreamdata's main menu, go to "Data Platform" and then select "Sources".
- On the Sources page, scroll down the the CRM subsection and select "Salesforce".
- Click "Enable" (a new tab will open).
- If you haven't selected a CRM system for your Dreamdata account yet, chances are that you might be prompted with the following question "Is Salesforce your Primary CRM?". Select the option that applies for you.
- If you aren't already signed in, sign into your Salesforce account.Note! To integrate you will need Admin access to your Salesforce (access details can be found in the FAQ section below).
- You'll be asked to allow access to Dreamdata. Click "Allow".
- You're all set 🔥 It can take up to between 24 – 48 hours before data begins to appear.
How will the data be mapped into Dreamdata?
- Account: Your accounts will be mapped to Companies in Dreamdata. This will enable you to see all of your sales and marketing activities for each company in one place.
- Contact: Your contacts will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
- Opportunity: Your opportunities will be mapped to Deals in Dreamdata. This will give you a clear picture of your sales pipeline, including the value of each deal and the stage of the sales process it's in.
- Lead: Your leads can potentially be mapped to Contacts, Companies, and Deals in Dreamdata.
- Task and Campaign Member: Your tasks and campaign members will be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.
What events will be included automatically into Dreamdata?
After your Salesforce data is synced, we create the following 6 type of events and link them to relevant customer journeys automatically.
For Task object:
- meeting
- When Type or Task Subtype equals to 'Meeting'
- And Status equals to 'Completed'
- These events will be mapped to 'Meetings' Channel and 'Meeting' Source
- Timestamp of these events are set with Completed Date/Time
- phone_call
- When Type or Task Subtype or SalesLoft Type equals to 'Call'
- And Status equals to 'Completed'
- These events will be mapped to 'Calls' Channel and 'Call' Source
- Timestamp of these events are set with Completed Date/Time property
For Campaign Member object:
- registered_event
- When Campaign Type equals to 'Event'
- These events will be mapped to 'Events' Channel and 'Events' Source
- Timestamp of these events are set with Campaign Member Created Date property
- attended_event
- When Campaign Type equals to 'Event'
- These events will be mapped to 'Events' Channel and 'Events' Source
- Timestamp of these events are set with Campaign Member First Responded Date property
- registered_webinar
- When Campaign Type equals to 'Webinar'
- These events will be mapped to 'Events' Channel and 'Events' Source
- Timestamp of these events are set with Campaign Member Created Date property
- attended_webinar
- When Campaign Type equals to 'Webinar'
- These events will be mapped to 'Events' Channel and 'Events' Source
- Timestamp of these events are set with Campaign Member First Responded Date property
Can we include more events into customer journeys?
Absolutely! Dreamdata offers flexibility in terms of customising and including more events into customer journeys based on the Salesforce objects mentioned below:
- Campaign Member
- Task
- Event
- Contact
- Account
- Lead
To include additional events, you can collaborate with your dedicated customer success manager. They can guide you on the steps to follow and help you add or exclude the events as required. Dreamdata's ability to include custom events based on Salesforce objects enables businesses to capture more granular data and obtain a better understanding of customer behavior. With this valuable insight, you can optimize your customer journeys and improve your marketing and sales efforts.
FAQ:
What specific access is needed for the integration?
- General User Permissions: Access Activities
- Administrative Permissions: API Enabled, View All Users and View Roles and Role Hierarchy
- Standard Object Permissions ->Â View All access needed for: Accounts, Campaigns, Contacts, Leads and Opportunities
- Record Type Settings for: Accounts, Campaigns, Campaign Members, Contacts, Events, Leads, Opportunities and Task
Why do we need to give 2-way read/write access to Salesforce API? Can write access be restricted?
- Dreamdata always prioritizes read-only specific access for integrations, utilizing that option whenever available. However, in the case of Salesforce, this capability is not provided by Salesforce. The scopes employed by Dreamdata, namely id, api, and refresh_token, ensure the identification of the person who connect Salesforce and the retrieval of necessary data. It's important to note that Dreamdata does not perform any data modification within Salesforce.
How does Dreamdata handle rate limits?
- Dreamdata synchronizes your Salesforce data daily around 2 AM UTC. However, if 80% of the daily API quota limit has already been utilized before the data retrieval process, Dreamdata will not sync data on that particular day to prevent any disruption to your daily operations. Rest assured that any missing data will be retrieved and updated during the subsequent sync, ensuring a complete and accurate synchronization when there is sufficient daily API quota available.
How do we handle Parent & Child accounts?
- Dreamdata does not use the Parent or Child attributes from Accounts at the moment.