When Visitor data is pushed from the S4S Cloud Send2CRM client, this automatically populates a number of Visitor-related objects in Salesforce.
Visitor
The S4S Cloud Visitor object is the master record for each unique identified Visitor. It stores:
Date/time first and last seen
Total Session session count, durationdurations, and Goal values
A lookup to the relevant form target object(s)
All S4S Cloud analytics data can be related back to the Visitor object.
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Segments
A unique list of Facets Segments applied to the Visitor.
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Goals
The total value for each Goal applied to the Visitor triggered.
Visitor Stats
The total count of each type of Session Event for the Visitor, by interaction date.
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Stores the summary of a single visit. S4S Cloud collects the The following general information is collected for each Session where possible:
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Session Events are not stored in Salesforce as individual records , as this would could be a vast amount of information. S4S Cloud Summaries are automatically summarizes created into the Visitor and Session Stats objects. You may also set Goal and/or Facet automation to process any Event values.
Session data is automatically limited by the Maximum Sessions setting (10 by default). When a single Visitor has more than this number of Sessions, the oldest is removed. Change the setting to 0 to disable Session deletion.
All Visitor objects retain data indefinitely. The summary values in these objects still include Session data that has been deleted; it may even include Sessions that were never pushed to Salesforce if the Visitor accrued data for a long period before becoming identified.
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If the Store Event Data setting is enabled, events are saved as JSON against the Session. We recommend against disabling Session deletion if this is enabled. |