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  • Identify visitors who have sales potential, but avoid aggressively identifying those who do not. Visitors without potential pollute Salesforce records and generate unnecessary requests.

  • The Send2CRM client offers various ways to record and calculate visitor intent purely on the client side which can help funnel only the useful leads into Salesforce.

  • Goals, Facets Segments and general data still allow Personalization to occur on the client side for anonymous visitors.

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The shared key system rejects requests with HTTP error codes and a bare minimum of processing time when the key doesn’t match. This can be changed as often as you like.

Data storage

Salesforce also places limits on data storage, a total of 10GB for most production orgs. For very high traffic websites with a large number of visitor conversions additional data maintenance may be necessary.

  • Check the current Salesforce usage by searching for ‘Storage Usage’ in Setup.

  • Avoid identifying un-interesting website visitors. See Identified visitors section above.

  • Configure the Maximum Sessions and Store Event Data custom settings to avoid keeping un-wanted data.

  • Consider a scheduled job to delete visitor (send2crm__s2cVisitor__c) records that have not been modified for some time. The master-detail relationships will cause most related records to be deleted also, however this does not apply to lookup-related objects such as Leads and Contacts.