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Usage Documentation

Overview

The Send2CRM Assistant is a web browser extension to simplify the administration of Send2CRM from the website, by Salesforce administrators.

Send2CRM is fully functional without this extension. It provides an alternative configuration experience focused on being user-friendly.

Broadly, the following features are included:

• Configuration

• OAuth authenticated connection to Salesforce API

• Point-and-click form mapping via page interaction

• Display of visitor information

• Testing controls

• Script generation for common client-side tasks

Configuration

The extension will only be active on websites explicitly enabled by domain. It will provide a simple means to enable the currently visited site, and manage the list.

Some basic additional settings are also used for configuration of the displayed visitor information and general behavior. A setting is provided to show or hide developer-centric functionality such as script generation.

Salesforce API connection

Salesforce metadata such as object and field information is to be utilized to deliver the best possible user experience. This will be required to use the form mapping functionality and to expose some additional visitor information.

The user will require API-enabled Salesforce credentials to connect. Authentication will be via the standard OAuth web mechanism. Access tokens will be stored securely via the storage provided by the web browser for extensions, no user credentials will be stored or exposed.

Form mapping

On websites where enabled, the extension will identify HTML forms on the page.

• The user can begin mapping by clicking a button and pointing to the form.

• Mapping configuration will appear in a user-friendly form within the web browser.

• Available Salesforce objects and fields will be presented for selection.

• Detected fields from the website form will be presented for selection.

• The mapping in Salesforce may be created directly from the web browser.

If a form already has a mapping in Salesforce, it will be displayed instead of creating a new one. It may be edited/updated in the same manner.

Once a mapping is saved in Salesforce, the extension will allow generating a test/sample submission and sending it directly to Salesforce. This will not submit the form on the website.

This mechanism will also allow generating mappings regardless of whether the form is connected via Send2CRM, or even if Send2CRM is installed on the website. This allows administrative setup prior to going live.

Possible further/advanced functionality:

• Suggest means of enabling Send2CRM handling for a form, e.g. add configured class.

• Generate script shell for custom submit handler.

• Test submission with debug automatically enabled

Visitor information

Available via normal extension popup, or optionally as an overlay on the page. Displays:

• the current state (unknown or identified) of the visitor

• summary of:

  • Segments

  • Goals

  • Page views

  • browser-sourced information such as country, device, language

• links to relevant Salesforce records where identified

• custom personalization data - available items presented automatically, truncated where long but available in a popup on click. For example complex JSON objects may be stored in personalized data, this would allow copying/inspecting them

• as an alternate or in addition to the above, it may be possible to open the browser inspector to display the visitor and/or session data on click

Testing controls

In addition to the form mapping / test submission controls, several buttons would be available to manipulate visitor data:

• Send Visitor update: perform an immediate send to Salesforce for identified visitors instead of waiting for background update.

• End Session: end the current session, simulating timeout due to inactivity. Further activity will automatically start a new session.

• Clear Visitor data: remove all visitor and session data from the browser and become anonymous. Simulates a fresh visit from a new browser or device, or a cache clear.

• Enable/disable Send2CRM debug output (TODO: not sure if browser security will allow this).

• Impersonate a visitor - assume the identity of a visitor and view the website as they would see it. Potential security risk/issues with polluting visitor data - would at least need to disable sending updated visitor data to Salesforce.

These controls would be placed with the visitor information within the extension popup or on the page overlay.

Script generation

• Possibly provide the overall Send2CRM snippet on demand, would require Salesforce connection.

• Generate scripts to be added to the page for common client-side actions:

  • modifying client settings

  • applying Segments

  • applying Goals

  • creating custom Visitor events

  • form handling as above

Possible future/advanced functionality:

Generate Salesforce automation records for simple tasks and conditions:

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highlighting a visitor event

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continuing a visitor event as a platform event

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