Analytics Data in Salesforce

When Visitor data is pushed from the Send2CRM client, this automatically populates a number of Visitor-related objects in Salesforce.

Visitor

The Visitor object is the master record for each unique identified Visitor. It stores:

• Date/time first and last seen

• Total session count, durations, and Goal values

• A lookup to the relevant form target object(s)

All analytics data can be related back to the Visitor object.

Segments

A unique list of Segments applied to the Visitor.

Goals

The total value for each Goal the Visitor triggered.

Visitor Stats

The total count of each type of Session Event for the Visitor, by interaction date.

Session

Stores the summary of a single visit. The following general information is collected for each Session where possible:

• Unique id shared with the browser client

• Start and end date/time

• Browser, device, operating system

• IP address, country, timezone, language

• First and last page visited

Session Stats

The total count of each type of Session Event for the Session. For Goal events, the total Goal value is stored rather than the count.

Data retention

Session Events are not stored in Salesforce as individual records , as this could be a vast amount of information. Summaries are automatically created into the Visitor and Session Stats objects. You may also set 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.