- Optimizely Web Experimentation
- Optimizely Performance Edge
- Optimizely Full Stack (Legacy)
This topic describes how to:
- Install and authenticate the Optimizely Web Experimentation Data and Attribution for Salesforce app
The Optimizely Web Experimentation Data and Attribution for Salesforce app (DNA) enables you to track down-funnel metrics and conversions by associating a user’s online experience to a specific lead or contact and to send events between Salesforce and Optimizely Web Experimentation.
Salesforce users can use DNA to see the experiment history—that is, a combination of visitor IDs and experiments, as well as the specific variations within that experiment—of a lead or contact to understand how that visitor experienced your site. For example, your sales or support team could see if a customer was offered a coupon or exposed to a different service experience as part of an experiment.
You can also use DNA to measure the impact of an experiment on valuable, down-funnel events by tracking Salesforce events associated with an Optimizely Web Experimentation experiment. For example, instead of using an experiment to drive more leads, you can use it to drive more qualified leads or new opportunity creation.
This article describes the installation and authentication steps in the process of getting the DNA app up and running. Once you've completed these, you'll need to configure the app before it will run.
Install the DNA app
First, please invite your Salesforce account Admin to your Optimizely Web Experimentation account with Optimizely Web Experimentation Admin privilege before getting started following this user collaboration guide. Your Salesforce admin can complete installation once they have accepted the Optimizely Web Experimentation admin collaborator invitation and can successfully log in to your team's account at www.optimizely.com.
Below is a draft email you can share with your Salesforce admin to complete installation:
Email Subject: Please Help Install Salesforce App
Email Body:
Hi [SFDC Admin],
We’re using a digital experimentation platform called Optimizely Web Experimentation, and we’d like to install their Salesforce app to enable data syncing and advanced experimentation. Can you help install it in our Sandbox environment this week? It should take less than 30 minutes.
You'll first need to join our Optimizely Web Experimentation account. We'll share an email invite with you shortly. Once you accept the invite and are able to log in to www.optimizely.com, please install the Optimizely Web Experimentation Data and Attribution App following these instructions.
If you have any questions along the way, you can file a support ticket here, or let me know, and I'll reach out to our customer support contact. We really appreciate your help.
There are additional configuration steps to complete after finishing the installation. Your Salesforce Admin should familiarize themselves with the configuration steps when installing the app into your Salesforce Sandbox environment, but your Admin does not need to complete the configuration steps until your admin installs the app in your Salesforce Production environment.
Installation Steps
If you have any questions along the way, please contact your Optimizely Web Experimentation support contact or file a support ticket.
The DNA app requires the Salesforce Enterprise, Unlimited, or Performance edition, as well as either the Salesforce Sales or Service Cloud product. Additionally, you will need to use the Lightning interface and support Lightning apps.
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Log in to Optimizely Web Experimentation.
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Log in to your Salesforce Sandbox environment, visit Salesforce AppExchange and install the app. We recommend installing the app in your Sandbox environment before production.
If you find yourself in a loop where Salesforce asks you to log in, install, login, install then try opening a new browser (for example, if you normally use Chrome, open Firefox) to proceed with the installation. Alternately, try clearing your cache, opening an incognito window, and then installing.
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Select the group of users you want to have access to the installation. We recommend installing for admins only at this point.
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Click Install.
This part of the installation usually takes about ten minutes. You’ll receive a notification email when the process is complete.
Assign Optimizely Web Experimentation App Permission to Salesforce Admins
Your Salesforce Admin will now need to grant themselves (and optionally other Admins) "Optimizely App Admin" permission. Completing this step ensures that the Optimizely Web Experimentation app will be accessible for the Salesforce Admin to configure.
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Open Salesforce Setup.
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Search for and click Permission Set.
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Scroll to the Optimizely Web Experimentation permissions, then click the Optimizely App Admin permission.
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Click the Manage Assignments button.
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Select which Admins should have access, then click Add Assignments.
You can confirm that the permissions have been assigned by clicking on a given User’s record—you should see the Optimizely App Admin permission under Permission Set Assignments
Authenticate the DNA app
Once the app is installed, follow these steps to authenticate the DNA app.
Collect authentication details
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Find the Optimizely app in the Salesforce App Launcher.
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In the Instructions tab that appears after you select the Optimizely Web Experimentation app, click Get Started or Next to begin.
The Authentications tab is where you will connect to your Optimizely Web Experimentation instance. This is a critical part of the authentication process. But before that can happen, you will need to collect three authentication details from within Optimizely itself: account ID, client ID, and client secret. You must be an Optimizely Web Experimentation account admin to collect this information.
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To collect the account ID, click Account Settings in the bottom-left corner of Optimizely Web Experimentation. Then click the Plan tab. Finally, copy the account ID number and paste it into the Account ID field in the Salesforce Authentication tab.
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To create a client ID and client secret, you’ll have to register a new app in Optimizely Web Experimentation's platform:
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Click Account Settings in the bottom-left corner of Optimizely Web Experimentation.
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Click the Registered Apps tab.
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Click the Register New Application… button. The Application Settings modal will appear.
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Enter the Application Name (for example, Sandbox Salesforce App).
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In your Salesforce Authentication tab, click the copy icon next to the Salesforce Redirect URI.
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In Optimizely Web Experimentation's app registration view, paste the URI into the Redirect URI field.
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Under Client Type, click Confidential.
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Click Apply to apply these settings.
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In Optimizely Web Experimentation's Registered Apps tab, click the clipboard icon next to the Client ID to copy it to the clipboard. Then paste the client ID into the Client ID field in Salesforce’s authentication window. Repeat this process for the client secret.
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Ensure you are still logged in to Optimizely Web Experimentation's in another browser tab.
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In the Salesforce Authentication tab, click the Connect to Optimizely button.
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When asked to connect with your Optimizely Web Experimentation account, click Accept.
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You’ll be returned to the Authentication tab. Click Next in the bottom-right of your screen.
Assign Permission Sets
Next, you’ll assign one of these available permissions options to your Salesforce users:
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Optimizely App Admin: Can install the app, modify Optimizely Web Experimentation records, and view experiment history related to Salesforce records.
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Optimizely App User: Can modify Optimizely Web Experimentation records and view experiment history related to Salesforce records.
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Optimizely Experiment History User: Can view experiment history related to Salesforce records. This is the recommended permission setting for most users.
At a minimum you, the Salesforce admin installing the app, should have Optimizely Web Experimentation App Admin permission. If you are not sure who else to assign permissions to at this point, no problem. You can always complete the rest of the installation and revisit this at a later time.
Follow these steps to assign permissions:
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In the Permission Sets tab, click the Select a Permission to Assign drop-down menu to choose the permission level you want to begin assigning to users.
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Select an appropriate subset of users from the Select Profile to Assign Permissions to drop-down menu. The users in that subset will be listed in the table below. Check the box next to each user you’d like to set Optimizely Web Experimentation app permissions for.
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Click the Add Selected button below the list of available users to add the designated users to the permission set you selected in step one above.
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Repeat steps one through three above for each permission set you’d like to assign.
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To remove a user from a permission set, check the box next to their name in the Assigned to section and click the Remove Selected button.
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When you are finished, click Next at the bottom right of your screen.
To change permission assignments, an Optimizely Web Experimentation admin can do so from the Permission Sets section within the Optimizely Web Experimentation app. Alternately, follow these steps:
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Navigate to Settings > Permission Sets.
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Click the desired Optimizely Web Experimentation app permission.
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Click Manage Assignments.
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Update the assignments for your users as needed.
Schedule Jobs
Completing this step of configuration ensures your team has fresh data needed to power the experiment history display and valuable reports — for example, you can create a report that highlights the rate at which experimented leads convert to opportunities over time.
You will schedule jobs for both Leads and Contacts. Select your desired Frequency in the option picklist, then click Schedule. We recommend setting Frequency to hourly or daily.
After you schedule the jobs, you will see the next run time and have the option of manually running the job by clicking Run Now.
If you would like to modify the job schedule, click Stop Job. You will then have access to the schedule configuration options again.
Your team can alternately schedule jobs using Salesforce's standard scheduler. While Salesforce's standard scheduler provides more granular control, it is more time-intensive to configure and manage. For example, if you wanted to schedule an Apex job to update Lead experiment data every hour, you would need to schedule 24 separate jobs via Salesforce's standard scheduler. In contrast, with Optimizely Web Experimentation's app, you can accomplish this same outcome in a few clicks. If you would like to use Salesforce's standard scheduler instead of Optimizely Web Experimentation's easy scheduler described above, please visit "Schedule Apex Jobs" in the configuration guide.
Regardless of which scheduling approach is used, in this initial version of the DNA app, experiment data for Leads and Contacts is updated for just the first 7 days after a Lead or Contact is bucketed into an Optimizely Web Experimentation experiment, which is determined by the time a visitor ID is assigned to a given Lead or Contact. In subsequent versions of the DNA app, Optimizely Web Experimentation will extend the available timeframe for data updates. We discuss data updates in more depth in the configuration guide.
Configure the DNA App
That’s it for the installation phase! Next, you will need to configure the DNA app to tailor the app for your team and ensure information is communicated between Optimizely Web Experimentation and Salesforce.
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