Admin FAQ
Your data does not leave the Salesforce Infrastructure. Our app (running in Salesforce Heroku) retrieves Page View information (ids and the URL only) and pushes that directly into your Salesforce instance as a UTM Touchpoint record. During processing, we do not log or store any of this information. Once the UTM Touchpoint record has been created, all other processing happens within your Salesforce instance.
Like many other AppExchange solutions, it can be installed into any Sandbox at no charge. There is also a 30 day free trial period for testing in Production, as we recognize it can be quite the challenge to set everything up in a Sandbox with Account Engagement.
There are a few components in the Managed Package to make this solution work.
Apex Classes and Triggers provide the majority of the processing within the Salesforce org.
Lightning Web Components and Lightning Pages allow setup and configuration.
Custom Objects and Custom Fields on Standard Objects store your customer data as well as flags that it was created by the application.
Reports, Report Types and Dashboards give you a place to start with visualizing your data.