Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.
This article provides instructions for a Salesforce Toolkit Administrator to configure the Page Data LWC and place it in record page. This allows you to share objects and fields in Salesforce with Pendo to use for guide targeting and analytics reports.
The functionality described in this article requires the Salesforce Pendo One Toolkit (herein, Salesforce toolkit). For information, see The Pendo One Toolkit for Salesforce.
Prerequisites
- Pendo installed and configured using the Pendo Launcher browser extension. For more information, see Plan your browser extension implementation and the IT guide to deploying the Pendo Launcher.
- The Salesforce toolkit for Pendo set up. For instructions, see The Pendo One Toolkit for Salesforce and Set up the Pendo One Toolkit for Salesforce.
Step 1. Plan your approach
Define which Salesforce objects and fields you want to share with Pendo and enable the toolkit's functionality. Define the following information for each Salesforce object:
- Field names.
- For each field, whether it’s to be used for guide targeting.
- For each field, whether it’s to be used for analytics in Pendo.
Step 2. Configure Salesforce fields
Pendo Toolkit Administrators have access to the Pendo Data Configuration page, where you configure which fields from different Salesforce objects are sent to Pendo.
- Open the App Launcher from the grid icon in the top left of Salesforce.
- Search for and open Pendo Data Configuration.
- Search for and select a Salesforce object from the dropdown menu (such as Account or Opportunity). This is the object that you want to configure to share with Pendo. A list of available fields for your selected object appears.
- Select the fields that you want to send to Pendo. If the object has any lookup relationships, you can expand the list to select fields from the related objects.
- Select one or both of the two options for each selected field:
- Select Data Attribute for fields to be used to target guides.
- Select Visitor Metadata for fields to be used in analytics.
- Select Save.
Step 3. Add the Page Data LWC to record pages
To add the Page Data LWC to a record page in Salesforce:
- Open a record page in Salesforce, such as an Account, Opportunity, or Contact.
- Select the gear icon in the top right and select Edit Page. This opens the Lightning App Builder.
- In the component list on the left side of the page, find Pendo Page Data.
- Drag and drop the Pendo Page Data component to an appropriate location in the record page. This can only be seen by Pendo Toolkit Administrators. For more information about this permission set, see The Pendo One Toolkit for Salesforce.
- Select Save.