Target guides based on data values from Salesforce (Beta)

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.

You can target Pendo guides, including embedded content, based on Salesforce data values by leveraging parameters shared through the Page Data LWC of the Salesforce Pendo One Toolkit (herein, Salesforce toolkit). These parameters are incorporated into the event properties of tagged Pages in Pendo, which you can then use to control when a guide is displayed.

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. For information and instructions, see The Pendo One Toolkit for Salesforce and Set up the Pendo One Toolkit for Salesforce.
• Page event properties enabled. For instructions, see Page event properties.
• The Page Data LWC placed in the Lightning record page for the Salesforce object you want to target guides based on. For instructions, see Share Salesforce data with Pendo using the Page Data LWC.
• In the Pendo Data Configuration settings page in Salesforce, object fields with Data Attribute selected for guide targeting. For instructions, see Share Salesforce data with Pendo using the Page Data LWC.

Step 1. Add Page event properties to Pendo

Page event properties are required to map Salesforce data fields to Pendo for guide targeting.

1. Go to Product > Pages.
2. Select the down arrow next to Tag Pages and choose Manage Page event properties.
3. Enter the URL of the record page and then select Launch Designer. This opens the Visual Design Studio.
4. Select Add Event Property and enter a name for it using lowercase letters, numbers, and underscores.
5. Select Source > Standard CSS.
6. For CSS Selector, enter the following: .active pendo_one-page-data
7. For the field labeled Select a value for the element, enter dataset. followed by the data attribute name from the Salesforce Page Data LWC, for example, dataset.Object_Field. For packaged and custom objects and fields, include the Salesforce namespace prefixes, and the object and field suffixes, in the field reference, for example, dataset.Namespace__Object__c__Field__c.
8. Select Save.
9. Repeat the steps for each Page event property you create.

Step 2. Tag Salesforce record page URLs with Page event properties

Use the Page event properties you created in Pendo to tag record page URLs from Salesforce as Pages in Pendo. For instructions, see Step 3 in Page event properties.

Step 3. Use tagged Pages for guide location settings

You can use Pages tagged with event properties to target guides from the Location tab of the Visual Design Studio.

1. In Pendo, go to Guides > Guides
2. Find and open your guide. 
3. Select Manage in my app. This opens the Visual Design Studio.
4. Open the Location tab in the Edit Container window.
5. Under Page Location, select Only on this page.
6. Choose the page you created with your Page event property in Step 2 from the dropdown menu under Only on this page.
7. Select Done in the bottom-right corner of the Edit Container window.
8. Select Save and then Exit.