This Article Will Help You:
- Use variables in Segmentation Center to target specific audiences and present relevant information
- Track individual users in Salesforce to monitor their progress and generate reports in Analytics
The Short Version
|Salesforce Variables is an Enabled Feature available to our Salesforce Users. For access, contact your CSM or customer support at firstname.lastname@example.org.|
Let's Talk A Bit More
Use Salesforce Variables in the Segmentation Center to target specific users and present them with only relevant items. For example, if some ShoutOuts only apply to users in certain job roles, you can segment it by the role variable. For processes that are only relevant for users in North America, use the region variable.
Salesforce Variables can also be used in User Tracking to identify users. Use a variable that tracks email, ID, or even name. With User Tracking enabled, you will get a more accurate user count in your reports and put individual user actions in context. For example, pull reports on individuals who have completed their Onboarding tasks or have not.
To identify a Salesforce Variable, WalkMe will look into the HTML on the end user’s Salesforce instance and pull the value. Salesforce Variables are checked against the value defined in the Segmentation Rule or user tracking settings. Salesforce Variables vary by user. Each variable value is represented as an 18 digit code and will change based on the person currently using the environment.
Salesforce has a number of default variables available within their system. To use the default variables within Salesforce, the Variable name must start with “walkme_sf_vars.” Add the Variable name after the period to use the variable within the Rule Engine. These WalkMe can read and Segment by using the 18 digit version of the Variable value. In some cases, Salesforce will supply a 15 digit version. You can learn how to convert Variable Values from 15 digits to 18 digits in our Salesforce course, linked at the bottom of this article.
Track Individual Users: Unique User Settings
Configure Unique User Settings to identify how you would like to identify users in WalkMe Analytics. By tracking an individual user you can associate engagement data with unique IDs. Tracking unique users, you will get a more accurate user count in your reports and put individual user actions in context. Unique User Settings are found in WalkMe Settings in the General tab. There are a few ways to track individual users. Only one option can be chosen at a time. We recommend tracking by username (walkme_sf_vars.userName), which is typically the user’s email.
Methods For Tracking Users
- By Salesforce ID The Salesforce Identifier will track users anonymously by their 18 digit Salesforce ID.This is not the recommended tracking method as it is anonymous.
- Use User Name (recommended) Use the Variable Identifier and input the WalkMe Salesforce username variable (walkme_sf_vars.userName)
- By Email or other variable If the user name is not the same as the user’s email, you will first need to add it to your Salesforce instance as it is not one of the seven predefined Salesforce Variables. After add it in Salesforce Variable, you can use it as the variable by which to track unique users
Track Different Users Types: Global Segmentation
Use Variables in the rules in the Segmentation Center to target specific audiences. For example, if you have different Walk-Thrus for admins and managers, create segments for each role type and define the segment by variable walkme_sf_vars.roleId is manager or admin. There are seven default sfvars available in WalkMe. Use the default 7 in your segmentation rules without having to add them to your general settings.
Default Variables Available In Salesforce
Once sfVars is enabled for you by your CSM, the following variables can be used for segmentation:
Finding the Current Variable Value
- Open the Salesforce account of someone you know has the value you are looking for (i.e. someone on the sales team)
- Enter full preview mode in the Editor
- Open the console by right clicking on the screen and selecting “Inspect”
- Type “walkme_sf_vars” into the console
- Press enter to see default variables in Salesforce
- If looking for the profile variable, search walkme_sf_vars.profileId and you will see the value for that account (i.e. sales)
- If Salesforce returns a 15 digit variable, use a 15 to 18 converter such as this one
Using a Default Variable in the Segmentation Center
- Create a New Segment in the Segmentation Center
- Click Define This Segment in the Rule Engine, select User Data, then Variable as Rule Type
- Type in the prefix “walkme_sf_vars.”
- Choose an operator such as “Is” or “Is Not”
- Enter the Variable Value
Adding Additional Salesforce Variables
Salesforce exposes only the seven by default and will not look for any extra ones (i.e company, geography, etc) in the HTML unless told and added within the General Settings.If you would like to track a variable that is not one of the default, you will need to have your admin add it to your site and add the variable name it in the Salesforce Variables field located in the General Tab in Settings. To use variables in a rule, use the prefix “walkme_sf_vars.”
In the example below, a customer added an email variable to their environment and is using it for Unique User Tracking (Note: Adding a variable is entirely separate from Unique User Tracking and will not affect it).