This Article Will Help You:
- Use the Segmentation Center effectively
- Utilize different URL combinations in Salesforce in the Rule Engine
- Configure a Rule based on Variables
The Short Version
Let's Talk A Bit More
The first component of a Salesforce URL after the domain is the Tab URL. The first three digits represent the different tabs Salesforce has by default. Custom Objects may not have not have a consistent Tab URL. Each Page type can be further broken down by Main Page (list of recent records) or an individual Record. Within a Record, the URL can specify whether the form is actively being edited (Edit or New Record), or whether there is an error on the form.
Within Walk-Thrus it is common to use URLs in Jump to Steps: URLs can be used to start a Walk-Thru from the middle as well as error proofing. To start a Walk-Thru from the middle, use the Tab URL in combination with a page identifier:
The Rule above will trigger a Jump to Step to skip ahead if the user is on the Accounts main page. To identify if an error is on screen combine a Tab URL with the error identifier:
This rule will trigger a Jump to Step to return to a previous step is an error occurs while creating a new record.
Launchers often require URL Segmentation. Segmenting a Launcher based on location is important so that they do not impact performance by trying to play on every page in Salesforce. When Segmenting a Launcher by URL, make sure you are being specific about the Tab and Page on which the Launcher is located. The Rule below will limit the appearance of a Launcher to a New Account record only:
URLs are used in combination with click events to check if a process has been completed. Many elements within Salesforce are very similar, such as the Save button. Adding a Salesforce URL as part of the Rule within a goal enables you to target a Save button on a specific page and accurately measure if the process has been completed correctly.
You may also like to measure how many times users see an error message. You can create a goal that will keep track of how frequently an error appears:
URLs are commonly used in Segmentation in order to limit where a certain item will appear: If a Launcher is specific to the Opportunities Tab, a Segment should be created so that the Launcher appears only on the right Tab and page. The Launcher above will only appear on a new opportunities record:
Frequently Used Tab URLs
Frequently Used Page URLs
|Error for New Record||/e|
|Edit for Existing Record||*/001|