Salesforce

• Part 1: Create the Visualforce Page for Kissmetrics Person Details
• Part 2: Add the Kissmetrics Page to Salesforce Contact View
• Part 3: Repeat the Above Steps to Add to Salesforce Lead View

This integration requires:

• A Salesforce account. The integration requires the ability to create a Visualforce page, which should be available in every edition.
• An existing Kissmetrics account in which people are identified by email address. Read more about Understanding Identities.
• Kissmetrics API KEY and SECRET from your Kissmetrics account. Please email support@kissmetrics.com for your unique Kissmetrics account API KEY and SECRET for Salesforce.

The Salesforce-Kissmetrics integration shows you customer activity pulled straight from Kissmetrics into your Salesforce Contacts. See what a customer has done, when they did it, where they came from, and how they are experiencing your business. You’ll have a 360 degree view of how to approach leads and opportunities.

The Salesforce integration brings in a window to see the Kissmetrics Person Detail page just as if you were looking at Kissmetrics. See customer activity, purchases, revenue, acquisition methods, and a complete timeline of their actions.

Part 1: Create the Visualforce Page for Kissmetrics Person Details

1. Log in to Salesforce
2. Click your username in the top right and choose “Setup”
3. On the left hand side, click “Develop” and then “Pages”
4. Name your new page whatever you’d like: “Kissmetrics Person Details” or “Kissmetrics” works
5. Paste the code below into the “Visualforce Markup” section replacing the API_KEY and SECRET with that your Kissmetrics account’s KEY and SECRET.

Reminder: Please email support@kissmetrics.com for your unique Kissmetrics account API KEY and SECRET for Salesforce.

<apex:page standardController="Contact">
  <apex:iframe
    rendered="{!IF((contact.email != ''), true, false)}"
    src="https://app.kissmetrics.com/salesforce/people/find/{!contact.email}?mode=embedded&key=__API_KEY__&secret=__SECRET__"
    width="100%"
    scrolling="true"
  />
</apex:page>

Part 2: Add the Kissmetrics Page to Salesforce Contact View

1. Still in the <username> -> “Setup” area, on the left hand side of the page go to “Customize”, “Contacts”, then “Page Layouts”
2. Locate the page layout you are currently using (should be just one) and click “Edit”
3. In the objects box at the top of the page choose “Visualforce Pages” and drag the page you created above to anywhere you want on the layout.
4. Click “Save”

Part 3: Repeat the Above Steps to Add to Salesforce Lead View

You can create an additional Salesforce Page to link to Leads in addition to Contacts. Here is the code to paste in:

<apex:page standardController="Lead">
  <apex:iframe rendered="{!IF((lead.email != ''), true, false)}" src="https://app.kissmetrics.com/salesforce/people/find/{!lead.email}?mode=embedded&key=__API_KEY__&secret=__SECRET__" width="100%" scrolling="true" />
</apex:page>