I work for a nonprofit which help disabled military veterans. We have all our participants register with us using Salesforce as the repository of their registrations. We have dashboard components in Salesforce Lighting which totals up the number of active participants we have. I would like to display the component on our WordPress site but have never done anything like that before. I was hoping to find someone who has done something like that and offer some direction on how to go about doing it.
I tried looking up WordPress plugins which integrate with Salesforce. Most seem to be geared towards sending registrations back and forth but not displaying information. From a little bit of research, it seems like coding might need to be involved. Maybe doing a REST API with a Post option which will send the data through an HTTP URI? But to my understanding is that it would require WordPress to be an API. I am sure there are gaps in my logic.
I dont have an extensive amount of programing language experience but am willing to learn. I have taken a few Java and JavaScript classes in school.
I have not attempted this yet. I am just looking for feedback and direction.
Few options here, in no specific order...
Do Wordpress users have real Salesforce accounts or is their data simply stored in SF? Ask your Salesforce admin if there's a "customer community" configured (if your SF org is really old he might refer to it as customer portal). Communities offer nice way of exposing SF to poeple who don't need full SF user licenses. Think like collaborating with real SF users on "My Cases", viewing reports & dashboards... But for this you'd really need people logged in to SF so it won't work if you want just something anonymous. Some more info
Another option might be using Sites (Visualforce pages that expose SF data to guest users). Think like displaying a product catalog, FAQ, web-to-lead form or some other generic "contact us" page that's anonymous. So if you have SF developer (or admin with good copy-paste skills) you could use some Visualforce charts. They can be 100% coded (like this) or fed data from a report (like this) so it's simpler for admin to change the report filters or something without really writing code. Not sure if the simple route will work on a Site, there are some old answers that say "No", you might have to try it out. Worst case you'd need Apex code (or JavaScript) to query SF for results and display them. And display that SF Site page as <iframe> in Wordpress.
A slight twist on the Sites option - do you use Chatter (bit like Twitter inside SF)? There's way to take a snapshot of a report when a milestone has been met and post it to chatter ("congrats for hitting X participants"). And embed feeds on Visualforce pages too. Docs
What SF edition you're on (Group/Professional/Enterprise...)? If you have API access to Salesforce you could query the info yourself from Wordpress and display it using whatever charting library's easiest for you (Google Charts, Flot...). There are tons of examples how to connect to SF from PHP (or maybe you could cannibalize a WP plugin). Technically it's one POST message to log in to SF and one GET to run a query (something as simple as SELECT COUNT() FROM Contact WHERE isActive__c = true?)
That'd be more or less everything in terms of pulling data out of Salesforce. I mean if you have API access enabled you can slice & dice it how you want, extract data with raw PHP code or use some middleware but overall idea doesn't change. Write queries yourself or use "Analytics API" to access report results (so your administrator has power to change it without coding)...
So how about pushing? SF could notify you about current participants count. At scheduled intervals or even realtime. That'd be "just" raw data though, you'd have to write visualisation yourself.
Plenty of options here
workflow rules (code-free), sends XML message to specified URL so you'd need a WP page that can "capture" the result. Could be sent on creation of new record or update of existing. Won't give you totals, it'd be data related to that particular record so you'd have to build kind of +1 / -1 counter... Or if you use a report + analytic snapshot (helper object to store report results) and have workflow on that - that could be really close to what's needed.
scheduled apex job to run some queries and send the results to you. Again - you'd need a WP url that can be called from SF
if there's a CometD plugin for Wordpress you should look at Salesforce Streaming API, Platform Events or (newer and even simpler to configure) Change Data Capture. Basically you "subscribe" to a topic (a SF query) and whenever SF data changes and SF decides it'd change the results of the query - it'd push the results to you. It's almost realtime. Too much to write about them, perhaps best if you'd try to click through some trailheads - SF self-paced training courses:
https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_streaming
https://trailhead.salesforce.com/en/content/learn/modules/change-data-capture
https://trailhead.salesforce.com/en/content/learn/modules/platform_events_basics
Related
We were checking newly implemented Google Analytics for our mobile app and surprisingly there are a lot of visitors from multiple countries but in actuality, we haven't released our app for any store and it's just beta between 5 main users.
After checking Google Analytics report in details we have found that it got spammed by Bot call "Trumps Bot" when something happens on your account you can see following lines in your language section.
“Secret.ɢoogle.com You are invited! Enter only with this ticket URL. Copy it. Vote for Trump!”
There are a lot of solution available to avoid this data in your reports using the filter but i was just wondering if there is any concrete solution on permanently remove this data from my reports and also is there anything we can do to avoid such data in future as its seriously affecting business strategy.
Due the tecnology used on Google Analytics the only way to eliminate this referal is using a filter, check one common point of all this hits . In this case is a hard one, because all the parameters changes , exept for the language, for a well know reason, to see the spam.
So try to use this one, in my case works
I highly recommend you read the community policy, this can be considered as off-topic question
Analytics spammers are always trying to find new ways of getting attention, and with this one, this spammer hit it big.
It is not possible to permanently remove it unless you delete the whole property. But you can create and advance segment to get a clean view.
But the most important part is blocking it so it doesn't pollutes your data. For this particular type of spam you should create a custom exclude language filter with this expression:
\s[^s]*\s|.{15,}|.|,
That expression will block any hit that doesn't use a proper language. That combined with a valid hostname filter should prevent most of the current spam and save you a lot of headaches.
If you need help, you can check this step by step guide for building these filters and creating the advanced segment to remove it from your historical data.
Here is also a related question.
Login in to Your Google Analytics account
Select ADMIN Section
Click on All Filters -- Add Filters
Give a filter name such as -- Include only website traffic
In Predefined section, select Include Only
for more... Click Here
I would like to create a small sidebar on each page of my website that contains related/popular pages with perhaps the top five pages users visit after reading the current page.
I could track and record user movements across the site myself and build the list that way, but as my site already uses Google Analytics and I know the data is there I'd rather access that if all possible.
The trouble is that I don't have the faintest idea whether it is possible or not.
Remember that the Google Analytics Reporting API is not real-time it can take between 24 - 48 hours for the data to finish processing and be in the API for you to request.
The Realtime Google Analytics api is real time but the data is only about 5 minutes old and its very limited to the dimensions and metrics you can request.
Quota, with either of those APIs you are limited to 10,000 requests per day per profile / view. I have no idea how many pages there are on your site or how may users are on your site but this could quickly blow out this NON extendable quota.
Options: Except that its not realtime data and use the reporting api every night run a request against the api get everything for two days ago then show your users on your site data that's two days old. Store the data in the database then you are showing them data on in your DB and wont have an issue with the quota as you only requested it once.
But this isn't exactly what you want as its not showing a users activity over the site. TBH I am not sure you can exactly use Google Analytics to track a user as the data is user non specific.
If you don't want to get involved with learning the API and develop this from the ground up, check out EmbeddedAnalytics (disclaimer: I created the service). We could provide such a widget.
You may find This Article useful. It provides the necessary query to find the "next page visited" using the page of interest as a filter. Ultimately your query would look like this:
https://www.googleapis.com/analytics/v3/data/ga?ids=ga%3Aabc&start-date=30daysAgo&end-date=yesterday&metrics=ga%3Apageviews&dimensions=ga%3ApreviousPagePath%2Cga%3AnextPagePath&sort=-ga%3Apageviews&filters=ga%3ApreviousPagePath%3D%40pricing
The query above will give you the "Next Page" along with pageviews assuming the "previous" page contains the word "pricing".
We could easily build such report widget for you:
You would insert a javascript source code snippet into your page. The javascript would pass the page url to our server and we would return the next "most popular pages visited".
The pages could be "linkified" so that someone could click the link to go to that page.
We already have caching mechanism in place. So each pageview would not require a new query to google (making it quicker and also staying away from the API quota that was mentioned above). For pages that are hardly ever looked at (e.g. less than once a week), we could make "on-demand" calls to get the statistics.
In my experience with the API, the lag in the API is only a couple hours. It may be longer for larger sites.
Please let me know if you are interested in such widget and I can work with you.
We'd like a sort of overview report regarding our petitions in CiviCRM. It would be great to have two pie charts, one showing contacted and signed % and contacted but not signed %, and another pie chart showing the results of our one-question poll (Yes, No, Maybe).
Ideally the charting would be integrated into CiviCRM so we don't need to do custom code to get charts every time we run a poll.
I can't find anything to do this on the CiviCRM forums and my question there is unanswered.
Would this be better done in Drupal Webforms?
This is probably a job for a custom report template. The issue is that you're not just looking at petition signature activities; you're comparing that against being "contacted". CiviCRM won't know off the bat what you mean by that. Is it receiving an email? Having a phone call activity? Having any activity in X campaign?
The custom report template would need to extend the activity report to include contacts who are involved in two activities: being "contacted" and signing the petition. Really, it's not a report of petition signatures--many won't have signed anything--it's a report of being "contacted", so you'll need to be able to filter out what that is (and distinguish these activities from being contacted with a different ask).
You'll need to have the report template make joins from the "contacted" activity to the civicrm_activity_contact table, then to the same table (to find other activities the same contact is involved with), then to the civicrm_activity table again to get the petition signatures. Once you have the basics working there, you can add in columns and filters, and after that, you can give the report a pie chart display.
Once you have all this set up (and it is a bit significant--my shop would charge for 5-10 hours of work), you could use the regular interface to pick which petition and what criteria should be used for identifying those being "contacted". You could have a bunch of saved report instances for that single template, so you wouldn't need to write any new code unless a CiviCRM upgrade interfered with things.
Here's the reference for how to create custom report templates:
http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Report-Template+Extension
This is more a question of if this is the right way to achieve the desired solution.
We are building an eCommerce store like Shopify. We want to display report/data to our users for their stores.
Using GA can we do this. We was thinking of using one account. Adding the tracking api. Posting the store sales using the eCommerce plugin.
Then pulling the data back into our control panel, show graphs etc.
Is this a workable solution.
What would the issues be.
Best way to segment for each store so that we don't have data bleed (we may have thousands of stores - coincidentally they would have a domain like mystore.yourstore.com)
Any advice or better ways of us doing this without re-inventing the wheel.
Thanks
You can segment data with a custom Google Analytics variable or by setting the subdomain, e.g.:
pageTracker._setDomainName("subdomain.yoursite.com");
I think your approach is viable, but the notable challenge is that you have build out custom code to pull all of the data from Google Analytics into your application. I don't know of many off the shelf products that would offer this type of segmentation for analytics without requiring you to manage and create users for every subdomain/store.
The only thing I can think of is building out automated reports in Google Analytics (or similarly in Omniture) and have them sent to your store owners. But unfortunately those would be static reports such as PDFs.
I found this site
http://www.shutterfly.com/documentation/api_OrderImage.sfly
but there are no examples of actually walking through the whole process. Does anyone have any good documentation on using this API to take a local photo and allow someone to order a print via shutterfly?
I went through these steps:
Sign up for an account
Sign up as a developer
Create an application (I called mine Test). Note the generated Application Id and Shared Secret
The Shutterfly API page has a list of references for various Domain-specific APIs:
Address Book
Album Data
Folder Data
Go To Shutterfly UE
Image Upload
Interactive Sign-in
Image Request
Order
Pricing
Seamless Sign-in
User Data
User Authentication
Each uses RESTful principles. The documentation looks pretty comprehensive to me, if you need some background, here's links for RESTful APIs and ROME you may find useful
There is also an API Explorer section on the same page that allows you to test the methods via a form on their site. For example this form for CRUD operations on the album data.
Based on your comment, for your requirements, you would:
Use the Album GET to list albums, then get the data for a specific album.
Use the Image Get request to retrieve the image data, so your friend can verify the image(s) they want to purchase.
Authenticate the user
Use the Pricing POST request to get the estimated pricing for the image.
User the Order POST to submit the order over https
Update: Found a page describing using a Greasemonkey script which adds Shutterfly print ordering capability to Flickr. This might provide the basis for a solution.
For Reference:
The original link above is a middle step of the Shutterfly Open API ordering procedure.
The whole process goes through a series of steps allowing you to control much more than just pushing photos into somebody's album in Shutterfly.
With this process, your application can actually carry out the entire procedure of:
specifying the images and the sizes and quantities, or other products
calculating shipping, taxes, and totals
paying, and
launching the processing
It also includes the ability to see when the packages will be delivered and arrive.
Thus if you have a solid application for mapping your images onto paper and products, you can pretty much control the entire process.
Once the order is submitted, it will appear on the user's account at Shutterfly who the order was associated with.
Kudos to Shutterfly for making such a powerful tool! It would be great if other printing facilities had similar tools.