New GA4 Update: Direct Salesforce Data Import Now Available

To import Salesforce events into GA4, you can either build new events from the data or map them to existing events in GA4. For example, you can map an 'Opportunity Won' event in Salesforce to a 'purchase' event in GA4. The import frequency depends on your account type: standard accounts can import daily, while 360 accounts can import hourly.

With the GA4 and Salesforce integration, you can set up additional custom dimensions and metrics such as:

• LeadID
• NumberOfEmployees
• ContractID
• Opportunity Amount

These help in creating a more detailed and customized data analysis.

To configure the integration properly, you need to send GA4's Client ID and, optionally, the User ID into your Salesforce system. This is to tie the data to the user during the import process. It's important to ensure that:

• Field names are in uppercase.
• Field labels can be set as desired.
• Fields are read-only.
• The necessary fields are created in both the Lead and Opportunity objects in Salesforce.

Integrating GA4 with Salesforce can help streamline the connection between the two systems, providing a more holistic tracking setup. This is particularly beneficial for B2B verticals, as it allows for enhanced tracking of lead and opportunity stages, as well as the ability to import and analyze additional custom dimensions and metrics.