AttributeApp Implementation Guide – Step by Step Tutorial
Setup Time: 10 Minutes
Step 1: Install the Package in your Salesforce environment
Click on the link supplied by AttributeApp or through Salesforce AppExchange (must be a Salesforce Admin or a user with “Download AppExchange packages” permissions to install)
There may be as many as 3 choices depending on how your Salesforce org is setup: Install for Admins Only, All Users, or Specific Profiles. AttributeApp does not charge per seat. Here we select install for All Users. If you have Marketing or Management specific roles that may make sense. Or test with admins first and roll out to the rest of your org later.
Step 2: Approve Third Party Access (pi.Pardot.com)
Click Yes to integrate with your Pardot installation. AttributeApp pulls your Pardot marketing data into a custom object in Salesforce over SSL encrypted connection. No outside providers or servers have access to your data.
Step 3: Installation Complete
The AttributeApp managed package has been installed into your Salesforce org.
Step 4: Check Setup, Installed Packages
You can check to see the managed package has been successfully installed: Setup->Installed Packages
Step 5: AttributeApp Tabs – locate AttributeApp setup
Press the “+” column. You can see 4 tabs have been created: “AttributeApp” (main reporting tab); “Marketing Data” (marketing touch stack that marries Pardot/Salesforce data into custom object); “Custom Marketing Reports” (9 pre-configured out of the box reports, plus any user added reports or defaults); and “AttributeApp Setup”. Click “AttributeApp Setup”.
Step 6: Pardot Credentials
Enter and Save your Pardot Credentials (Pardot username, Pardot password, and Pardot API User Key*).
*To obtain Pardot User Key: In Pardot, Settings->API User Key. Copy and paste into AttributeApp setup.
Important – Save Settings/Credentials.
Step 7: First Run Settings – Pardot
For the initial Pardot marketing data import, it’s important to limit the imported data to only touches that are meaningful and actionable. It’s recommended to stay close to default settings when first setting up AttributeApp. Additional data can be pulled in later.
A) Set the initial “Import Date Cutoff”. Default is “90” – this means AttributeApp will pull in 90 days of your historical data from Pardot and Salesforce campaigns into the initial data set.
B) Set the Included and Excluded Types of Marketing touches from Pardot. For example, “Email Sent” is not a meaningful marketing activity that attribution should be assigned to (and would result in slowing the data import), however types like “Attended Webinar” or “Site Visit” are important to capture.
C) “Create New Accounts And/Or Create New Contacts”. Generally these fields are unchecked. If checked, any new accounts and/or contacts that exist in Pardot but not in Salesforce will be created in Salesforce as new records. Use this setting with caution as it can create duplicate records in Salesforce. Consider using a third party tool like RingLead for data dedupe and cleanse.
D) Import Page Views – check this box if you’d like to import page view data recorded in Pardot (can be a lot of data).
E) Import Email Clicks – check this box if you’d like to import Pardot email click data (can be a lot of data).
F) Optional – “Check Import Size”. Clicking this button will check to see how many Pardot contacts and activities will be updated and created as tasks in Salesforce. If your org has over 2M activities, consider shortening the Lookback Window and/or excluding more Pardot activity types.
G) “Save Settings”
Step 8: First Run Settings – Salesforce
AttributeApp also gives the option to bring in Salesforce campaigns data and Salesforce sale rep task data (from either the subject or task fields) into your marketing attribution reports.
Step 9: Schedule Job and Pardot/Salesforce Data Synch
A) Click “Run Full Job” – this begins the initial Pardot data integration. This process may take up to a day depending on the amount of historical data you are pulling into the app. The job is broken down into smaller batches so your Salesforce org is not disrupted.
B) Set Job Schedule Frequency and Time for the data to be regularly synched from Pardot to Salesforce. As a best practice, set to Once a day, Midnight (0:00). This means a nightly job will pull in new data from Pardot and marry it to the Pardot/Salesforce marketing touch data stack that AttributeApp creates. If you need a more continuous synch, this can be set to as frequently as every hour. This will take in any new Pardot activities since the job was last run. Select Hourly or Daily and “Save and Schedule Job”.
*Optional: “Clear All Pardot Data” deletes all data that has been synched from Pardot to Salesforce so that you can start over.
*Check the Job Details tab on the bottom of the setup screen to check the status of the data import
Step 10: AttributeApp Reporting
Check back the next day that the initial batch data import job has run. Access the AttributeApp tab to run the app. For a tutorial on getting started with out of the box reports, filters, weighting, and using AttributeApp see the blog post How to do Pardot Multi-Touch Attribution in Salesforce – Tutorial.