Klip Gallery: Conversion Funnel (Salesforce + Google Analytics)

Track your Conversion Funnel metrics in real time by bringing your Google Analytics and Salesforce data together.

Looking to add pre-built Klips and Dashboards to your account?
See the Klipfolio Integrations Page.

What you'll need:

  • Your Google Analytics credentials
  • Your Salesforce credentials
  • Your Google Analytics Profile ID

Conversion Funnel connection flow

To add a Google Analytics + Salesforce Klip to your dashboard, ensure that you have two windows open:

  • Klipfolio
  • Your Google Analytics account
Location Action
Choose the Conversion Funnel Klip from the list and select Add to Dashboard.

For both Google Analytics and Salesforce, use the drop-down menus to select a token or Create a new OAuth token.

Google Analytics Authentication

To create a new OAuth token for Google, log into the account that you use Google Analytics with.

Note: You have one OAuth token for all your Google platforms. The most recent Google token works; previous tokens are automatically disabled when new ones are created.

Salesforce Authentication

To create a new OAuth token for Salesforce, log into your Salesforce account in the popup window.

Note: Your Salesforce OAuth token will expire after 60 days. To learn more, see Managing OAuth Tokens.

Having trouble? See Klip Gallery: Problems adding Salesforce Klips.

You are now asked for your Google Analytics Profile ID.
To retrieve your Profile ID, go to your Google Analytics account. Navigate to the URL at the top of the page. Copy the last eight numbers of the URL, after the letter p.
Paste the numbers in the Profile ID text box.

Click Add Klip.
Voila! Enjoy your Klip.

Learn more

Create your own data sources:

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