# Engagement Data with Salesforce

### <mark style="color:purple;">Install the Tourial Salesforce package</mark>

Requirements: Must be an SFDC administrator and a Tourial Admin&#x20;

1.  In the Tourial app, go to **Integrations, Salesforce** and click **Connect** or Manage Integration if you've previously connected Salesforce Lead Forms.&#x20;

    <figure><img src="https://67180079-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKaMCOI4HEb21AIKZlkHe%2Fuploads%2FNal8zNYQAKLek5av83DM%2FTourial%20(1).jpg?alt=media&#x26;token=6ea60fff-b96a-4e43-9a03-8bc64c716a95" alt=""><figcaption></figcaption></figure>
2. Click the link to install the Salesforce package. Choose to install for all users (or only specific profiles) and click **Install.**

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3. Once installed, you'll have a new custom object called **Tourial Content View**&#x20;

<div align="center" data-full-width="true"><figure><img src="https://67180079-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKaMCOI4HEb21AIKZlkHe%2Fuploads%2Fq0aYonHVhu0qzSt0V4IY%2Fimage.png?alt=media&#x26;token=0ff60755-fd54-4bb1-a49a-46ab370ea519" alt=""><figcaption></figcaption></figure></div>

4. To see the available fields for Engagement Data, select **Fields & Relationships**

<figure><img src="https://67180079-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKaMCOI4HEb21AIKZlkHe%2Fuploads%2FegnzQ9PNDaqTmDkLEkfY%2Fimage.png?alt=media&#x26;token=f3ae9e08-2294-4ea6-8921-7a14f8e9284b" alt=""><figcaption></figcaption></figure>



### <mark style="color:purple;">Engagement Data</mark>

Once you've completed installing the SFDC package and ensured Engagement Activity is turned on in the Tourial app, you'll start to see Tourial engagement data flowing to your Salesforce Lead/Contact records. You'll also be able to view and use Tourial Engagement Data on the Account level.&#x20;

_**Note:** An email address is required for Tourial to send Engagement Data to a record in Salesforce. This means a visitor must submit a form on any Tourial product (tour, TourPlayer or Tour Center) at some point before Engagement Data can be attached to a record._

An engagement event is created each time a lead/contact engages with any of your Tourial experiences.

#### Available fields:

* Tourial Content Name
  * Name of the Tourial Tour Center or Microsite (TourPlayer)&#x20;
* Tourial Content Date Viewed
  * Date the content was viewed
* Tourial Content Type
  * Indicates whether the content was a Tour Center, Tour, or Microsite (TourPlayer)
* Tourial Content URL
  * The shareable URL of the Tourial Content from your account
* Tourial Content Total Seconds
  * The total amount of time in seconds a visitor spent during a single session
* Tourial Content Total CTA Clicks&#x20;
  * Count that refers to the number of external link clicks, forms viewed, and schedulers opened throughout the Tourial
* Tourial First Session Date
  * Date the content was viewed for the first time (stamps one and does not override)
* Tourial Last Session Date
  * Most recent date the content was viewed (this field gets overwritten with each session)
* Tourial Content Total Forms Viewed
  * Count referring to the number of forms that were viewed&#x20;
* Tourial Content Total Forms Submitted
  * Count referring to the number of forms submitted
* Tourial Content Total Schedulers Opened
  * Count referring to the number of schedulers that were viewed/opened
* Tourial Content Total Events Scheduled
  * Count referring to the number of schedulers submitted (i.e. a meeting was scheduled)
* Tourial Content ID
  * ID of the Tourial Content from the Tourial database
* Tourial Content Session ID
  * ID of the session from the Tourial database
* Tourial Content Visitor ID
  * ID of the visitor from the Tourial database
* utm\_source
* utm\_medium
* utm\_campaign
* Lead&#x20;
  * Name of the lead record&#x20;
* Owner
  * Name of the record owner
* Account
  * Name of the account associated with the lead or content if known
