Salesforce

This integration requires:

A Salesforce account. The integration requires the ability to create a Visualforce page, which should be available in every edition.
An existing Kissmetrics account in which people are identified by email address. Read more about Understanding Identities.
Kissmetrics API KEY and SECRET from your Kissmetrics account. Please email [email protected] for your unique Kissmetrics account API KEY and SECRET for Salesforce.

The Salesforce-Kissmetrics integration displays customer activity pulled directly from Kissmetrics into your Salesforce Contacts. This integration allows you to see what actions a customer has taken, when they did them, where they came from, and how they are interacting with your business. You'll gain a 360-degree view of how to approach leads and opportunities effectively.

The Salesforce integration brings in a window to see the Kissmetrics Person Detail page just as if you were looking at Kissmetrics. See customer activity, purchases, revenue, acquisition methods, and a complete timeline of their actions.

Part 1: Create the Visualforce Page for Kissmetrics Person Details

Log in to Salesforce
Click your username in the top right and choose “Setup”
On the left hand side, click “Develop” and then “Pages”
Name your new page whatever you’d like: “Kissmetrics Person Details” or “Kissmetrics” works
Paste the code below into the “Visualforce Markup” section replacing the API_KEY and SECRET with that your Kissmetrics account’s KEY and SECRET.

🚧
Reminder: Please email [email protected] for your unique Kissmetrics account API KEY and SECRET for Salesforce.

<apex:page standardController="Contact">
  <apex:iframe
    rendered="{!IF((contact.email != ''), true, false)}"
    src="https://app.kissmetrics.io/salesforce/people/find/{!contact.email}?mode=embedded&key=__API_KEY__&secret=__SECRET__"
    width="100%"
    scrolling="true"
  />
</apex:page>

Part 2: Add the Kissmetrics Page to Salesforce Contact View

In the <username> -> “Setup” area, on the left hand side of the page, go to “Customize,” then “Contacts,” and go to “Page Layouts.”
Locate the page layout you are currently using (there should be just one) and click “Edit.”
In the objects box at the top of the page, choose “Visualforce Pages” and drag the page you created above to your desired location on the layout.
Click “Save.”

Part 3: Repeat the Above Steps to Add to Salesforce Lead View

You can create an additional Salesforce Page to link to Leads in addition to Contacts. Here is the code to paste in:

<apex:page standardController="Lead">
  <apex:iframe rendered="{!IF((lead.email != ''), true, false)}" src="https://app.kissmetrics.io/salesforce/people/find/{!lead.email}?mode=embedded&key=__API_KEY__&secret=__SECRET__" width="100%" scrolling="true" />
</apex:page>