Terminus Insights for Salesforce: Managed Package Installation & Upgrade Guide

Prerequisites

This article will provide instructions on net-new installations of the Terminus Insights managed package as well as upgrading existing installations of the Terminus Insights managed package. Customers with existing versions lower than 1.14 will need to upgrade to the latest package version to access the newly available components noted below and requires re-authentication with your Data Studio instance.

For more information on this feature, check out these quick links:

• Terminus Insights Package Overview

• Enabling Terminus Insights for Salesforce CRM

• Upgrading/Installing the Terminus Insights Package

• Terminus Engagements - Adding Fields to the Page Layout

• Terminus Engagements - Data Fields, Types & Descriptions

• Account Insights - Installing the iframe

• Account Insights - Permission Sets Available in the Package

• Account Insights - FAQs

• How to Give Terminus Permission to Impersonate

• Impersonation - FAQs

Overview

The Terminus Insights managed package allows customers to access Terminus advertising metrics, website activity, intent signals, and other important account-level intelligence in one central and powerful location: Salesforce CRM. Depending on your subscription plan, the package will include the Terminus Engagements page layout view, custom Salesforce reports, and/or the Account Insights view. 

Terminus Engagements (Metrics on the Account Page Layout)

Terminus Reports & Dashboard (Customizable Account Reporting)

Account Insights (iframe on the Account object)

At any time during the installation and setup process, you can submit a ticket through the Terminus Support Portal, or grant Terminus login access to troubleshoot any unexpected issues. 

Enabling Terminus Insights for Salesforce CRM

1. Connecting Your Salesforce CRM

You'll need to re-authenticate your Data Studio connection to enable Terminus to write new attributes to your CRM. This applies for upgrades to 1.14 as well. Follow the steps below to connect:

1. Either clear your browser's cache/cookies or open an incognito browser window. This ensures that you and the API Integration User are both logged out of the CRM system.
2. Log in to https://home.terminusplatform.com/ using your username and password.
3. Navigate to Data Studio.
4. Copy/Paste the following link into the address bar: https://studio.terminusplatform.com/onboarding (Please do not open a new tab to do this.)
5. Follow the integration instructions on the screen to connect with your organization's CRM instance. When the Salesforce-hosted login page appears, make sure to use the API Integration User's credentials instead of your own.

If you experience any issues connecting, please go to the Terminus Support Portal and submit a ticket.

2. Verify Visitor ID Tracking Script

With the Visitor ID tracking script installed, you are able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts directly in your Salesforce CRM. Once the tag is installed, you can check to make sure it is running by using the developer tools in Google Chrome or Firefox.

• On a PC, you can either press F12 or go to Settings > More Tools > Developer Tools. Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly.
• On a MAC, you can click on "View" from the menu bar at the top left section. Hover over "Developer" and select "Developer Tools". Click on "Network", then in the filter section, type "wec-assets". If you see the code load on the site, it indicates that it was implemented correctly. Alternatively, you can right-click on the browser screen and select "Inspect" > "Network".
• When the script fires in your browser, you should see the following cookies (named jwt_cookie):
• "s-9da4" is a session cookie, and "d-a8e6" is a device ID cookie. If you delete or block them, you will lose Visitor ID tracking for visitors.
• Similar to other tracking scripts, you can choose to prevent the VID code from firing off if the user declines the cookie policy/agreement. Additionally, if visitors have Do Not Track Headers (DNT), we will not track them.

To verify that the script is running via your Tag Manager, follow these steps:

1. Open Developer Tools (Right click + Inspect, or Settings > Developer Tools)
2. Click on "Sources"
3. Look for your Tag Manager URL and click on it
4. Find your Tag Manager Container and click on it
5. Search for "wec-assets"
6. Verify that the Terminus script was installed on the correct container

If you do not see the tracking script, it's possible that it has not been installed correctly. You can follow these instructions to implement it for your website or contact your webmaster and submit a ticket through the Terminus Support Portal.

3. Turn on Data Feed 

Once you have connected your Salesforce CRM to Data Studio, you will need to submit a ticket through the Terminus Support Portal to request the new Salesforce pushback service to be enabled for your account — see sample request below. This applies for upgrades to 1.14 as well.

Upgrading/Installing the Terminus Insights Managed Package

Estimated Time to Completion: 30-60 minutes.

1. Access the Terminus Insights Package via the "Get it Now" link in AppExchance and click “Install”.
   
   
2. The prompt will ask you which profiles you wish to install this package for. As a Managed Package, you can select any of the options. You can also select the “View Components” button at the bottom if you wish to view all components involved in this installation.
   
   Recommended: Since we do not currently add any Apex workflows or triggers, we recommend that if you install this for an “Admin only”, you have a plan to eventually make this Generally Available for your organization.
   
   
   
   
3. Once you have selected your option, Salesforce will send you an email alerting you that the installation is complete. You can also verify the package has been installed by going to Setup -> Installed Packages. You should see “Terminus Marketing” installed with version 1.14.

Note: Once the package is installed, please verify that the Salesforce user used to authenticate Salesforce within your Data Studio instance has been granted a license to the package. The user also needs permission to update the Account object in Salesforce. If you are not sure what user was used to authenticate Terminus Data Studio in your org, you can check this by following these steps.

• Navigate to Setup at the top right inside Salesforce
• On the left hand pane click into the "Quick Find / Search", paste in "Connected Apps OAuth Usage"
• Click "Connected Apps OAuth Usage", on this page you should see a connected app called "MyTerminus"
• To the right of this you should see a column with "user count", please click this underlined number and a user name will be displayed
• Back in the quick find, search for "Installed Packages" and navigate to "Terminus Marketing" package
• Click "Manage Licenses" next to the package
• Click "Add Users" and add a license for the user identified in Step 4

Adding Terminus Engagement Fields to Layout

• To add the new Terminus Engagements fields to your Account Layout, go to Setup > Object Manager > Account. From there, select “Page Layouts,” and select the Account Layout you want to add Salesforce Fields to. Salesforce gives you “Account Layout” by default, but our fields can exist on multiple different variations of layouts that you create.
  
  Recommended: These fields are available to all users of your Salesforce. It’s our recommendation that you do not “protect” these behind permission sets or other roles without careful consideration.

• Once on your Account Layout, add a new section called “Terminus Metrics,” and make it two columns wide. The installed package should have all fields available for you. We recommend that the fields you display follow a layout similar to this (See table and example below):

Ad Impressions (7 Day Snapshot)	Video Plays (30 Day Snapshot)
Ad Impressions (30 Day Snapshot)	Video Plays (90 Day Snapshot)
Ad Impressions (90 Day Snapshot)	Last Video Play Date
Last Ad Impression Date	Spike Heat
Ad Clicks (7 Day Snapshot)	Spike Percent
Ad Clicks (30 Day Snapshot)	Spike Status
Ad Clicks (90 Day Snapshot)	Engaging On
Last Ad Click Date	Most Visited Awareness Pages
Ad Spend (7 Day Snapshot)	Most Visited High-Value Pages
Ad Spend (30 Day Snapshot)	Last Spike Date
Ad Spend (90 Day Snapshot)	Form Fills (7 Day Snapshot)
Ad Spend (Week to Date, USD)	Form Fills (30 Day Snapshot)
Ad Spend (Month to Date, USD)	Form Fills (90 Day Snapshot)
Ad Spend (Quarter to Date, USD)	Last Form Fill Date
Ad Spend (Total, USD)	Downloads (7 Day Snapshot)
People on Site (7 Day Snapshot)	Downloads (30 Day Snapshot)
People on Site (30 Day Snapshot)	Downloads (90 Day Snapshot)
People on Site (90 Day Snapshot)	Last Download Date
Web Visits (7 Day Snapshot)	Intent Surge Topic
Web Visits (30 Day Snapshot)	Intent Surge Score
Web Visits (90 Day Snapshot)	Last Intent Surge Date
Last Visit Date	Last Pushback Date
Video Plays (7 Day Snapshot)

 

• Click Save. 

• After you have connected to Data Studio, verified your Visitor ID tracking pixel is on your website, and had Salesforce pushback enabled by Terminus Support, the Terminus Metrics data will begin populating within 24 hours. Data will be updated in Salesforce on a daily basis, except for Engagement Spike and Intent data, which currently refreshes on a weekly basis.

Data Fields, Types & Descriptions

Last Pushback Date

This is date that identifies when we last pushed data into Salesforce for that account. This date will only update when new data becomes available and is updated on the account record in the CRM. If the date is in the past, it indicates that no changes have occurred for any Terminus Metrics on that account since that date.

Field Label	Data Type	Description	API Name
Last Pushback Date	Date	This is the date that pushback data was last updated.	terminus_mktg__LastPushbackDate__c

 

Engagement Spike

Engagement Spike surfaces CRM accounts with spiking engagement on your most valuable web content. Marketers set up engagement models based on High-Value pages and Awareness pages. Spikes then track anonymous web data at an account level and will alert you weekly when an account is spiking.

Terminus Engagement Spike allows you to compare the web activity of the same account week over week, averaging each week’s engagement data over a continual rolling 4-week baseline resulting in a percentage lift as we show for the spike percentage. Engagement Spike reports generate weekly, on Saturdays, for their respective Engagement Models. Therefore, these fields will also update weekly in Salesforce, if there is any Engagement Spike data for that account.

Within the Terminus Engagements view, you will be able to see the following Engagement Spike fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description	API Name
Last Spike Date	Date	This is the date of the most recent engagement spike period. This will update on Sunday for each account that has a new spike for the previous week.	terminus_mktg__LastSpike__c
Spike Percent	Percent	This metric represents the engagement spike percentage lift, which is determined by comparing activity over a rolling 4-week period. A higher percentage suggests increased activity compared to the previous 4-week baseline.	terminus_mktg__SpikePercent__c
Spike Heat	Formula	This is a visual representation of Spike. The three peppers (and no peppers) represent four buckets that accounts can fall into. A very high spike is 3 peppers, a medium to high spike is 2, and a medium-low spike is 1 pepper. In relation to the Spike Percentage field, empty or 0% = 0 pepper,  ≤100% = 1 pepper, ≤250% = 2 peppers, >250% = 3 peppers.	terminus_mktg__SpikeHeat__c
Spike Status	Text	The status of the most recent spike — New vs. Repeat. A new spike indicated this account has either never spiked before or hasn't spiked within this current 4-week rolling period. A repeat spike indicates the account had spiked at least once during the 4-week rolling period and is spiking again.	terminus_mktg__SpikeStatus__c
Engaging On	Long Text Area	This indicates the Engagement Models on which an account is experiencing spikes. If an account is spiking on pages associated with multiple models, model names will appear as separate values delimited with a semicolon.	terminus_mktg__EngagingOnModels__c
Most Visited Awareness Pages	Long Text Area	This field indicates which awareness web pages, as defined by the marketer (ex. blog posts), are most frequently visited during the 1-week spiking period set by the Last Spike Date.	terminus_mktg__MostVisitedAwarenessPages__c
Most Visited High-Value Pages	Long Text Area	This field indicates which high-value web pages, as defined by the marketer (ex. case studies or webinars), are most frequently visited during the 1-week spiking period set by the Last Spike Date.	terminus_mktg__MostVisitedHighValuePages__c

 

Site Engagements

Terminus's Visitor ID web tracking technology turns your anonymous website visitors into named accounts, allowing you to see how your account-based programs are driving meaningful engagement on your website. With the Visitor ID tracking script installed on your website, you will be able to view website engagement, including page views, form fills, video plays, and specific page interactions, for visiting accounts in your CRM. Visitor ID data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Salesforce, if there is new Visitor ID data available for that account. 

Within the Terminus Engagements view, you will be able to see the following Site Engagement fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field	Data Type	Description	API Name
Last Visit Date	Date	This is the date of the last website visit.	terminus_mktg__LastVisitDate__c
People on Site (7 Day Snapshot)	Number	This metric indicates the number of unique web visitors within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__PeopleOnSite7DaySnapshot__c
People on Site (30 Day Snapshot)	Number	This metric indicates the number of unique web visitors within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__PeopleOnSite30DaySnapshot__c
People on Site (90 Day Snapshot)	Number	This metric indicates the number of unique web visitors within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__PeopleOnSite90DaySnapshot__c
Web Visits (7 Day Snapshot)	Number	This metric indicates the number of total web visits within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__WebVisits7DaySnapshot__c
Web Visits (30 Day Snapshot)	Number	This metric indicates the number of total web visits within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__WebVisits30DaySnapshot__c
Web Visits (90 Day Snapshot)	Number	This metric indicates the number of total web visits within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__WebVisits90DaySnapshot__c
Last Form Fill Date	Date	This is the date of the last form fill.	terminus_mktg__LastFormFillDate__c
Form Fills (7 Day Snapshot)	Number	This metric indicates the number of form fills on your website within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__FormFills7DaySnapshot__c
Form Fills (30 Day Snapshot)	Number	This metric indicates the number of form fills on your website within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__FormFills30DaySnapshot__c
Form Fills (90 Day Snapshot)	Number	This metric indicates the number of form fills on your website within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__FormFills90DaySnapshot__c
Last Video Play Date	Date	This is the date of the last video play.	terminus_mktg__LastVideoPlayDate__c
Video Plays (7 Day Snapshot)	Number	This metric indicates the number of video plays within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__VideoPlays7DaySnapshot__c
Video Plays (30 Day Snapshot)	Number	This metric indicates the number of video plays within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__VideoPlays30DaySnapshot__c
Video Plays (90 Day Snapshot)	Number	This metric indicates the number of video plays within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__VideoPlays90DaySnapshot__c
Last Download Date	Date	This is the date of the last download.	terminus_mktg__LastDownloadDate__c
Downloads (7 Day Snapshot)	Number	This metric indicates the number of content downloads within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__Downloads7DaySnapshot__c
Downloads (30 Day Snapshot)	Number	This metric indicates the number of content downloads within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__Downloads30DaySnapshot__c
Downloads (90 Day Snapshot)	Number	This metric indicates the number of content downloads within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__Downloads90DaySnapshot__c

 

Display Advertising Metrics

Terminus' account based advertising allows marketers to engage with best-fit accounts across the entire internet. The metrics described here allow you to understand the exposure your brand has had from Terminus advertising across these different accounts. The more impressions and clicks, the higher likelihood that the account is aware of your brand and interested in your company's offering. Advertising data generates daily in the Ad Experiences interface. Therefore, these fields will also update daily in Salesforce, if there is new advertising data available for that account. 

Within the Terminus Engagements view, you will be able to see the following Advertising fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description	API Name
Last Ad Click Date	Date	This is the date an ad was last clicked by the account. This is a very strong signal that the account is interested in your company.	terminus_mktg__LastAdClickDate__c
Ad Clicks (7 Day Snapshot)	Number	This metric indicates the number of clicks that the account generated during a 7-day period from the Last Pushback Timestamp.	terminus_mktg__AdClicks7DaySnapshot__c
Ad Clicks (30 Day Snapshot)	Number	This metric indicates the number of clicks that the account generated during a 30-day period from the Last Pushback Timestamp.	terminus_mktg__AdClicks30DaySnapshot__c
Ad Clicks (90 Day Snapshot)	Number	This metric indicates the number of clicks that the account generated during a 90-day period from the Last Pushback Timestamp.	terminus_mktg__AdClicks90DaySnapshot__c
Last Ad Impression Date	Date	This is the date an ad was last served to the account. In general, the more impressions, the more likely the account is aware of your company.	terminus_mktg__LastAdImpressionDate__c
Ad Impressions (7 Day Snapshot)	Number	This metric indicates the total number of ad impressions that were served to the account within a 7-day period from the Last Pushback Timestamp.	terminus_mktg__AdImpressions7DaySnapshot__c
Ad Impressions (30 Day Snapshot)	Number	This metric indicates the total number of ad impressions that were served to the account within a 30-day period from the Last Pushback Timestamp.	terminus_mktg__AdImpressions30DaySnapshot__c
Ad Impressions (90 Day Snapshot)	Number	This metric indicates the total number of ad impressions that were served to the account within a 90-day period from the Last Pushback Timestamp.	terminus_mktg__AdImpressions90DaySnapshot__c
Ad Spend (7 Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spent on advertising within the 7-day period from the Last Pushback Timestamp.	terminus_mktg__AdSpend7DaySnapshot__c
Ad Spend (30 Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spent on advertising within the 30-day period from the Last Pushback Timestamp.	terminus_mktg__AdSpend30DaySnapshot__c
Ad Spend (90 Day Snapshot)	Currency	This metric provides insight into the total amount of money that was spent on advertising within the 90-day period from the Last Pushback Timestamp.	terminus_mktg__AdSpend90DaySnapshot__c
Ad Spend (Week to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current week, from the Monday up until the Last Pushback Timestamp.	terminus_mktg__AdSpendWtD__c
Ad Spend (Month to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current month, from the 1st of the month up until the Last Pushback Timestamp.	terminus_mktg__AdSpendMtD__c
Ad Spend (Quarter to Date, USD)	Currency	This metric provides insight into the total amount of money that was spent on advertising during the current quarter, from the beginning of the quarter up until the Last Pushback Timestamp. Quarters begin January 1, April 1, July 1 and September 1.	terminus_mktg__AdSpendQtD__c
Ad Spend (Total, USD)	Currency	This metric provides insight into the total amount of money that has been spent on advertising up until the Last Pushback Timestamp.	terminus_mktg__AdSpendTotal__c

 

Intent Surges

Intent data identifies which accounts are researching Intent topics related to your business, products and services. 

Within the Terminus Engagements view, you will be able to see the following Intent Surge fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description	API Name
Intent Surge Topic	Long Text Area	Name of the most recent Intent Topic that this account is surging on.	terminus_mktg__IntentTopic__c
Last Intent Surge	Date	The date of the most recent intent surge.	terminus_mktg__SurgeDate__c
Intent Score	Number	The intensity of research on a particular topic compared to its historical baseline for the most recent surging intent topic.	terminus_mktg__SurgeScore__c

 

Engagement Funnel (COMING SOON)

The Terminus Engagement Funnel provides a comprehensive view of the customer journey, from Intent through Closed Won. Within the Terminus Engagements view, you will be able to see the following Engagement Funnel fields. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities. 

Field Label	Data Type	Description	API Name
Terminus Funnel Stage	String	This is the name of the Terminus Engagement Funnel stage the account is currently in.	TBD
Days in Funnel Stage	Number	This is the number of days the account has been in this funnel stage.	TBD
Entered Funnel Stage	Date	This is the date when the account entered this funnel stage.	TBD

 

Audience Sources (COMING SOON)

Terminus supports two types of audience sources — Account Lists and Segments. Account Lists are static, named groups of targeted accounts. Segments are groups of targeted accounts that are dynamically included or excluded based on changes in source data and rule criteria.

In the Terminus platform, both audience sources can be used to coordinate and prioritize your target accounts by analyzing their marketing, sales, and web activity, along with key firmographics. The key difference between them is that one produces a static list of accounts, while the other produces a dynamic list of accounts. Account List and Segment membership data updates daily in the Data Studio interface. Therefore, these fields will also update daily in Salesforce if there are changes in audience membership for that account.

Within the Terminus Engagements view, you will be able to see the active Account Lists or Segments the account is currently in. This data can be leveraged in CRM reporting or to trigger other marketing channels and better align your sales and marketing activities.

Field Label	Data Type	Description	API Name
Account Lists	Long Area Text	Shows the Account List name(s) that the account being viewed actively belongs to in Terminus Data Studio.	TBD
Segments	Long Area Text	Shows the segment name(s) that the account being viewed actively belongs to in Terminus Data Studio.	TBD

 

Deprecated Fields

As of managed package version 1.14 and beyond, the following fields have been deprecated from the managed package. While the component is still selectable within the package configuration, these fields should not be included in any layouts or reports. Moving forward, any fields that are no longer supported will include '(DEPRECATED)' in the field label to avoid confusion. Data will no longer be pushed to these deprecated fields, and any existing data in them can be safely disregarded.

Field Label	Data Type	API Name
Associated Accounts - As of (DEPRECATED)	Date	terminus_mktg__AssociatedAccountsAsOf__c
Associated Terminus Accounts (DEPRECATED)	Picklist (Multi-Select)	terminus_mktg__AssociatedTerminusAccounts__c
Terminus Account Lists As Of (DEPRECATED)	Date/Time	terminus_mktg__TerminusAccountListsAsOf__c
Engagement Data As of (DEPRECATED)	Date	terminus_mktg__EngagementDataAsOf__c
Engaging On (DEPRECATED) This field has been replaced with a new 'Engaging On' field which has a different data type.	Picklist (Multi-Select)	terminus_mktg__EngagingOn__c
People on Site (Rolling 30) (DEPRECATED)	Number	terminus_mktg__PeopleOnSiteRolling30__c
Spike Start (DEPRECATED)	Date	terminus_mktg__SpikeStart__c
Surge Date (DEPRECATED)	Date	terminus_mktg__SurgeDate__c
Surge Score (DEPRECATED)	Number	terminus_mktg__SurgeScore__c
Web Visit Date Updated (DEPRECATED)	Date	terminus_mktg__WebVisitDateUpdated__c
Web Visits (Rolling 30) (DEPRECATED)	Number	terminus_mktg__WebVisitsRolling30__c

 

Installing the Account Insights iframe

This part of the installation process is only relevant to customers who have access to Account Insights as part of their Terminus subscription. Customers who have access to both Terminus Engagements & Account Insights should first complete the installation steps above, before configuring the Account Insights view.

Related Salesforce Resources: 

• Permission Sets Overview - Salesforce Resource
• Permission Sets for Groups (assigning permission sets in bulk)

Note: The Account Insights i-framed component of the package has not received updates as part of this upgrade.

 

Terminus Permission Sets

The Terminus Insights managed package comes with three permission sets embedded within it. All three Permission Sets are available in a Salesforce instance upon installation of the Managed Package. See this section, below, for further details.

To assign out Permission sets for users, do the following:

1. Go to Set up and Go to “Permission Sets”.
2. Find the “Terminus Insights” Permission Set. 
3. Assign all Users who have a Terminus “Activate” License to this Permission Set.

Important: Ensure the user you have used to authenticate with Terminus has a license for the managed package. 

Anyone who wants to be able to view the Terminus package needs a license for it on their user, this includes the user that is integrating with Terminus as well. By default, the package allows for 50 licenses.

For more information:
https://help.salesforce.com/articleView?id=distribution_managing_licenses.htm&type=0 

Adding Account Insights to the Account Layout

Account Insights provides an aggregated view of the most crucial buying signal data for your target accounts right within Salesforce.

Account Insights Salesforce Module Overview

• Account Insights is part of the Terminus Insights managed package for Salesforce. This feature is a Visualforce page containing a URL iframe to the domain studio.terminusplatform.com
• What this package will not do:
• Does not contain any additional Apex code or triggers
• Does not modify any existing Salesforce data
• Does not modify any users or permissions
• The activity data shown in Account Insights leverages your existing SFDC integration with Terminus Data Studio. 
  
  
• A standard SFDC integration leverages 9 total data objects in addition to the Account record.

 

 

Installation Instructions

Please use refer to the installation instructions in this article to install the Terminus Insights managed package, which will include Account Insights.

 

a) If using Salesforce Lightning:

• Navigate to “Service Setup”
• On the left rail navigate to “Platform Tools” > “Custom Code” > “Visualforce Pages”
• Click “T” on the table navigation and click the “Security” hyperlink on the row of “Terminus_Account_Insights”
• Select the user profiles in the “Available Profiles” table and click the “Add” button
• Click the “Save” button
• On the left rail navigate to “Administration” > “Users” > “Profiles”
• Locate the profile that is expected to have access, and click the “Profile Name” link
• In the “Apps” table, click the “Visualforce Page Access” link
• Validate that “Terminus_Account_Insights” is enabled for the profile within the table

VISUAL STEPS:

b) If using Salesforce Classic:

• Navigate to Setup
• On the left rail, search for “Visualforce Pages”
• Click “T” on the table navigation and click the “Security” hyperlink on the row of “Terminus_Account_Insights”
• Select the user profiles in the “Available Profiles” table and click the “Add” button
• Click the “Save” button
• On the left rail, search for “Profiles”
• Locate the profile that is expected to have access, and click the “Profile Name” link
• Look up “Enabled Visualforce Page Access” and validate that “Terminus_Account_Insights” is included in the section for the Profile  

VISUAL STEPS:

 

• Navigate to “Service Setup”
• On the left rail navigate to “User Interface” > “Objects and Fields” > “Object Manager”
• Navigate to the “Account” record
• Navigate to desired Account page layout
• In the console view (top of the page), navigate to the “Visualforce Pages” section
• Locate the “Terminus Account Insights” Visualforce page and drag onto desired panel location.  
• We recommend implementing our Visualforce page within a dedicated “Section” (1-Column) named “Terminus Account Insights”
• Click the top-right “properties” icon within Visualforce panel
  • Width:  100% (recommended)
  • Height:  800px (recommended)
  • Show scrollbars:  Disabled
  • Show label:  Disabled
  • Click “Save” button

VISUAL STEPS:

• Navigate to “Service Setup”
• On the left rail navigate to “User Interface” > “Objects and Fields” > “Object Manager”
• Navigate to the “Account” record
• Navigate to “Lightning Record Pages”
• Navigate to your desired Account Lightning Record page layout
• Click the “Edit” button, which will navigate you to the Lightning App Builder
• Drag a Visualforce component from the left rail to the desired Lightning Component.  
• We recommend implementing our Visualforce page within a dedicated “Tab” Lightning component
• Click the newly added Visualforce component within the editor to modify its attributes:
  • Label:  “Terminus Account Insights” (recommended)
  • Visualforce Page Name:  “Terminus Account Insights” (required)
  • Height:  600px (recommended)
  • Component Visibility (optional):  By default, anyone with component visibility will have access to this feature.  Leveraging the filters will enable specific permissioning (e.g. by user role)
• Click “Save” button

VISUAL STEPS:

Once you’ve installed the package, you should expect your data in Account Insights to match what is available in your instance of Data Studio. To review and/or verify how your data sources for Account Insights are configured in the Terminus platform, a Terminus Org Admin can take the following steps (however, these steps are not required to complete for successful package installation):

NOTE: If you selected a “Touch Based” or “Response Based” attribution type during your Data Studio configuration, you do not need to review the CampaignMember validity section.

• Login to Terminus Data Studio as an admin user
• On the bottom left, navigate to User>Configuration
• Field mapping:
• Campaign Type Field
• Activity Date Field
• Attribution Type
• Validity rules:
  • Campaign
  • CampaignMember
  • Lead
  • Contact

In order to configure Sales Activity in the Terminus Data Studio, you must first have User Roles set up in Salesforce.

To configure sales activity in Data Studio, your Terminus Org Admins should:

• • From the "Settings" menu in the Data Studio (gear icon on left panel) select 'Pages and Features'
  • Click 'Sales Activity'
  • Toggle 'Enable Task Activity' to on
  • Select either 'Created By' or 'Assigned To' from the User Mapping Type dropdown
  • Drag all User Roles whose activity you want to view from the 'Disabled User Roles' box on the right into the ‘Enabled User Roles’ box on the left and click ‘Save Changes’
  • Drag all valid Sales Activity Types from the 'Disabled Types' box on the right into the ‘Enabled Types’ box on the left and click ‘Save Changes’

• Login to Data Studio as an admin user 
• On the bottom left, navigate to User>Configuration
• Click “Bombora Intent”
• Review your up to 12 total selected topics
• Review your “Score Threshold”
• Click “Save”

• Login to Terminus Ad Experiences
• Navigate to “Engagement Spike”
• Add new models if you haven’t set up all your allocated models yet
• Review an existing model and the URL model pages within by clicking the model name

Permission Sets Available in the Package

The Terminus Insights Package comes with 3 permission sets upon installation. O-Auth User, Terminus Insights, and Terminus Engagements. The permission sets allow users assigned to them to have the most access relevant to their role. 

Permissions Available:

• Terminus Engagements:This permission set is the default assigned to all users of the package. This allows users to see the fields that are added to Account Layouts for reporting on the Terminus Engagement data pushed back to Salesforce. Users with this permission set will not be able to access our Account Insights functionality. 

• Terminus Insights: This permission set allows users to see the i-Frame of Terminus Account Insights, as well as the Terminus Engagement Fields. Users with this permission set will be able to interact with all installed elements of the package and will require “Activate” as a part of their Terminus package.

• Terminus O-Auth User: This user has the ability to see all elements of the package without any type of restrictions. This permission set is by default granted to the O-Auth user. Our recommendation is that this permission is not granted to non-Salesforce Admins. 

Further Resources:

1. Salesforce Permission Sets Overview
2. Assign Permissions to Individual Users
3. Assign Permission Sets to Multiple Users

 

Frequently Asked Questions - Account Insights

Can I test the Account Insights package in a sandbox environment?

Since Terminus Data Studio is connected to your production instance of SFDC, we will not be able to return data to your sandbox environment. As a result, installing & testing the Account Insights package in a sandbox environment is currently not supported.

Do my Salesforce users also need Terminus Data Studio login credentials to access?

• No, users will have access to the Account Insights data as long as they:  are logged into Salesforce, and have access to the Account layout containing the Visualforce page

Is the data shown in real-time?

• The opportunities, contacts, sales activities, and marketing activities shown in the Account Insights are updated daily and are not real-time
• VID anonymous page views, engagement spikes, and Bombora Intent surges are calculated weekly (Sunday night) and are not real-time

Where does the data come from?

• See the data mapping section for details (see below)

Can I use custom anonymous website visit data or intent data?

• We exclusively leverage the data integrated in Data Studio, and do not support custom activities (e.g. Google Analytics website data, third party intent data, non-Terminus distributed Bombora intent data)

Why are some of my sales activities (i.e. tasks) missing?

• The Account Insights feature will only show activities that are created by whitelisted user roles, with whitelisted task types. To check which tasks will show, navigate to the User>Pages & Features>Sales Activities
• Changes made in this page will take a data refresh (1 day) to reflect

What happens when there’s no data returned?

Example #1:  Application loads, because there’s no data for the account

• No marketing activities within the last 90 days
• No sales activities within the last 90 days
• No anonymous website visits (VID) within the last 90 days
• No anonymous engagement spikes within the last 90 days
• No Bombora Intent Surges within the last 90 days
• No new leads or contacts created within the last 90 days

Example #2:  Application does not load because it cannot authenticate:

• Contact support through the Terminus Support Portal to help further troubleshoot

Example #3:  Cannot access Engagement Spike or Bombora Intent data

• Contact your CSM to help further troubleshoot or purchase
  • Note: The message "Contact your Terminus Customer Success Manager to Enable Engagement Spikes" can still be present if a user has Engagement Spikes enabled, but Terminus has not yet recognized any spiking accounts. The message will remain on the Account Insights page until at least one account has spiked on any Engagement Models. 

Why is the Visualforce page not loading?

• In Salesforce, some ad-blockers will block *.brightfunnel.com* and prevent the iframe from loading.  We recommend that ad-block users whitelist our domain

 

How to Give Terminus Permission to Impersonate

As a ISV Partner with Salesforce, Terminus has the unique ability to offer higher levels of support to our customers as they implement, optimize, and support their ABM Efforts in Salesforce. Should you have any issues that require collaboration on Terminus in your Salesforce, you can perform the following steps to best assist Terminus in troubleshooting & collaborating. 

Granting Terminus Access

A Salesforce Admin  needs to grant access to Terminus by going to the following: 

Go to User > Settings:

Once here, go to the right hand side and click on “Grant Account Login Access”:

Here, you should see all ISV partners that you have installed in your Salesforce account. You can select how much time you wish to grant to Terminus to login as your Salesforce Admin to login. We recommend anywhere between 1 day or 7 days, depending on the request.

 

Frequently Asked Questions - Impersonation

• What scenarios should I grant Terminus access for? 

  • We provide support for understanding discrepancies, offer installation assistance, and address unexpected system behavior.

• How long will Terminus have access to login? 

  • We can only log in for the duration you allow us.

• What information will Terminus be able to see when impersonating?

  • We will have access to the same information level as the user who grants us login access.

• What will Terminus be looking for when troubleshooting/impersonating?

  • Our primary focus will commonly be on the following areas: 

    • Account Layouts

    • Permission Sets

    • Field Permissions

• Will I be able to see what actions were taken by Terminus?

  • We typically do not make changes to your Salesforce on your behalf; instead, our focus is on understanding any root causes. If you have any concerns, a Salesforce Admin can activate Audit Trails to track the activity we perform in your account.