Platform Setup and Configuration
Information on available platform configuration settings and implementation guides.
- Visitor ID (aka WEC): Tracking Code Implementation Guide
- Custom Terminus Reporting for Google Analytics (V3)
- The Site Visits Page (Ad Experiences) LEGACY
- Testing Terminus Insights in a Sandbox or Secondary CRM
- Enabling Lead-to-Account Mapping in Data Studio
- Enabling Lead-to-Account Mapping in Salesforce
- Data Studio Configuration Survey Guide: Salesforce Users
- Overview of the Data Studio Configuration Page
- List-Based Data Studio Configuration: Feature Guide
- Using an SFTP Server to Deliver List Data to Terminus
- Data Requirements for a List-Based Data Studio Configuration
- Impact of Optional Data for a List-Based Data Studio Configuration
- Using Dropbox to Deliver Data to Terminus (List-Based Configuration)
- How to Verify that a Salesforce Integration User is API Enabled
- How to Customize Data Studio Reporting Columns
- How to Configure Sales Activity in Data Studio
- How Do I Backdate Campaign Member Responses from Salesforce?