3rd Party Integrations

Thanks to Appsee's integration with Salesforce, you will be able to watch user session recordings directly within the corresponding Salesforce contact's page.
Understand your users' journeys better than ever before.

This integration is available on both Salesforce classic and lightning mode.

Provide Better Support

Respond quickly and efficiently to customers' needs according to their specific experiences.

Reduce Friction

See why specific customers drop from your conversion funnels and understand how you can improve their experience.

Increase LTV

Study the behavior of loyal customers and understand exactly why certain customers abandon your app.

Prerequisite

  • A Salesforce account with permissions to create a Visualforce page.
  • An existing Appsee account in which users are identified by App User ID that was set in the SDK via setUserId. See an example for iOS and Android.
  • An enabled Appsee/Salesforce integration with an active Auth Token. Ask your account manager to enable this for your account if you haven’t done so already.

Integration

Follow the steps bellow to enable this integration with Salesforce.

STEP 1: CREATE THE VISUALFORCE PAGE FOR APPSEE USER SESSIONS

  1. Log into Salesforce.
  2. Click your username in the top right and choose “Setup” (In Lightning Experience: Press the settings bolt icon and then “Setup”).
  3. On the left-hand side, click “Develop” and then “Visualforce Pages” (In Lightning Experience: Under “Platfrom Tools” go to Custom Code > Visualforce Pages).
  4. Click “New” and name the page “Appsee User Sessions” or similar.
  5. Paste the code below into the “Visualforce Markup” section replacing the 3 following fields:
    1. YOUR_AUTH_TOKEN – The integration’s Appsee Auth Token available in your Appsee Dashboard > Manage Account > Integrations.
    2. YOUR_APP_USER_ID_FIELD – The field name that stores your User ID, for example – “contact.AppUserId”.
    3. (optional) YOUR_APP_API_KEY – The Appsee App API Key (available in the Appsee Dashboard > Manage Apps). Providing this parameter will hide the app selector and will show sessions only for this app.

Code snippet

<apex:page standardController="Contact"
  rendered="{!IF((contact.YOUR_APP_USER_ID_FIELD != ''), true, false)}">

  <apex:iframe src="https://dashboard.appsee.com/3rdparty/salesforce/sessions?auth=YOUR_AUTH_TOKEN&user={!contact.YOUR_APP_USER_ID_FIELD&apikey=YOUR_APP_API_KEY}"
    scrolling="false"
    frameborder="false"
    height="98%"
    width="97%"
    html-style="position: absolute; border: none; overflow: hidden;" />

</apex:page>

STEP 2: ADD THE APPSEE PAGE TO SALESFORCE CONTACT VIEW

  1. Still in the “Setup” area, on the left-hand side of the page go to Customize > Contacts > Page Layouts (In Lightning Experience: Switch tabs from “Home” to “Object Manager” then go to Contact > Page Layouts).
  2. Locate the page layout you are currently using (should be just one) and click “Edit”.
  3. In the objects box at the top of the page choose “Visualforce Pages” and drag the page you created above to anywhere you want on the layout.
  4. Click “Save”.

THE RESULT WILL LOOK LIKE THIS:

If you have any questions regarding this integration, please contact us.