FAQ 2

We aren’t generating any cookies on our website. Do we need to start doing so?

Our customers usually ask us to assess their current data integrity and to do that we compare their current cookie tracking with our non-cookie tracking. In the case where our customers do not use cookies, there will be no need to collect cookie Ids. In this case, you won't need to use the second tracking code we provided!

I’m having trouble finding the Metricsflow application on AppExchange. Where can I access the installation link?

The Metricsflow application is not publicly available on the AppExchange at this point!
To download the Metricsflow Application, visit this link. Your Customer Success representative would have included this link and the installation guide in your communications. Head to step 3 in that document for more instructions on installing the application!

The Salesforce installation for Metricsflow is not publicly available at this point. We have only made this available to our beta customers, which you can access through this link:
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‍This link is in step 3 of the Installation Instructions we sent. I've included it here as well for ease of access. Once you've installed the Metricsflow platform, you'll want to go to the Admin Management document to set up access. I've included this here again for your reference.

Metricsflow has given us two code snippets for tracking. What do I add? Short answer: both (maybe)!

There is a brief explanation of what each snippet does in your Installation Guide. The first code snippet sends attribution data to Metricsflow without the use of cookies. The second code should be installed only if you are currently generating cookies as a company; the snippet will allow Metricsflow to see the cookie IDs that are currently being produced. We use those IDs to determine what percentage of data you may be losing due to cookies. If you’re unsure whether or not to install the second snippet, reach out to our Customer Success team!

What is the difference between a ‘Cookie Value’ & an ‘ID Value?’

The second tracking code we provide (the Cookie Tracking Code) has a 'cookie value' and 'Id value.’. Within this code, the 'IdValue' refers to the cookie IDs currently being generated by your company, if any. You can leave the 'cookieValue' alone and just replace the 'IdValue' with your company cookie ID.

How do I find my company’s Cookie ID?

Cookies can be generated in a couple of ways; you can generate them yourself or use a third-party service provider to generate them on your behalf. If you’re generating them yourself we can provide you with a few lines of code to send them to Metricsflow. If your cookies are being generated by a third-party provider let us know, and we can initiate the collection on our end. If you’re unsure about how they’re being generated or how to find them, reach out to our Customer Success team, and we’ll have a look at your site.
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What level of synchronization with our Salesforce is required? Most importantly, I want to ensure we have a secure connection so that our customers' PII stays accessible only internally.

All of your data is securely encrypted within Microsoft Azure so that only you have access. Once you have installed your Metricsflow application, you will be able to see this data in your Salesforce instance. This data is first-party data only and we never sell this to third parties so you can be confident that your customers PII is safe and secure.

Can I implement the Cookie Tracking Code on a Wordpress Site?

Yes! Here are some instructions on how to do so:

Via WordPress:
If you want to add our code through WordPress, there are three possible solutions:
1. Manually, by editing your theme’s header.php file
2. With your theme’s built-in header code feature
3. Using a plugin The second option uses your theme’s built-in feature. Some WordPress themes like Elegant Themes and Genesis Framework by StudioPress offer a built-in option for quickly adding code and scripts to your WordPress header. Just bear in mind that if you change your theme, then the code snippets will need to be re-added to your website.

For the third option there are a number of plugins available in the market that make it straightforward to add code to your header. For example, many of our customers use Google Tag Manager to install our code.

We generate multiple types of cookies. What types of cookies does Metricsflow need to account for?

Metricsflow won’t use your cookies for anything other than reporting the level of data loss you’ll have if you rely on them. If you’re using a type of cookie to identify and track your users they should be sent along to Metricsflow.

We have multiple web properties, do we need different tracking codes for each?

Depends! Do you want to track users across all of your different properties? If so, use the same tracking code. If you don’t want to track users across all your properties, Metricsflow can provide you with multiple tracking codes. Shoot our Customer Success team a message!

Where should I be adding your JS code to our website?

We suggest adding our 7-line JavaScript code to every page of your website. Install the code wherever you would like to capture user attribution; this might include your marketing site, your application, landing pages, forms, etc. The snippet will need to be added to the header of your site. This can be done manually or via Google Tag Manager!

We use Google Tag Manager to manage tracking codes. Can we use that to install the Metricsflow tracking code?

Yes, you can use Google Tag Manager to install the Metricsflow snippet! If you use GTM to install the snippet, ensure that it is not also installed directly on your site to avoid duplication.

Does the Metricsflow Salesforce product use API calls in Salesforce?

No, the Metricsflow application stores data in the cloud and renders the information directly in your Salesforce instance when it is called upon. We know that API calls create an additional expenditure for our customers in terms of usage!

I’m getting the error “Token Expired” “Authorization Error, Please check your permission settings.”, how do I fix this?

There are three possible reasons for this error to have appeared! Let’s try to figure out which of these it is:
1. Apex Class Permissions.
           a. Head to Setup>Profiles>Apex Class Permissions.
           i. There are 12 Apex class/tests with the prefix “metricsreport” which need to given access to, they are given below::

1) Metricsreport.ApiReportCallMock
2) Metricsreport.ApiReportCallMock2
3) Metricsreport.ConnectTokenCalloutMock
4) Metricsreport.PostinstallClass1
5) Metricsreport.MetricsflowPostInstallClassTest
6) Metricsreport.MetricsflowSettingController
7) Metricsreport.MetricsflowSettingControllerTest
8) Metricsreport.UpdateSettingCalloutMock
9) Metricsreport.metricsflowleadController
10) Metricsreport.metricsflowleadControllerTest
11)   Metricsreport.salesforceauthCalloutMock
12)  Metricsreport.salesforceauthCalloutMock2

      b. For each profile that will require access to the Metricsflow tool, assign              them with all of the Metricsflow Classes.
       c. Save and repeat for each profile!
       d. Test your app again to see if it is working properly!

2. CSP Trusted Site issues.
        a. From Setup, search for “CSP Trusted Sites” and select that option.
        b. Under the Trusted Site Name column, click edit on the “azurelwc” row.
        c. Ensure that the “Active” checkbox and all other checkboxes are selected.
         d. Save!
         e. Test your app again to see if it is working properly!
3. Salesforce Token issue. There may be an issue with your Salesforce token in your Metricsflow app. Contact Metricsflow’s Customer Success Team!

Does Metricsflow work on Salesforce Classic?

Yes and no! While the Metricsflow reporting app does have a usable visualforce page in classic mode, you will be unable to use the Metricsflow Lightning Web Components, as these are not a usable feature in classic mode. Check out the instructions below on how to install the classic Metricsflow Reporting App:

Troubleshoot