Salesforce DMP Destination

Salesforce DMP allows website operators to create a holistic databank to organize, taxonomize and make their full range of audience information actionable. It allows them to model, define and manage audience segments to improve content delivery and advertising revenue.

NOTE: Salesforce DMP is currently in beta, and this doc was last updated on November 6, 2018. This means that there may still be some bugs for us to iron out. If you are interested in joining or have any feedback to help us improve the Salesforce DMP Destination and its documentation, let us know!

Getting Started

Next, configure the Destination in the Segment web app:

1. From the Segment app Destinations page, click Add Destination.
2. Search for “Salesforce DMP” (or “SFDMP”) in the Destinations Catalog, and confirm which Source to connect with this new destination.
3. Follow the steps in the sections below depending on which type of implementation you have:
   • Set up for Client Side web Implementations
   • Set up for Server-Side Implementations

Setting up a Client-Side Web Implementation

1. Get your Config ID from your SFDMP console. Log into the console and go to Manage > Capture > Sites. If you don’t see this option, contact your SFDMP representative.

2. In the Sites tab, locate the site you want to use as the SFDMP destination. If you haven’t created any sites yet, click Create Site and go through the options to create a new site.

   

3. In the dropdown, find the site tag for the site you want to use. The string you need is under “Config” and will look something like r0u08k4tz.
4. Go back to the Segment App, and navigate to the Salesforce DMP destination you’re setting up. Locate the ConfigID setting, and paste the value you found in that field.

To send client-side events to SFDMP, you must include a SFDMP Config ID and SFDMP Namespace in your Segment settings. Segment’s UI enforces inclusion of a configId (meaning you can’t enable the destination without it); however, Segment’s UI does not enforce the inclusion of a namespace.

If you don’t provide a namespace Segment can’t pass events downstream to SFDMP and will instead no-op until you add the namespace.

Setting up for a Server-Side Implementation

1. To set up SFDMP for a server-side connection, enter your SFDMP Server-side Publisher UUID. To locate this, we recommend that you contact your SFDMP representative. Helpful documentation can be found here.
2. Once you’ve retrieved your Server-side Publisher UUID, follow the instructions in the Segment SFDMP settings to enter your Pixel.gif Domain, Pixel.gif Site and, optionally, your Pixel.gif Section in the correct fields.
3. If you instead want to send your track events to SFDMP’s Event.gif endpoint instead of their Pixel.gif endpoint, first disable the Send Server-Side Track Calls to the Pixel.gif Endpoint (it defaults to on) setting in the Segment UI.

Client-side Web: Identify

Upon invocation of a Segment identify event, Segment will push userId, anonymousId and crossDomainId, if available, to the SFDMP kruxDataLayer as segmentio_user_id, segmentio_anonymous_id and segmentio_xid, respectively.

Segment does not support mapping traits to SFDMP attributes.

Client-side Web: Track

Segment pushes only mapped properties and context.traits from whitelisted Segment track events to the SFDMP kruxDataLayer.

You can whitelist Segment track events in your Segment UI settings.

You can map track event properties to SFDMP by specifying mappings in your Segment UI settings.

Once mapped and associated with whitelisted events, Segment pushes properties and context.traits to the kruxDataLayer. Key-value pairs pushed to the kruxDataLayer are forwarded to SFDMP as page attributes. You can customize whether these properties are classified as page attributes or other attribute types (such as user attributes) in your SFDMP dashboard.

Client-side Web: Page

Segment does not send client-side Web page events downstream to SFDMP. This is to avoid sending duplicate data to SFDMP.

SFDMP’s control tag automatically triggers a call to SFDMP’s Pixel.gif endpoint on page load. SFDMP’s control tag automatically collects contextual information about the user and browser as page attributes.

SFDMP Client-Side FAQ

Segment’s integration with SFDMP inherits many SFDMP native functionalities, and these functionalities can be adjusted only by updating settings within the SFDMP dashboard or by contacting your Salesforce representative.

If you are unsure of where to find your SFDMP settings or are unsure of what your SFDMP settings are, contact your Salesforce representative.

Allowlisting and Blocklisting Properties

SFDMP manages its own filters and settings, which you must adjust either in the SFDMP dashboard or by contacting a Salesforce representative. Note that SFDMP settings are independent of Segment UI settings. Updating a setting in SFDMP will not affect settings in Segment and vice versa. Therefore, it is important to ensure that SFDMP and Segment settings do not conflict.

SFDMP has its own property allowlisting and blocklisting rules. For example, you could set up a blocklist rule in SFDMP. This means that Salesforce will accept any attributes save for those that have been explicitly blocklisted in their system.

A whitelist works the opposite way. Setting up a whitelist rule means that SFDMP will not accept any attributes that have not been explicitly whitelisted in their system.

If you map Segment properties in your Segment settings, remember that you must also adjust your SFDMP settings appropriately to ensure that SFDMP will accept your mapped properties.

Say you map property price in your Segment settings to SFDMP page attribute price. If you have a whitelist set up in SFDMP and have not whitelisted the attribute price in SFDMP, the expected behavior is that Pixel.gif calls to SFDMP will not include the price attribute. Remember, mapping the property within Segment’s dashboard will not override your SFDMP’s internal account settings. If this is the case, adjust your SFDMP settings or contact your Salesforce representative for assistance.

Attribute Transformations

SFDMP collects any track event property pushed to the SFDMP kruxDataLayer as a page attribute by default.

To collect a Segment property as an SFDMP user attribute instead, contact your Salesforce representative for instructions on how to adjust your SFDMP settings.

Attribute Delimiters

SFDMP can split an attribute value into many individual values based on a delimiter. For example, say you have a property colors with a value red,green,blue,yellow. You can adjust your SFDMP settings so that it recognizes a comma as a delimiter for this attribute. That way, you can create audience Segments based on individual attribute values such as “red”, “green”, “blue” and “yellow” rather than on complete strings like “red,green,blue,yellow”.

To set up a custom delimiter, contact your Salesforce representative.

Attribute Cacheing

SFDMP by default caches attributes client side. As a result, any attributes collected client side will be associated with all following whitelisted events unless the attribute is explicitly overridden.

For example, say one of your whitelisted Segment track events contains the property key-value pair color: 'red' :

analytics.track('Button Clicked',
  color: 'red'
});

The above Segment event pushes the key-value pair color: 'red' to the SFDMP kruxDataLayer, then triggers a call to the Pixel.gif endpoint, which scrapes the kruxDataLayer and sends color: 'red' as a page attribute.

Then you send another whitelisted event:

analytics.track('Picture Viewed');

This event “Picture Viewed” will produce a call to SFDMP’s Pixel.gif endpoint with the page attribute color: 'red', in spite of the fact that this attribute was not explicitly associated with this event. This is expected behavior and a result of SFDMP’s out-of-the-box client-side cacheing.

Say, then, you send another whitelisted event:

analytics.track('Updated Preferences', {
  color: 'blue'
});

This event would produce a call to SFDMP’s Pixel.gif endpoint with the page attribute color: 'blue', as this event overrode the value of the previous color attribute.

The ramification of this behavior is that SFDMP will continue to cache page attributes for whitelisted events on all single-page applications until a page reload. contact your Salesforce representative for additional questions about SFDMP’s attribute cacheing functionality.

Page Scraping for Page Attributes

SFDMP may be set up to automatically scrape values from your page and append these values to outgoing Pixel.gif calls.

For example, say you have defined a global object:

var appInfo = { app_name: 'test application' }

You can set up SFDMP’s control tag to automatically scrape the key-value pair app_name: 'test application' from the global object “appInfo”. This means that you don’t necessarily have to update your Segment implementation to send additional attributes downstream to SFDMP.

If you see page attributes automatically appended to outbound Pixel.gif calls and you’re not sure where the attributes came from, then you or someone on your team has likely set up page scraping in SFDMP.

Warning: If you decide to rely on SFDMP’s page scraping to transmit attributes to SFDMP rather than adding them as properties to Segment events, you won’t see these properties in other Segment connections, including in a raw data warehouse.

If you have questions about setting up or adjusting page scraping, contact your Salesforce representative.

Server-Side: Identify, Track, Page, and Screen

By default, Segment sends all events to SFDMP’s Pixel.gif endpoint.

Segment treats page/screen, track and identify calls the same when sending data to SFDMP regardless of if it’s configured to use mobile or server side. This is because SFDMP is more interested in user properties and attributes associated with user actions, and does not usually create audiences from events. By treating all events the same, Segment stays unopinionated about the events with which user traits and properties are associated.

By default, Segment does not map any properties downstream to SFDMP. You can map properties and other values by adjusting the settings in your Segment/SFDMP dashboard.

Segment, however, maps the following contextual information from raw Segment payloads to SFDMP out of the box. Segment sends data to SFDMP in the querystring of a GET request.

To illustrate where each field is located in a Segment raw event, and what Segment maps downstream for each field, the examples in this section are based on the following raw Segment event payload.

{
  "anonymousId": "123",
  "context": {
    "device": {
      "advertisingId": "123",
      "manufacturer": "Apple",
      "model": "iPhone7,2"
    },
    "library": {
      "name": "analytics-android",
      "version": "4.3.1"
    },
    "locale": "en-US",
    "os": {
      "name": "Android",
      "version": "8.1.3"
    },
    "userAgent": "Dalvik/2.1.0 (Linux; U; Android 7.0; SAMSUNG-SM-G930A Build/NRD90M)",
    "ip": "127.0.0.1"
  },
  "event": "Segment Test Event",
  "type": "track",
  "userId": "123"
}

advertisingId

The value of field msg.context.device.advertisingId.

userId

The value of field msg.userId.

anonymousId

The value of field msg.anonymousId.

os.name and tech_browser

Segment uses the value of field msg.context.os.name to derive the tech_browser user attribute for SFDMP.

Segment derives tech_browser from msg.context.os.name by appending _app and calling the String method .toLowercase() on the concatenated value.

tech_browser_lang and context.locale

Segment uses the value of field msg.context.locale to derive the tech_browser_lang user attribute for SFDMP.

Segment derives tech_browser_lang from msg.context.device.locale by extracting the first two characters of the String value of this field.

device information

Device.model Segment passes the value of field msg.context.device.model as a user attribute for SFDMP.

device.manufacturer Segment passes the value of field msg.context.device.model as user attribute tech_manufacturer to SFDMP.

os.version

Segment passes the value of msg.context.os.version as user attribute tech_version to SFDMP.

If the value of msg.context.os.name is equal to Android, Segment prepends Android_to the value of the user attribute (for example, Android_8.1.3) sent downstream. This behavior is at SFDMP’s request and does not apply to any other OS.

context.ip

Segment sets the value of msg.context.ip in an X-Forwarded-For header in the outbound payload.

Segment’s client-side libraries (Analytics.js, Android, iOS) collect IP address automatically. If using a server-side library or HTTP library, you must collect the IP address manually and pass it into your Segment event payload. Otherwise, an X-Forwarded-For header will not be set.

Sending Data to the Event.gif Endpoint

While Segment treats page/screen and identify events the same, SFDMP works slightly differently for Segment track events if you decide to send data to their Event.gif endpoint by disabling the Send Server-Side Track Calls to the Pixel.gif Endpoint setting in the Segment UI.

Sending data to SFDMP’s Event.gif endpoint requires that you map any Segment event names to SFDMP event IDs in the Server-side Event ID Mapping setting in Segment’s UI. Segment properties must be mapped to SFDMP properties in the Event Attribute Mapping setting in Segment’s UI. Note that track properties sent to SFDMP using their Event.gif endpoint must be set up in SFDMP’s dashboard before SFDMP will accept them.

In addition, Segment maps fewer event properties to SFDMP out of the box:

advertisingId

The value of field msg.context.device.advertisingId.

track event name

The value of field msg.event.