Salesforce Classic Setup

Tracking users using the Salesforce Classic interface requires setting up a Visualforce sidebar component. This component will run a Position Detector in Help Cue mode to record page impressions for licensed users.

How it works

Once deployed, the sidebar component automatically logs an interaction record in the Help Interaction object (depending on your Help Global Settings).

Each time a permissioned user views a page in Salesforce Classic, an interaction record will be created — allowing accurate user tracking and engagement analytics.

1. Create a Visualforce page

In Salesforce, navigate to Setup > Custom Code > Visualforce Pages.

Click New to create a new Visualforce page. You can use any name for the page; for example, UserAnalyticsClassic.

You need to configure the Visualforce page to load the Position Detector component in Help Cue mode. To this end, use the following markup, replacing the placeholders in [SQUARE BRACKETS] with your own values:

<apex:page>
  <iframe 
    src="https://[LOCAL VISUALFORCE ROOT HERE]/apex/iahelp__IHLUXOutHost?
    NSApp=iahelp&
    App=appIH&
    NSComp=iahelp&
    Comp=IHPosDetect&
    Parms=PositioningRole~HelpCue^LogContextInteraction~true^PositioningGroup~[YOUR CHOICE OF COMPONENT ID HERE]^HelpRecordId~HelpRec^recordId~{!$CurrentPage.parameters.Id}" 
  />
</apex:page>

[LOCAL VISUAL FORCE ROOT] URL: You can find it by going to Help Settings from the app launcher and look for Remote Site for metadata API access. It should look something like this: https://acme–iahelp.vf.force.com.

[YOUR CHOICE OF COMPONENT ID]: It can be something report friendly, for example USER_TRACKING (Don’t have spaces or special characters between words).

Using the above examples, your iframe code should look something like this:

<iframe
  src="https://acme–iahelp.vf.force.com/apex/iahelp__IHLUXOutHost?
  NSApp=iahelp&
  App=appIH&
  NSComp=iahelp&
  Comp=IHPosDetect&
  Parms=PositioningRole~HelpCue^LogContextInteraction~true^PositioningGroup~USER_TRACKING^HelpRecordId~HelpRec^recordId~{!$CurrentPage.parameters.Id}"
/>

Click Save to finish.

2. Create a custom Home Page component

Create a new Custom Home Page Component in Salesforce Classic with the following settings

Type: Visualforce Area

Column: Narrow (Left) Column

Visualforce Page: Select the Visualforce page you created.

Height: Minimal

Options: Deselect Show Label and Show Scrollbars

3. Add the component to the Home Page layout

Edit the desired Home Page Layout and add the component created in the previous step. The placement doesn’t affect functionality —however, adding it near the bottom of the layout is recommended.

The component will log an interaction record in the Help Interaction Object (subject to Help Global Settings) on each page impression, for each permissioned User.

Ensure users have the correct permissions to log interactions:

Licensed for Help Analytics.

Granted at least the Helped User permission.