Capture Web Interactions

Salesforce Interactions SDK is an extensible data capture and collection framework. It’s used to track different types of customer interactions on your website and send the information to Salesforce. This information can then be used to build behavior profiles for web visitors, audience segmentation, or Salesforce integrations.

Salesforce Interactions SDK provides:

Tracking of customer interactions
Identity and cookie management for anonymous and named identity tracking
Consent management integration hooks
Configuration-driven instrumentation with sitemaps
Integration hooks for adding custom functionality

Requirements

Your website customers need a browser capable of running ES6-compatible code.

Tracking User Interactions

The sendEvent API call is how you capture interactions and collect associated data from a website customer. An interaction event has a named identifier, like View Catalog Object, required values, like catalogObject or order, and tracked user-defined values. For example, here’s a View Catalog Object event:

1SalesforceInteractions.sendEvent({
2    interaction : {
3        name : "View Catalog Object",
4        catalogObject: { 
5          type : "Product", 
6          id : "65e4e737",
7          attributes: {
8            description: "Shoes"
9          }
10        }
11    }
12})

Salesforce Interactions SDK also comes with ready to use event data models to use across Salesforce.

Identity and Cookie Management

Salesforce Interactions SDK supports anonymous and named identity tracking using first-party cookies or by being passed identity information from the website. Cookies are prefixed with _sfid and end with a string of characters unique to the domain to which the cookie belongs. You can customize cookie and identity behavior either through configuration or through calling the Identity APIs in Salesforce Interactions SDK.

Consent Management

Not all website's visitors and customers consent to cookie tracking. To support consent management, Salesforce Interactions SDK is designed to only send events if a customer has consented to tracking. When consent is revoked, the Web SDK captures this preference and then immediately stops emitting events. For example, this method passes consent into Salesforce Interactions SDK:

1SalesforceInteractions.init({
2  consents: [{
3    provider: 'ExampleProvider',
4    purpose: 'Tracking',
5    status: 'Opt In'
6  }]
7})

Capturing customer consent can be handled either through configuration or through calling the Consent API in Salesforce Interactions SDK.

Sitemap

Salesforce Interactions SDK Sitemap is a configuration-driven integration layer that executes within and is deployed with the Web SDK. A Sitemap is developed to integrate with a specific site using the API provided by the Web SDK that maps key business objects to interaction events.

Additional Resources

If you implemented the older Web SDK version, see Salesforce CDP Web SDK.

Salesforce CDP API Developer Guide