header
Solved

Mapping Account Settings from Product to PX.

  • 6 November 2019
  • 1 reply
  • 77 views

Each account in our product receives a variety of account configurations by way of check boxes (see below). How can we go about mapping TRUE/FALSE for each of the components in our product back to PX per account? We’d like to measure adoption and send engagements based on these account permissions which would be ideal to have in PX. Thanks!

icon

Best answer by link_black 19 November 2019, 02:57

Hi Matt,

 

The more data you have about users/accounts in PX, the better your analytics and engagement targeting can be!

 

You can add as many custom attributes to your accounts/users as needed. We do support the Boolean data type as well as String, Number, and Date. 

 

This additional user/account attributes can be passed through the PX Identify call for each session, retrieved from SFDC though our integration connector (if applicable), updated programmatically using our REST API, or updated periodically using our PX Data loader.

 

It seems like you have many options to choose from! :)

 

I hope this helps!

 

Link

View original

1 reply

Userlevel 6
Badge

Hi Matt,

 

The more data you have about users/accounts in PX, the better your analytics and engagement targeting can be!

 

You can add as many custom attributes to your accounts/users as needed. We do support the Boolean data type as well as String, Number, and Date. 

 

This additional user/account attributes can be passed through the PX Identify call for each session, retrieved from SFDC though our integration connector (if applicable), updated programmatically using our REST API, or updated periodically using our PX Data loader.

 

It seems like you have many options to choose from! :)

 

I hope this helps!

 

Link

Reply