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Guidez + Salesforce Analytics: The Complete Onboarding Impact Picture

Every Guidez event — tour completions, checklist milestones, NPS scores, AI Guide conversations — flows into Salesforce, letting you measure the full impact of your onboarding on activation rates, retention, and revenue.

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Analytics & Reporting for CRM

Why combine Guidez Analytics & Reporting with Salesforce?

Connecting all Guidez events to Salesforce gives your team the complete onboarding data picture — not just individual tour completions, but the full behavioral context of how users move from signup to activation to retention.

See onboarding's full impact — activation, retention, and revenue — in one place.

Integration Details
Connection typeOAuth
CategoryCRM
FeatureAnalytics & Reporting
Setup time<5 minutes
CostIncluded on paid plans
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Analytics & Reporting Events

Analytics & Reporting events that flow to Salesforce

Guidez Event Action in Salesforce Field / Property
tour_started Activity logged on Lead/Contact Onboarding_Status__c = started
tour_completed Opportunity stage update + activity Activation_Date__c set
tour_abandoned At-risk tag + task created for AE Churn_Risk__c = high
checklist_completed Lead converted / Opp advanced Checklist_Complete__c = true
nps_submitted NPS score logged on contact NPS_Score__c, NPS_Label__c
feature_adopted Feature usage tag added Features_Adopted__c (multi-select)
banner_clicked Upgrade interest signal logged Upgrade_Intent__c = true
Use Cases

What you can do with Guidez Analytics & Reporting + Salesforce

📊

Complete onboarding event library

All Guidez events — tour lifecycle, checklist progress, NPS scores, AI Guide questions, banner clicks — appear in Salesforce as first-class data, giving your CRM team the full picture of user onboarding behavior.

📈

Onboarding performance over time

Track how your onboarding metrics improve over time in Salesforce — activation rate trends, time-to-value reduction, NPS trajectory — as you iterate on your flows and build new tours.

🎯

Segment-specific onboarding analysis

Break down all Guidez metrics by user segment in Salesforce — plan tier, company size, role, geography — to understand which personas activate fastest and where to focus your onboarding investment.

Setup Guide

How to connect Guidez Analytics & Reporting to Salesforce

1

Connect Guidez to your analytics tool

Enter your API key or complete OAuth in Guidez Settings → Integrations. All event types begin flowing to your tool immediately.

2

Events appear in your workspace

Tour, checklist, NPS, banner, and AI Guide events all appear as first-class events in your connected analytics tool — ready for funnels, cohorts, and reports.

3

Build your onboarding dashboard

Create the reports and dashboards that matter: activation funnel, time-to-value distribution, NPS by segment, feature adoption by cohort.

4

Share insights across your team

Share onboarding reports with PMs, CS leads, and growth teams — giving everyone visibility into the metrics that drive activation and retention.

FAQ

Guidez Analytics & Reporting + Salesforce: FAQs

All Guidez events flow to Salesforce: tour_started, tour_step_viewed, tour_completed, tour_abandoned, checklist_item_completed, checklist_completed, nps_submitted, banner_seen, banner_clicked, feature_adopted, ai_question_asked, and milestone_reached. Each event includes user context, plan, and company properties.
Yes. With Guidez events in Salesforce, you can build end-to-end activation funnels: signup → tour_started → tour_completed → your core activation event → Day-7 retention. This is typically the most valuable analysis Guidez data enables.
Guidez can sync user properties to Salesforce: onboarding_status, checklist_pct, nps_score, nps_label, activation_date, and tours_completed_count. These properties persist on user profiles and are available in all segmentation and cohort analyses.
Yes. Any Guidez event can be used as a conversion event in Salesforce experiments. A common setup: run two onboarding tour variants in Guidez, include a variant property on each event, and measure which variant drives higher activation and retention in Salesforce.
No. All integrations including Salesforce are included on paid Guidez plans at no additional cost. You can connect Salesforce and start receiving all Guidez events in under 5 minutes.

Related integrations

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