Stega
Stega
Clutch4.9 / 5

Salesforce campaign attribution from first visit to closed deal.

Salesforce campaign attribution and reporting that connects website sources to opportunities, so you can see which campaigns build pipeline.

See how it works

Certified partner

  • Salesforce PartnerSalesforcePartner

Selected work, in motion.

The experiences at the front of a connected customer journey.
Stega selected work

Pipeline with no story?

Most Salesforce orgs know what closed. Few know what started it.

BeforeAfter
Lead source set to Web for everythingSource, medium and campaign captured from the first visit
Campaign influence that nobody trustsCampaign members added by rule, with statuses that mean something
Dashboards rebuilt every quarterRequirements agreed once, dashboards built on stable fields
Marketing and sales arguing over numbersOne definition of a qualified lead, reported the same way
Visual placeholder · 16:9
Salesforce dashboard: pipeline by first-touch channel and by campaign, filtered by quarter.

What's included

Credit where it's due.

Good Salesforce reporting depends on data captured at the website, long before a rep opens a dashboard.

Map campaigns properly

A Salesforce campaign structure with types, hierarchy and member statuses, so every programme, event and ad group has a place to report into.

Connect attribution data

UTM parameters, landing pages and first and last touch captured on the website and written to leads, contacts and opportunities.

Define dashboard requirements

Workshops with marketing, sales and leadership that turn questions into metrics, definitions and the fields each report needs.

Build the first dashboards

Pipeline by source, campaign influence and funnel conversion dashboards built from the agreed definitions, then handed to your admin.

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Attribution fields on a Salesforce opportunity: first touch, last touch, campaign and landing page, filled from the website.

Security, by consideration.

Trust is part of the build.

For your Salesforce project, we consider customer records, permission sets, automation and external integrations as part of one connected build.

See our approach

Connected systems. Considered safeguards.

Stega

Changes you can trace.

GitHub workflows, peer review and dependency checks bring decisions into the release process.

Protected in transit.

Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.

Intelligence with limits.

Scoped tool access, validated inputs and human approval where automated actions carry consequences.

Questions first. Dashboards last.

We start with the questions leadership asks, then work back to the data.

  1. 01

    Define

    Agree the questions, metrics and definitions with marketing and sales.

    • Reporting questions
    • Metric definitions
    • Field gap list
  2. 02

    Connect

    Capture attribution on the site and map it to Salesforce records and campaigns.

    • Tracking setup
    • Campaign structure
    • Field mapping
  3. 03

    Report

    Dashboards built, checked against raw data and handed over.

    • Dashboards
    • Data checks
    • Reporting guide

What clients say

Independent reviews. Lasting partnerships.

Trusted across our practice

Working together. In their words.

Independent reviews. Long-term working relationships.

Clutch5 out of 5 stars
“They’ve gone above and beyond to understand our brand/visual identity/voice.”
Trustpilot5 out of 5 stars
“Incredibly communicative, would wholeheartedly recommend”
Trustpilot5 out of 5 stars
“After a website (re)launch, they are also always accessible and happy to help. I highly recommend everyone who is looking for a new and more stable website in Webflow, to work with Stega!”
Trustpilot5 out of 5 stars
“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
Trustpilot5 out of 5 stars
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”

Salesforce reporting questions.

A few things worth discussing before your Salesforce reporting takes shape.

How do you track UTM parameters in Salesforce?

UTM parameters reach Salesforce through hidden form fields that read them from the URL or a first-party cookie, then map to lead fields. We store first touch and last touch separately, and copy both to the contact and opportunity on conversion so the data survives the sales process.

What is campaign influence in Salesforce?

Campaign influence in Salesforce links opportunities to the campaigns their contacts engaged with, so revenue can be credited to marketing activity. Customizable Campaign Influence supports several attribution models. Any model is only as good as the campaign membership data, which is why we fix capture first.

Can Salesforce reporting include website analytics data?

Salesforce reporting can include website analytics data when the key signals are written to records, such as landing page, source and important events. Full session data belongs in your analytics tool. We send what sales and marketing need into Salesforce and leave the rest in GA4 or PostHog.

How long does it take to fix Salesforce attribution reporting?

Tracking changes on the website are quick. The longer part is agreeing definitions with marketing and sales, then letting new data build up before the dashboards tell a reliable story.

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