Tealium Learning Center

Summary Here at Tealium we are often asked what to add to the Privacy Policy of a website or mobile application to ensure proper disclosure of sensitive data collection and usage.  Below are some excerpts (from the Tealium.com policy) that will help you get started.  As with any legal document we highly recommend that you consult your legal counsel before updating or posting, and you assume all responsibility for ensuring compliance with applicable laws and regulations regarding the collection and storage of data by Tealium. Sample Privacy Policy Excerpts Targeting or Advertising cookies [COMPANY] may also contract with third-party advertising networks that collect IP addresses and other information from the [COMPANY] Website, from emails, and on third-party websites. Ad networks follow your online activities over time by collecting Web Collection Information through automated means, including through the use of cookies. They use this information to provide advertisements about products and services tailored to your interests. You may see these advertisements on other websites. This process also helps [COMPANY] manage and track the effectiveness of its marketing efforts. IP Addresses and URLs Like many other websites, we collect information about our Site Visitors’ utilization and navigation of the [COMPANY] Website. This information helps us to design the [COMPANY] Website to better suit our Site Visitors’ needs. We may also use your IP address to help diagnose problems with our server and to administer the [COMPANY] Website, analyze trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences. For example, [COMPANY] uses IP addresses to monitor the regions from which Customers and Site Visitors navigate the [COMPANY] Website. [COMPANY] may collect aggregated data regarding use of the Services and the [COMPANY] Website, including, without limitation, number of Site Visitors, frequency and patterns of use, tag usage, feedback request trends, etc. (“Aggregated Data”). [COMPANY] uses Aggregated Data as a statistical measure and not in a manner that would identify you personally. Aggregated Data enables us to determine how often certain parts of the [COMPANY] Website or the Services are used so that we can improve them. [COMPANY] may make use of, or make such Aggregated Data available to, third parties, in any manner in our sole discretion.   ... View more

This guide shows how to add Tealium to Salesforce to track changes to "Lead" and "Contact" object types in the Customer Data Hub. In this article: Table of Contents Placeholder Requirements Salesforce administrator access Tealium account enabled for AudienceStream, DataAccess, or EventStream Installation The Tealium for Salesforce solution is installed as a number of Apex classes: one for the Tealium Collect service and one or more to trigger on object updates. It also requires updates to Salesforce configuration to support linking records from Customer Data Hub  and to allow the sending of HTTP requests from Salesforce to Tealium. For a video overview of this solution, check out this challenger video: Linking Records from Customer Data Hub to Salesforce The Tealium for Salesforce solution can link records from the Customer Data Hub into Salesforce by specifying a shared identifier attribute. In Customer Data Hub this attribute can be any Visitor ID attribute that uniquely identifies records coming from an ingestion sync (such as Omnichannel uploads). In Salesforce you must create a custom field in the Object named "Tealium ID" to capture that Customer Data Hub attribute. Additional reading: Salesforce Connector Setup Guide for AudienceStream To add this custom field to the Lead object: From Setup, go to Lead > Fields. Add a new custom field of type 'Text' with the following settings: Field Label: Tealium ID Length: 100 Field Name:   tealium_id_teal The _teal  suffix helps namespace these variables to Tealium. Click Save. Apex Class: TealiumCollect This TealiumCollect Apex class generates the HTTP request to the Tealium Collect service. It takes the Tealium configuration and data layer values and formats them into the required URL format. Additional reference: Apex Quick Start To add the TealiumCollect Apex class: From the Developer Console create a new Class named "TealiumCollect". Copy and paste the following code, making sure to specify your account, profile, and data source key: public class TealiumCollect { private static Boolean debug = true; /* TEALIUM CONFIGURATION */ private static String tealiumAccount = 'YOUR_ACCOUNT';   private static String tealiumProfile = 'YOUR_PROFILE'; private static String tealiumDataSourceKey = 'YOUR_DATASOURCE_KEY';   private static String tealiumEventType = 'derived';   private static String tealiumEndpoint = 'https://collect.tealiumiq.com/event'; @future(callout=true) public static void track(Map<String, String> tealiumData){ List<String> tealiumParams = New List<String>(); tealiumParams.add('tealium_account' + '=' + tealiumAccount); tealiumParams.add('tealium_profile' + '=' + tealiumProfile); tealiumParams.add('tealium_datasource' + '=' + tealiumDataSourceKey); tealiumParams.add('tealium_event_type' + '=' + tealiumEventType); tealiumParams.add('tealium_event' + '=' + EncodingUtil.urlEncode(tealiumData.get('tealium_event'), 'UTF-8')); String tealiumVid = tealiumData.get('tealium_vid'); if(tealiumVid == null || tealiumVid == ''){ tealiumData.remove('tealium_vid'); } for(String key : tealiumData.keySet()){ try{ String value = tealiumData.get(key); Boolean valueTest = (value != null); tealiumParams.add(key + '=' + (valueTest ? EncodingUtil.urlEncode(value, 'UTF-8') : '')); }catch(Exception e){} } HttpRequest req = new HttpRequest(); String tealCollect = tealiumEndpoint + '?' + String.join(tealiumParams, '&'); req.setEndpoint(tealCollect); if(debug){ System.debug(tealCollect); } req.setMethod('GET'); Http http = new Http(); HTTPResponse res = http.send(req); } } Apex Trigger: Lead/Contact Update This trigger activates based on an update to a Salesforce object. Triggers can be changed to activate on many other object stages and can be customized and filtered to specific scenarios. Additional reference: Apex - Triggers Use the following steps to create the Tealium trigger: Within the Developer Console, create a new Trigger named "TealiumLeadUpdate" (or "TealiumContactUpdate" based on the object). Copy and paste the code below. Modify the code to match the object you are tracking (Contact or Lead). Contact Object Trigger trigger tealiumContactUpdate on Contact (after insert, after update) { String tealiumEvent = 'crm_contact_update'; /* POPULATE TEALIUM DATA LAYER */   Map<string,string> tealiumData = new Map<string,string>(); for (Contact sfdcObj : Trigger.new ){ /* REQUIRED TEALIUM DATA */ tealiumData.put('tealium_event', tealiumEvent); tealiumData.put('tealium_vid', sfdcObj.tealium_id_teal__c); /* SFDC DATA */   tealiumData.put('customer_email', sfdcObj.Email); tealiumData.put('crm_lead_source', sfdcObj.LeadSource); tealiumData.put('has_opted_out_email', String.valueOf(sfdcObj.HasOptedOutOfEmail));   tealiumData.put('has_opted_out_phone', String.valueOf(sfdcObj.DoNotCall)); tealiumData.put('mobile_phone_number', String.valueOf(sfdcObj.MobilePhone));   tealiumData.put('home_phone_number', String.valueOf(sfdcObj.Phone)); tealiumData.put('customer_first_name', sfdcObj.FirstName); tealiumData.put('customer_last_name', sfdcObj.LastName); tealiumData.put('customer_title', sfdcObj.Title); tealiumData.put('crm_account', String.valueOf(sfdcObj.Account)); /* Addition Custom Fields */ /* tealiumData.put('custom_field', sfdcObj.customField); */ TealiumCollect.track(tealiumData); } } Lead Object Trigger trigger tealiumLeadUpdate on Lead (after insert, after update) { String tealiumEvent = 'crm_lead_update'; /* POPULATE TEALIUM DATA LAYER */   Map<string,string> tealiumData = new Map<string,string>(); for (Lead sfdcObj : Trigger.new ){ /* REQUIRED TEALIUM DATA */ tealiumData.put('tealium_event', tealiumEvent); tealiumData.put('tealium_vid', sfdcObj.tealium_id_teal__c); /* SFDC DATA */   tealiumData.put('customer_email', sfdcObj.Email);   tealiumData.put('crm_lead_status', sfdcObj.Status); tealiumData.put('crm_lead_source', sfdcObj.LeadSource);   tealiumData.put('crm_lead_rating', sfdcObj.Rating); tealiumData.put('crm_lead_industry', sfdcObj.Industry); tealiumData.put('crm_lead_company', sfdcObj.Company);   tealiumData.put('has_opted_out_email', String.valueOf(sfdcObj.HasOptedOutOfEmail)); tealiumData.put('has_opted_out_phone', String.valueOf(sfdcObj.DoNotCall)); tealiumData.put('mobile_phone_number', String.valueOf(sfdcObj.MobilePhone)); tealiumData.put('home_phone_number', String.valueOf(sfdcObj.Phone)); tealiumData.put('customer_first_name', sfdcObj.FirstName); tealiumData.put('customer_last_name', sfdcObj.LastName); /* Addition Custom Fields */ /* tealiumData.put('custom_field', sfdcObj.customField); */ TealiumCollect.track(tealiumData); } } Lead Conversion Mapping In order to preserve the custom field "Tealium ID" during a Lead conversion to a Contact you must map "Lead.Tealium ID" to "Contact.Tealium ID". Additional reference: Salesforce - Map Custom Lead Fields for Lead Conversion Use the following steps to create a custom field mapping: Go to Lead > Fields. Click Map Fields. Click Contact. Map tealium_id  in the Lead column to Tealium ID"in the Contact column. Click Save. Enable Remote Site The Tealium Collect endpoint must be registered in the Remote Site Settings of Salesforce in order to send HTTP requests. Additional reference: Apex - Adding Remote Site Settings Create the new remote site with the following settings: Remote Site Name: TealiumCollect Remote Site URL: https://collect.tealiumiq.com Disable Protocol Security: Enable  Remote Site Example   Add Salesforce Event Attributes The Salesforce variables used in the Apex trigger code must be defined in Tealium as Event Attributes. You can see what data is coming from Salesforce by inspecting the trigger code or by using Live Events to see the data in real-time. Use the following steps to add Event Attributes: Go to Enrich > Attributes. Click + Add Attribute. Select the scope: Event Select the type: Universal Data Object Select the data type: String Set the Name to the same variable name used in the trigger code, such as  crm_lead_status . Save/Publish. ... View more