I'm working with a client that has their site integrated into SalesForce. They would like to track when users download files from their site. These downloads can be down anonymously, or by a logged in user (tied to a SalesForce Lead). They would like to have this data follow the Lead through convertion into a Contact and/or Opportunity. In the end they would like to see what people were downloading that eventually lead to a particular Opportunity.
Now, I'm not to savy with SalesForce in the first place, but here is my first solution. I've created a Custom Object, "Download", with a lookup field tying it to a particular Lead. I've then added fields for the download information (url, title,...). I've enabled Reporting on the Custom Object. This has allowed them to see which Leads have downloaded what and how much. The problem is that I the information doesn't follow the Lead when it is converted (as Activity History does).
Am I looking at this the wrong way? How should I track this type of information?
I'm working with a client that has their site integrated into SalesForce. They would like to track when users download files from their site. These downloads can be down anonymously, or by a logged in user (tied to a SalesForce Lead). They would like to have this data follow the Lead through convertion into a Contact and/or Opportunity. In the end they would like to see what people were downloading that eventually lead to a particular Opportunity.
Now, I'm not to savy with SalesForce in the first place, but here is my first solution. I've created a Custom Object, "Download", with a lookup field tying it to a particular Lead. I've then added fields for the download information (url, title,...). I've enabled Reporting on the Custom Object. This has allowed them to see which Leads have downloaded what and how much. The problem is that I the information doesn't follow the Lead when it is converted (as Activity History does).
Am I looking at this the wrong way? How should I track this type of information?
