View Salesforce Community Customer Journeys

Customer journeys on a Salesforce community can be viewed after inserting the SU Analytics On Page component on a case page. When you give a Profile edit-access to the Case Object, all the Profile's Assigned Users can view customer journeys. This article explains how you can give edit-access to the Case Object to a Profile and then walks you through the inserting the SU Analytics on Page component on a case page.

Give a Profile Edit-Access to Case Object

  1. Go to Profiles from the Quick Find Box and open a profile.
  2. Scroll down to find Field-Level Security and View the Case field.
  3. Click Edit.
  4. Give SearchUnify Session ID edit access to profile that covers support reps and Save your settings.

Now the profile's assigned users can view case journeys.

Turn on Journey Component

  1. Open a case page and click Edit Page.
  2. Look up "visualforce" from Components and drag it to the where the customer journey will be displayed.
  3. From the Visualforce Page Name dropdown, select SU Analytics on Case and click Save.

Last updatedFriday, September 22, 2023

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