Session Start and End Notes in Salesforce

Last updated 03/06/2024

With Bread & Butter, you can know when your users visit your site, and what they did while they were there, all within Salesforce. Simply enable Add note on session open & Add note on session close.

When you enable this feature, when a user visits your site, Bread & Butter checks if they exist in Salesforce, and will then append a post like this in the Chatter section:

Then, after the user leaves your site, you’ll see another note that their session ended:

If you enable this along with a Salesforce rule to add users to Salesforce, you’ll have even more information to help your sales team succeed.

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