Prerequisites:

• Access to a Salesforce CRM account with permissions for the CRM module that you intend to integrate

Getting Started:

• Log in to your Datahash account on https://studio.datahash.com/login

• Navigate to the CRM category under the Sources list in the left section.

• Click on the “Salesforce” connector tile.

• Click on “Sign in with Salesforce” to start the Authentication.

• In the next Screen kindly provide the necessary conditions to Datahash in order to route your data from your account to your desired marketing channels.
• These permissions are the basic set of permissions which is required to be given to the platform. These permissions don’t include any data read, data modification, or any other PII information permission.

• You will be redirected back to the set-up screen.
• Choose the data entity as Audience.

• Select the Salesforce module from which you want to track the lead status updates into the Offline Conversions API and provide a name to the connection. Once done, click on Next.

• Personal Information: Now you need to map the personal information identifiers to the Salesforce Account column names. Once done, click on Next.

• Now you need to map the custom audience & last modified date to the Salesforce Account column names. Once done, click on Next.

• Choose the values with which you want to create different custom audiences.

• Click Finish to complete the setup.

•  You can access the set-up again by clicking on the edit button in the Salesforce connector widget

• The set-up configurations can be edited if required, from the Manage connections section.

• The source setup is completed, now the destination is to be set up. For that, refer to the documentation below:
• Set up Meta Custom Audience Data Destination