Option 1: Set up Salesforce Source for Google Enhanced Conversions for Leads

Video Walkthrough

Description  :

Salesforce is a powerful Customer Relationship Management (CRM) platform that helps businesses sell, service, analyze, and connect with their customers.

By integrating Salesforce with Datahash, you can:

• Import Leads, Audience, or Events data.
• Combine CRM data with rich behavioral data from other sources.
• Gain a complete view of your customers.

Engage users across channels based on their stage in the sales cycle.

Prerequisites:  

A valid Salesforce account.

Getting Started:  

• Log in to your Datahash account at https://studio.datahash.com/login.
• Navigate to Sources → CRM from the left-hand menu.
• Click on the “Salesforce” connector tile.

Authenticate Salesforce  

• Click Sign in with Salesforce.

• Grant the necessary permissions to Datahash.
  
  Note:  These are only the basic permissions required for integration.
  They do not include data read, data modification, or access to PII beyond what’s necessary.

• Click Allow to provide access.

Configure Data Entity  

• Choose Google Leads as the data entity.
• Select the Salesforce module:
  • Leads
  • Opportunities (currently supported).
• Provide a name for the connection.
• Click Next.

Map Required Fields  

To set up Google Leads, configure the following:

• Email ID column – The email captured at the source where the lead originates.
• Last Modified Date column – Tracks updates (e.g., moving a lead from Contacted to Interested).
  • Used to detect lead progress for syncing.
• Event Time column – The timestamp when the event occurred.
• Lead Status Event column – Defines the primary conversion signal.
  • Example: Treat “Lead stage → Interested” as a conversion signal to push downstream.

Optional Mappings:

• Product Value – Capture purchase values if relevant.
• Data Filters – Apply filters to include/exclude leads based on specific conditions.

Validate Connection  

• Click Test Connection.
• Review the latest leads data from your Salesforce CRM (as per your mapping).
• Check for any errors flagged in the preview table.

Complete Setup  

• Click Finish to finalize setup.

• The connected instance will now appear on your dashboard. 

Managing Instances  

Adding a New Instance  

• Repeat the setup steps above.

• Select the data entity and provide a new connection name.

• Configure required fields and click Test Connection.
• Verify the leads data preview.

• Click Finish.

• You’ll see the new instance appear ( eg,: “Ads Connection 2”) in the Manage Connections table.

Editing an Existing Instance  

• From the Manage Connections table, click the instance you want to edit.

• Click the Edit icon (top-right corner).
• Update the field(s) as required

• Click Test Connection to validate changes.
• Click Finish to apply updates.