Implementation Guide: Meta Conversion Leads

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  6. Implementation Guide: Meta Conversion Leads
  8. Part 2: Connect CRM to Meta Conversion Leads
  10. Step 1 (Option 1): Salesforce CRM Source Connector Set-up

Step 1 (Option 1): Salesforce CRM Source Connector Set-up

Prerequisites:

  • A Salesforce account that is set up to capture leads from Meta Lead Ads (Instant Forms)
  • Login credentials to the Salesforce account with access to the Leads module and following scopes
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
    • Manage Customer Data Platform Ingestion API data (cdp_ingest_api)
  • A custom field available that captures Meta Lead ID from Meta Lead Ads (Instant Forms). The Meta Lead ID field in the Leads module of Salesforce CRM should be of ‘text’ datatype.
  • Minimum two lead life cycle stages/lead status configured in the CRM to be pushed to Conversion Leads


    Implementation Steps:

Step 1: Authorization: Before starting the process, ensure that you have a Salesforce account set up. Once done, follow the steps below to integrate Salesforce with Datahash:

Instance Naming

  • Select the type of data you would like to track/send from salesforce and provide a name to this connection to identify in the platform. Currently, Datahash supports Leads data, Events data and Audience data. For Conversion Leads, select Leads option.



    Step 2: Define Field Mapping
    Specify the Salesforce Leads module columns for Lead Source ID, Last Modified Date and Lead Lifecycle Status data points required to fetch lead data to be pushed to Meta Conversion Leads.


  • Lead ID:  This is the unique identifier generated at the source where the lead was captured. For instance, for Facebook leads, the ID would be “Meta Lead ID”. Please select the CRM column name for capturing this ID.
  • Last modified date column: This is the field that indicates the lead’s most recent update time to synchronize the latest updates. The default sync frequency is 15 minutes. Please specify the CRM column name for capturing this update.
  • Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in Meta Leads Conversion API for Lead Ads campaign optimisation.

    Click on Preview Data to show values of the selected columns for a sample set of leads from your connected Salesforce account to validate if the field mapping is correct and required data is being fetched.




Click Finish to successfully setup your Salesforce CRM Source Connector. The source connector set-up will be marked ‘Completed’ as below. If the set-up is exited before finishing the set-up, the connector will remain in pending status and still be completed any time later by clicking the Connection Name in the below step.

Proceed to Step 2 to set-up Meta Conversion Leads as data destination to capture lead status update events through Conversions API

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