Video Walkthrough
Description
Salesforce is a leading Customer Relationship Management (CRM) platform that enables you to sell, service, analyze, and connect with your customers.
By integrating Datahash with Salesforce, you can automatically import TikTok Lead Ads data into your CRM. This allows you to merge lead data with rich behavioral insights from other sources, giving you a complete customer view and enabling better engagement based on sales cycle status.
Prerequisites
Before starting, ensure you have:
- Active Salesforce Account
- Defined field in Salesforce to capture the TikTok Lead ID
- Access permissions to create and modify mappings in the Salesforce module where leads will be stored
Setup Instructions
Step 1 – Log in to Datahash
- Go to Datahash Studio
- Enter your credentials to access the dashboard
Step 2 – Open Salesforce Connector
- Navigate to Destinations → CRM
- Click on the Salesforce connector tile
3 – Authenticate with Salesforce
- Click Sign in with Salesforce
- Log in using the Salesforce account you want to integrate
- Grant the required permissions so Datahash can push data to your CRM
4 – Select Data Source & Module
- Choose TikTok Lead Ads as the source type.
- Select the connection name from your existing TikTok Lead Ads Source setup
- Select the Salesforce module where you want to push lead data (e.g., Leads, Contacts, or a custom module)
- Provide a name for this destination connection
5 – Field Mapping
- Map TikTok Lead form fields to the respective Salesforce schema fields
- TikTok Lead ID mapping is mandatory
- Map all other mandatory Salesforce fields (marked with *) to avoid errors
- Optional: Map additional non-mandatory fields for richer data sync
- Click Test Connection to validate mapping
6 – Complete Setup
- Once the test passes, click Finish
- Your new Salesforce destination connection will now appear in the Dashboard
Managing Connections
Adding a New Instance
- Repeat the same setup process as above
- Provide a unique name for the new instance
- Map all required fields and test the connection
- Click Finish to save
You can see the newly created instance “Ads connection 2” in the manage existing connection instances table.
Editing an Existing Instance
- Go to Manage Existing Connections
- Click the connection name to open setup
- Click the Edit icon (top-right)
- Modify authentication details, module selection, or field mapping as needed
- Click Test Connection to confirm
- Click Finish to apply changes
(If you cancel before finishing, existing settings remain active)
