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Salesforce Conversion Tracking And Attribution – How To Set Up

Sends attributed leads to Salesforce and receive won opportunity conversions from Salesforce.

Contents

Send Attributed Leads to Salesforce

Being able to keep track of online marketing sources inside Salesforce CRM is a common need. This guide outlines the steps needed to configure Salesforce to store additional fields and instructions to set up visitor tracking necessary for gathering UTM, Landing Page and Referrer URLs along with leads.

Salesforce Setup

Open Home – Objects and Fields – Object Manager.

(Note: this guide assumes Lightning Experience is being used; legacy UI versions have slightly different menu structure.)

Select Lead. Open Fields & Relationships and click New.

Choose following settings in Steps 1 and 2:

  • Data Type – Text,
  • Field Label – Referrer URL
  • Length – 255
  • Field Name – Referrer_URL

On ‘Step 3. Establish field-level security’ make sure the user that is used in integration has access to the field. Default values are sufficient most of the time.

On Step 4, click ‘Save & New‘.

Proceed adding following fields, using values below as Field Labels, setting Data Type to Text and Length to 255 and leaving everything else by default (similar to how Referrer URL was added):

  • Landing Page
  • UTM Source
  • UTM Medium
  • UTM Campaign
  • UTM Term
  • UTM Content

You can also add other fields such as ‘GA Cookie’ if you’d like Google Analytics Users Explorer Client Id to be present in Salesforce Lead, for example.

Connect Able to Salesforce

Enable Outbound Integration

Track Salesforce Won Opportunities

Attribute Opportunities Closed Won in Salesforce to the original website visitors that generated the lead and sends successful conversion events to Google Analytics and ad platforms such as Facebook Ads and Google Ads.

Able Customer Data Platform first-party tracking database attributes Salesforce conversions to the website visitors who generated the leads automatically.

Connect to Salesforce

Enabled Inbound Integration

Choose the Salesforce credential and the Purchase event.

Press Save. Able will start polling Salesforce for new closed deals and will attribute deals Closed Won to the original website visitors, sending Purchase conversion to configured integrations.