Sends attributed leads to Salesforce and receive won opportunity conversions from 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.
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:
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):
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→ Open Able Dashboard and press ⊕ Add Service Integration button to do the action.
Enable Outbound Integration→ Open Able Dashboard and press ⊕ Add Service Integration button to do the action.
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→ Open Able Dashboard and press ⊕ Add Service Integration button to do the action.
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.→ Open Able Dashboard and press ⊕ Add Service Integration button to do the action.