Salesforce integration upgrade FAQ

What is Google Ads conversion import for Salesforce?

Google Ads conversion import for Salesforce is an integration with Salesforce which allows you to manage your offline conversion actions directly in Google Ads. In the Google Ads UI, this experience moves integration management from the Salesforce page to the new Data manager page. Note that your existing conversion actions will still be available to you.

How is the integration with Salesforce being upgraded?

Conversion actions using the legacy integration with Salesforce are automatically being migrated to a new conversion import experience, known as Google Ads conversion import for Salesforce.

The upgraded experience lets you do the following:

• Set up enhanced conversions for leads, which helps you understand the impact of your ad spend.
• Use custom fields from your Salesforce account to define events.
• Map, transform, and hash source fields to destination fields from the UI.

The following sections describe the changes, depending on how you currently use Salesforce.

I use the legacy integration with Salesforce and have active conversion actions

Conversion actions from the legacy integration with Salesforce are migrated to Data Manager in their current state, with any configured schedules. Deleted conversion actions will not be migrated. When the migration is complete, you can manage your Salesforce connections from the Data Manager page in Google Ads. Your migrated conversion actions will still be on the conversions Summary page.

I use the legacy integration with Salesforce and deleted all my conversion actions

If all of your conversion actions are deleted, your legacy integration will not be upgraded automatically. However, we encourage you to set up enhanced conversions for leads and create a new connection to Salesforce to import your data into Google Ads. Once you've created a new connection to Salesforce, you can recreate your deleted conversion actions.

I use Data Manager to import conversions from Salesforce

You won't see any changes and there's no action for you to take.

What do I need to do to upgrade to the new experience?

Nothing. The upgrade will happen automatically, and you will be notified in Google Ads when it is completed. You'll then be able to find and manage your upgraded Salesforce connections in the Data Manager page in the Google Ads UI.

How will my data be affected?

Your upgraded Salesforce connections will be in the same state (scheduled or not scheduled) that they were before. While some customers may see new conversion actions created as part of the upgrade. The Expected Revenue value will be preserved for opportunities, but this parameter isn't supported for leads.

Why am I unable to edit my legacy milestones and conversion actions?

During the upgrade, any changes that may impact the process will be disallowed, including making changes to legacy integration milestone mappings and editing conversion actions. You'll still be able to unlink your Salesforce account. When the upgrade is complete, you'll be able to manage your Salesforce connections from the Data Manager page. You'll be able to manage your new conversion actions from the Conversions page.

Why am I seeing more conversion actions than I had before the migration?

The legacy integration with Salesforce could import data from both a lead and an opportunity into one conversion action. In the new integration with Salesforce, each connection is linked to exactly one Salesforce object – either a lead or an opportunity. The upgrade creates one conversion action for each Salesforce object. The migration also creates one Salesforce connection on the Data Manager page for each Salesforce object.

What is Google Ads Data Manager?

Data Manager is a data import and management tool with a point-and-click UI experience that lets you bring your customer data from outside of Google and activate it in Google Ads. It centralises data management in the Data Manager page in Google Ads, so you can connect a data source once, then activate it across a number of use cases. Learn more About Google Ads Data Manager.

Where did the Salesforce page go?

Now that you've migrated to the new integration with Salesforce, you can find and manage your migrated Salesforce connections in the Connected products section under Data Manager in the Google Ads UI.

How do I modify the schedule of my migrated daily pipeline, which is running on a different schedule than before?

You can modify your Salesforce connection schedule through the 'Data Manager' page or the 'Conversions summary' page in Google Ads. Learn more about editing a connection schedule.

Modify your connection schedule through the 'Data Manager' page

1. In your Google Ads account, click the Tools icon .
2. Click Data Manager.
3. Under 'Connected products', locate and click on your Salesforce connection.
4. In the 'Connection details' section, click on Edit schedule.
5. Update the 'Start Time' field with your preferred schedule and click Save.

Modify your connection schedule through the 'Conversions summary' page

1. In your Google Ads account, click the Goals icon .
2. Click the Conversions drop-down in the section menu.
3. Click Summary.
4. Locate and click the name of your conversion action connected with Salesforce.
5. Under 'Data integration', click Manage.
6. In the 'Connection details' section, click on Edit schedule.
7. Update the 'Start Time' field with your preferred schedule and click Save.