If you track leads and opportunities in Salesforce’s Sales Cloud, you can import your offline conversions from Salesforce's Sales Cloud into Google Ads. This will help you better measure how your online Google Ads investments are generating offline value.
In this article, we'll show you how to set up your accounts to import conversions from Salesforce.
Before you begin
Check the minimum permissions requirements for your Salesforce account below before you set up the Salesforce integration
- To link your Google Ads and Salesforce accounts you need to have administrative access in Google Ads, and access to Salesforce account credentials. You should use a dedicated Salesforce login, instead of your own personal login.
- For you to query Salesforce, the Salesforce user needs to meet the minimum permissions requirement.
- Make sure to request minimum data scope during the Salesforce OAuth handshake.
- The Salesforce integration allows you to have control over what to import via field mappings and conversion definition.
- You should delete the OAuth tokens upon unlinking.
- The Salesforce account credentials must contain and retain a minimum of READ-Only permissions specific to the events you wish to import into Google Ads as a conversion. Review the below table for guidance on which permissions are required.
- For example, if you want to import conversions when the Leads:Status Object in Salesforce changes to Qualified, the permissions in the first column would apply.
Salesforce Object Leads-based Conversions Opportunities-based Conversions Lead LeadStatus LeadHistory Opportunity OpportunityStage OpportunityFieldHistory OpportunityContactRole Organization Contact
- For example, if you want to import conversions when the Leads:Status Object in Salesforce changes to Qualified, the permissions in the first column would apply.
- The following must be enabled within Salesforce:
In addition to enabling the above fields, you need to track old and new values for the fields you used to define event conditions later. This means whatever you choose as your event condition in Google Ads should align in Salesforce to import as offline conversions based on business goals and bidding best practices (for example when Leads: Status changes to 'sales qualified lead'). Then depending on the event conditions, you should enable the tracking of the corresponding field history.
Learn more about How to set up a Salesforce integration.
Are you using a legacy integration with Salesforce for offline conversion imports?
Check the minimum permissions requirements for your Salesforce account below before you set up the legacy integration with Salesforce:
Google Ads Conversion Import for Salesforce requires access to the following fields, organized by object. A user account with System Administrator access may already have access to these fields.
- Organization: ID, Name, OrganizationType
- LeadStatus: ID, MasterLabel, SortOrder
- OpportunityStage: ID, MasterLabel, SortOrder, IsActive
- LeadHistory: CreatedDate, OldValue, NewValue, Field
- Lead: Status, GCLID (a custom field you’ll create in the steps below)
- OpportunityFieldHistory: CreatedDate, OldValue, NewValue, Field
- Opportunity: Amount, Probability, StageName, GCLID (a custom field you’ll create in the steps below)
If you use Group Edition or Professional Edition, field access is granted by simply adding the necessary fields to your Lead and Opportunity page layouts. To do this, select Setup, then Customize, then Lead (or Opportunity), then Page Layout. Then simply drag the required fields onto the page.
If you don’t want to link your Google Ads and Salesforce account, you can follow the instructions to manually import conversions from Salesforce.
Learn more about How to set up a legacy integration with Salesforce.
