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
- Track Salesforce Won Opportunities
- Track Qualified Opportunities in Salesforce
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
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
Enable Outbound Integration
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
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
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
Enable Inbound Integration
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
Choose the Salesforce credential and the Purchase event.
Note: when the Purchase event is chosen, the value of the Stage dropdown is ignored; instead, Able relies on the built-in IsWon Salesforce attribute to determine whether the opportunity is won. Stage name is only used for non-Purchase events.
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.
Track Qualified Opportunities in Salesforce
Track when an Opportunity in Salesforce reaches a qualified state, attributing the event to the original website visitors who generated the lead, and send successful conversion events to Google Analytics, as well as ad platforms such as Facebook (Meta) Ads and Google Ads.
The Able Customer Data Platform's first-party tracking database automatically attributes Salesforce conversions to the website visitors who generated the leads.
Connect to Salesforce
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
Enable Inbound Integration
In Able Dashboard, press "Add Service Integration" and select "Salesforce".
Choose the Salesforce credential and the Qualify event.
Select stage, transition to which should trigger the event. In case of multiple transitions, only the first one generates the Qualify event.
Press Save. Able will start polling Salesforce for updated opportunities and will attribute qualified deals to the original website visitors, sending Purchase conversion to configured integrations.