This article reviews the steps to follow to set up a legacy integration with Salesforce. Follow the steps below to prepare your Salesforce account, Google Ads account, and website; link your Salesforce and Google Ads accounts; and start importing conversions.
Every business is different: We've included basic instructions here, but you may want to customize your setup based on how you use Salesforce. If someone else manages your Salesforce account, work with them to find the best solution for you. Note that you should be able to edit your website code. You or your web developer will have to edit your code to capture the Google click ID (GCLID).
Before you begin
To use this feature, you’ll need to meet the following requirements:
- Have a Salesforce credential that meets the minimum permissions requirements in your Salesforce account.
- Be able to sign in to a Salesforce Sales Cloud account, using a login with appropriate permissions. For the easiest setup, consider using an account with System Administrator permissions, assuming your default access settings haven't been changed.
- Have auto-tagging enabled in your Google Ads account.
- Be able to edit your website code. You or your web developer will have to edit your code to capture the Google click ID (GCLID).
- Be able to make changes in your Salesforce account, including creating custom fields and enabling field history tracking.
- Have a click-to-conversion cycle that is less than 90 days. Conversions uploaded more than 90 days after the associated last click will not be imported by Google Ads and will therefore not show up in your conversion statistics.
- Use Salesforce’s web-to-lead feature, or another solution to transmit lead information from your website to Salesforce.
Instructions
How to review your import history
- In your Google Ads account, click the Goals icon
.
- Click the Conversions drop down in the section menu.
- Click Salesforce.
- Click Import history along the top of the page. Browse the columns on the “Import history” page to learn more about the status of your upload:
- The “Status” column lets you quickly review whether your Salesforce conversions were imported successfully.
- The “Results” column provides links to view the conversions that were imported and which ones weren’t due to file errors.
- The “Actions” column provides the following links:
- Download results: Download a copy of your uploaded file. This link appears when all the conversions in your file were imported successfully.
- Download all: Download a copy of your uploaded file, including conversions that failed to import.
- Download errors: Download a spreadsheet that lists the conversions from your file that failed to import, along with error messages.
- When you select any of the 3 links above, the downloaded file includes a “Results” column that confirms that a conversion was imported successfully or explains why it failed to import. These links are removed 30-60 days after your initial upload.
How to fix errors
If you encounter an error while uploading Salesforce conversions, review how to Fix issues with importing Salesforce conversions using the legacy integration with Salesforce.