Requirements
- Have a Salesforce credential that meets the minimum permissions requirements in your Salesforce account.
- Be able to make changes in your Salesforce account, including enabling API, creating custom fields, and enabling field history tracking.
- You must provide Google Ads Data Manager with a username or password for an account in the database with access to the table containing the data you would like to use.
Note: Enhanced conversions for leads and offline conversion import may have different requirements when setting up. Learn more about How to set up a Salesforce integration.
Set up Salesforce as a data source
Apply a use case now
The following sections walk you through a single procedure to link a data source to a use case. Click on your use case to expand the steps. To link the data source only, and apply a use case later, see Apply a use case later.
Customer Match
Offline conversion import and enhanced conversion for leads
Through the “Conversions” page
Tip: Upgrade from offline conversion import to enhanced conversions for leads for more accurate reporting, easier data import, and engaged-view and cross-device conversion attribution.
To set up enhanced conversions for leads, you can either use an existing offline conversion import conversion action or create a new conversion action (recommended if you are switching to a new upload method like Data Manager).
- In Google Ads, click Goals > Summary > + New conversion action.
- Click Import.
- Select CRMs, files, or other data sources, then Track conversions from clicks.
- Under Data source, select Connect a new data source.
- If you previously linked a data source from the Data manager screen that you want to use, select Select an existing source.
- Search and select Salesforce from the list of data sources.
- Choose Direct connection. To connect to your data source, you'll need to log in to authorize the account to share data with Google. You can manage the connection at any time in the “Connected products” tab of Data Manager.;
- Click Authorize to set up a link between Salesforce and Google Ads.
- Login to your Salesforce account. If you’re unable to view the login window, make sure pop-ups are allowed for ads.google.com.
- Click Done, then click Continue.
- Select the Salesforce object your event will use.
- Note that if you have conversions in both “Lead” and “Opportunity” objects in Salesforce, you need to set up separate connections for each object. You. can still apply multiple filters to the object that is connected.
- Optional: You can apply filters to define the conversion events that you’ll import. This is important especially if you have multiple different conversion goals in the file you will be importing. Learn more about using filters.
- To map Salesforce fields, select the fields that you use in your data source and add any additional fields that you want to import. Some fields would be automatically mapped based on your data source.
- Click Continue.
- You can revise the default data integration name and the data integration setup one last time and click Done.
If you’re using offline conversion imports, we highly recommend upgrading to enhanced conversions for leads using the Google Ads Data Manager. Offline conversion import is a legacy feature, and it doesn’t have the durability features that enhanced conversions for leads offers.
Implementation varies depending on what you're measuring and your capabilities. Follow our guide to upgrading offline conversion imports to determine the method that best fits your needs.
Notes: You can either ingest conversions for enhanced conversions for leads or regular gclid-based offline conversion import. If you previously made the decision to not use enhanced conversions for leads, you won't be prompted with that option the next time you create a conversion action. You can change the option to turn on enhanced conversions for leads at any time in the Conversion Settings view.
Enhanced conversions for leads supports connections with at least one of GCLID, Email, and Phone Numbers. As a best practice, please include and map as many identifiers as you have.
Audience PII data import for Salesforce through Data Manager isn’t currently supported. If you want to import audience PII data, choose Third-party integration by Zapier when choosing how to connect your data source.
Apply a use case later
In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case–for example, you aren’t ready to create a customer list.
Consider the following scenario:
- Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Google Ads. The data source is ready to be associated with a use case.
- Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.
Step 1. Initiate the connection to the data source
Note: It’s recommended that you add an audience segment or conversion action to a connection that you created. You can either set up an audience segment or conversion action before you link a data source or you can create an audience segment or conversion action in the final step of setting up a data source.
Open Tools > Data manager. Select the connection you just made from “Connected products” and under “Usage”, click + Add audience segment or + Add conversion action.Set up a data source and create a connection to be associated with a use case later.
- In Google Ads, click Tools > Data manager > + Connect Product.
- Under Data source, search and select a data source from the list of products.
- If prompted, select Direct connection.
- Select your use case, read and accept the customer data policy, then click Continue. If you select Audiences, you are prompted to select the data type at this step.
- Enter your data source location and credentials*, then click Next.
- To map fields, select the data source fields from the dropdown lists that match the destination fields.
- Optional: Apply transformations to your data.
- Click Next.
- Enter a name for this connection.
- Optional: Edit connection details.
- Click Finish.
* Use the same credentials and location details for this data source as described in the first part of this article.
Step 2. Complete the connection by applying a use case
- Open the destination you intend to use–for example, begin to create a new customer list or conversion action using the steps from the previous sections. Return to these steps before completing the data source step.
- Under Data source, select Select an existing source.
- Select the data source that was initiated in Step 1 from the list of data sources.
- Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.
Troubleshoot errors
- Ensure that the credentials you’re using have the appropriate permissions to access the data you need.
- Ensure that your conversion action has successfully connected to the chosen connection. Otherwise, no data will come in.
