Import conversions from Salesforce
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.
This article jumps right to the instructions. If you want to read an overview first, see About Google Ads Conversion Import for Salesforce.
Before you begin
To use this feature, you’ll need to meet the following requirements:
- 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. For a detailed list of the required account permissions (that you can forward to your administrator of your Salesforce® account), see the minimum permissions requirements below.
- Have auto-tagging enabled in your Google Ads account(s).
- Be able to edit your website code. You or your webmaster 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. (See step 1 below.)
- 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.
Salesforce account minimum permissions requirements
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.
How to set up Google Ads Conversion Import for 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.
The new Google Ads experience is now the exclusive way for most users to manage their accounts. If you’re still using the previous AdWords experience, choose “previous” below. Learn more
Step 1: Configure your Salesforce account
Before getting started, you’ll want to make sure your Salesforce account is set up in the following way. If someone else manages the Salesforce account for your business, they can help you with this step.
- Update the Opportunity object with the following changes:
- Create a custom field with the Field Name "GCLID" (in all capital letters, without the quotes). The “Field Label” can be anything you want. Set the field length to 255 characters. Make this field read-only so your users don't accidentally alter it.
- Enable field history tracking for the "Stage" field.
- Update your Lead object with the following changes:
- Create a custom field with the Field Name "GCLID" (in all capital letters, without the quotes). The “Field Label” can be anything you want. Set the field length to 255 characters. Make this field read-only so your users don't accidentally alter it.
- Enable field history tracking for the "Lead status" field.
- Map your new Lead.GCLID field to the new Opportunity.GCLID field.
Step 2: Edit your website to save the click ID in a cookie
If you’ve already set up AdWords Conversion Import, you’ve already done this step and can skip it now.
When a visitor clicks on your AdWords ad, AdWords will append a "gclid" URL parameter to the URL that leads to your landing page.
You'll need to store this parameter's value in a cookie to retrieve it later when a prospective customer enters data into the web-to-lead form. If you have a webmaster, he or she can help you edit your website code to allow you to store the GCLID value in a cookie.
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