Prerequisites:

• A Salesforce account.
• A defined field in Salesforce CRM for LinkedIn Lead ID.

Set-up process:

Log in to your Datahash account on https://studio.datahash.com/login

Navigate to CRM category under Sources list in the left section.

Click on the “Salesforce” connector tile

Click on “Sign in with Salesforce” to start the Authentication.

In the next Screen kindly provide the necessary conditions to Datahash in order to route your data from your account to your desired marketing channels.

These permissions are basic set of permissions which is required to be given to the platform. These permissions don’t include any data read, data modification or any other PII information permission.

Provide access to salesforce by clicking on Allow.

You will be redirected back to the set-up screen.

Choose the data entity as LinkedIn Leads

Select the Salesforce module from which you want to track the lead status updates into LinkedIn Leads Conversions API and Provide a name to the connection.

Next step is to map the CRM fields with the data points required for LinkedIn Leads Conversions API integration.

• LinkedIn Lead ID:  This is the unique identifier generated in LinkedIn Lead Form (Instant Form) where the lead was captured. Please select the CRM field name which stores the LinkedIn Lead ID in Salesforce module.
• Last modified date column: This is the field that indicates the lead’s most recent update time to synchronize the latest updates. The default sync frequency is 15 minutes. Please specify the CRM column name for capturing this update.
• Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in LinkedIn Leads Conversion API for Lead Ads campaign optimisation.
• Email column: Email column refers to the field in the CRM that shows the Email for the Lead.

Click on “Test Connection” to proceed.

Once done, you can view the latest leads data available in your CRM as per the mapping provided above.

You can check for errors if any are shown in the table data itself.

Click Finish to complete the setup.

 You can access the set-up again by clicking on the edit button in the Salesforce connector widget

The set-up configurations can be edited if required, from the Manage connections section.