Add another source of leads for your sales team by connecting LinkedIn Lead Gen advertisements to Salesforce. When prospective customers fill out a form on your LinkedIn ad, we convert the data directly to new leads in Salesforce.
Required Editions
| Available in: Lightning Experience |
| Available in: all editions with Sales |
| User Permissions Needed | |
|---|---|
| To set up LinkedIn Lead Gen: | Modify All Data |
| To act as the default lead creator for LinkedIn Lead Gen: |
Modify All Data AND Send Email AND Access Activities |
Assign the new leads to a user that you choose.
- On the Lead Settings page in Setup, turn on Use LinkedIn Lead Sync APIs with Lead Forms.
- From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click LinkedIn Accounts.
-
Connect a LinkedIn account to your Salesforce org.
Salesforce connects the ad accounts associated with this member account to your org. All forms associated with these ad accounts generate leads in Salesforce. We recommend that you associate this member account with all your LinkedIn ad accounts and company pages.Leads submitted to LinkedIn before you connect an account don’t sync to Salesforce automatically. Manually import these leads.
- Set up default values for leads from LinkedIn. From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click Lead Gen Fields.
-
Under Set Lead Defaults, enter values for the Default Lead Creator, Record Type, and
Lead Source for leads generated from LinkedIn.
Select a default lead creator who has the Modify All Data, Send Email, and Access Activities permissions, granted through a permission set or a user profile. Don’t use a combination of a permission set and a user profile to grant these permissions to this user.
-
Under Map Form Data, select lead fields to receive the data from LinkedIn about the
form each lead comes from.
For standard fields, use the string, picklist, text area, phone, date, email, datetime, or boolean data type. For custom fields, use the text or text area data type.
-
Under Map Lead Fields, select lead fields to receive the data from LinkedIn about each
lead.
For standard fields, use the string, picklist, text area, phone, date, email, datetime, or boolean data type. For custom fields, use the text or text area data type.
-
Under Map LinkedIn Questions to Custom fields, select custom lead fields to capture
data from your LinkedIn custom form questions.
With LinkedIn Lead Gen forms, you can ask leads up to three custom questions. For example, ask about their occupation. When LinkedIn sends leads to Salesforce, LinkedIn includes the text of each question and answer. Use one lead field to store each question and another to store the answer. You can then report on questions and answers by filtering leads by the question fields that you choose.
-
Under Consent Fields, select the custom lead fields to capture data from your LinkedIn
form consent fields.
Use LinkedIn consent fields to track leads’ preferences about communication and privacy. For example, you can create a consent named Send me email with a checkbox. In Setup, map one field to hold the name of the consent, Send me email. Map another field to hold the response provided by the lead, either yes or no.
-
Under Hidden Fields, select the custom lead fields to capture data from your LinkedIn
form hidden fields.
To capture campaign-specific data for each lead, use LinkedIn hidden fields. Salesforce sorts LinkedIn hidden fields in alphabetical order by field name before writing the values to the mapped fields. The first field in alphabetical order is always written to the first mapped field, and so on. Map the LinkedIn hidden fields to your Salesforce fields in alphabetical order.