Lead Capture Pre-requisites and Requirements

Prerequisites for Salesforce Lead Capture

• Required Salesforce Editions: Enterprise, Unlimited, Developer, Professional Edition  (Note: Group Edition is not compatible with Salesforce Lead Capture)

• Confirm that you have Administrator level permissions on the Facebook page associated with the lead advertising form

  • If you don't have this level of access, you'll need to ask a current Admin to grant you permissions within Facebook's Business Manager.
• Confirm that a Facebook lead advertising form within Ads Manager has been created
  • If no lead advertising forms already exist they won't populate when creating a lead capture. Create a new lead advertising form on the Facebook Lead Ads page.

Prerequisites for Marketing Cloud Lead Capture

• Enable data extensions in your Marketing Cloud account.
  • If Data Extensions in your Marketing Cloud account haven't been enabled, contact your Account Executive for assistance.

• Confirm that you have Administrator level permissions on the Facebook page associated with the lead advertising form.
  • If you don't have this level of access, you'll need to ask a current Admin to grant you permissions within Facebook's Business Manager.
• Confirm that a Facebook lead advertising form within Ads Manager has been created
  • If no lead advertising forms already exist they won't populate when creating a lead capture. Create a new lead advertising form on the Facebook Lead Ads page.

NOTE: We recommend you log out of *all* Facebook accounts (even personal ones). This ensure that the Facebook Ad Account containing your Lead Forms will be pulled in correctly.