Loading
Salesforce now sends email only from verified domains. Read More
About Salesforce Data 360
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Ingest Lead Ad Data into Data Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data 360

            Ingest Lead Ad Data into Data Cloud

            Set up the Lead Capture app to pull leads from Meta (formerly known as Facebook) into Sales Cloud, connect Sales Cloud to Data Cloud, and receive leads into a data lake object (DLO). Having lead information in Data Cloud can help with event orchestration, activation to ad networks, and lead scoring.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.

            This multi-step solution includes multiple roles and permission sets to complete steps in Data Cloud, Sales Cloud, and Meta. Bookmark this page or keep it open in a separate window to refer to this topic.

            Step 1: Install Lead Capture for Salesforce

            To use this solution, you must have the Lead Capture app installed. To install and configure Lead Capture, complete the following steps.

            1. Review the implementation guide and user guide before installation that's available on AppExchange (Admin—15 minutes)
            2. Configure Lead Capture Cloud available on AppExchange (Admin—10 minutes).
            3. Confirm leads are received from Meta into the Lead Object in Salesforce (Admin—2 minutes).

            Step 2: Create a Salesforce CRM Data Stream

            To create a Salesforce CRM data stream in Data Cloud, you must first connect your Salesforce account. Then, create a Salesforce CRM data stream based on a Lead Object.

            1. Set Up the Salesforce CRM Connection in Data Cloud (Data Cloud Architect Permission Set—2 minutes).
            2. Create a Salesforce CRM Data Stream in Data Cloud (Data Cloud Architect Permission Set—2 minutes).

            Step 3: Map Data Stream to DMO

            Customize where the data streams are mapped to. When the Salesforce connector is set up, a Lead DMO is created automatically.

            1. Create a Custom Data Model Object from an Existing Data Model Object in Data Cloud (Data Cloud Architect Permission Set—5 minutes).
            2. Map Data Model Objects in Data Cloud (Data Cloud Architect Permission Set—2 minutes).

            Step 4: Confirm Leads Route from Meta into Data Cloud DMO

            Meta provides a tool for creating test leads to simulate an end user creating a lead, which shows the flow of data you’ve set up in Salesforce and Data Cloud.

            1. Testing and Troubleshooting—Create a Custom Data Model Object from an Existing Data Model Object in Data Cloud (5 minutes).
            2. Check in the Lead Object with the name: <test lead: dummy data for full_name> (Admin—5 minutes).
            3. Go to Data Cloud and click Data Explorer. Find your leads instance in the dropdown menu. Learn about how to View Your Data in Data Explorer (Data Cloud Architect Permission Set).

            The integration of Lead Capture from Meta into Sales Cloud and Data Cloud has been successfully established. This multi-step solution has streamlined the flow of leads, enabling leads captured in Meta to be sent to the Customer 360 Data Model. You now have a comprehensive lead management solution, combining the strengths of Sales Cloud and Data Cloud. The integrated system enables you to harness valuable lead data, identify actionable insights for event orchestration, create targeted ad network activation, and use data-driven lead scoring.

             
            Loading
            Salesforce Help | Article