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Generate Leads from LinkedIn Lead Gen Ads
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 the user you choose.
- On the Lead Settings page in Setup, enable Use LinkedIn Lead Sync APIs with Lead Forms if it isn’t already enabled.
- From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click LinkedIn Accounts.
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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 associating 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.
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Under Set Lead Defaults, enter values for the Default Lead Creator, Record Type, and
Lead Source for leads generated from LinkedIn.
The default lead creator must have the Modify All Data, Send Email, and Access Activities permissions, granted via 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.
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Under Map Form Data, choose lead fields to receive the data from LinkedIn about the form
each lead comes from.
Standard fields must use the string, picklist, text area, phone, date, email, datetime, or boolean data type. Custom fields must use the text or text area data type.
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Under Map Lead Fields, choose lead fields to receive the data from LinkedIn about each
lead.
Standard fields must use the string, picklist, text area, phone, date, email, datetime, or boolean data type. Custom fields must use the text or text area data type.
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Under Map LinkedIn Questions to Custom fields, choose custom lead fields to capture data
from your LinkedIn custom form questions.
LinkedIn Lead Gen forms let you ask up to 3 custom questions of your leads. For example, you can ask what their occupation is. When LinkedIn sends leads to Salesforce, it includes the text of each question and answer. Use a lead field to store each question and another for the answer provided by the lead. This way you can report on questions and answers by filtering leads by questions asked, using the fields you choose for the questions.
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Under Consent Fields, choose the custom lead fields to capture data from your LinkedIn form
consent fields.
LinkedIn consent fields let you track leads’ preferences about communication and privacy. For example, you can have a consent called “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.
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Under Hidden Fields, choose 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 into 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.
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