Facebook to Salesforce Lead Capture
How many times have you been trying to set something up in Salesforce, but haven’t done it before? So you do what any logical person would, and search Google for an answer. Google has many answers, but how to set up Facebook to Salesforce lead capture is not one of them.
Well, that is exactly what happened to me when I had a requirement to set up lead capture in Sales Cloud for Facebook Leads. I spent a good amount of time searching for, and reading, articles from both Salesforce and Facebook, with disparate information, but there was no comprehensive guide on the end-to-end setup process.
I intend to remedy this in the following post so that you don’t need to spend the time searching for the information – I’ve already done that for you!
There are a few pre-requisites that I will assume. If you don’t have these, then please go and get them sorted before you crack on with the steps listed in this guide.
The first step in this process is to download the Lead Capture app from the AppExchange, which can be found here.
I’ll assume that you have an understanding of the process of installing AppExchange packages, if you don’t then this guide probably isn’t for you.
Once you have downloaded and installed this in your Org there are 2 things that need to be done in order to allow access to the Lead Capture app.
Firstly, you need to change the OAuth settings:
- Go to Setup
- Search “Manage Connected Apps”
- On the Salesforce Lead Capture app click on Edit
- In the “OAuth policies” section, for Permitted Users, select Admin approved users are pre-authorised
Next, you need to assign the Lead Capture permission set. This needs to be done regardless of whether you are an Administrator or not:
- Go to Setup
- Search “Permission Sets”
- Click on the “Salesforce Lead Capture” permission set
- Click on “Manage Assignments”
- Add in all users who will need access to the Lead Capture app
Now that we have those out of the way, you’ll want to click on the App Launcher and type in “Lead Capture” to open the App.
Providing you have followed the previous steps correctly, you should see this screen:
Before you create your task, make sure you disable any tracking blockers (Privacy Badger, etc.) and any AdBlockers as they will interfere with this process
Next, you’ll want to do is click on “New Task”, which is where we are going to configure the integration.
On the following screen log into your Facebook account. Once that is done it should allow you to select the page you want associated with your lead capture, then which form you want for this specific task.
Once you have chosen your form, you can map the fields from your Lead Form to the fields on your leads in Salesforce.
Remember to map static fields as well, things like “Lead Source”, “Status” etc. As they will ensure that the leads created in the system are identifiable as Facebook leads.
The final step is to log into your Facebook account and grant CRM access to the Lead Capture app:
- Log into Facebook Business
- On the left-hand panel go to “Integrations”
- Then click on “Lead Access”
- Click the top tab that says “CRM”
- Click “Assign CRM” and choose Salesforce Lead Capture from the list
As a final step, if you wanted to, you could push through a test lead by going to this link and following the instructions. Please note that this link will send you to the Facebook Business log-in screen, and therefore, you must have a business account set up for it to work.
So that’s it, you now have your integration set up, and you can repeat this process for as many lead forms as you need.
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