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Requirements
Set up Salesforce as a data source
Troubleshoot errors

Requirements

Have a Salesforce credential that meets the minimum permissions requirements in your Salesforce account.
Be able to make changes in your Salesforce account, including enabling API, creating custom fields, and enabling field history tracking.
You must provide Data Manager in Search Ads 360 with a username or password for an account in the database with access to the table containing the data you would like to use.

Note: Data Manager in Search Ads 360 doesn’t support the importing of Salesforce sandbox environments

Set up Salesforce as a data source

Apply a use case now

The following sections walk you through a single procedure to link a data source to a use case, such as audience or Floodlight conversion creation. To link the data source only, and apply a use case later, you can refer to Apply a use case later .

Customer Match

Note: Search Ads 360 doesn’t support Customer Match for Salesforce using direct connection. To use Customer Match integration with Salesforce, you can use Zapier as your integration partner.

Offline conversion import

Through the “Conversions” page

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account, and then to the Google Ads client account .
Go to the Conversionsdrop-down under “Tools & settings” and select Summary.
Select + Create conversion action.
Select Import.
Select CRMs, files, or other data sources, then Track conversions from clicks.
In the “Data source” card, select Connect a new data source.
1. If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
Search and select Salesforcefrom the list of data sources.
Choose Direct connection. To connect to your data source, you'll need to log in to authorize the account to share data with Google. You can manage the connection at any time in the “Connected products” tab of Data Manager.;
Select Authorizeto set up a link between Salesforce and Search Ads 360.
Login to your Salesforce account. If you’re unable to view the login window, make sure pop-ups are allowed for ads.google.com.
Select Done, then select Continue.
Select the Salesforce object your event will use.
- Note that if you have conversions in both “Lead” and “Opportunity” objects in Salesforce, you need to set up separate connections for each object. You. can still apply multiple filters to the object that is connected.
Optional: You can apply filters to define the conversion events that you’ll import. This is important especially if you have multiple different conversion goals in the file you will be importing. Learn more about using filters .
To map Salesforce fields, select the fields that you use in your data source and add any additional fields that you want to import. Some fields would be automatically mapped based on your data source.
Select Continue.
You can revise the default data integration name and the data integration setup one last time and select Done.

Implementation varies depending on what you're measuring and your capabilities. Follow our guide to upgrading offline conversion imports to determine the method that best fits your needs.

Apply a use case later

In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case, for example, you aren’t ready to create a customer list.

Example

Consider the following scenario:

Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Search Ads 360. The data source is ready to be associated with a use case.
Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.

Step 1. Initiate the connection to the data source

Note: It’s recommended that you add an audience segment or conversion goal to a connection that you created. You can either set up an audience segment or conversion goal before you link a data source or you can create an audience segment or conversion goal in the final step of setting up a data source.

Open Setup, select Data manager. Select the connection you just made from “Connected products” and under “Usage”, select + Add audience segmentor + Add conversion action.

Set up a data source and create a connection to be associated with a use case later.

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account .
In the page menu, select Setupdrop-down, and then select Data manager.
Select + Connect Product.
Under Data source, search and select a data source from the list of products.
If prompted, select Direct connection.
Select your use case, read and accept the customer data policy, then select Continue. If you select Audiences, you are prompted to select the data type at this step.
Enter your data source location and credentials*, then select Next.
To map fields, select the data source fields from the dropdown lists that match the destination fields.
Optional: Apply transformations to your data.
Select Next.
Enter a name for this connection.
Optional: Edit connection details .
Select Finish.

Note: If you already completed the instructions for initiating the data source connection, including the optional step, you can skip the remaining instructions for completing the connection.

* Use the same credentials and location details for this data source as described in the first part of this article.

Step 2. Complete the connection by applying a use case

Open the destination you intend to use–for example, begin to create a new customer list or conversion goal using the steps from the previous sections. Return to these steps before completing the data source step.
Under Data source, choose Select an existing source.
Select the data source that was initiated in Step 1 from the list of data sources.
Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.

Troubleshoot errors

Ensure that the credentials you’re using have the appropriate permissions to access the data you need.
Ensure that your conversion action has successfully connected to the chosen connection. Otherwise, no data will come in.

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