How to Integrate Salesforce Data to the Paid Media Dashboard

Thank you for your help integrating your Salesforce CRM data into this paid media dashboard. The work you’re doing today will pay off massively in improving the company's ROI from advertising. 

Step 1: Customize the intake sheet to your lifecycle stages

Make a copy of this intake sheet (so you’re the owner) and provide access to our team.

By default we display the following stages in our intake template:

Lead > MQL > SQL > SQO > Revenue

If your lifecycle stages are different feel free to:

1. Rename each sheet to match your stage

2. Duplicate an existing sheet to include a missing stage

Step 2: Build a SFDC report for each lifecycle stage

Now that you have your intake sheet formatted with your correct lifecycle stages it’s time to build one SFDC report for each lifecycle stage individually in Salesforce that we will use for importing. 

Within Salesforce create a new report from scratch (or reuse an existing one) and make sure to add your fields that will provide the requested information for each stage:

When building the report for each lifecycle stage make sure to use all of the standard filters you currently use when reporting internally – we want this dashboard to reflect 100% the same. 

Step 3: Download the Salesforce Connector Extension

By this point you should have each SFDC report created for every lifecycle stage mirroring the same filters used internally to accurately report on paid and organic performance. 

Now it’s time to import this data into G-Sheet by installing the Salesforce Connector.

Open the workbook you created step 1 and navigate towards:

Extensions > Add-ons > Get add-ons > search Salesforce Connector

Install the version provided by Google. 

Step 4: Import your Salesforce data into G-Sheets

With the SFDC connector installed in the intake sheet now it’s time to import the reports you’ve built in step 2. 

1. Open the Salesforce Connector in the intake sheet and select:

   1. Reports > Search {your report name} > Import to active sheet 

2. Repeat this process for each sheet per lifecycle stage 

3. Review the data you’ve imported for each sheet and double check everything looks right 

Step 5: Setup a refresh schedule to update the data every 4 hours

Open the Salesforce Connector in the intake sheet and select:

Refresh > Auto Refresh (Create) > Select All Active Sheets > Refresh every 4 hours

Once you’ve completed this you’re done! 🎉

Now we have SFDC data flowing into the G-sheet automatically every four hours. 

If you ran into issues check out our FAQ section below or reach out with any questions. 

Frequently Asked Questions

• Q: Do I need to include PII (email, name, etc)? 

No personally identifiable information is required to power our dashboards. The only fields needed are the ones requested in the intake sheet. 

• Q: Can we import other fields not listed?

Yes, you can but for our purposes only the fields listed are in need. 

• Q: We don’t have all of the fields available, what should we do? 

At minimum please provide the date, amount, and source fields so we can distinguish between paid vs organic and which channels drove the object (ex: LinkedIn Ads vs Google Ads). 

Our ability to report on granular details such as segment, persona, and campaigns is predicated on your ability to provide that data from your CRM. 

• Q: Do I need to provide AdConversion with CRM access?

Providing us with CRM access is 100% optional and not necessary to power this dashboard as you’ll be the one setting up the integration with your admin permissions.