How to integrate Facebook Leads ads with Salesforce?

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a study said Facebook had 2.45 billion active users in the year 2019 and the rate of active users is increasing day by day. It is not wrong to say that Facebook is the king of social media platform. Similarly, Salesforce is the world’s number platform for customer success and helps businesses track customer activity.

Integration of two big platforms provides a powerful system to interact with your potential prospect. It makes companies easier to get interact with clients and become more productive than ever.

Why connect Facebook Lead Ads to Salesforce?

It’s better for you to integrate your Facebook account to salesforce to become more productive than ever. And if you are unsure or uncertain about how to connect dots then this article will discuss the best practices to connect Salesforce account with Facebook Leads Ads.

Simple Steps to integrate Facebook Lead Ads with Salesforce:

1. Login to Salesforce Developer Account.

Salesforce facebook

2. After login, click on setup> Build> Develop>Pages.

connect salesforce with facebook

3. Post that, you will be directed to attached screen. Here you have to click on “New” tab.

Sync facebook leads with salesforce
4. After that, you have to create a visualforce page in salesforce with the name “Facebook Integration”.

salesforce and facebook leads

5. Thereafter copy and paste the following code into the visualforce editor with in salesforce.

<apex:page><div id=”fb-root”></div><script>(function(d, s, id) {varjs, fjs = d.getElementsByTagName(s)[0];if (d.getElementById(id)) return;js = d.createElement(s); js.id = id;js.src = “//connect.facebook.net/en_US/all.js#xfbml=1″;fjs.parentNode.insertBefore(js, fjs);}(document, ‘script’, ‘facebook-jssdk’));</script><apex:pageBlock title=”facebook Integration” mode=”edit”><apex:pageBlockSection title=”facebook Comment Block”>
<div data-href=”http://example.com/comments” data-numposts=”5″ data-colorscheme=”light”></div>
</apex:pageBlockSection>
</apex:pageBlock>
</apex:page>

how to connect facebook leads to salesforce

6. Then click on the Save button to complete the process.

integrate facebook leads to salesforce

After implementing the integration successfully, any Facebook posted feed will have a corresponding record in salesforce as well.

With the suggested steps, you can easily integrate Facebook Ads to Salesforce. Feel free to reach out to us https://www.mirketa.com/ for your queries, we would be more than glad to help you out!!

Process Builder: Salesforce Automation Tool for Unleashing Efficiency 

In our rapidly evolving world, precision and productivity are essential. Salesforce, a leading customer relationship management (CRM) platform, offers a suite of automation tools designed to streamline workflows and enhance productivity. Among these tools, Process Builder stands out for its versatility and user-friendly interface. This blog delves into the capabilities of Process Builder, highlighting its features, benefits, and best practices for maximizing its potential. 

What is Process Builder? 

Process Builder is a powerful automation tool within Salesforce that allows users to automate business processes using a simple point-and-click interface. Introduced as an upgrade to the traditional Workflow Rules, Process Builder provides more advanced capabilities, enabling users to create complex if/then statements and automate a broader range of tasks. 

Key Features of Process Builder 

  1. Visual Interface: Process Builder’s visual interface makes it accessible to users with varying technical expertise. The drag-and-drop functionality allows users to design processes intuitively, without needing to write code. 
  2. Multiple Criteria and Actions: Unlike Workflow Rules, which are limited to a single action per rule, Process Builder supports multiple criteria and actions within a single process. This means you can define complex workflows with various if/then scenarios, streamlining multi-step processes. 
  3. Record Updates and Creation: Process Builder can automate the creation and updating of records. For instance, it can automatically create a new task when a lead is converted or update the status of an opportunity when certain conditions are met. 
  4. Email Alerts: Users can configure Process Builder to send automated email alerts based on specific triggers. This ensures timely communication and helps keep all stakeholders informed. 
  5. Invoking Other Processes: Process Builder can invoke other processes or flows, providing a modular approach to automation. This feature is particularly useful for breaking down complex processes into manageable components. 
  6. Scheduled Actions: Process Builder allows users to schedule actions at a specific time. This can be useful for follow-up tasks, such as sending reminder emails or updating records after a certain period.
     

Benefits of Using Process Builder 

  1. Increased Efficiency: By automating repetitive tasks, Process Builder frees up valuable time for employees to focus on higher-value activities. This leads to increased productivity and overall business efficiency. 
  2. Error Reduction: Automation minimizes the risk of human error, ensuring that processes are executed consistently and accurately.  
  3. Improved Consistency: Process Builder ensures that business processes are carried out uniformly, adhering to predefined rules and criteria.  
  4. Scalability: As companies expand, their operations tend to become more intricate. Process Builder’s ability to handle multiple criteria and actions within a single process makes it a scalable solution for growing organizations. 
  5. Enhanced Visibility: With Process Builder, users can easily track and monitor automated processes. This visibility helps in identifying bottlenecks and optimizing workflows for better performance. 

Practical Applications of Process Builder 

    1. Lead Management: Automate lead assignment and follow-up tasks to ensure timely engagement. For example, when a new lead is created, Process Builder can automatically assign it to the appropriate sales representative and create a follow-up task. 
    2. Opportunity Management: Streamline opportunity management by automating updates and notifications. When an opportunity reaches a specific stage, Process Builder can update related records, send notifications to team members, and create tasks for the next steps. 
    3. Case Management: Enhance customer service by automating case escalations and follow-ups. Process Builder can route cases to the appropriate support tier based on predefined criteria and create tasks for follow-up actions. 
    4. Approval Processes: Simplify approval workflows by automating the routing of records for approval. For instance, when a discount request is submitted, Process Builder can automatically route it to the manager for approval and notify the requester of the decision. 

Pranshu Goyal, Director of Products at Mirekta, states: “We envision DSM to be used by every small to a medium-sized organization dealing with bad data and want to get rid of duplicates easily with no cost. We have faced issues dealing with duplicates in our organization. That inspired us to make a solution that is not only simple to use but can be used widely to make the organization’s data clean to make them more efficient and productive. We want DSM to be a solution for every organization looking for duplicate management capability better than the Salesforce out-of-the-box solution with no additional cost.”

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