How to integrate Facebook with Salesforce
Setup
In Salesforce, click on the app launcher and search for Heeet.The Heeet settings page will open in a new window.For each integration you want to activate, click on the"Sign Up" / "Connect" button.Select a start date from which you'd like to startgetting your campaigns data in Salesforce.
1. Select Start Date
Set a start date (we recommend to use today date to avoid syncing historical data and startcollecting campaign costs, impressions and clicks from today) + click on Save
2. Connect your account
Click on Sign in with Facebook and connect your account (check all the permissions).
- You should see a confirmation message
- Select business Id (not mandatory) and accounts you want to sync and click on Save
- It is done with Meta Ads. The sync will occur every hour.
3. Data Sync
Once configured, Heeet will automatically sync the following data from Meta Ads to Salesforce:
- Campaign costs
- Impressions
- Clicks
- Audience insights
The sync occurs every hour to ensure your Salesforce data is always up to date.
