How to Connect LinkedIn to Salesforce (Step-by-Step Guide)
Prerequisites
Before starting, make sure you have:
- Admin access to Salesforce
- Access to the LinkedIn Ads account (Campaign Manager)
- Heeet installed and enabled in your Salesforce org
Step 1: Choose the Data 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
Step 2: Connect to LinkedIn Ads
Click on Ad Accounts and Sign in with Linkedin and connect your account (check all the permissions).
- You should see a confirmation message
- Select customer accounts you want to sync and click on Save
- It is done with Linkedin Ads. The sync will occur every hour.
Step 3: Automatic Campaign Sync
Once authentication is complete, the connection is active.
From this point:
- All active LinkedIn Ads campaigns are automatically detected
- Metrics such as impressions, clicks, CPC, and spend are synced
- Data is refreshed every hour
All data is available directly inside Salesforce via Heeet
No manual sync or maintenance is required.
Connect LinkedIn Ads to Salesforce
Sync spend, clicks, impressions, and conversions into Salesforce with Heeet to measure true ROI and revenue attribution.
