Salesforce - Setup guide

Install the Heeet package on Salesforce, track your first form, and validate your first lead with attribution data. Step-by-step setup guide for your 30-day free trial.

Before you start

Check that you have everything ready — this takes 2 minutes.

Check all boxes to get started

✓

Your setup is complete

Your first lead with Heeet data has been validated. Attribution is flowing into Salesforce correctly.
Let's review your setup together and make sure you're ready to go.

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1

Install the Salesforce package

Connect Heeet to your Salesforce org

~10 min ▾

Install the Heeet managed package into your Salesforce org. This adds the Heeet fields to your Lead and Contact objects and enables attribution tracking directly in Salesforce.

📦
Install the Heeet package on Salesforce Step-by-step installation guide
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Configure field permissions Make sure to add the Heeet permission set to your profiles
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You need to install the package as a Salesforce admin. If you're not the admin, forward the installation link to your SF admin and ask them to complete this step.

Next: Add the JavaScript
2

Configure the package

Configure attribution and connect your ad platforms

~10 min ▾

Configure your attribution model and connect your ad platforms so Heeet can pull spend data and attribute revenue accurately across every channel.

Attribution

Ad platforms

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You don't need to connect every platform right now. Connect the ones you're actively running campaigns on — you can add the others later.

Next: Add hidden fields
3

Add hidden fields on your form handler

Pass Heeet attribution data through your form submissions

~5 min ▾

Add hidden fields to your form so Heeet attribution data is captured and passed to Salesforce when a lead submits. Without this step, the data won't flow from the page visit to the lead record.

HTML — paste inside your <form> 
<!-- Heeet hidden attribution fields -->
<input type="hidden" name="heeet_data"       id="heeet_data" />
⚠️

These fields must be inside the <form> tag that submits to Salesforce. Heeet fills them automatically on page load — you don't need to populate them manually.

⚠️

If you're using a custom form builder, make sure to add the hidden fields to the form.

Next: Add the JavaScript
4

Add the Heeet JavaScript

Track form submissions on your website

~10 min ▾

Add the Heeet tracking script to your website. It captures visitor data and sends attribution information to Salesforce when a lead submits a form.

HTML — paste before </head> 
<!-- Heeet tracking script -->
<script src="https://javascript.heeet.io?v=2"></script>

<script>
  Heeet.trackVisit();
  Heeet.trackForm("form", { data: "heeet-data" });
</script>
⚠️

In the Heeet.trackForm code, replace form with your form's CSS selector (for example, ".my-form" or "#lead-form"), and replace heeet-data with the name of your hidden input field (for example, heeet_data).

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JavaScript SDK Full Installation Guide Step-by-step instructions & all options
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Next: Validate your first lead
5

Validate your first lead

Submit a test and check for Heeet data in Salesforce

~5 min ▾

Go to the form you tracked, fill it in with test data, and submit it. Then open Salesforce and use Salesforce Inspector to look up the new Lead or Contact you created. Check if the Heeet__Data__c field is populated.

💡

Use your own email address when submitting your test lead, so you can easily search for the record. In Salesforce Inspector, search for the Lead or Contact just created and look for the Heeet__Data__c field. If you see data there, your implementation is working!

Summary

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