When you connect your CRM to Business Manager, you can gain a better understanding of how your LinkedIn campaigns influence sales and gain visibility into your marketing cycle through your Revenue Attribution Report, and enhance audience targeting by connecting your CRM to Campaign Manager.
Before you connect Salesforce
Before you connect Salesforce to Business Manager:
- We recommend that you use a Salesforce Integration User.
- Ensure you’ve selected the API Enabled checkbox in your Salesforce Profile.
- Enable CRM sync for all features using credentials with a View or Read-only permission level on the objects and fields imported from Salesforce.
- Have your Salesforce username and password available.
Connect Salesforce with Business Manager
To connect Salesforce with Business Manager:
-
Sign in to Business Manager.
-
Click Settings on the left menu.
-
Click the Connect button next to Salesforce.
-
Complete the setup fields in the pop-up window. You'll need your CRM credentials.
-
After successfully connecting to Salesforce, you’ll see the Complete setup consent pop-up window.
Here's a tip
Your CRM data will now be available for use for your Revenue Attribution Report. -
Review the Allow sharing revenue data with your ad accounts setting. This setting allows your CRM data to be shared with Campaign Manager. To opt out of sharing your CRM data:
- Click Change next to Allow sharing revenue data with your ad accounts.
- Turn off the Share revenue data with ad accounts toggle.
-
Click Done.
Once you’ve successfully connected your CRM in Business Manager:
- It can take up to 72 hours for data to appear in the Revenue Attribution Report.
- If you’re sharing CRM data with Campaign Manager, it can take up to 72 hours for the information to appear in Campaign Manager.
- All admins on the Business Manager will receive an email after the new CRM connection is established and the report has been generated, notifying them that the report is ready to view.
Important to know
LinkedIn uses OAuth, an authorization protocol to connect your CRM without sharing login credentials directly with LinkedIn.
Learn more about CRM data processing
Learn more about sharing your CRM data with Campaign Manager
Learn more about the Revenue Attribution Report in Business Manager