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    Lead Capture Users Guide v1.1 Editions

    Uploaded by

    Lưu Tuấn Sơn
    on tap cao hoc Neu 2017

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Lead Capture Users Guide v1.1 Editions

    Uploaded by

    Lưu Tuấn Sơn
    98 views9 pages
    on tap cao hoc Neu 2017

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    © © All Rights Reserved

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    on tap cao hoc Neu 2017

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    98 views9 pages

    Lead Capture Users Guide v1.1 Editions

    Uploaded by

    Lưu Tuấn Sơn
    on tap cao hoc Neu 2017

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 9

    Lead Capture for Sales Cloud

    Users Guide
    Version 1.0, Winter 17

    @salesforcedocs
    Last updated: January 5, 2017

    1
    Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
    salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their
    respective owners.

    2
    CONTENTS
    Welcome to Lead Capture for Sales Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
    Go to the Lead Capture App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
    Create a Lead Capture Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
    Import Existing Facebook Leads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
    View Captured Leads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
    Test a Lead Capture Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    3
    Welcome to Lead Capture for Sales Cloud

    Lead Capture for Sales Cloud makes it easy to import leads from Facebook Lead Ad campaigns into
    Salesforce. After Lead Capture is set up, leads generated from Lead Ad campaigns are imported into
    Salesforce in real time, ready for you to qualify and convert.

    Before you start using Lead Capture, make sure:

    Your Salesforce admin has installed and configured the Lead Capture app in your org.
    Youve created a Facebook Lead Ad form whose fields map to required fields on the Salesforce Lead
    object.
    Youve been assigned the Admin role for the Facebook page associated with the Lead Ad form.
    Youre logged out of your Facebook account.

    Lead Capture is available in both Salesforce Classic and Lightning Experience in: Enterprise and Unlimited
    editions.

    4
    Go to the Lead Capture App
    You can access the Lead Capture app in Salesforce Classic or Lightning Experience. Before accessing the
    app, make sure youre logged out of your Facebook account.

    USER PERMISSIONS
    To view the Lead Capture app:
    Salesforce Lead Capture permission set

    1. Log in to the Salesforce org where the app is installed.


    2. Go to the app in Lightning Experience:

    a. Click the App Launcher icon ( ) and then click Other Items.
    b. Click Lead Capture.
    3. Go to the app in Salesforce Classic:
    a. Click Lead Capture f rom your orgs list of tabs.

    b. If the Lead Capture tab isnt visible, click the (+) icon next to the main tabs and then click
    Lead Capture.

    If you cant access the app, or the app appears blank, ask your Salesforce admin to verify that you have the
    Salesforce Lead Capture permission set.

    5
    Create a Lead Capture Task
    To import leads from a Facebook Lead Ad campaign to Salesforce, first create a lead capture task. A lead
    capture task establishes a connection between Facebook and Salesforce and creates a new lead record in
    your org whenever a prospect fills out a Lead Ad form.

    Before you create a lead capture task, make sure you have the Admin role for the Facebook page associated
    with the Lead Ad form. You can learn more about Lead Ad campaigns and forms on F acebook.

    USER PERMISSIONS
    To create a lead capture task:
    Salesforce Lead Capture permission set

    1. Go to the Lead Capture app in your Salesforce org.


    2. Click Create Lead Capture Task.
    3. Click Login To Facebook and then enter your Facebook login credentials.
    4. Select a Facebook page.
    5. Click View Lead Forms.
    6. onfirm Selection & Continue.
    Select a form to sync the associated Facebook leads, and then click C
    7. Optionally, map the leads to a Salesforce campaign.
    a. Select a Salesforce campaign.
    b. Map Facebook lead fields to fields on the Lead object.
    8. Click OK, Continue.
    9. Click Submit.

    New Facebook leads are now automatically imported to your org. To add existing leads to your org, you must
    import them manually.

    6
    Importing Existing Facebook Leads
    A lead capture task imports new Facebook leadsthat is, leads generated after the capture task was created.
    To add exist Facebook leads, you must import them manually. Before importing leads, make sure youre
    logged out of your Facebook account.

    USER PERMISSIONS
    To import leads:
    Salesforce Lead Capture permission set

    1. Go to the Lead Capture app in your Salesforce org.


    2. Export the leads from Facebook.
    a. Click Create Lead Capture Task.
    b. Click Login To Facebook and then enter your Facebook login credentials.
    c. Select a Facebook page.
    d. Click View Lead Forms and then select a form.
    e. From Actions, click Download. Your Facebook leads are exported as a comma-delimited text
    (.csv) file.

    Important: The .csv file includes all Facebook leads from the last 90 days that are associated with the
    form you select. Before importing the Facebook leads, check for duplicates in your org that may have
    been imported using another method. If you find duplicate leads, remove them.

    3. Import the leads into your org.


    a. Go to the Leads tab in your Salesforce org.
    b. Click Import and then follow the instructions in the wizard.

    7
    View Captured Leads
    To view leads captured from a Facebook Lead Ad campaign, go to the Leads tab in your Salesforce org.
    acebook Lead ID field.
    Then, look for lead records with the F

    USER PERMISSIONS
    To view Leads tab:
    Read on leads

    8
    Test a Lead Capture Task
    Before you run a new Facebook Lead Ad campaign, create a test lead to verify your lead capture test is
    working correctly. You can use the Facebook Lead Ads Testing Tool to create test leads.

    USER PERMISSIONS
    To view Leads tab:
    Read on leads

    1. Go to https://developers.facebook.com/tools/lead-ads-testing.

    Note: To access the Lead Ads Testing Tool, you must have admin-level permissions on the Facebook
    page associated to the lead form.

    2. Select a Facebook page and a Lead Ad form.


    3. Click Preview Form to add sample data. If you dont add data to the form, Facebook generates a
    sample inputs for you.
    4. Click Create Lead.
    5. Log in to your Salesforce org and go to the Leads tab. Within a few minutes, the test lead appears as
    a new record.

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