What is Salesforce conversion tracking?
Salesforce conversion tracking connects Salesforce with your ad platforms. Leads are captured with their click ID, and later results such as qualified leads, opportunities and Closed Won deals are sent back to Google Ads, Meta and GA4, so campaigns optimise for revenue instead of form fills.
Why do I need a Salesforce conversion tracking specialist?
Tracking form submissions is only the start. A specialist makes sure click IDs reach Salesforce, stages are mapped to the right conversion actions, values are correct and uploads keep working, so your bidding is based on real sales.
How do I get the GCLID into Salesforce?
Google Tag Manager stores the GCLID and UTM values in a first-party cookie, then passes them into hidden fields on your Web-to-Lead, Pardot or third-party form. Salesforce saves them in custom fields on the Lead and carries them to the Opportunity.
Can you track Pardot (Account Engagement) forms?
Yes. Pardot form and form handler completions are tracked as conversions, with click IDs passed to the prospect and lead, so marketing automation and sales revenue line up.
Which Salesforce stages should I send to Google Ads?
Usually two to four, for example qualified lead, opportunity created and Closed Won, each as its own conversion action with a sensible value. We choose them together based on your sales cycle and volume.
Should I use the native Google Ads and Salesforce connector?
It works well for many accounts. For more control, multiple ad platforms or server-side delivery, I use Flows with Make or n8n, or a server GTM webhook. I recommend the simplest option that fits your setup.
Can Salesforce data go to Meta and LinkedIn too?
Yes. Salesforce stages can be sent to Meta through the Conversions API, and to LinkedIn, Microsoft Ads and TikTok, with hashed customer data for matching.
What if a lead has no GCLID?
Enhanced Conversions for Leads can still match many of them using hashed email and phone from Salesforce.
How long until Smart Bidding uses Salesforce data?
Uploads appear within hours, but Smart Bidding needs enough conversions over several weeks to fully optimise, longer for long sales cycles. I do not promise fixed results, because they depend on your market and volume.
Is Salesforce conversion tracking privacy compliant?
It can be when set up correctly. Customer data is hashed before it is sent, only needed fields are shared, and consent rules for your market are respected.
Do you work with agencies?
Yes. I set up Salesforce conversion tracking for agencies on their client accounts, working under the agency’s brand.
Are there free tools to prepare Salesforce conversions?
Yes. You can use the free offline conversion builder, hashing code generator, customer list hasher and 96 free ad calculators, including target ROAS and target CPA.