How to send a conversion event with the Meta Conversion API when a lead is registered in Salesforce

Before Getting Started

The integration flow is broadly divided into the following processes.

・Register My App with Salesforce and Meta Conversion API
・Set up when a record is registered in Salesforce
・Hash text in collaboration with 0CodeKit
・Send conversion events in collaboration with Meta Conversion API

If you do not have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Now, let's get started together!

Step 1: Integrate My App with Salesforce and Meta Conversion API

(1) After logging into Yoom, select "My App" from the left column and click "＋New Connection".

(2) Click Salesforce from the list of new connections in My App.
(3) The Salesforce login screen will appear.
Enter your "Username" and "Password" and click Login.

(4) Click "Allow" on the access confirmation screen.
For detailed My App registration in Salesforce, please refer to the following site.‍

Salesforce My App Registration Method‍

(5) Next, integrate 0CodeKit. 0CodeKit is used to hash text. Similarly, click 0CodeKit from the list of new connections in Yoom.
Move to the 0CodeKit screen, check the API key in your account, and click the copy mark on the right.

Return to the Yoom screen and enter the account name and access token.
Once the input is complete, click "Add".

(5) Next, integrate the Meta Conversion API. Similarly, click Meta Conversion API from the list of new connections in Yoom.
(6) From the "New Registration of Meta Conversion API (Facebook)" screen, enter the account name and access token, and click "Add".
For detailed My App registration method of Meta Conversion API, please refer to the following site.

Meta Conversion API (Facebook) My App Integration Method

Once the integration is complete, Salesforce and Meta Conversion API will be registered in Yoom's My App.

This completes the My App registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Record is Registered in Salesforce

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a record is registered" in the app trigger.

(2) From the "Select Integration Account and Action" screen in Salesforce, check that there are no errors in the account information to be integrated with Salesforce, keep the trigger action as "When a new record is registered in the lead object," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Scroll down, check the red line, and enter the maid main URL.
Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.

Step 3: Integrate with 0CodeKit to Hash Text

(1) Next, integrate with 0CodeKit to hash text.
Click on "Hash Text."

(2) From the "Select Integration Account and Action" screen in 0CodeKit, check that there are no errors in the account information to be integrated with 0CodeKit, keep the action as "Hash Text," and click "Next."

(3) From the "API Connection Settings" screen, select the type of hash algorithm from the options.
Enter the string to be hashed in the message.
By selecting from the output as shown in the image, you can reference Salesforce information.

Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save."

Step 4: Integrate with Meta Conversion API to Send Conversion Events

(1) Next, integrate with the Meta Conversion API to send conversion events.
Click on "Send Conversion Events."

(2) From the "Select Integration Account and Action" screen in the Meta Conversion API, check that there are no errors in the account information to be integrated with the Meta Conversion API (Facebook), keep the action as "Send Conversion Events," and click "Next."

(3) From the "API Connection Settings" screen, enter the Pixel ID and Event Name.
・Pixel ID: Obtain from the Meta Conversion API data source and enter directly
・Event Name: Enter directly

Scroll down and enter the Event Time and Action Source.
・Event Time: Select from output
・Action Source: Select from dropdown

Other fields are not mandatory. Please enter the necessary fields.
Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flowbot "When a lead is registered in Salesforce, send a conversion event with the Meta Conversion API."

Other Automation Examples Using Salesforce and Meta Conversion API

At Yoom, we have other examples of automation using Salesforce and the Meta Conversion API, and we would like to introduce a few of them.

1. Send Conversion Events with Meta Conversion API When a Record is Registered in Google Sheets

By utilizing this flow, more effective marketing strategies can be implemented. Data that could not be captured through methods like offline events can also be sent, which is expected to improve ad performance.

2. Send Conversion Events Using Meta Conversion API with Google Form Content

By treating submissions from Google Forms as conversion events, it will likely become easier to accurately understand the effectiveness of Meta ads. This eliminates the need for data registration, reducing the burden on marketers and decreasing the risk of errors such as transcription mistakes and registration omissions.

3. Create a folder in Google Drive when an account is registered in Salesforce

By utilizing this flow, you can automatically create a folder for the account in Google Drive when an account is registered in Salesforce. This will help eliminate manual work, prevent omissions in folder creation, and avoid information scattering.

Additionally, if you want to check out templates using Salesforce or Meta Conversion API, please visit the following sites.

List of Flowbot Templates Using Salesforce

List of Flowbot Templates Using Meta Conversion API

Summary

By integrating Salesforce and Meta Conversion API, advertisers can achieve more accurate targeting, faster optimization of ad campaigns, and efficient budget allocation. With timely data updates and automated conversion tracking, marketing activities can be maximized, potentially improving ROI and reducing expenses. Incorporating this integration allows for a more effective approach based on customer behavior, which can help enhance ad performance.