Generate Leads from LinkedIn

Automatically add leads to Salesforce from LinkedIn Lead Gen advertisements. When prospective customers fill out a form on your LinkedIn ad, we convert the data directly to new Salesforce leads. This feature is new in both Lightning Experience and Salesforce Classic.

Assign the new leads to the user or queue you choose. You can add up to 500 leads from LinkedIn per day. If the number of leads you get in a day exceeds the limit, we email the additional leads to the default lead creator you designate in Setup.

Setting up the connection is simple.

  1. Connect a LinkedIn account (1) to your Salesforce org. From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click LinkedIn Accounts. Log in to LinkedIn with the member account you plan to use for managing lead generation. The member account can be either a Campaign Manager or Account Manager with the Lead Gen Form Manager permission or a Company Page Admin.

    Salesforce connects the ad accounts associated with this member account to your org (2). All forms associated with these ad accounts generate leads in Salesforce. If a rep adds an ad account, be sure that they inform you. To connect the new ad account to Salesforce, click Refresh Accounts.

    LinkedIn account setup.



    We recommend using a LinkedIn account that is associated with your company and that multiple employees can access and manage. Be sure to associate this member account with all your LinkedIn ad accounts.

  2. Set up default values for leads from LinkedIn. From Setup, enter LinkedIn Lead Gen in the Quick Find box. Then click Lead Gen Fields.

    Setting up defaults for leads from LinkedIn.

  3. Map LinkedIn form metadata fields to lead fields. This metadata provides information about the form that the lead comes from. Usually, you use custom lead fields for this data. Consider using a specific Lead Source value for leads from LinkedIn. Your marketing team can use the form metadata when analyzing campaign effectiveness.

    Mapping LinkedIn form data to lead fields.

  4. Map LinkedIn lead fields to Salesforce lead fields. Mapped fields must share the same data type.

    Mapping LinkedIn lead fields to Salesforce lead fields.

  5. Set up more Salesforce lead fields to capture data from your LinkedIn custom form questions. Use a lead field for each question and another for the answer provided by the lead. This way you can report on questions and answers by filtering leads by questions asked.

    Mapping LinkedIn custom questions to lead fields.

  6. To confirm your choices and begin receiving leads, click Save.

    No leads come to Salesforce until you save your field mappings.