Salesforce integration upgrade FAQ

This change only applies to customers using the legacy integration with Salesforce. You can check if you have a legacy integration by looking at your Google Ads account. If you are using the Salesforce tab under Goals > Conversions, or if you see Salesforce in the list of import sources while creating a new conversion action from import, you’re using the legacy integration with Salesforce, and this article applies to you. If you are not using the Salesforce tab under Goals > Conversions (including if you are using the Salesforce card under Tools > Data manager), you’re not using the legacy integration with Salesforce, and can stop reading.

Table of contents

• What is Google Ads Conversion Import for Salesforce?
• How is the integration with Salesforce being upgraded?
• The upgraded experience lets you do the following:
• What do I need to do to upgrade to the new experience?
• How will my data be affected?
• Why am I unable to edit my legacy milestones and conversion actions?
• Why am I seeing more conversion actions than I had before the migration?
• What is Google Ads Data Manager?
• Where did the Salesforce page go?

What is Google Ads Conversion Import for Salesforce?

Google Ads Conversion Import for Salesforce is an integration with Salesforce which allows you to manage your offline conversion actions directly in Google Ads. In the Google Ads UI, this experience moves integration management from the Salesforce page to the new Data manager page. Note that your existing conversion actions will still be available to you.

How is the integration with Salesforce being upgraded?

Conversion actions using the legacy integration with Salesforce are automatically being migrated to a new conversion import experience, known as Google Ads Conversion Import for Salesforce.

The upgraded experience lets you do the following:

• Set up enhanced conversions for leads, which helps you understand the impact of your ad spend.
• Use custom fields from your Salesforce account to define events.
• Map, transform, and hash source fields to destination fields from the UI.

The following sections describe the changes, depending on how you currently use Salesforce.

I use the legacy integration with Salesforce and have active conversion actions

Conversion actions from the legacy integration with Salesforce are migrated to Data Manager in their current state, with any configured schedules. Deleted conversion actions will not be migrated. When the migration is complete, you can manage your Salesforce connections from the Data manager page in Google Ads. Your migrated conversion actions will still be on the conversions Summary page.

I use the legacy integration with Salesforce and deleted all my conversion actions

If all of your conversion actions are deleted, your legacy integration will not be upgraded automatically. However, we encourage you to set up enhanced conversions for leads and create a new connection to Salesforce to import your data into Google Ads. Once you have created a new connection to Salesforce, you can recreate your deleted conversion actions.

I use Data Manager to import conversions from Salesforce

You will not see any changes and there is no action for you to take.

What do I need to do to upgrade to the new experience?

Nothing! The upgrade will happen automatically, and you will be notified in Google Ads when it is completed. You will then be able to find and manage your upgraded Salesforce connections in the Data manager page in the Google Ads UI.

How will my data be affected?

Your upgraded Salesforce connections will be in the same state (scheduled or not scheduled) they were before. While some customers may see new conversion actions created as part of the upgrade. The Expected Revenue value will be preserved for opportunities, but this parameter is not supported for leads.

Why am I unable to edit my legacy milestones and conversion actions?

During the upgrade, any changes that may impact the process will be disallowed, including making changes to legacy integration milestone mappings and editing conversion actions. You will still be able to unlink your Salesforce account. When the upgrade is complete, you will be able to manage your Salesforce connections from the Data manager page. You will be able to manage your new conversion actions from the Conversions page.

Why am I seeing more conversion actions than I had before the migration?

The legacy integration with Salesforce could import data from both a lead and an opportunity into one conversion action. In the new integration with Salesforce, each connection is linked to exactly one Salesforce object—either a lead or an opportunity. The upgrade creates one conversion action for each Salesforce object. The migration also creates one Salesforce connection on the Data manager page for each Salesforce object. 

What is Google Ads Data Manager?

Data Manager is a data import and management tool with a point-and-click UI experience that lets you bring your customer data from outside of Google and activate it in Google Ads. It centralizes data management in the Data manager page in Google Ads, so you can connect a data source once, then activate it across a number of use cases. Learn more About Google Ads Data Manager.

Where did the Salesforce page go?

Now that you've migrated to the new integration with Salesforce, you can find and manage your migrated Salesforce connections in the Connected products section under Data manager in the Google Ads UI.