Set-up Salesforce CRM as data destination for Snapchat Lead Generation Ads

• Log in to https://studio.datahash.com/login
• Under the Destinations section, scroll to the CRM category and click on Salesforce to launch the set-up.

Note: Before starting the process, ensure that you have a Salesforce account set up, including a defined field to capture the Snapchat Lead ID in the Leads module. Once done, follow the steps below to integrate Salesforce with Datahash

• Click on “Sign in with Salesforce” to begin the authentication flow.
• Login to Salesforce with the account you want to integrate with and provide the necessary permissions, These permissions are basic and do not include any data read, modification or PII information permissions
  
• Select the Snapchat Lead Generation Ads source type.
  

Now select the connection name you want to integrate and provide a name to it. This is the same connection name you have already connected in the Source connector (Snapchat Lead Generation Ads Source). Once selected, provide a name to this connection.

Field Mapping: It is a critical step in the process where you need to map your Snapchat Lead form Fields with the respective Salesforce Schema Fields

Ensure correct mapping to avoid any issues in the setup. You can map as many fields as required.

• The Snapchat Lead ID field is the mandatory field which needs to be mapped to successfully complete the setup. Please ensure to also map any other mandatory field

 that is set-up in your CRM (these mandatory fields are marked with asterisk for better understanding)

• Once done, click on ‘Test connection’ to verify the connection by sending a sample lead in your CRM.
• Once the connection is verified, click “Finish” to complete the setup and to start sending the data to your CRM.

Adding New Instances and Editing Existing Instances:

• To add another instance or edit the existing one, click on the Edit icon to open the RACS for the Manage connections.

Adding a new instance:

• Start the same setup as done above by selecting the lead ads source type and other required fields.
• Once done, click ‘Next’ to proceed.
  
• Provide the of the lead form field to the CRM fields mapping ensuring all the required fields are mapped.
• Click Finish to complete the setup.
  

You can see the newly created instance “Lead Ads connection 2” in the manage existing connection instances table.

Editing an existing connection instance:

• Click on the connection name in the manage existing instances table to open the setup.
• Click on the ‘Edit’ icon available at the top right corner to enable the edit mode.
• Choose the field value/values which you would like to update.
• Once done, click on the ‘Test connection’ to verify the lead is being fetched or not.
• In case you click on ‘cancel’ during the edit flow, and closes the setup, the previous configuration will keep running as it is. The updates are pushed only when you click on the Finish button.
• Click Finish to complete the setup.