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Topics#Trailhead ChallengesFrage von Tierra Davis
Tierra Davis fragte in #Trailhead Challenges
13. Aug., 17:08

Lead Gen Form

Does anyone have experience with LinkedIn Lead Gen Forms? More specifically how to set up and make sure that everything is correctly linked together and working (Salesforce, Pardot, and LinkedIn). We want those that fill out a form to be sent to a specific SF campaign and our admin user to be notified of the submission. It's very convoluted and I don't know where to start or test things. Plz help 

 

#Trailhead Challenges

1 Antwort
  1. Kundan Kumar Jha (Infosys)
    14. Aug., 16:48

    Hey Tierra, 

     

    Good news, LinkedIn actually has a native integration now, this doesn't need Zapier unless you want extra logic. 

     

    How it flows natively: 

    LinkedIn Lead Gen Form submission → creates a Lead record directly in Salesforce → syncs to Account Engagement (Pardot) automatically if that lead matches your existing Salesforce-Pardot connector sync rules. 

     

    Setup order: 

    1. In LinkedIn Campaign Manager, connect your LinkedIn Ads account to Salesforce (this is done from LinkedIn's side, under Lead Gen Forms settings, look for the Salesforce/CRM integration option) 

    2. Back in Salesforce, go to Setup and search for "LinkedIn Lead Gen" to find the field mapping page, map LinkedIn's form fields to your Lead fields 

    3. For the Campaign piece specifically: create a custom field on Lead (like LinkedIn_Campaign__c), map it in that same LinkedIn Lead Gen fields page, then find your Campaign ID in LinkedIn Campaign Manager 

    4. Build an Account Engagement Automation Rule (or a simple Flow if you're not using Pardot automation) that says: when a Lead is created with source = LinkedIn Lead Gen, add to [specific Campaign] and set Campaign Member Status 

    5. For notifying your admin: simplest way is a Lead Assignment Rule with email alert, or a Flow triggered on Lead creation checking LeadSource = LinkedIn, sending an email to your admin 

     

    To test without waiting on real ad spend: 

    - LinkedIn lets you submit a test lead through the actual live form (there's a "test lead" option in Campaign Manager), do that first to confirm the Lead lands in Salesforce correctly before worrying about Pardot sync or campaign logic 

    - Check the Lead record's field mapping matches before building anything downstream, most of the "convoluted" feeling comes from field mapping being wrong at step 2, fix that first and everything after gets much easier to debug 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=000381726&language=en_US&type=1

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