How to Integrate Salesforce with Facebook Ads: A Strategic Approach for Enhanced Customer Segmentation

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Harnessing the power of Facebook Ads and Salesforce integration can revolutionize your customer segmentation strategies. When you’re managing a marketing campaign, it’s crucial to target the right audience. By integrating these two powerful tools, you’ll not only streamline your workflow but also ensure that your ads are reaching those who are most likely to be interested in your products or services.

You might already be familiar with Salesforce as a dynamic CRM platform that offers an array of features for managing customer relationships and tracking sales metrics. On the other hand, Facebook Ads is a popular social media advertising platform known for its granular targeting capabilities. By combining their strengths, you’ll gain an invaluable resource in understanding and connecting with your potential customers.

This guide will take you through the steps needed to integrate Salesforce with Facebook Ads effectively. With this integration, you’ll enhance your capability to segment audiences based on specific criteria such as interests, behaviors, or demographics – enabling more personalized ad campaigns and better engagement rates. Let’s dive into how this process works and how it could improve your digital marketing efforts.

What is Salesforce?

Ever wondered what Salesforce is? Well, it’s a powerful customer relationship management (CRM) platform. It’s designed to bring companies and customers together. Salesforce provides an all-in-one solution for marketing, sales, commerce, and service.

Now you might be thinking, “Why should I care about this?” Here’s why: businesses nowadays are striving to create personalized experiences for their customers. You want your business to thrive in this digital age, don’t you? Salesforce helps by offering a 360-degree view of your customers. This means having access to detailed customer profiles including their activity history, key contacts, customer communications, and internal account discussions.

Here’s something more interesting: Salesforce doesn’t end with just being a CRM tool. It also offers enterprise applications focused on customer service, marketing automation as well as analytics. Imagine having all these capabilities right at your fingertips!

Don’t worry if you’re not tech-savvy! One of the main selling points of Salesforce is its easy-to-use interface that does not require extensive technical skills. Plus there’s plenty of online resources available if you ever need help getting started or troubleshooting issues.

So let’s dive into some numbers just so we can get an idea about how popular it really is:

Year Number of Customers
2017 150000
2020 200000

As the table shows above, the number of users has significantly increased over the years which goes on to prove that people are recognizing its worth!

To sum up:

  • Salesforce = A CRM powerhouse
  • Helps create personalized customer experiences
  • Offers a range of enterprise applications
  • Easy-to-use interface

There’s no doubt that in today’s digitally-driven world integrating a tool like Salesforce could give any business a competitive edge!

What are Facebook Ads?

Let’s dive right into the world of Facebook Ads. Ever scrolled through your Facebook feed and stumbled upon a post that seems tailored just for you? That’s likely a Facebook Ad at work. They’re targeted advertisements served to users based on their activity, demographic information, and profile details.

So, how do they work? Well, businesses create these ads using Facebook’s self-service tools. It allows them to set up ad campaigns with specific objectives like boosting website traffic or increasing page likes. The ads can appear in several places including News Feeds, Marketplace, or even within Messenger conversations.

Now you might be wondering about the variety of these ads. You’ll find an array of ad formats such as image ads, video ads, carousel ads (that feature multiple images or videos in a single ad), and more immersive options like Canvas Ads designed for mobile devices.

Here are some key points:

  • Targeted: Based on user activity, demographics & profile details
  • Self-Service Tools: For setting up campaigns with specific objectives
  • Different Formats: Image ads, video ads etc.

But why are they important? It’s all about reach! With billions of active users globally, there’s no denying the massive potential audience that businesses can tap into by advertising on this platform. Hence it becomes crucial for any business wanting to enhance its online presence.

To wrap this up – if leveraged correctly and strategically integrated with other platforms like Salesforce (which we’ll explore later), Facebook Ads have the power to dramatically improve your customer segmentation efforts and boost your overall marketing strategy. The next sections will delve deeper into how this integration works and why it could be a game-changer for your business.

Why integrate Salesforce with Facebook Ads?

Integrating Salesforce with Facebook Ads can revolutionize your approach to customer segmentation. But why is this combination so powerful? Let’s dive in.

For starters, you’re probably well aware of the treasure trove of data that Facebook Ads has to offer. Its diverse user base and sophisticated targeting options provide a rich source of information about your potential customers. Pairing this goldmine with the robust CRM capabilities of Salesforce opens up new horizons for customer segmentation.

But it’s not just about more data – it’s about better data. When you link Salesforce and Facebook, you’re able to track ad performance beyond the initial click. You’ll see how people interact with your content after they leave Facebook, follow their journey on your website or app, and gain insights into what prompts them to convert or drop-off. This level of detail helps fine-tune your target audience segments like never before.

What’s more? It’s all automated! Once integrated, these platforms can sync regularly without manual intervention from your end. That means less time spent on tedious tasks and more time focusing on strategic decisions based on reliable, up-to-date data.

Lastly, let’s not forget the impact on personalization efforts. Connecting Salesforce with Facebook Ads allows you to create custom audiences based on specific criteria in your CRM – think demographics, purchase history or interaction patterns – leading to highly personalized ad experiences that resonate with each individual viewer.

To sum things up:

  • Access richer datasets by combining social media intelligence and CRM insights
  • Track post-click behavior for comprehensive conversion analysis
  • Automate syncing between platforms for efficiency
  • Leverage CRM data for advanced audience customization

Incorporating these benefits into your marketing strategy could be a game-changer if you’re looking for improved segmentation accuracy and efficiency.

How to set up Salesforce integration with Facebook Ads?

Are you ready to take your customer segmentation strategy to the next level? Let’s talk about integrating Salesforce with Facebook Ads. You’ll be able to unlock a new world of data-driven marketing capabilities, all while delivering personalized experiences that resonate with your target audience.

First things first, you’ll need an active Salesforce and a Facebook Business account. Once you’ve got those in check, follow these steps:

  1. Go to your Salesforce account: Navigate through ‘App Launcher’, then select ‘Ads Manager’.
  2. Create a New Data source in Ads Manager: Click on ‘+Data Source’ and select ‘Salesforce’.
  3. Connect your Facebook Business Account: Follow the prompts and grant necessary permissions.
  4. Configure data import settings: Choose what data you want from Salesforce (like leads or contacts) and how often it should be imported.
  5. Save and Test Connection: Don’t forget this crucial step!

It’s important not only to integrate but also optimize both platforms for seamless operation:

  • Regularly update your customer records in Salesforce for accurate targeting on Facebook.
  • Leverage Custom Audiences feature on Facebook based on the data from Salesforce.
  • Utilize tracking pixels on your website for retargeting purposes.

Remember – as powerful as combining these two tools can be, it’s equally important to respect user privacy regulations such as GDPR or CCPA when handling personal data.

By integrating these two powerhouses – Salesforce CRM and Facebook Advertisement platform – you’re setting yourself up for success! Prepare yourself for improved ad relevancy, increased engagement rates, higher conversion rates, more effective campaigns and ultimately better return-on-investment (ROI).

Now isn’t that worth investing some time into? It’s not just about setting up an integration; it’s about creating opportunities for strategic growth!

Step 1: Connect Salesforce with Facebook Business Manager

To kick things off, you’ll first need to establish a connection between Salesforce and your Facebook Business Manager account. This lays the groundwork for seamless data integration between the two platforms, thereby enhancing your customer segmentation capabilities.

Now let’s dive into how to do this:

First, head over to your Facebook Business Manager account. You’re going to need admin access here. Once logged in, navigate to ‘Settings’ then select ‘Data Sources’ followed by ‘Partners’. Here’s where you’ll find an option labeled as ‘Connect a Partner’, click it. In the dropdown list that appears, pick out Salesforce and hit connect.

With this done, you should now see a screen asking for your Salesforce Data Source ID (DSID). Don’t fret if you don’t have it handy – simply log into your Salesforce account and head over to Setup. Under Setup, search for Data Source IDs; all IDs linked with any integrations will be listed there. Copy the one related to Facebook Ads and paste it back on the Facebook Business Manager page.

Here are some key points for easy reference:

  • Log onto Facebook Business Manager
  • Navigate through Settings -> Data Sources -> Partners
  • Click on Connect a Partner
  • Select Salesforce from the dropdown menu
  • Input the DSID from your Salesforce Account

Voila! You’ve successfully connected your Salesforce account with Facebook Business Manager. The next steps will involve data mapping and creating custom audiences – but we’ll get into those details later in this guide.

Remember that connecting these platforms is only step one of harnessing their combined power for better customer segmentation in advertising campaigns. There’s still plenty more ahead – so hang tight!

Step 2: Create Custom Audiences in Facebook Ads Manager

Now that you’ve synced Salesforce with your Facebook account, it’s time to create custom audiences in Facebook Ads Manager. This process will allow you to target ads towards specific segments of your customer base.

To start off, navigate to the “Audiences” section in your Ads Manager. Here, you’ll find the option to create a new audience. Click on that button and choose “Custom Audience” from the drop-down menu.

Once there, you’ll see several options for creating a custom audience. One way is by uploading a customer list directly from Salesforce. You can use data such as email addresses or phone numbers which can then be matched with Facebook users.

Another method is website traffic. If you’ve got a pixel installed on your site (and if not, let’s get one set up!), you can create an audience based on people who’ve visited specific pages or taken certain actions.

Finally, remember this golden rule: The more information you provide when creating these audiences, the better your segmentation will be! So don’t hold back—give Facebook all the details it needs to help deliver those targeted ads effectively.

In summary:

  • Navigate to “Audiences” in Ads Manager
  • Click “Create Audience”
  • Choose “Custom Audience”
  • Upload customer list or use website traffic info
  • Provide detailed information for better segmentation

And just like that—you’re well on your way to harnessing the power of both Salesforce and Facebook for improved customer outreach! Keep following along for our next steps as we dive deeper into this integration process.

Step 3: Sync Salesforce data with Facebook Custom Audiences

Now that you’ve successfully integrated your Salesforce CRM with Facebook Ads, it’s time to sync your Salesforce data with Facebook Custom Audiences. This step is critical because it allows you to create more precise and targeted advertising campaigns.

So how do you go about doing this? It’s simpler than you might think. First, within your Facebook Ads Manager, navigate to the ‘Audiences’ section. Here, you’ll have the option to create a new audience based on customer files. Choose this option and then select the ‘Salesforce’ file containing the relevant customer data.

What happens next is quite fascinating. Facebook will match your Salesforce data with its user base. This process typically matches up to 70% of your records – an impressive figure considering the vast number of active users on Facebook.

Here are some quick facts:

  • There are over 2.8 billion monthly active users on Facebook.
  • The average user spends around 58 minutes per day on the platform.
  • Over 200 million small businesses utilize Facebook for marketing purposes.
Statistic Value
Monthly Active Users 2.8 billion
Daily User Time Spent 58 minutes
Small Businesses Using Platform Over 200 million

Once matched, these records form what’s known as a ‘Custom Audience.’ You can now target or exclude these audiences in future ad campaigns, allowing for better segmentation and increased conversion rates.


  • Always ensure your data is clean and up-to-date before syncing.
  • Regularly update your Custom Audience lists as new customers come in or old ones leave.
  • Test different segments within your Custom Audience for optimal results.

By syncing Salesforce data with Facebook Custom Audiences effectively, you’re setting yourself up for success in reaching out to potential customers at scale – all while maintaining a personalized connection through tailored ads!

Step 4: Set up Facebook Ads campaigns using Salesforce data

Now that you’ve successfully integrated Salesforce with your Facebook Ads, it’s time to put that valuable customer data to use. Setting up Facebook Ads campaigns using Salesforce data can give you a significant edge in targeting the right audience and maximizing your ad spend.

Start by creating a ‘Custom Audience’ on Facebook. Here’s how:

  • Head over to your Facebook Ads Manager.
  • Click on ‘Audiences’.
  • Select ‘Create Audience’, then choose ‘Custom Audience’.

Next, you’ll need to select the source of your audience data. Choose “Customer File” as the source since we’re going to import our Salesforce data directly.

After selecting “Customer File”, you’ll be prompted to add a file or copy and paste data. This is where your Salesforce customer information comes into play. Export the relevant customer details from Salesforce (like email addresses, phone numbers, etc.) and upload this file here.

Keep in mind that Facebook matches these details with its user base so it’s important that the information is accurate for better match rates.

Once uploaded, Facebook will process this data and create a custom audience based on matches found within its user base. This may take some time depending upon the size of your file.

With your new custom audience ready, it’s now time to set up an ad campaign targeted towards this group! You’ve just unlocked a powerful way of reaching out to customers who are already engaged with your brand – making them more likely to respond positively to your ads.

Remember – this isn’t a one-time setup process! Regularly updating these lists ensures that you’re always targeting the most relevant audiences based on their latest interactions with your business captured in Salesforce!

By leveraging insights provided by Salesforce CRM integration with Facebook Ads, businesses have reported improved return-on-ad spends and higher conversion rates due to better-targeted marketing initiatives. With these steps, you too can optimize your ad campaigns and drive better ROI.


Integrating Salesforce with Facebook Ads isn’t just a savvy move, it’s an essential one. You’ve seen how this powerful integration can boost your customer segmentation strategy. It helps you target the right audience at the right time, streamline your marketing efforts and ultimately drive more sales.

Consider all the benefits:

  • Detailed customer profiles: By pulling in data from Facebook Ads into Salesforce, you get a comprehensive view of your customers’ behaviors and preferences. This makes for highly effective targeting.
  • Enhanced personalization: The more you know about your customers, the better you can tailor their experiences. Personalized ads resonate better and result in higher conversion rates.
  • Time-saving automation: Manual data transfer is a thing of the past with this integration. Your teams can focus on what they do best – crafting impactful campaigns and engaging with customers – instead of grappling with spreadsheets.

But remember, no tool or integration is magic; it’s about how well you use them. Keep refining your strategies based on insights gained from these tools to continually improve results.

The journey towards enhancing customer segmentation may seem daunting initially but trust me; once you start seeing those improved metrics rolling in – be it increased engagement rate or soaring sales numbers – every step taken will feel worth it!

So don’t wait! Harness the power of Salesforce and Facebook Ads integration today to deliver personalized experiences that leave lasting impressions on your customers.

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