Why This Matters
Connecting Salesforce to Cometly allows you to track CRM-based conversions, tie revenue back to ad traffic, and build accurate attribution models across your funnel. This is critical for measuring true performance beyond on-site events.
Step 1: Open the Salesforce Integration in Cometly
Log into Cometly.
Navigate to Integrations.
Use the search box in the top left and search for Salesforce.
Click Add Connection in the top right.
Step 2: Authenticate Your Salesforce Account
After clicking Add Connection, an OAuth window will open.
Log into your Salesforce account if prompted.
Review the permissions and approve access.
Once complete, the Salesforce account and login email will appear in Cometly.
This confirms your Salesforce connection is active.
Step 3: Verify Salesforce Requirements
Before creating events, confirm the following in Salesforce:
Your user profile has Author Apex permission enabled
Your Salesforce edition is one of the following:
Enterprise
Unlimited
Developer
Performance
⚠️ Note: Salesforce integration will not work without these permissions and editions.
Step 4: Create a Salesforce Event in Cometly
Navigate to Events Manager in Cometly.
Click Create Event.
Select your Salesforce connection.
Name your event, for example:
NewContactNewLeadNewOpportunity
(Optional) Add an Event Description to clearly define what the event represents.
Click Create.
Step 5: Configure the Salesforce Trigger
After creating the event, click Configure next to the Salesforce integration.
Connect your Salesforce account if prompted.
Select a Trigger, such as:
New Contact
Contact Updated
New Lead
Lead Updated
New Opportunity
Opportunity Updated
Click Continue.
Step 6: Trigger the Event in Salesforce
Open your Salesforce account.
Perform the action that matches your trigger:
Create or update a contact
Create or update a lead
Create or update an opportunity
Return to Cometly and wait for the payload to appear.
Once detected, select the payload to continue.
Step 7: Map Fields and Apply Filters
In the Field Mapping step, map the Email field from Salesforce to Cometly.
Review other available fields passed in the payload.
(Optional) Add Filters to create more specific events, such as:
Opportunity stage equals
Closed WonLead source equals a specific value
These filters allow you to create highly targeted CRM-based events in Cometly.
Step 8: Save and Activate the Event
Review your configuration.
Click Save Changes.
Your Salesforce event will now fire automatically when the trigger conditions are met.
💡 Pro Tip: Create separate events for different Salesforce actions (e.g., ClosedWon, ClosedLost, NewLead) to improve attribution accuracy and reporting flexibility.
⚠️ Note: Always map the Email field. Email is required for identity matching and attribution inside Cometly.