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How to connect Salesforce to your Source account

Updated this week

Salesforce → Source Integration Guide

  1. Install the Integration
    ​Step 1: Log into Source.
    ​Step 2: Click the gear Settings icon on the left navigation, then scroll down to the Integrations section.
    ​Step 3: Select CRMs, then select Salesforce.
    ​Step 4: Click Connect.
    ​Step 5: Choose Production or Sandbox.
    ​Step 6: Review and Allow the requested permissions (OAuth).
    ​Step 7: Back in Source, select which objects to sync (e.g., Leads, Contacts, Accounts, Opportunities).
    ​Step 8: Click Save. You will be redirected back to Source. Once authorized the integration is complete.

  2. Using the Integration
    Salesforce records will sync into Source for attribution. Connect your ad platforms and Pixel to view web → lead → opportunity alignment. If needed, adjust mappings/filters after the first sync.

  3. Disconnect Salesforce
    ​Step 1: In Source → Settings → Integrations → Salesforce, click Disconnect.
    ​Step 2: Confirm to stop syncing data.

  4. Uninstall the Integration from Salesforce
    In Salesforce Setup → App Manager / Connected Apps, revoke or uninstall Source to remove access.

FAQs

  • Permissions needed? Ability to authorize Connected Apps; read access to selected objects.

  • Sandbox supported? Yes—select during install.

Initial sync time? Depends on data volume.

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