Connect Salesforce to Fibbler

1. In Fibbler, go to Data Sources
2. Click "Connect Salesforce"
3. Authorize the connection using a Salesforce user account

Permissions Fibbler needs

• Read access to Accounts: to match LinkedIn ad data with your CRM companies
• Read access to Opportunities: to calculate influenced pipeline and revenue
• Read/Write access to Custom Fields: only if you enable CRM data sync (to push LinkedIn ad metrics into Salesforce)
• The connecting user must have "Modify Metadata Through Metadata API" and "View All Data" permissions enabled (navigate to Setup > User > Profiles to set these)

Troubleshooting: OAUTH_APPROVAL_ERROR_GENERIC

If you encounter this error when connecting to Salesforce, enable the "Approve Uninstalled Connected Apps" permission in Salesforce:

1. Go to Setup > Permission Sets
2. Create or edit a permission set
3. In System Permissions, enable "Approve Uninstalled Connected Apps"
4. Assign to your user and try connecting again

Note: You can disable this permission after successful authentication.

Configure your CRM settings

After connecting Salesforce, make sure to complete the CRM configuration in Fibbler:

• Select your Opportunity Pipeline: Choose the Salesforce opportunity pipeline Fibbler should use for tracking revenue and attribution
• Opportunity Types (optional): If you use Opportunity Types in Salesforce to differentiate between New Business and Upsells, configure this setting. If you are not using it, leave it blank
• Set Closed Won and Closed Lost stages: Specify which Salesforce opportunity stages correspond to Closed Won and Closed Lost. Multiple stages can be assigned to each

CRM Data Sync setup (optional)

CRM Data Sync is included in your account and writes LinkedIn engagement metrics directly to your Salesforce Account records. You can choose whether or not to enable it. Company Insights, Campaign Analytics, and attribution all function independently of the sync.

If you choose to enable it:

1. Navigate to the Data Sync settings in Fibbler
2. Toggle on "Salesforce Data Sync"
3. Choose a sync duration: 7, 30, or 90 days

Fibbler will automatically attempt to create the required custom fields on your Salesforce Account object. If automatic setup fails, you can create the fields manually (see below).

Each Sunday, the sync processes your Salesforce Account records and writes the latest LinkedIn data to existing accounts. No new Account records are created by Fibbler.

Custom fields for LinkedIn data

If you need to manually create custom fields, go to Salesforce Setup > Object Manager > Account > Fields & Relationships > New. Select Number as the field type (or Text for engagement levels).

After creating custom fields, set Field-Level Security to visible for the required profiles so users can access the data.