Practical Guide to Tracking LinkedIn Ad Influence in Salesforce with Fibbler

You'll do this by setting up a Salesforce External Client App for Fibbler Integration. This is a one-time time investment setting up your environment that scales from 1 to 1 000 000+ accounts across your organization.

Goal and Importance

This setup creates a secure connection between Salesforce and Fibbler. This is done by creating an External Client App in Salesforce. Fibbler will use this to push weekly LinkedIn ad metrics directly into Salesforce - one record per Account, per Week, per Duration (7/30/90 days), per metric (Impressions, engagements, clicks).

Steps

PART A: Connecting Fibbler to Sales Force

Log in to your Fibbler account and log in to your LinkedIn account to enable the CRM connection option. Ensure you're using the right Ad Account and set a relevant Impression Threshold (This is how many impressions are needed for Fibbler to react. default is 0)

Outcome Step 1

You've successfully authorized Fibbler to connect with your Salesforce environment. The Fibbler app is now installed and securely connected via API, enabling automated data sync.

Goal and Importance

Custom fields store LinkedIn Ads data in Salesforce for each account. These fields make it easy to track clicks, impressions, and engagements across different timeframes. Without these fields, data cannot be synced or displayed in Salesforce. Here's how to set them up (either automatically through Fibbler or manually):

Option 1: Automated Setup (Recommended)

• Enable Data Sync in Fibbler after connecting Salesforce and LinkedIn Ads.
• Select the sync duration (7, 30, or 90 days).
• Fibbler will:
  • Create custom fields for clicks, impressions, and engagements for each time interval.
  • Configure these fields in the Account object.
• Confirm that fields are visible and accessible:
  • Navigate to Setup > Object Manager > Account > Fields & Relationships.
  • Verify the fields are created.

Option 2: Manual Setup

Navigate to Salesforce Setup to create a new field:

1. Go to Setup > Object Manager

2. In the object manager, go to Account

3. In the "Account" view, go to Fields & Relationships

4. In the "Fields & Relationships", go to New.

Create Custom Fields:

Choose Number as the field type. Then click Next.

Configure for each field (the yellow marked fields are either standard values or auto-fill based on what's been entered into the red field):

• Field Label: LinkedIn Clicks 30 Days.
• Field Name: fibbler_linkedin_clicks_30_days. (this auto-fills based on the Field Label) Salesforce automatically generates the API Name as fibbler_linkedin_clicks_30_days__c from the field name specified. Adding "__c" indicates that this is a custom field. You can verify the field is set up correctly by taking the following steps:
  • Go to Setup > Object Manager > Account > Fields & Relationships.
  • Find the field you just created (LinkedIn Clicks 30 Days) and click on its name.
  • In the Field Definition Detail view, you will see:
    • Field Name: The friendly name used for user-facing purposes (e.g., LinkedIn Clicks 30 Days).
    • API Name: The programmatic identifier used by integrations and the Salesforce API (e.g., fibbler_linkedin_clicks_30_days__c).

• Length: 18
• Decimal Places: 0

Make sure the custom field is visible for the right profiles. When you're happy with the permissions, click Next.

Select all relevant Lightning pages where this field needs to appear. Click Next.

Select all page layouts where the custom field should be visible. Click Save & New if you want to create additional fields (such as those listed below). Click Save if your are finished creating custom fields.

Repeat for:

• LinkedIn Clicks 7 days
• LinkedIn Clicks 90 days
• LinkedIn Impressions (7, 30, and 90 days)
• LinkedIn Engagements (7, 30, and 90 days)

Verify Field-Level Security

Navigate to Setup > Object Manager > Account > Fields & Relationships and click on LinkedIn Clicks 30 days.

Go to Set Field-Level Security section and verify the following:

• Read Access: Ensure profiles that need to view the field (e.g., Sales or Marketing users) have Read access.
• Edit Access: Ensure the profile or integration user (used for the Fibbler API) has Edit access.

Make any changes that might be necessary. Click Save.

Enable API Access:

Navigate to Profiles > Object Settings > Account.

Ensure API permissions allow reading and updating Account fields:

1. API Enabled is checked.
2. The profile has Read and Edit access to your custom field (LinkedIn Clicks/Impressions/Engagements 7/30/90 Days).

OPTIONAL: Hide fields from Sales Reps

Option 1: Remove Fields from the Account Page Layout

1. Go to Setup > Object Manager > Account

2. Click Page Layouts > Click on the layout your sales team uses (e.g., Account Layout)

3. Find the LinkedIn fields in the layout and drag them off the page

4. Click Save

Option 2: Use Field-Level Security to Restrict Visibility

If you want only certain profiles (like Marketing or Admins) to see the fields:

1. Go to Setup > Object Manager > Account > Fields & Relationships
2. Click on the field you want to hide (e.g., LinkedIn Impressions (7 Days))

3. Click Set Field-Level Security

4. Uncheck the box for any profiles you do not want to see the field (e.g., Standard User, Sales User) and check the Read Only box for any user that should see the fields without being able to edit them. Below is an example of what this might look like in an organization.

5. Click Save
6. Repeat for each LinkedIn field

Outcome Step 2

You've created a set of custom fields where Fibbler can push LinkedIn ad metrics into Salesforce. These fields are now:

• Ready to receive data through the API
• Visible to your users (if permissions were set)
• Usable in reports, filters, and automation

Goal and Importance

In this step, you'll confirm that the Salesforce user Fibbler connects as has all the necessary permissions to:

• Log in via API
• Find and update Account records
• Write values to your LinkedIn ad metric fields.

Without the right permissions, Fibbler's data push will fail (or worse, succeed silently but skip certain fields).

Steps

PART A - Confirm Which User Fibbler Will Connect As

1. Go to Setup > Users

2. Find and click the user name of the integration user

Ideally, this user isn't a personal user account but something specifically created by your Salesforce Admin for this specific purpose. For security and long-term reliability, we recommend creating a dedicated Salesforce user account (e.g., fibbler.integration@yourcompany.com) to use with this Connected App.


3. Scroll down and check:
   • Profile: Note what profile this user has (e.g., System Administrator, Integration User)

4. Permission Sets: If any are assigned, note them too - you may need to scroll down further to check this.

PART B - Setting Permissions

Option 1: If using Profiles

1. Go to Setup > Profiles

2. Click on the user's profile (NOTE that this is NOT the user name, but the profile we checked in Step 3, Part A, step 2 above.)
3. Scroll to the section labeled Administrative Permissions
4. Make sure the checkbox API Enabled is checked

Option 2: If using Permission Sets

1. Go to Setup > Permission Sets

2. Click the relevant permission set (NOTE that you might need to scroll to further pages to find the correct permission sets. Also note that these are the permission sets we set up in step 2 above, your organization might be set up differently.)

3. Scroll to System Permissions and click it.

4. Make sure API Enabled is checked. If it isn't, click Edit at the top of the list of permissions and check the box. Then click Save at the top of the list of permissions (where the edit button was previously).

5. When you've checked the box for API Enabled, click Save at the top of the list of permissions (where the edit button was previously). You will be given a prompt window showing the permision changes. Click Save again.

PART C - Checking Access

Check Access to the Account Object

While still in the Profile or Permission Set, find the section labeled Object Settings. You'll find this by clicking the down arrow next to System Permissions above the list of permissions.

1. Click Account

2. Confirm the following are enabled:
   • Read
   • Edit
   • (Optional but helpful: View All / Modify All)

3. If the fields aren't enabled, click Edit at the top of the list. When you've selected the fields you wish to enable (Read and Edit at the minimum), Click Save.

Check Field-Level Access for LinkedIn Fields

1. Still in Object Settings > Account, scroll to Field Permissions
2. Find each LinkedIn field (you can Ctrl+F to search for "fibbler")
3. Make sure each one has:
   • Read Access
   • Edit Access
4. Repeat this for each of the 9 custom fields.

(Optional) Assign a Dedicated Permission Set

If you want to keep things clean:

• Create a new Permission Set just for Fibbler access
• Include:
  • API Enabled
  • Read/Edit access to Accounts
  • Edit access to the 9 custom fields
• Assign this to the integration user

This avoids giving full admin rights and makes audits easier.

Outcome Step 3

You confirmed that the Salesforce user connected to Fibbler has the right permissions to access Accounts and update the custom LinkedIn ad fields via API. This ensures Fibbler can reliably sync data into Salesforce without hitting permission errors or silently skipping fields.

Goal and Importance

This step enables Field History Tracking for the custom LinkedIn ad fields you created on the Account object.

With field history enabled, Salesforce automatically logs what changed, when, and by whom, and it works even if the changes were made via API (like from Fibbler). There are, however, some notable shortcomings with this method:

• Salesforce only stores the last 18 months of field history in standard reporting
• You can track up to 20 fields per object using standard field history tracking. If you are already tracking 20 fields, skip this step (as this step is not used for reports or critical to how you interact with Fibbler data).
• Salesforce stores historic data as text, making it impossible to plot graphs over time through historical field data.

If you need longer or more detailed history, or you wish to generate reports and dashboards showing data over time, consider using a custom object (like Ad Engagement History). This is covered in Step 5 below.

Steps

PART A - Activating Field History

1. Go to the Setup > Object Manager

2. Select the Account object

3. Inside the Account object setup page, click Fields & Relationships on the left-hand menu
4. Click Set History Tracking in the top-right corner

5. Click the Enable Account History checkbox if it's not already enabled
6. From the list of fields, check the boxes next to your LinkedIn ad metric fields, for example:
   • LinkedIn Impressions (7 Days)
   • LinkedIn Clicks (30 Days)
   • … up to a maximum of 20 fields total (including all other fields you are tracking historic data on for the Account object)
7. Click Save

PART B - Verifying Field History Is Working

To test that field history tracking is active:

1. Go to any Account record in Salesforce
2. Click the Related tab
3. Look for a related list called Weekly LinkedIn Impression Histories or what you have named your fields.

If it's not visible, try the following fixes:

1. Edit the Account page layout
2. Add the Account History related list
3. Save and return to the Account record

You'll now be able to see a running log of:

• Old value → new value
• Date/time of change
• Who made the change (even if it's "Fibbler Integration" via API)

Outcome Step 4

You've enabled field history tracking on the custom LinkedIn ad metric fields for the Account object. This lets you see exactly when ad data changes, what changed, and who made the change, giving you an audit trail for Fibbler updates and confidence in your data.

Goal and Importance

While Field History Tracking (Step 4) gives you a basic audit log, it has limits:

• It tracks only the last change
• It can't be used for dashboards or grouped reports
• It doesn't store values consistently over time

A custom object solves this by storing one record per Account per time period (e.g., each week), with all the metrics included.

This is ideal if your team wants:

• Trend reporting (e.g., Impressions by Week)
• Time-based dashboards
• To preserve history for more than 18 months
• Work around the Salesforce limit of 20 tracked fields per account

Steps

PART A - Creating the Custom Object

Create the Custom Object

1. Go to Setup > Object Manager

2. Click Create > Custom Object

3. Fill in the following details:
   • Label - LinkedIn Ad Performance
   • Plural Label - LinkedIn Ad Performances
   • Object Name - LinkedIn_Ad_Performance (Autofilled)
   • Record Name - Auto Number (e.g., LAP-{000000})
   • Data Type - Auto Number
   • Optional Features - Select the following:
     • Allow Reports
     • Track Field History
     • Allow Activities
   • Deployment Status - Deployed
4. Click Save

Add Fields to Store Metrics

1. From the object's page, click Fields & Relationships, then click New.

2. Add the following custom fields (all as Number):

Example Custom Fields Table

Also create:

Date Field:

• Label: Week Start Date
• API Name: Week_Start_Date__c (Note the autofill is missing "__c". That's OK. Leave it as is.)
• Type: Date
• Purpose: Tracks when this snapshot was taken

Lookup Relationship Field (to Account):

• Type: Lookup -> Account

• Label: Account
• API Name: Account__c (Note the autofill is missing "__c". That's OK. Leave it as is.)
• Purpose: Links each engagement record to an Account

Add the Related List to the Account Page

(If you want this information visible on the account page)

1. Go to Setup -> Object Manager

2. Go to Account -> Page Layouts -> Click your layout (e.g., Account Layout)

3. In the layout editor:
   • Drag the LinkedIn Ad Engagements related list onto the page (usually under "Related Lists")
   • Click Save

PART B - Make your Custom Object visible in the App Launcher (OPTIONAL)

This is mainly used to ensure the flow (created later) is working properly and fields update as new data is added through Fibbler.

1. Go to Setup -> Tabs

2. Under Custom Object Tabs click New

3. In the Object drop down list, select the object you created above (LinkedIn Ad Performance). Select any Tab style and Icon that you wish. Click Next

4. Select for which users this tab will be visible by default. Click Next

5. Leave these check boxes as-is, unless you have specific reasons to hide the custom object from certain connected apps. Click Save.

6. Verify the tab is created. Go to App Launcher (9 dots in the top left corner). Search for the name of the item you just created (LinkedIn Ad Performances). Click it.

7. Verify that a number of records have been created after Fibbler has pushed new data to your accounts. Each change is made as it's own record, as shown in the screenshot. If you are pressed for time, you can also manually change the value on one of the accounts and see if the object is updated accordingly.

PART C - Setting up the Flow to push data

1. Go to Flow Builder
2. Go to Setup -> Flows

3. Click New Flow

4. Click the Triggered Flow box

5. Choose Record-Triggered Flow.

Configure the Flow Trigger

• Object: Select Account

• Trigger the Flow When: A record is created or updated
• Condition Requirements:
  • Set Any of the conditions are met (OR).
  
  • Add the following conditions:
    • fibbler_linkedin_clicks_7_days__c Is Changed = True
    • fibbler_linkedin_impressions_7_days__c Is Changed = True
    • fibbler_linkedin_engagements_7_days__c Is Changed = True
    • fibbler_linkedin_impressions_30_days__c Is Changed = True
    • fibbler_linkedin_clicks_30_days__c Is Changed = True
    • fibbler_linkedin_engagements_30_days__c Is Changed = True
    • fibbler_linkedin_impressions_90_days__c Is Changed = True
    • fibbler_linkedin_clicks_90_days__c Is Changed = True
    • fibbler_linkedin_engagements_90_days__c Is Changed = True
• Optimize the Flow For: Actions and Related Records

Add a Create Records Element

• After setting up the trigger, click the + icon to add an element (highlighted in screenshot above)
• Choose Create Records

• Label it: Create LinkedIn Engagement Snapshot
• Set it to Create One Record
• Set it to Manually set record field values
• Choose the object: LinkedIn_Ad_Performance__c

• Set Field Values (This is what you populate):

Save and Activate the Flow

1. Click Save

2. You'll be asked to save the flow. Enter the following:
• Flow Label: Log LinkedIn Ad Metrics to Custom Object
• Flow API Name: Log_LinkedIn_Ad_Metrics_to_Custom_Object (auto-fills based on label)
• Description: Triggered when LinkedIn metric fields are updated on an Account. Creates a historical snapshot record in the LinkedIn Ad Performance object for reporting and dashboards.
3. Click Save

4. Click Activate in the top right corner to activate the flow

How to create a New Resource with a Custom Formula (e.g. Today())

1. Click New Resource

2. Set Resource Type to Formula

3. Enter the following details:
• API Name: DataEntryDate
• Data Type: Date
• Formula: today()
4. Check Syntax to ensure formula is correct.
5. Click Done

PART D – Ensuring Historical Records Are Not Overwritten

To make sure you store one unique LinkedIn Ad Performance record per Account, per Week, per Duration (7/30/90 days). These records should never accidentally overwrite previous records. To avoid this you'll now create a composite key.
This is important for making your reports effective at showing trends over time.

We'll do this by creating a formula field that combines three things:

• The Account ID
• The Week Start Date
• The Duration (7, 30, or 90 days)

Then we'll make this field unique and searchable, so Salesforce knows when to update an existing record and when to create a new one.
IF THIS IS NOT SET UP, YOUR REPORT WILL SHOW FLAT LINES OF THE MOST RECENT VALUE ACROSS ALL DATA ENTRIES.

1. Go to Setup -> Object Manager

2. Search for your custom object (LinkedIn Ad Performance) and click it.

3. Go to Fields & Relationships and click New

4. Choose Formula and click Next

5. Enter the following details:
• Field Label: Composite Key
• Field Name: Composite_Key (autofills)
• Formula Return Type: Text
6. Click Next

7. Enter the following formula:
Account__r.Id & "|" & TEXT(Week_Start_Date__c) & "|" & TEXT(Duration__c)
8. Click Check Syntax and ensure you get the green No syntax errors in merge fields or functions
9. Click Next

10. Set the proper field level security and press Next. Add field to the proper page layouts. Click Save

Outcome Step 5

You've created a custom object and built a Flow that logs a snapshot of Fibbler's LinkedIn ad metrics each time the Account record is updated. This gives you a reliable history of ad performance over time, enabling clear trend analysis and dashboards without overwriting past data.

Chapter 6: Creating a Report Type & Chart To Visualize LinkedIn Ad Results over Time

Goal and Importance

• Join Account records with their related LinkedIn Ad Performance snapshots
• Group and filter by time (e.g., Week Start Date)
• Visualize trends like impressions and clicks over time

Steps

PART A - Create the Report Type

1. Go to Setup -> Report Types

2. Click the New Custom Report Type button (top right)

3. Fill in the following details:
• Primary Object: Accounts
• Display Label: Accounts with LinkedIn Ad Performance
• API Name: Accounts_with_LinkedIn_Ad_Performance (Autofills)
• Description: Reports showing weekly LinkedIn ad metrics for each Account
• Store in Category: Other Reports or Administrative Reports (choose what fits your org's structure)
• Deployment Status: Deployed
4. Click Next

5. Click Relate to another object

6. Select LinkedIn Ad Performance as your B item (this is your custom object created in Step 5. If you created it with a different name - select that)
7. Select Each "A" record must have at least one related "B" record
8. Click Save

OPTIONAL STEP - Add fields to the layout

After saving, you'll land on the report type layout editor. You can:

• Click Edit Layout
• Drag any custom fields (e.g., Impressions, Clicks, Week Start Date) into the layout so they appear by default when reporting
• You can skip this if you want full flexibility when creating reports later.

PART B - Create the Report

1. Go to the App Launcher (grid icon) and search for Reports

2. Click New Report

3. In the All category, search for and select Accounts with LinkedIn Ad Performance (or whatever you named the report type in Part A above). Click Start Report

4. In the report builder, make sure the following columns are visible:
• Account Name
• Week Start Date (from LinkedIn Ad Performance)
• Impressions (7 Days) (from LinkedIn Ad Performance)

5. Drag Week Start Date into Group Rows (this defines your X-axis for the line chart; it will move from Columns and enable Group Columns)

6. Drag Account Name into Group Columns (this lets Salesforce draw one line per Account in your line chart)
7. Click LinkedIn Impressions 7 days to open the drop-down menu. Select Sum (if it isn't by default). Click Apply
8. Click Filters at the top of the left-side menu

9. Select filters that align with the report you're looking to create. For example:
• Show All Accounts
• Show Last 120 days (Only shows accounts created in the last 120 days - set to "all time" if you want to include older accounts)
• Show accounts where LinkedIn Impressions 7 days is greater than 10
10. Click Save & Run

11. Enter the following data when saving the report:
• Report Name: LinkedIn Impressions by Account (Weekly)
• Report Unique Name: LinkedIn_Impressions_by_Account_(Weekly) (Autofills if left blank - Strong recommendation to leave blank)
• Report Description: Displays weekly 7-day LinkedIn impression totals per Account, using data logged by Fibbler.
• Folder: Choose a shared folder like Marketing Reports, Campaign Performance, a custom folder like Fibbler reports, or keep it in Private Reports if just testing for now. (Click Select Folder if you wish to change the folder where the report is saved)
12. Click Save

13. Wait for relevant fields to change (or update them manually) and open the report you created. Ensure the report populates.

PART C - Creating the Graph

1. While in the report view click Add Chart

2. In the chart settings:
• Chart Type: Line
• X-Axis: Week Start Date
• Y-Axis: LinkedIn Impressions 7 Days
• Grouping: Account Name (each account becomes its own line)
3. Click Apply
4. Click Save & Run
5. Name the report something like: Weekly LinkedIn Ad Impressions by Account
6. Click Save
7. Repeat for the other metrics you wish to track graphically

Outcome Step 6

You should now see a line chart where each account has its own line, and each point on the line shows the impression count for that week. This gives you a visual overview of how LinkedIn Ad performance changes over time on the account level.

Congratulations, you've set up your Salesforce environment to both automatically receive LinkedIn Ad Performance Data from Fibbler and to make reports that visualize said data over time.

Here are some final things to consider:

• Fibbler Data Security:
  • All data is encrypted using TLS during transmission.
  • Offline access tokens are securely stored with AES encryption.
• Maintain Accounts:
  • Regularly review Salesforce Accounts to ensure domain matching accuracy.

Do you have any more questions? Send us a message at support@fibbler.co.