How do I add Salesforce Campaign IDs to Uplifter links?

Why connect?

Benefits

• Add the correct Salesforce Campaign ID to links without copying and pasting IDs manually.
• Reduce setup errors and keep campaign naming and tracking consistent.
• Make link creation faster for teams working across Salesforce and Uplifter.

Requirements

• We recommend creating a dedicated Salesforce integration user for this connection.
• You need admin access in Salesforce to authorize third-party access.
• You need admin permission in Uplifter to edit parameters and create links.

How to use

1. Connect Uplifter to Salesforce to add a SFID parameter to your links.
2. In Track > Edit parameters and rules, move the SFID parameter (optional).
3. Create your Salesforce campaigns as normal in Salesforce.
4. In Track > Create links, select the Salesforce campaign you want to use when creating links, and its campaign ID will be added to the link.

How to connect

1. An admin (to both Uplifter / Salesforce) to sign in to Uplifter and go to Connect > Platform
2. Search 'Salesforce ID' and click 'Try now' button

3. 

4. Click Connect below. You will be taken to Salesforce to sign in and authorize Uplifter.

   

5. Sign in to Salesforce using your integration user (recommended) or another admin user to authorize Uplifter for third-party access.
6. After clicking Approve, you will be returned to Uplifter.
7. In Track > Edit parameter rules, click + Add parameter, and select Salesforce Campaign ID.

   

8. Drag the Salesforce Campaign ID parameter to where you want it in your link.
9. Your Salesforce Campaign ID parameter will now show in the form in Track > Create links.
    

Settings