How to Update your Salesforce AppExchange Apps

(aka how to upgrade your API version 45 or higher for the ICU locale format enablement)

Quick Start
Instructions
Frequently Asked Questions
Salesforce API Version Issue Details
How to Keep Salesforce Apps Up to Date

Quick Start

To update a Salesforce AppExchange app to the latest version, navigate to the app listing page on the AppExchange, and click Get It Now.

Instructions

  1. Find the CloudAmp app you wish to update on the Salesforce AppExchange
  2. Install the App
    1. Click “Get it Now” to update your production installation
    2. Click “Try it Free” to install in Sandbox first for testing (recommended!)
  3. Follow the instructions
    1. You may need to log in more than once
    2. Pick the Salesforce org
    3. Pick the permissions to install it with
  4. Confirm the newly installed version has been updated
    1. You can see package versions under Setup > Installed Packages

 

Click Get it Now, Log in, and confirm installation

(you may need to log in twice)

Choose “Install for All users”

Salesforce almost always shows this message, just click “Done”


Frequently Asked Questions

Will I need to configure the app again after updating?

No, all existing settings and configuration should still be there after the Salesforce application is updated. For the CloudAmp dashboards, note that Salesforce does not update existing dashboards, since that could risk overwriting customizations in your org.

 

I am a paying customer, why is it saying I am signing up for a trial?

If you are paying for a Salesforce application, such as the CloudAmp Campaign Tracker, clicking “Get it Now” will take you through the trial signup screens. However, once the installation begins Salesforce will recognize your existing paid license, and simply do the update. There will not be another trial.

 

Can I downgrade to the previous version if I have problems after upgrading a Salesforce app?

Unfortunately, downgrading or moving to a lower version number is not possible after an update. This is why testing in a Salesforce sandbox is recommended, especially for more complex apps. The only way to downgrade would be to uninstall an app and then install an older version, but this process would lose all associated settings and data.

 

Which installation option should I choose, Install for All Users or Install for Admins Only?

Generally for CloudAmp’s Salesforce apps we recommend installing for All Users. Control to the app objects will generally be managed by other profile and user permissions. Salesforce permissions can be a complex topic, however, so consult with your organization’s security policies if necessary.

 

Salesforce API Version Issue Details

Beginning in February 2025, Salesforce started sending out notices that an update was not made in Salesforce orgs containing apps that used older API versions in some of their components.

 

Your production org was not enabled on the ICU locale formats as notified due to the API version below 45 used in the org.

Please upgrade your Apex classes, Apex triggers, and custom Visualforce pages to API version 45.- or higher. For details, refer to the Help article API Versions for Apex Classes, Apex Triggers, and Visualforce Pages.

For questions about the phased deployment, refer to the knowledge article JDK Locale Format Retirement and Enable ICU Locale Formats Release Update.

Thank you,

Salesforce

 

Basically, if an app has code that uses older versions of the Salesforce API (very common in apps that have not been updated or upgraded recently), a fix was needed. Most apps should provide newer versions with updated API versions in their code.

 

How to Keep Salesforce Apps Up to Date

There are 2 ways that Salesforce AppExchange apps are regularly updated, push updates and ones you need to manage yourself. 

Many paid applications on the Salesforce AppExchange will push updates, meaning they push the latest versions to your Salesforce Org, without you needing to do anything. For more complex applications, they may send you notifications about the upgrade, and even offer a push first to your sandbox for testing.

Other applications you can update on your own, when you choose too. CloudAmp apps are like this. For those applications, the simplest way to see when updates are available is by logging into the Salesforce AppExchange with your Salesforce credentials.

Checking Your Salesforce Apps

  1. Go to https://appexchange.salesforce.com/
  2. Click “Log in” top right and log in with your Salesforce credentials
  3. Click “My Installs & Subscriptions” top right
  4. Review your apps and see if any say “Update Available”

 

My Installs & Subscriptions

Click “Update Available”

Click Confirm

Select All Users

 

 

How to Automatically Assign Salesforce Leads to Campaigns

First published Sep 7, 2017, overhauled 2025

 

Assigning Leads to Salesforce campaigns is essential to measuring your marketing effectiveness, and comparing the response rates and ROI of your different channels and marketing efforts.

 

The Bad News

Like other messy data in Salesforce, duplicate leads and out of date opportunities, most of us use Campaigns inconsistently, or not at all.

(Not you, of course, you are amazing and your Salesforce processes are perfect 🙂)

When we forget to create Campaigns for every marketing effort, for example using Campaigns just for events (which is quite common), there is an incomplete picture of marketing effectiveness in Salesforce.

If you are using Pardot (Marketing Cloud Account Engagement) in addition to Salesforce, you have some automation options, but you also have some new challenges (sync anyone?)

 

Good News?

There are a number of tools which can automatically assign (and some even automatically create) Campaigns in Salesforce, to keep your Campaign data more organized and complete.

Read on for 5 options on how Salesforce Leads can be automatically assigned to Salesforce Campaigns, and the pros and cons of each.​

 

1 – Campaign Tracker

2 – Web-to-Lead Forms

3 – Data Import Wizard

4 – Add to Campaign Button

5 – Salesforce Flow

1 – Campaign Tracker

The CloudAmp Campaign Tracker app for Salesforce helps capture source, keyword and campaign information in your leads. New leads in Salesforce can be automatically assigned to up to 2 different Salesforce Campaigns, based on the First and Last touch utm_campaign values in each lead.

 

Just enter a utm_campaign value in a single field on each Salesforce Campaign you create, and if a new lead has a matching value in one of its CloudAmp utm_campaign fields, it will be auto-assigned to that Campaign. 

Automatic Salesforce Campaign Assignment based on UTM campaign values.

 

You can also have Campaigns automatically created, if a lead comes in where no Campaign exists that has a matching utm_campaign value (optional feature that can be toggled on or off).

CloudAmp "Allow Campaign Creation" checkbox setting to automatically create Salesforce Campaigns.

By making sure that Campaigns are automatically created based on new leads with utm_campaign values, you can more easily ensure a complete picture of your online marketing efforts is represented in Salesforce.

 

All you need to do is view the reports / dashboards to see which Salesforce Campaigns were auto-created by CloudAmp, and update their information as needed. Any leads coming in from that Campaign will already be members of that Campaign.

CloudAmp Scorecard

Pros

  • Easy to implement
  • Assigns new leads to up to 2 campaigns automatically
  • Auto-creates Campaigns (optional)
Cons

  • Requires app installed in Salesforce
  • To be fully automated, utm_campaign parameters are needed in your campaign URLs
  • Additional $249/month cost

 

2 – Web-to-Lead Forms 

 

Salesforce’s Web-to-Lead functionality is a great way to get leads directly into Salesforce. And Salesforce Campaigns provide useful data on what happened to the leads and contacts produced from various marketing activities.

 

Besides making sure inquiries don’t fall through the cracks by using web-to-lead functionality with Salesforce, any additional data you can add to your website forms can help your business. Source and keyword data can be added in through an app like our Campaign Tracker, and one easy addition is to hard-code a particular Salesforce Campaign value in your web-to-lead forms.

 

By including the ‘Campaign record ID‘ from Salesforce in a hidden form field, incoming Leads are automatically linked to the desired Campaign upon submission.

Identifying the Salesforce Campaign ID in a URL

This is mainly useful if you have many landing pages that are specific to certain advertising campaigns, but you can do it with your standard “Contact Us” form. Here’s how:

 

  1. Create a Campaign in Salesforce (or go to an existing Campaign) and copy the ID from the URL
  2. Add the following hidden field to your web-to-lead forms, replacing the value with the ID you just copied.

 

<input type="hidden" name="Campaign_ID" value="701Hu000002VAdkIAG">

 

These instructions assume you are using the HTML Salesforce provides in its Web-to-Lead form builder, but it should work (with some modifications) on any form that posts leads into Salesforce.

 

For more information, see the Campaign ID section in our guide Which Form or Web Page did a Salesforce lead come from?

Web-to-Lead Scorecard

Pros

  • Easy to implement
  • Can be added to most forms
  • No additional cost
Cons

  • Each campaign needs its own form and web page
  • Miscategorization possible (if visitors from other campaigns find the page)
  • Lack of flexibility

 

3 – Data Import Wizard

 

When importing Leads or Contacts into Salesforce using the Data Import Wizard, you can specify a Campaign to associate the imported records with. This allows for bulk addition of records to a Campaign during the import process. 

While this is not technically an automated process, it does update records in bulk, and is how most marketing people using Salesforce add leads and contacts to Campaigns today.

 

To use the Salesforce Data Import Wizard to add Leads or Contacts to a Campaign:

 

  1. Prepare a CSV file for import, either from a template you create or a Salesforce Report you export (for existing records that you want to update with Campaign membership)
  2. Navigate to a Lead or Contact list view
  3. Click the “Import” button top right
  4. Go through the import wizard
    1. Choose the Lead object
    2. Choose whether to import new records, update existing, or both
    3. Select how to match records (Salesforce ID is best if you are updating existing)
    4. Check the box to “Assign leads to campaigns”
    5. Select your CSV file
    6. Check mapping to see if any fields mapped incorrectly or not mapped
    7. Import!
    8. Review any error messages (if matching via Email or Name, duplicate records will produce frequent error messages)

CSV file for Salesforce Data Import Wizard

If you develop a process and a CSV template, then the Data Import Wizard can be used effectively on a regular basis to keep Salesforce records up to date with their Salesforce Campaign membership.

Data Import Wizard Scorecard

Pros

  • Supports Contacts in addition to Leads
  • Update up to 50,000 records at a time
  • No additional cost
Cons

  • Not automated
  • CSV template with Campaign IDs and other fields required
  • Errors possible with data mapping or record matching during import

 

4 – Add to Campaign Button

Salesforce provides a way to add all the records in a Salesforce report or list view to a Campaign. 

Salesforce Add To Campaign button

While this is not technically an automated process again, it does give you the ability to add Leads or Contacts to a Salesforce Campaign in bulk. Simply click on the “Add to Campaign” button on a lead or contact report or list view, and complete your member status selections.

 

To use the Salesforce “Add to Campaign” action button to add Leads or Contacts to a Campaign:

 

  1. Create a report or list view of the data you wish to see
  2. Select the records you wish to add to the Campaign
  3. Click the “Add to Campaign” button
  4. Confirm your settings
    1. Campaign
    2. Member Status
    3. Update or Overwrite Member Status
  5. Submit

Salesforce Add to Campaign options

List views are how most of us view records in Salesforce, so this can be a useful place to add Campaign members from. With Salesforce reporting however there is even more flexibility. So adding Campaign members from a Salesforce report means you can do more complex filtering, including using related object fields.

Add to Campaign Button Scorecard

Pros

  • Supports Contacts in addition to Leads
  • Allows more advanced filtering
  • No additional cost
Cons

  • Not automated
  • Potential for errors when preparing the report filters
  • Need to manually select records

 

5 – Salesforce Flow 

Salesforce administrators with expertise using the Flow feature can create flows that will automatically assign Leads to certain Salesforce Campaigns when they meet specific criteria.

Salesforce Flow for assigning leads to campaigns.

While Salesforce Flow is a powerful tool for automation in Salesforce, it does require advanced Salesforce knowledge less experienced administrators may not have. Flows also need to be carefully tested to make sure that they do not interfere with other Salesforce automations or data.

 

Depending on your use case, Flow may be the best option, as they can handle the automation of many things in Salesforce, not just Campaign assignment. But for your initial implementation, as well as any future changes that need to be made, you will most likely be relying on IT or Salesforce consultants.

Salesforce Flow Scorecard

Pros

  • Allows advanced logic
  • Can automate additional actions after Campaign Assignment
  • No additional cost
Cons

  • Difficult to implement
  • Needs to be set up and tested by experienced Salesforce Administrator
  • Updates need to be made by Salesforce Administrator

 

Learn More About CloudAmp

If you want to have your leads automatically assigned to Salesforce Campaigns based on their source and campaign information, then check out the CloudAmp Campaign Tracker.

CloudAmp also provides hands-on setup and Salesforce assistance, included with our app subscription. And we are always happy to answer questions free of charge, so don’t hesitate to reach out.

 

Top 13 Mistakes Companies Make Using Salesforce

 

Here at CloudAmp we love Salesforce, it’s all we’ve been doing since 2011. But it’s fun to make a snarky list of all the classic blunders organizations and Salesforce admins make!

(And of course, I have never made any of these mistakes personally.)

Let’s dive into the top 13 missteps, shall we?

 

1. Not Using Leads

Why bother creating leads when you have a magic process that qualifies an astounding 100% of your prospects, so they go into Salesforce as Contacts.

By not using leads you are missing out on one of the most basic parts of Salesforce’s data model – the conversion of leads to Accounts with Contacts and Opportunities. Missing these conversion events from your database means a lot of Salesforce’s built in functionality around sales cycles, seeing what lead sources don’t convert, and the Opportunity pipeline won’t be available for reporting in your org.

 

2. Over-Customizing the Platform

Why use standard features when you can create a labyrinth of customizations? Maintenance nightmares and upgrade headaches, here we come!  

Be sure when you are trying to customize Salesforce that the field or feature does not already exist — or there isn’t a pretty good substitute where you could update the picklist values or use an existing object. New team members who know Salesforce, and any poor new Salesforce admin are going to have a rough onboarding experience.

Google, AI, and Salesforce Trailhead are your friends so you don’t reinvent the wheel.

 

3. Ignoring Data Quality

Who cares if the data is outdated, duplicated, or incomplete? It’s not like Salesforce is your company’s system of record, and decisions are based on accurate information or anything.

While every Salesforce Org has dirty data, it’s easy to let it get out of hand. Going back in 5 years and trying to clean it up is going to be harder than putting some duplicate rules in place, or implementing some of the many tools available to help with this universal problem. And training your team on some data input standards can be helpful in some cases too.

 

4. Validation Rule Abuse

Why not create a validation rule for every conceivable scenario? Users love being bombarded with error messages for the slightest misstep.

Like most powerful features in Salesforce, Validation rules should be used sparingly — really only when necessary. For those things that are important to your business to validate, craft clear error messages so your users know how to fix their input errors. And be sure to TEST, since Validation rules are an excellent way to block automated processes elsewhere in Salesforce.

 

5. Beware Required Fields

Nothing says efficiency like forcing users to fill out every single field, even when it’s irrelevant to their task.

 

Is a field required because someone thought it was important five years ago? If it doesn’t matter to a current process or business need, let it go. And before making a field required that was not required before, make sure that requiring a value in a field that may currently be blank in 1000s of records does not break some existing integration or process inside Salesforce.

 

6. Overcomplicating Page Layouts

Cram every possible field and related list onto a single page. Users enjoy scrolling through endless information to find what they need.

We’ve all seen the endless scrolling Salesforce screens, with hundreds of fields, sometimes without clear section groupings. Create different page layouts for different roles in your organization, so they see just the data that is important to them. Periodically evaluate fields, and remove the unused ones from page layouts.

 

7. Disabling a User

Oh, you deactivated a user without checking if they own reports, automations, or records? Enjoy the treasure hunt to fix all the broken things!

 

When people leave your organization, their Salesforce logins should be disabled immediately. But before doing so, make sure to check their user is not running any important scheduled jobs, or assigned a critical system function like being the Default Case Owner or Default Lead Owner. 

 

8. Overcomplicating Flows

Why keep it simple when you can design flows that no one can decipher? Overloading flows with hard-coded logic and skipping subflows ensures updating can be a nightmare.

Flow are amazing tools in Salesforce, but are already complicated, so try to remove as much complexity from your flow designs as possible. When you need to tweak the logic in future, or diagnose a conflict between two flows, you’ll be glad you strove for simplicity initially.

 

9. Misusing Record Types

Create a record type for every minor variation, turning simple processes into a maze of confusion.

Record types are a powerful tool, but their ability to create complexity means they should be used sparingly. Use record types to show different picklist values, and page layouts for record creation, to different users. Consider whether a simple page layout would handle what you are trying to achieve.

 

10. Going Live without Testing

Why waste time testing when you can let your users be the beta testers… in production… during a critical sales period?

 

Testing can be a pain, but even having a basic plan in a spreadsheet for putting some new implementation or feature live can really save you a lot of headache. Make sure you at least run through some basic user testing, to make sure Salesforce is working as expected, and no data is missing or incorrectly updated.

 

And if you are moving from a separate system to Salesforce, a great idea is to run Salesforce in “test mode” for a bit, and compare results from the two systems to make sure they match before going live with Salesforce.

 

11. Not Using Sandboxes

Who needs a safe testing environment when you can unleash chaos directly in production? Nothing says “living on the edge” like breaking your live org in real-time!

 

Related to testing, Salesforce Sandboxes give you a safe space to install new apps or try new configurations. While approximating your production environment can be challenging, Salesforce Partial and Full Sandboxes do a pretty good job if you have access to them.

 

Not everything can be approximated in a Sandbox. CloudAmp for example works fine in a sandbox but test data is a poor substitute for understanding how it works compared to real tracking data in your leads. Still, no one is ever sad they started in a sandbox.

 

12. Neglecting User Training

Assuming everyone will magically know how to use Salesforce without any guidance? Brilliant strategy for ensuring confusion and low adoption rates.

Nowadays it is easier than ever to supplement your internal Salesforce process documentation with self-guided Trailhead Trails, where you have pre-selected relevant Trailhead modules for the team to learn about the parts of Salesforce that are important to them. Investing in some training and orientation can go a long way, especially with users new to Salesforce.

 

13. Poor Change Management

Introducing a new system without careful planning, testing, and communicating changes and benefits to your team? Fantastic way to breed resistance and confusion. 

Change management sounds like a scary compliance topic, but it could be as simple as having a short written policy on updating Salesforce, and sending emails to your team with an overview each time changes are made. More involved plans and testing in Sandbox can be helpful for larger projects, where you want to be sure you don’t break any Salesforce existing functionality.

 

Avoid these pitfalls, and your Salesforce experience might just be a tad less chaotic.

 

What’s not a mistake? Using CloudAmp

If you are using Leads (see #1) and want to know which marketing campaigns or sources your best leads come from, then check out the CloudAmp Campaign Tracker.

 

It will help you understand which keywords convert to opportunities, add valuable utm parameters to your leads and contacts, and even show you which pages of your website a lead viewed before filling out the form. There’s a 30 day trial and we help you get it set up.

 

 

Marketing on Salesforce for Beginners

 

New to Salesforce? Here’s 8 things for marketers to get started.

 

Are you new to Salesforce and responsible for Marketing at a small company or nonprofit?

Do you need to figure out Salesforce and how to manage leads from Google Ads and other campaigns at the same time?

Well, you are not alone. For more than a decade, CloudAmp has specialized in helping marketers at small or mid-sized organizations figure out how to use Salesforce to manage their marketing and leads. People like you!

 

Here are our top 8 recommendations to get you oriented with Salesforce and tracking your leads:

 

1. Understand Salesforce Basics

  • Familiarize yourself with Salesforce’s core objects: Leads, Contacts, Accounts, and Opportunities
    • Understand how a single Lead record is converted to become an Account with a related Contact (and optionally an Opportunity)
    • If there are Sales people in your company, try to find out any processes they are using for their work in Salesforce (good luck!)
  • Explore the Salesforce App Launcher, and check out some different apps
  • Check out Salesforce Reports to get a sense of your existing data. Save a few as Favorites (click the star top right) to easily return to.

2. Get Learning with Trailhead

 

👍 NOTE:

Many trailhead modules for marketers will reference Account Engagement or Marketing Cloud, which are add-on products and unnecessary for most SMB marketers. This is an unfortunate source of confusion in Trailhead, which is otherwise excellent. Focus on Salesforce Sales Cloud basics to get started.

 

3. Set Up Web-to-Lead Forms

  • Salesforce’s Web-to-Lead functionality is an included feature that captures form submissions from your website directly to Salesforce leads
  • Create custom fields for your business (if needed), and add them to unique forms if needed
  • Learn more with our Ultimate Guide to Salesforce Web-to-Lead Forms

4. Customize Your Lead Management

  • Update Lead Page Layouts to show the standard and custom fields you need, while hiding unused fields. You can also have different page layouts for different user roles.
  • Automate Lead Assignment by setting up assignment rules to route leads to the right sales reps or queues.
    • Set up customized email replies to new leads with Lead Auto-Response Rules and Email templates.
  • Customize your Lead Source field values to make common sources selectable.
    • Note that your web-to-lead forms can create leads with any Lead Source value, whether or not it is listed as a drop down field value.

5. Understand Email Options

  • Salesforce has Email Templates that are sent by system automations like the Lead Auto-Responses referred to in the previous section, and they can also be sent by your sales and service users.
  • You can receive email notifications for important events in Salesforce, such as a new lead coming in from a campaign (and CloudAmp can help with this!)
  • Salesforce has a number of Email Integrations, including connections with email platforms like Outlook and Gmail, which allow users to work with Salesforce records directly from their email.
    • Salesforce Email-to-Salesforce gives you an email address that will automatically log inbound emails directly to Salesforce records, attaching emails to leads or contacts automatically. A similar feature for Service, Email-to-Case, creates support Cases from emails.

6. Leverage Reports and Dashboards

  • Understand Existing Leads:
    • Check out how “Lead Source” is populated for your existing leads, and what views / queues are currently in use to understand leads
    • See what reports exist already or create your own reports to understand lead volume, stages, and conversion rates.
  • Build a Dashboard:
    • Create a new dashboard to include your favorite reports on. Dashboards are a great way to understand trends and update multiple graphs at the click of a button
    • Include key metrics like lead volume, conversion rates, and campaign ROI.

7. Set Up Campaign Tracking

  • Use UTM Parameters:
    • Tag Google Ads URLs with UTM values to capture campaign data in Salesforce.

      Use a tool like the CloudAmp Campaign Tracker to capture UTM information for new leads so they have their UTM Campaign, Medium, Source and keywords automatically associated.
  • Use Salesforce Campaigns:
    • Link Leads and Contacts to Salesforce Campaigns representing your various marketing efforts for response tracking and ROI analysis.

8. Connect Salesforce and Google Ads

  • Integrate Salesforce with Google Ads:
    • Use Google Ads’ built-in Salesforce integration to sync Salesforce leads, converted leads, and opportunities (also known as offline conversions) to Google for ad optimization and bidding automation.
    • Learn more in our guide How to Connect Salesforce and Google Ads

That’s it for our top 8 items Salesforce beginners who are responsible for marketing should consider. Of course, there are tons more capabilities in Salesforce, as well as add-on apps like CloudAmp and others. 

But by following these steps, you should be able to get a good understanding of Salesforce, and set your organization up for marketing success with the basic marketing building blocks in place.

Questions? Don’t hesitate to reach out!

 

 

Campaign URL Options for Google Ads: Recommendations & Templates

 

Campaign URL Options in Google Ads allow you to add tracking information to your ad URLs, enabling you to track and analyze ad performance in external systems like Salesforce. 

In this guide, we’ll review how appending parameters to your ad links with Campaign URL Options gets you the data you need to optimize your campaigns effectively, how to implement Campaign URLs, and some common mistakes to avoid.

In this Guide:

Campaign URL Components
Benefits of Campaign URLs
Our Campaign URL Recommendations
Campaign URL Parameters to Use
Campaign URL Tracking Spreadsheet
Campaign URL Implementation Tips
Common Campaign URL Mistakes
Questions?

Campaign URL Components

For Google Ads, you can set the Campaign URL options at the account, campaign, ad group, keyword, or sitelink level. Campaign URL options consists of three main options:

1. Tracking Templates

This field specifies the URL tracking information. When an ad is clicked, the tracking template combines with the final URL to create the landing page URL. Tracking templates are very similar to the Final URL Suffix, but can be used for Parallel Tracking in Google Ads (Parallel tracking is where the person clicking on an ad is taken to the final URL while the tracking template URL is loaded in the background.)

 

2. Custom Parameters

These are user-defined parameters that can be added to tracking templates and final URLs. Custom parameters allow for the collection of additional, customized data points relevant to your campaign objectives.

Most users of Google Ads will not need custom parameters, unless you have some very specific tracking requirements (as well as technology implemented on your website to capture unique parameters).

 

3. Final URL Suffix

In Google Ads, the Final URL Suffix field allows you to enter parameters that will be attached to the end of your landing page URL for tracking purposes. In a similar way to the Tracking Template, these parameters allow you to track information about where visitors go after they click your ad.

For simplicity, CloudAmp recommends using the Final URL Suffix to add the UTM parameters required for its Campaign Tracker app.

Both Tracking Templates and Final URL Suffix settings can be set at various levels—account, campaign, ad group, or individual ad—and use URL parameters to capture specific data about the click.

 

👍 Pro tip: 

While the instructions in this guide frequently reference Google Ads Campaign URL options, Campaign URLs can be used in a wide variety of online advertising, not just Google.

Campaign URL parameters in your URLs will be recorded by tools like Google Analytics and the CloudAmp Campaign Tracker, from links in places such as:

  • Microsoft Ads / Bing
  • Instagram & Facebook Ads
  • Linkedin Ads
  • Email marketing newsletters or journeys
  • Links from partner sites

Campaign URL parameters can be added to any link to your website that you can control / add parameters to, effectively providing better and more structured data on any marketing activity that is driving visitors to your website.

Benefits of Campaign URLs

Using Campaign URLs in your Google Ads and other online advertising offers many benefits. Here are a few of them:

Campaign Optimization

Adding detailed tracking data to your marketing campaigns allows you to identify which campaigns or ads are performing well and which need adjustment. 

Using a tool like CloudAmp’s Campaign Tracker, these Campaign URL values can be even passed to Salesforce when new leads are submitted. So you know exactly what campaigns and keywords are producing the most leads, conversions, and revenue.

Enhanced Tracking

By appending parameters to your URLs, you can monitor various aspects of user interactions, such as the source of the click, the device used, and the specific ad or keyword that led to the visit.

Improved Analytics

Campaign URL Options like Final URL Suffixes in Google Ads integrate with analytics tools like Google Analytics as well, improving the data you receive to understand campaign effectiveness and user behavior on your website.

CloudAmp Campaign URL Recommendations

For the CloudAmp Campaign Tracker app, as well as most marketing analytics systems, we recommend using the following configuration for your Campaign URL Options in Google Ads:

  • Final URL Suffix
  • Campaign Level

 

Using the Final URL Suffix, rather than tracking templates or custom parameters, keeps things simple and makes it clear what parameters are added to the end of your landing page URL.

 

How to enter a Final URL Suffix at the Campaign Level

  1. In your Google Ads account, click the Campaigns icon 
  2. Click the Campaigns drop down in the section menu.
  3. Click Campaigns.
  4. Click on the Settings tab.
  5. Click Additional Settings to expand the options
  6. Expand the Campaign URL Options section
  7. Enter the parameters in the Final URL suffix field.
  8. Click Save.

Google Ads Campaign URL Options Settings

More on Campaign URL Levels

You can apply Final URL Suffix values at the account, campaign, ad, ad group, dynamic ads target, and keyword levels.

Adding Final URL Suffixes at the Campaign level in Google Ads, rather than at the Account or other level provides several benefits. The Campaign level provides enough granularity to specify each utm_campaign as the name of that Google Ads campaign.

And the Campaign level helps you avoid conflicts between different tagging levels. There are so many different places to set URL options, it can be hard to keep them all straight in Google Ads. 

Consistently using the Campaign level rather than a level above (Account) or below (Adgroup, ad level, dynamic ads target, keyword level, or sitelink level) makes Final URL Suffixes far easier to manage.

Google Ads Final URL Suffix Setting

 

 

Campaign URL Parameters to Use

For tracking tools like CloudAmp, URL parameters are required to track information about a click. The parameters that should be used in your Final URL Suffix are the following: 

Required UTM Parameters

  • utm_campaign = Your Ad Campaign Name
  • utm_source = GoogleAds, Facebook,BingAds – the source site
  • utm_medium = PPC, Email, Display, Social – the ad category
  • utm_term = {keyword}

Optional UTM Parameters

  • utm_content = use for adgroup or creative info
  • utm_id = use for campaign or other id

Example URL with UTM Parameters

URL parameters are made of a key and a value separated by an equals sign (=) and joined by an ampersand (&). The parameters always come after a question mark in a URL.

https://www.YOURwebSITE.com?utm_source=GoogleAds&utm_medium=PPC&utm_campaign=CampaignName&utm_term={Keyword}

 

When adding parameters to URLs, there are two separators used:

? separates the primary URL from the parameters (if you delete everything after the ?, you still end up on the same page)

& separates the different parameter key / value pairs

 

So for each parameter, its name is followed by an equal sign and then the value you wish to set it to:

  • utm_source=GoogleAds

And the parameter value pairs are separated by &

  • utm_source=GoogleAds&utm_medium=PPC

Certain parameter values can be automatically inserted by Google Ads and Bing Ads. For that to work, a value in brackets is used, such as {keyword}

  • utm_term={keyword} will insert the actual keyword value after the = sign.

 

Parameter Strings for the Final URL Suffix

To create the parameter string to put in the Final URL Suffix in a Google Ads campaign, simply add together utm parameters, equal signs, and a value, separated by &

 utm_campaign=CampaignName1&utm_source=GoogleAds&utm_medium=PPC&utm_content=Search&utm_term={keyword}

 

If you don’t want to create these values by hand, the free spreadsheet in the next section will help you build them automatically!

Campaign URL Tracking Spreadsheet

Generating Campaign URLs for Google Ads can be tricky, even if you are very familiar with the format discussed in the previous section. Typos are easy to make, and remembering to enter values for all 4-6 different parameters is a chore.

In addition, keeping track of different URLs you have used is critical, so you have consistency in naming your campaigns, sources, and mediums. Otherwise your data can get very messy.

 

Free Spreadsheet Download

For this reason, CloudAmp has published a FREE, downloadable Google Sheet for creating and tracking Campaign URLs.

Just make a copy of the spreadsheet, enter the values you want, and it will automatically generate a final URL and Final URL suffix for you.


Free Google Sheets Campaign URL creation and tracking download

Campaign URL Implementation Tips

Now that you understand the Campaign URL parameters, and how to create and track them in a spreadsheet, here are some tips for implementing URLs across your advertising.

 

Consistent Structure

Maintain a consistent format for your tracking templates, in terms of the values and types of words you use. Name Campaigns in a consistent way, and identify the types of Mediums you will use across all marketing campaigns to be able to properly analyze those in the future.

 

Testing

It is always a good idea to click on 100% of all links you create, to make sure they properly resolve to your web site. You can also use the “Test” function in Google Ads to verify that your URLs lead to the correct landing pages and that tracking parameters are functioning as intended.

 

Google Ad Review

Setting up URL options at the ad group, campaign, or account level allows you to update your tracking information without resubmitting your ads for approval. CloudAmp recommends using Final URL suffix at the Campaign Level.

Keep in mind that if you set up or edit Campaign URL options at the ad, keyword, or sitelink level, they will need to go through Google’s review, which can delay things.

Compliance

Make sure that all tracking URLs use HTTPS and that any redirects are server-side to comply with Google Ads policies.

 

🖐️ Looking for Help?

 If you could use assistance with Salesforce and tracking which ads produce your best leads, look no further. Included with an affordable monthly app subscription, CloudAmp provides help with URLs, website implementation, and setting it all up in Salesforce.

No big budget consulting engagements required, just responsive and personalized support for making sense of Salesforce and marketing attribution. Contact us today!

Common Campaign URL Mistakes

Here are some common mistakes you could make when setting up Campaign URL Parameters and Options in Google Ads. Some errors will lead to tracking issues, but others will simply make your data messy or difficult to analyze. Here are some of the typical errors:

Incorrect Parameter Formatting

  • Mistake: Missing ? or & in URLs when appending parameters.
  • Impact: URLs may break or redirect incorrectly, leading to tracking errors or 404 errors.
  • Solution: Always validate the URL structure and use tools like CloudAmp’s free spreadsheet to generate properly formatted URLs.

Inconsistent Case

  • Mistake: Using inconsistent capitalization in parameter values (e.g., utm_medium=Email vs. utm_medium=email).
  • Impact: Results in fragmented data in analytics tools.
  • Solution: Use a standardized naming convention (preferably all lowercase) for parameter values.

Inconsistent Naming

  • Mistake: Using inconsistent naming in parameter values (e.g., utm_source=GoogleAds vs. utm_source=GoogleAdwords).
  • Impact: Results in fragmented data in analytics tools, since these values are seen as 2 different sources.
  • Solution: Use a standardized naming convention for parameter values, and use tools like CloudAmp’s spreadsheet  to reference past naming when creating new URLs.

Not Testing URL Parameters

  • Mistake: Failing to test final URLs after implementing parameters.
  • Impact: Broken or misdirected links that frustrate users and waste ad spend.
  • Solution: Use the “Test” feature in Google Ads and manual testing (click on 100% of your URLs) to ensure parameters work correctly.

Not Using HTTPS

  • Mistake: Using non-secure HTTP URLs in the final URL or tracking template.
  • Impact: Ad policies may disapprove the ad, or users may receive security warnings.
  • Solution: Always use HTTPS for landing pages and tracking URLs.

Redundant or Conflicting Tracking at Multiple Levels

  • Mistake: Setting tracking templates at the account, campaign, ad group, and ad levels simultaneously without coordination.
  • Impact: Conflicting parameters can overwrite or lead to inconsistencies in tracking data.
  • Solution: We recommend using Final URL Suffix values at the Campaign level.

Avoiding these mistakes ensures accurate tracking, better insights, and more effective optimization of your Google Ads campaigns.

Questions?

CloudAmp is here to answer your Campaign URL tracking questions, with no charge or obligation. Contact us any time. 

And if you are using Salesforce, we are experts in helping companies make sense of Campaign data there as well. The CloudAmp Campaign Tracker is an affordable monthly subscription, and has a 30 day no obligation trial so you can test it out in Salesforce.

To get more data about your Leads in Salesforce, including full source attribution and page view data to prove ROI and improve your marketing, contact us for more information today.

 

 

List: Top 20 Salesforce Sales Cloud RevOps Features

 

Salesforce’s original platform, Salesforce Sales Cloud, offers many features for RevOps, sales / marketing, and Demand Generation.

No matter what you call it, when it comes to generating leads and closing revenue there are a number of useful tools in the core Salesforce product, as we covered in detail in our Marketing on Salesforce without Marketing Cloud guide.

Here are our top 18 included RevOps features in Salesforce, with 2 new AI features (extra $) thrown in as a bonus.

1. Leads

Salesforce Leads are records of potential customers in Salesforce. They can be prospects who may or may not have shown interest, but aren’t yet qualified.

 

2. Contacts

Salesforce Contacts are individuals at an Account, and what a Lead becomes when it is qualified and converted. Hopefully you have multiple contacts at each Account.

 

3. Accounts

Salesforce Accounts are the profiles of companies or organizations that your business interacts with. You can have multiple types of Accounts: customers, prospects, partners, competitors and more.

 

4. Opportunities

Salesforce Opportunities are Sales deals tracked through different stages of the sales pipeline. They can be won or lost, open or closed, an initial sale or an expansion opportunity.

 

5. Campaigns

Salesforce Campaigns track how marketing campaigns impact revenue, as well as analyze marketing ROI. Leads and Contacts can be assigned to multiple campaigns, including whether they responded or not.

 

6. Contact Roles

Salesforce Contact Roles identify the roles of Contacts involved in specific Opportunities. Define influencers, decision makers and more for each particular opportunity.

 

7. Campaign Influence

Salesforce Campaign Influence tracks how marketing campaigns impact opportunities and revenue. Different attribution models can be defined, including First Touch, equal weight, or Last Touch.

 

8. Web-to-Lead Forms

Salesforce Web-to-Lead captures lead information directly from your website forms into Salesforce. Choose from standard and custom fields and generate form code in minutes. See our Ultimate Guide to Salesforce Web-to-Lead Forms for more.

 

9. Email Templates

Salesforce Email Templates allow you to create formatted emails for easy communication with prospects and customers. Email templates can be sent by your sales and service users, as well as by automations in Salesforce.

 

10. Quick Text

Salesforce Quick Text are short canned responses that can save time in emails and chats. Quick Text is easy to add in Salesforce’s communications workflow.

 

11. Email Integration

Salesforce Email Integration offers connections with email platforms like Outlook and Gmail. Users can view, edit, and add Salesforce records directly from their email, and relate their emails and events to Salesforce records.

 

12. Email to Salesforce

Salesforce Email-to-Salesforce gives you an email address that will automatically log inbound emails directly to Salesforce records, attaching emails to leads or contacts automatically. A similar feature for Service, Email to Case, creates support Cases from emails.

 

13. Mass Emails

Salesforce Mass Email allows you to send bulk emails to lists of leads or contacts. While limits on volume and deliverability make most companies choose 3rd party email tools, for certain applications Salesforce mass email can be useful.

 

14. Lead Assignment Rules

Salesforce Lead Assignment Rules allow you to automate the distribution of leads to the right sales reps based on criteria that you set.

 

15. Lead Auto-Response Rules

Salesforce Lead Auto-Response Rules allow you to send automated email responses based on your email templates when a new lead is created.

 

16. Linkedin Lead Gen

Salesforce Linkedin Lead Gen connects Salesforce to Linkedin advertising forms, allowing you to map fields and automatically create new leads in Salesforce based on Linkedin forms.

 

17. Reports and Dashboards

Salesforce Reports and Dashboards are powerful tools for analyzing and reporting on your organization’s performance. Reports and Dashboards automatically show the latest data from Salesforce, eliminating the need to manually update spreadsheets.

 

18. Sales Forecasting

Salesforce Sales forecasting provides insight into projected sales, based on your team’s open Opportunities. Opportunity amounts, target close dates and estimated likelihood of winning inform the pipeline forecast.

 

19. Einstein Lead Scoring

(New, additional cost)

Salesforce Einstein Lead Scoring uses AI to prioritize leads based on conversion likelihood, using your businesses lead conversion patterns that it detects using machine learning.

 

20. Agentforce Sales Development Representative (SDR)

(New, additional cost)

Salesforce’s Agentforce SDR Agent can engage with prospects 24/7, answering basic questions and scheduling meetings based on CRM and external calendars.