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Lead Ads Salesforce Integration

Pinterest

2024

Discovery & Definition

The integration with Salesforce Marketing Cloud was born out of the desire to drive adoption of the newly released Lead Ads product at Pinterest. The team consisted of an EM, 2 engineers, PMM, and data. I led design and content and the sole designer flexing in to help the team. The project timeline was about 2 to 4 weeks from kickoff to launch.

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Pinterest launched Lead Ads in 2023, which allow advertisers to collect lead data through the use of a specific type of ad format. The package needed to be build using an I-frame that lived directly within the Salesforce ecosystem and would require users to authenticate for both parties. Ultimately, the app needed to process Pinterest lead data into Salesforce Marketing Cloud.

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MENU
Works
Featured Projects
Info
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Lead Ads Salesforce Integration

2024

Discovery & Definition

The integration with Salesforce Marketing Cloud was born out of the desire to drive adoption of the newly released Lead Ads product at Pinterest. The team consisted of an EM, 2 engineers, PMM, and data. I led design and content and the sole designer flexing in to help the team. The project timeline was about 2 to 4 weeks from kickoff to launch.

‍

Pinterest launched Lead Ads in 2023, which allow advertisers to collect lead data through the use of a specific type of ad format. The package needed to be build using an I-frame that lived directly within the Salesforce ecosystem and would require users to authenticate for both parties. Ultimately, the app needed to process Pinterest lead data into Salesforce Marketing Cloud.

Challenges & Opportunities

As a business, the primary problem we were looking to solve was to drive the adoption of lead ads by providing a direct integration with multiple CMSs—with Salesforce Marketing Cloud being one of the top priorities.

‍

On the user side, advertisers were looking for a way to conveniently pull in potential leads directly into their already established platform so that they could effectively engage with those leads without having to worry about any technical limitations to receiving the data.

No items found.
MENU
Works
Featured Projects
Info
Learn More
Back to index

Lead Ads Salesforce Integration

Pinterest

2024

Discovery & Definition

The integration with Salesforce Marketing Cloud was born out of the desire to drive adoption of the newly released Lead Ads product at Pinterest. The team consisted of an EM, 2 engineers, PMM, and data. I led design and content and the sole designer flexing in to help the team. The project timeline was about 2 to 4 weeks from kickoff to launch.

‍

Pinterest launched Lead Ads in 2023, which allow advertisers to collect lead data through the use of a specific type of ad format. The package needed to be build using an I-frame that lived directly within the Salesforce ecosystem and would require users to authenticate for both parties. Ultimately, the app needed to process Pinterest lead data into Salesforce Marketing Cloud.

Challenges & Opportunities

As a business, the primary problem we were looking to solve was to drive the adoption of lead ads by providing a direct integration with multiple CMSs—with Salesforce Marketing Cloud being one of the top priorities.

‍

On the user side, advertisers were looking for a way to conveniently pull in potential leads directly into their already established platform so that they could effectively engage with those leads without having to worry about any technical limitations to receiving the data.

Ideation & Concept Development

The key design principal driving this project was the empowerment of advertisers to focus on lead engagement rather than data management through seamless integration, minimized complexity, clear guidance, and the utilization of familiar patters. It was important that the integration consist of the same system and architecture that advertisers used to set up the Lead Ads on the Pinterest in the first place to help with comprehension and usability.

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Lead Ads Salesforce Integration

Pinterest

2024

Discovery & Definition

The integration with Salesforce Marketing Cloud was born out of the desire to drive adoption of the newly released Lead Ads product at Pinterest. The team consisted of an EM, 2 engineers, PMM, and data. I led design and content and the sole designer flexing in to help the team. The project timeline was about 2 to 4 weeks from kickoff to launch.

‍

Pinterest launched Lead Ads in 2023, which allow advertisers to collect lead data through the use of a specific type of ad format. The package needed to be build using an I-frame that lived directly within the Salesforce ecosystem and would require users to authenticate for both parties. Ultimately, the app needed to process Pinterest lead data into Salesforce Marketing Cloud.

Challenges & Opportunities

As a business, the primary problem we were looking to solve was to drive the adoption of lead ads by providing a direct integration with multiple CMSs—with Salesforce Marketing Cloud being one of the top priorities.

‍

On the user side, advertisers were looking for a way to conveniently pull in potential leads directly into their already established platform so that they could effectively engage with those leads without having to worry about any technical limitations to receiving the data.

Ideation & Concept Development

The key design principal driving this project was the empowerment of advertisers to focus on lead engagement rather than data management through seamless integration, minimized complexity, clear guidance, and the utilization of familiar patters. It was important that the integration consist of the same system and architecture that advertisers used to set up the Lead Ads on the Pinterest in the first place to help with comprehension and usability.

Process & Results

The flow itself comprised of three steps: authentication, form selection, and key mapping. Wherever possible, I added educational information to help with comprehension of the technical requirements. A prototype was also created to help illustrate the interaction design in handoff to eng.

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The integration performed well with surveyed advertisers remarking that the app allowed them to focus on lead engagement strategies rather than data management. The project is a testament to the collaborative efforts of the team who not only had to partner with a new designer but also with Salesforce.

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