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Salesforce Change Data Capture Setup

This guide walks you through connecting your Salesforce org to TNT Growth and enabling Change Data Capture (CDC) so that Salesforce record changes — like an Opportunity moving to "Closed Won" — automatically fire ad platform conversions (Google Ads, Meta, LinkedIn, etc.).

Prerequisites​

Before you begin, make sure you have:

  • Salesforce admin access (or access to someone who does) — CDC configuration requires admin permissions in Salesforce Setup
  • A TNT Growth account — your account manager will provide the connect link
  • Change Data Capture available in your Salesforce edition — CDC is available in Enterprise, Unlimited, and Developer editions. It is not available in Professional or Essentials editions.

Step 1: Connect Your Salesforce Account​

Your TNT Growth account manager will send you a Connect Salesforce link. This is a one-time OAuth authorization that grants TNT Growth read-only access to your Salesforce change events.

  1. Click the connect link provided by your account manager
  2. You will be redirected to your Salesforce login page
  3. Log in with your Salesforce credentials
  4. Review the permissions and click Allow
  5. You will be redirected back to a confirmation page
info

The connect link is specific to your organization. Do not share it publicly. If the link expires, ask your account manager for a new one.

What permissions are granted?​

The OAuth connection grants:

  • API access — allows TNT Growth to read Salesforce records when a change event fires (to extract click IDs like GCLID)
  • Change Data Capture access — allows TNT Growth to subscribe to real-time record change notifications
  • Refresh token — allows the connection to stay active without re-authenticating

TNT Growth does not gain the ability to create, modify, or delete any records in your Salesforce org.

Step 2: Enable Change Data Capture in Salesforce​

After connecting, you need to enable CDC for the Salesforce objects you want to track. This tells Salesforce to publish change events when records are created or updated.

Important

This step must be performed by a Salesforce administrator. If you are not an admin, forward these instructions to your Salesforce admin.

2.1 Open Salesforce Setup​

  1. Log into your Salesforce org
  2. Click the gear icon (⚙️) in the top-right corner
  3. Click Setup

2.2 Navigate to Change Data Capture​

  1. In the Quick Find search box (left sidebar), type Change Data Capture
  2. Click on Change Data Capture under the Integrations section

2.3 Select Objects to Track​

You will see two columns:

ColumnDescription
Available Entities (left)Salesforce objects not yet enabled for CDC
Selected Entities (right)Salesforce objects currently enabled for CDC

To enable CDC for Opportunities:

  1. Find Opportunity in the Available Entities list on the left
  2. Click on Opportunity to select it (it will be highlighted)
  3. Click the right arrow button (→) in the middle to move it to Selected Entities
  4. Verify that Opportunity now appears in the Selected Entities list on the right

To also enable CDC for Leads (optional):

  1. Find Lead in the Available Entities list
  2. Click the right arrow button to move it to Selected Entities

2.4 Save​

  1. Click the Save button at the bottom of the page
  2. Wait 2-5 minutes for Salesforce to propagate the changes across your org
tip

You can verify CDC is enabled by going back to the Change Data Capture page — your selected objects should appear in the Selected Entities column.

Step 3: Notify Your Account Manager​

After enabling CDC, let your TNT Growth account manager know. They will:

  1. Enable the CDC objects in your TNT Growth configuration
  2. Create event mappings that define which Salesforce field changes trigger conversions
  3. Configure click ID extraction so GCLID, FBCLID, and other attribution identifiers are captured from your Salesforce records
  4. Test the connection by triggering a test change in Salesforce and verifying the conversion fires

How It Works​

Once everything is configured, the flow is fully automatic:

Salesforce record changes (e.g., Opportunity Stage → "Closed Won")
    ↓
Salesforce publishes a Change Data Capture event
    ↓
TNT Growth receives the event in real-time
    ↓
TNT Growth reads the full record to extract click IDs (GCLID, FBCLID, etc.)
    ↓
Conversions are fired to the configured ad platforms (Google Ads, Meta, etc.)

No manual data entry, no CSV uploads, no batch processing. Conversions fire within seconds of the Salesforce record change.

Frequently Asked Questions​

What Salesforce editions support CDC?​

Change Data Capture is available in Enterprise, Unlimited, and Developer editions. It is not available in Professional or Essentials editions. If you are unsure of your edition, go to Setup → Company Information and check the Organization Edition field.

Can I enable CDC for custom objects?​

Yes. If you have custom objects (e.g., Patient__c, Application__c), they can be enabled for CDC in the same way. Let your account manager know the API name of the custom object.

Does enabling CDC affect Salesforce performance?​

No. CDC is a native Salesforce platform feature that publishes events asynchronously. It does not add load to your Salesforce org or slow down user operations.

What happens if the connection is lost?​

TNT Growth automatically reconnects if the connection drops. If the OAuth token expires or is revoked, your account manager will send you a new connect link. Salesforce retains change events for up to 3 days, so TNT Growth will typically catch up on missed events when reconnected. Events older than the retention window may be unrecoverable.

Can I disconnect at any time?​

Yes. Contact your account manager to disconnect. Disconnecting revokes TNT Growth's access to your Salesforce org. Your Salesforce data and CDC settings are not affected — only the TNT Growth connection is removed.

What data does TNT Growth access?​

When a CDC event fires, TNT Growth reads the changed record to extract:

  • Click IDs (GCLID, FBCLID, MSCLKID, etc.) from fields you designate
  • Email and phone (hashed before sending to ad platforms) for enhanced matching
  • Record metadata (stage name, amount, etc.) for conversion value attribution

TNT Growth does not store your Salesforce data beyond what is needed to fire the conversion. Records are processed in real-time and not retained.

I enabled CDC but nothing is happening​

Common causes:

  1. Wait 2-5 minutes — Salesforce needs time to propagate CDC settings
  2. Verify the objects — go back to Setup → Change Data Capture and confirm your objects are in the Selected Entities list
  3. Check with your account manager — they need to enable the objects and create mappings on the TNT Growth side
  4. Connected App scopes — your Salesforce admin may need to verify that the connected app has the cdcapi scope enabled. Go to Setup → App Manager → [TNT Growth App] → Manage → Edit Policies and ensure the required scopes are present.

Need Help?​

Contact your TNT Growth account manager or email support for assistance with the setup process.