Salesforce funnels
The CRM giant, whose paid social trades reports, a calculator and demos for a phone number, all through one eight-field form.
Salesforce had 69 active ads on its Facebook page on 9 October 2026, and their UTM tags spell
out the plan: region, product line and an objective code on every link. Most are brand
awareness, either the “agentic enterprise” campaign or stories from its own newsroom. The
lead-generation ads (pg-mtp) send people to gated reports, an ROI calculator and demo
videos for Sales, Service and Marketing Cloud, and one small-business ad sells the Starter
Suite trial through a founder community on Instagram.
Every gated offer uses the same form: name, job title, company, company size, country, email and a required phone number. The form changes with the country. A European visitor gets an unticked marketing opt-in; a US visitor gets no box at all and an extra State field. What’s behind the form opens the moment it’s sent (the PDF itself, or a “thank you” page with the demo) and the links to it sit in each page’s source.
Salesforce · SaaSSalesforce Sales Cloud ROI CalculatorEight required fields to reach a calculator that needs two clicks, and arrives with a 282% ROI already filled in.View funnel →
Salesforce · SaaSSalesforce Starter Suite free trialA founder community fronts the Instagram ad, “Comment STARTER” for the trial, and a three-step form that asks for email and phone last.View funnel →
Salesforce · SaaSSalesforce State of Sales reportA 37-page research report behind an eight-field form. The PDF opens the moment the form is sent, and its last pages lead to the next gate.View funnel →