Integration with Salesforce
- What kind of data and process can be integrated between InEvent and Salesforce?
- How do I integrate my Salesforce account with InEvent?
- Company level
- Event level
Integrating InEvent with Salesforce can shape a whole new way of creating a customer-centric view of your event attendees that will help you get more results out of your customer database, mitigate risk and enable a frictionless sales process. This integration works two ways, so data that is synchronized to your Salesforce database will also appear on the InEvent platform.
What kind of data and process can be integrated between InEvent and Salesforce?
Easily import, export, and sync any of the following:
- Contact names
- Custom fields
How do I integrate my Salesforce account with InEvent?
To integrate your Salesforce account with InEvent, at the company level, look for Integrations on the left side menu, and click on Salesforce.
After this, you will select one of the options below:
- Link Production Account
- Link Sandbox Account
Next, the Salesforce login page will open up. Please, log in with your Salesforce account information.
Now that your Salesforce account is linked, you can select in which "folder" the data will be saved:
Define where people will be saved when exported to Salesforce
When exporting people, you can save them on Contacts, Leads or you can go with the Automatic option, which will check your Salesforce account to see if the person is already a lead or a contact and save it in the appropriate place.
Define whether a new campaign should be automatically created when an event is created
You may configure your salesforce settings at the company level to create a new campaign at Salesforce every time you create a new event in the InEvent platform.
To enable this, select Yes from the dropdown bar of the question When creating an event, should we create a campaign?
With your event opened in the InEvent platform, go to Settings > Integrations > Salesforce.
On this page, you will be able to manage your Salesforce account.
Linking custom fields from Salesforce with custom fields from InEvent
You will be able to link your custom fields from Salesforce with your custom fields from InEvent.
First of all, you must choose whether the default fields will be automatically overwritten or you can select exactly which fields will be overwritten. Choose by enabling or disabling the tool below
To learn how to create custom fields on your registration form in InEvent, click here. Only fields set as plain text answers will be linked with Salesforce.
To link your fields from Salesforce with InEvent, click on the Edit button in the top right corner and link the fields under Salesforce fields to match the InEvent fields.
How do I import Contact Names, Leads, Lists, or Campaigns?
You can import your contacts, leads, lists, or campaigns to Invitees or Attendees on the InEvent platform.
To import attendees, click in People > Attendees > click Edit on the right upper corner. Then, you will see the button Import from Salesforce.
By clicking on the Import from Salesforce button, a new window will open, where you can select what you wish to export: Contacts, Leads, Campaigns, or All.
Choose one option, search the names that are on your Salesforce account you would like to import, and press the Import button at the bottom.
After clicking on the Import button, you will be able to see all the contacts that were imported. To identify the names from salesforce, you will see an icon next to the name.
To import invitees, go to People > Invitees and follow the same process described above.
How do I sync my campaigns?
Now you can sync your campaigns from Salesforce to InEvent meaning data will be shared between both platforms.
To sync a campaign, go to Settings > Integrations > Salesforce. Then, click Edit in the top right corner and scroll down to Event configurations.
You can choose from the drop-down bar, one of your campaigns and set the configurations which are as follows:
- Sync new registrations
- Sync email opt-outs
- Sync leads from Salesforce automatically
Once you have configured the settings click on End in the top right corner to save.
Once your campaign is linked, you can manually sync the data by going to People > Attendees and clicking on the Salesforce refresh button.
Exporting edited information to Salesforce from the InEvent platform
You can edit the attendees' details on the InEvent platform and send the updated info directly to Salesforce.
To do so, go to People > Attendees and choose the contact name (from Salesforce). A window with this person’s details will appear. Click on Edit, update the information, and click on the Export to Salesforce button, as shown below:
Salesforce Visualforce plugin
Visualforce is a web development framework that enables developers to build sophisticated, custom user interfaces for mobile and desktop apps that can be hosted on the Lightning Platform. You can use Visualforce to build apps that align with the styling of Lightning Experience, as well as your own completely custom interface.
Click here to learn how to link Visualforce with your Salesforce integration.