The SSO Field Mapping feature pre-fills registration or request fields automatically with the logged in user's information coming from Salesforce, saving users time to enter all the information and ensures consistency across systems.
This feature can be applied to attendee registrations and approval workflow forms for speakers and exhibitors for events with Salesforce SSO enabled and and required for anyone who visits the event page.
As an admin, you can configure which form fields will populate information coming from Salesforce fields by mapping the fields.
How Does it Work?
Anyone who visits your event page must log in through Single Sign On (SSO), then when they open the registration or request form, the mapped SSO fields will be pre-filled with their details coming from Salesforce.
Before You Begin
Before you begin make sure you've already done the following:
✅ The Salesforce SSO is enabled for your account
✅ SSO is required to access the event's website
Enable the Client Credentials Flow in Salesforce
Log in to your Salesforce Account
Click on the gear icon in the top-right corner
Select Setup
Search for External Client App Manager in the search field and select it
Open the external client app that you created to enable the SSO integration
Go to the Settings tab
Click Edit
Select OAuth Settings
Select Enable Client Credentials Flow under Flow Enablement
Click Save
Get your Custom Domain in Salesforce
Log in to your Salesforce Account
Click on the gear icon in the top-right corner
Select Setup
Search for My Domain in the search field and select it
Copy the Current My Domain URL
Add the Custom Domain in the SSO Settings in Accelevents
Go to your White Label Dashboard
Select the Enterprise Settings tab
Click the SSO Configuration sub-tab
In the Salesforce SSO settings, add your custom domain, make sure to add
https://just like this example:https://accelevents-d-dev-ed.develop.my.salesforce.com
Click Save
Enable SSO Data Mapping in Accelevents
Go to Settings > General Settings in the Accelevents admin console
Enable SSO Data Mapping
Map the Order Form Fields
Go to Registration > Order Form
In Order Form > Ticket Buyer, map the Salesforce fields to the order form fields through the SSO Source Field column
Map the Speaker Request Fields
If you're using the session and speaker approval workflow, you can also map the speaker fields to auto-populate the speaker's information from Salesforce.
Go to Registration > Approvals
Go to Session > Form > Speaker Information
Map the Salesforce fields to the speaker form fields through the SSO Source Field column
Map the Speaker Request Fields
If you're using the exhibitor approval workflow, you can also map the exhibitor fields to auto-populate the exhibitor's information from Salesforce.
Go to Registration > Approvals
Go to Exhibitor > Setup & Customization > Exhibitor Information
Map the Salesforce fields to the exhibitor form fields through the SSO Source Field column
That's it! To test this, log in through SSO and register as an attendee or submit a request. Make sure that your record in Salesforce have values for the fields that you mapped to see if they will auto populate in the form.
