This feature works with Salesforce SSO or Microsoft Entra SSO enabled for your event
Pre-Fill Registrant Information Coming From Another Platform
The SSO Field Mapping feature pre-fills registration or request fields automatically with the logged in user's information coming from another platform (e.g. Salesforce or Microsoft Entra), 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 or Microsoft Entra SSO enabled and required for anyone who visits the event page.
As an admin, you can configure which form fields will populate information coming from the other platform's fields by mapping them.
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 the other platform.
Before You Begin
Before you begin make sure you've already done the following:
✅ The Salesforce or Microsoft Entra SSO is enabled for your account
✅ SSO is required to access the event's website
Additional Step When Using Salesforce SSO
⚠️ Do not skip this if you're using Salesforce ⚠️
If you've already connected your Salesforce SSO, you'll need to do these steps to ensure that the field mapping feature also works.
➡️ Click the arrow to expand and see the steps
➡️ Click the arrow to expand and see the steps
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 Settings > SSO Configuration
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
Once your SSO is already connected and you've done the additional steps for Salesforce, you can start setting up your Data Mapping
Enable SSO Data Mapping in Accelevents
Go to Settings > Settings in the Accelevents admin console
Enable SSO Data Mapping
Enable Require SSO to access event's Website if you haven't yet when you set up your integration
Note: If you connected multiple platforms, you will have to select the correct account to use in the dropdown. You can only use 1 platform for the SSO Data Mapping feature.
Map the Order Form Fields
Go to Registration > Order Form
In Order Form > Ticket Buyer, map the other platform's 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 the other platform.
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 the other platform.
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, access your event landing page and log in through SSO. 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.
