Getting more data from your attendees has never been more critical. With our built-in Salesforce integration, you can add attendees from your event and have the data automatically appear in Salesforce. Now you can discover registrant and attendee insights before your event begins!
This integration is only available for Scale / Business, Professional, Enterprise, and White Label accounts.
Please do not use a trial salesforce account because it does not support REST_API. Please use an enterprise or developer account. You can create a developer account from this page.
Attendee registrations that are done before the integration will not appear in Salesforce.
Accelevents has a "native integration" with Salesforce, meaning we have created our built-in integration, but we are not "Salesforce native," a company built completely in Salesforce.
This is the key step to set up your Salesforce integration:
This is an optional steps you may want to customize depending on your requirements:
Configure the Integration in Accelevents
Go to your Organizer Portal by clicking the Manage Organization found on the bottom left corner of any event admin console.
Go to the Integrations tab and click Connect under the Salesforce logo to begin.
If you're not seeing the Integrations tab, you'll need to access your Enterprise or White Label Dashboard to see the Integrations tab. Click My Enterprise from the Organizer Portal to take you to your Enterprise or White Label Dashboard, where you should find the Integrations tab.
You can also access the direct Enterprise or White Label Dashboard URL to see the Integrations tab. The URL would look something like this:
Select the organizer you want to connect by clicking the circle next to the organizer's name. Then, click Connect Now.
A pop-up window will appear, prompting you to log in to your Salesforce account.
Click on New Authentication
Name the authentication
Select Production under the SalesForce Instance Type
On the next screen, log in to your Salesforce account.
Select the Record Type from the dropdown. If you choose Lead, the attendee data will be saved in the Leads list in your Salesforce account. If you choose Contact, the attendee data will be saved in the Contact list in your Salesforce account. Click Next.
After clicking Finish, return to the Integrations tab and wait for the integration to enable. The green button under Salesforce will turn red once enabled and connected.
The next steps below are for other optional settings and a way to edit or disconnect your integration.
Map Default and Custom Question Fields
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to Salesforce.
If you want to add new mappings beyond the defaults, go to Settings > Integrations > Configure Salesforce.
You'll see two lists there - one for Accelevents Fields and one for Salesforce Properties. You can set what you'd like for each field with the Add a new Mapping button.
To correctly map questions, enable the question on both the Ticket Holder order form and the Ticket Buyer order form.
Go to Registration > Order Form
Enable Collect both Ticket Buyer and Ticket Holder Information
Go to the Ticket Buyer tab and enable the include and require toggles for the questions to be included in the mapping
Go to the Ticket Holder tab and enable the include and require toggles for the questions to be included in the mapping
If you have multiple events, you'll need to set the mapping for each event.
If you add custom fields in your order form, just refresh if they are not appearing in the mapping.
If you can't find a matching Salesforce property for your custom field or other default fields (e.g., disclaimer and social medial links), select any Salesforce Property that is most applicable (e.g., Status) or create a new property / field in Salesforce.
If you selected Contact as your Record Type, Salesforce does not provide a built-in Company / Organization field. You may need to create a new field in Salesforce.
Edit the Integration
If you want to edit the existing integration, click Edit from the integrations page, and it will take you back to the step where it asks you to click "New Authentication" (step 4).
Disconnect the Integration
If you want to uninstall the integration, click the red Disable button, then click the 3 dot menu in the Salesforce tile on the integrations page within Accelevents, then click Uninstall. Once it's disconnected, you can connect a Salesforce account from scratch.
Frequently Asked Questions
Will the integration be linked to all events I have on the Organizer profile?
Yes. As long as the events are under the same organizer profile.
Will the additional mapping apply to all the events?
No, you'll need to set up the mapping for each event.
We plan to have the mapping available for duplicated events. Stay tuned!
Why am I seeing a Re-authenticate message?
This was a recent update on the integration feature, so you'll need to re-authenticate by clicking Update Now so that your integration is updated with the latest version.
Where can I find the registrants in my Salesforce account?
A new campaign in Salesforce will be created automatically after the first registration post-integration, where your registrants will be added as campaign members. You can also find them on the Leads or Contacts List depending on your setup.
Please read this article for more information on where to find those registrants in Salesforce, where to find the status in Salesforce when they check in or if the orders are deleted or refunded, what happens if there is a duplicate record, and what happens if an order is updated.
Can I create a campaign in SalesForce from scratch and link it to my event?
No, once you integrate, a campaign will be automatically created in SalesForce with the same name as your event after the first registration post-integration setup.
Will it create separate records if they buy multiple tickets for different attendees in one transaction?
Yes, each attendee will have their record in Salesforce.