Accelevents to Salesforce Integration
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.
Important Notes:
The integration feature is not available for Free and Starter plans.
Please do not use a free or 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.
Please ensure that the Salesforce login credentials used to connect the integration have System Administrator permissions. If the user does not have permission to modify all data or modify metadata, it will cause the integration to break, as the integration requires creating campaign fields.
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.
Our Salesforce integration is compatible with Salesforce Nonprofit Cloud.
How Does It Work?
When an attendee registers for the event, a new record will be created for that attendee or it will update an existing one with a matching email address. These attendees will be added as members in a campaign, it can be an auto-generated campaign by Accelevents or an existing campaign in your Salesforce account. Aside from the attendee first name, last name and email, other information can be included in the import such as their answers in the order form, such as job title and organization, and you can also include other auto-generated information about their order, such as the ticket name, order number, ticket number and more. The integration can also track whether the attendee has checked in to the event and if their ticket has been canceled or deleted. It can also track other activities done by the attendee such as joining a session, checking out a booth, posting a comment in the lobby feed and more.
Connect the Integration
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.
Important 
Please ensure that the Salesforce login credentials used to connect the integration have System Administrator permissions. If the user does not have permission to modify all data or modify metadata, it will cause the integration to break, as the integration requires creating campaign fields.
Click on New Authentication
Name the authentication
Select Production under the SalesForce Instance Type
Click Create.
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.
Click Finish.
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.
At this point, you're done setting up your integration, which will apply to all events under the organizer you integrated; all new registrations should be automatically added to your Salesforce account.
The next steps below are for mapping fields, other optional settings, and a way to edit or disconnect your integration.
Map Order Form Questions
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 include other order form answers to be included in the data transfer, you can map those fields in the Configure Salesforce Mapping menu.
Important Step: Please map the Ticket ID. This will ensure that when changes are made to the ticket holder's information, the correct record in Salesforce will be updated. Other records with the same email address may be updated without this information in the Salesforce record.
Important Note: We can only map to Salesforce fields in text, number, picklist, and URL format. It will not work if the Salesforce field is a date picker, formula, checkbox, etc.
Other Optional Settings
Import Other Auto-Generated Information from the Attendee's Order
Aside from mapping the order form fields, you can also map auto-generated data from the attendee's order, such as the order number or ticket number.
Include Add Ons to the Import
Aside from ticket purchases, you can also include add-on purchases to the import. It will create a separate contact or lead record in Salesforce.
Change the Salesforce Campaign Settings
With the Accelevents to Salesforce integration, all attendees exported to Salesforce will be added to an auto-generated Salesforce campaign. With the Accelevents campaign settings, you'll be able to choose one of your existing campaigns instead of the auto-generated one, set the campaign to active, and choose the campaign record type.
Override the Default Contact or Lead Creation Rules
With the Accelevents to Salesforce integration, we have a set of rules and conditions as to when a contact or lead is created or updated and a couple of options to override those rules. You can override the rule that searches for duplicates or enhance the duplication rule by adding more matching criteria and searching for matches both in leads and contacts.
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.
Disable the Integration for a Specific Event
If you don't want a specific event to be integrated with Salesforce, you can open the admin console for that event and navigate to Settings > Integrations. Then, turn off the toggle next to Salesforce.
Re-authenticate the Salesforce Integration
If you see a re-authenticate banner on the Integrations page in the organizer portal or white label / enterprise dashboard, this means there was a recent update on the integration feature, so you'll need to re-authenticate by clicking Update Now to update your integration with the latest version.
