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, 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.
There are four key parts to setting up your Salesforce integration:
Configuring the Integration in Accelevents
Login to Accelevents using credentials associated with your Enterprise account. Once in the Organizer Console, locate and click on your Organizer profile at the bottom left of your screen.
Go to the Integrations tab and click Connect / Configure under the Salesforce logo. It will say Connect if it's your first time connecting your Salesforce account.
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 Salesforce instance
On the next screen, log in to your Salesforce account.
After logging in, be sure to allow the following permissions:
Select the Record Type from the dropdown. By default, it will select Lead. 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. If there are any errors, feel free to refresh and try again. You will always be able to re-configure.
After you click Next, you will see a Salesforce to Accelevents Public URL. Copy that URL and paste it somewhere because you will use that later for setting up a webhook. Click Finish.
After clicking Finish, the button under Salesforce will turn green - click on Enable to finalize the integration.
You can always click the green button again to disable this integration. When you do, the button will turn red.
If you want to redo the process and map additional fields, click on the edit icon.
To link a different Salesforce account or reset everything, click on the trash icon to confirm deleting the configuration.
That's it! You're done with the first part of integration!
Mapping 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.
If you add custom fields in your order form, they should also appear in the mapping. Just refresh if it doesn't show.
If you're adding the Disclaimer responses to the mapping, select any Salesforce Property that is most applicable (e.g., Status)
Testing Your Integration and Accessing Accelevents Attendees in Salesforce
Register as an attendee to your event to check if your integration worked. Then open your Salesforce account to check if the attendee has been added as a lead or contact.
In Salesforce, click the menu icon.
Search for sales
Click Leads or Contacts depending on your setup in step 3
You should be able to see the attendee in the leads or contacts list
Accessing the Attendee Status in Salesforce Campaigns
To know whether the attendee has already checked in to the event, you need to navigate to the Campaigns tab in Salesforce, where your events will be listed, and from there, you can check the attendee details. The Subscriber State field will show you the status of whether the attendee is only registered for the event, if they've checked in or if their ticket was refunded or deleted.
After your first ticket purchase test, a campaign in Salesforce will be created. The Campaign name is your event name. The attendee added to your lead tab will now appear as a campaign member.
Click the event name
Click Campaign Members to see the Lead.
To see the attendee details, click the name.
If the attendee has not checked in to the event, the Subscriber State will say REGISTER.
If the attendee has checked in to the event, the Subscriber State will say ATTEND.
If the attendee ticket has been deleted or refunded, the Subscriber State will say CANCEL.
Frequently Asked Questions
Can I add custom fields?
Yes, after adding your custom field, it should appear in the dropdown selection when configuring the mapping.
What if I want to add more fields to the already linked Salesforce account?
You will need to delete the existing integration and redo the process to get to the Configure Salesforce Mapping window and add fields.
Will this be linked to all events I have on the Organizer profile?
Yes. As long as the events are under the same organizer profile.