In this article, we'll talk about where to find attendees records in Salesforce if your integration is set to map to Salesforce Campaigns.
If your integration is connected to Salesforce Programs, check this other article.
If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into Salesforce.
Find Attendees in Salesforce Campaigns
After connecting the Salesforce-Accelevents integration, contacts or leads will be created or updated with the attendee information for new registrations.
With Campaigns selected in your integration, new campaign member records with the attendee information will be created under the associated campaign.
If you selected "auto-generated campaign" in your integration settings, the first registration to the event post-integration set up will trigger the creation of the campaign.
Important Note: If you're using the cross-matching feature and using multiple matching criteria fields, please Disable the Duplicate Rules in Salesforce to ensure records are created or updated.
Attendee Contact or Lead Records in Salesforce
When there's a new registration and the Salesforce integration is enabled, a new contact or lead record will be created. The record type created will depend in your integration settings.
If the attendee's email address belongs to an existing record in your Salesforce account, the integration will not create a duplicate record, instead it will update the existing record.
Login to Salesforce
Click the menu icon
Search for sales
Click Leads or Contacts
You should be able to see the registrant in the list
When you open the record, you'll see that the mapped data populated on the proper fields.
Salesforce Campaign
In the Salesforce Campaign, you'll find campaign member records created for attendees.
If you selected "auto-generated campaign" in your integration settings, the first registration to the event post-integration set up will trigger the creation of the Salesforce Campaign.
The Salesforce Campaign that will be created will have the same name as your event.
In Salesforce, click the menu icon
Search for sales
Click Campaigns
Select the campaign (your event name)
Note: When the campaign is generated, these fields are also automatically created in your Salesforce account:
Event URL
Organizer Name
Subscriber State
Attendee Campaign Members in the Campaign
In the campaign, you'll see a section for Campaign Members, you can click View All to see the full list of registrants for the event.
Click the name to open the campaign member record. When you open the record, you'll see that the mapped data populated on the proper fields.
Event Registration Status in Campaign Member
To know if the attendee has already checked in to the event, you can look at the campaign member record (not the lead or contact record) and look at the Subscriber State field which will show you the status of whether they are only registered for the event, if they've checked in, or if their ticket was refunded or deleted.
REGISTER - they have not entered the event
ATTEND - they have entered the event
REFUNDED - they were fully refunded
PARTIALLY REFUNDED - they were partially refunded
CANCELED - the ticket has been deleted or canceled.
Notes:
If you have enabled the toggle to Create a new contact or lead for every ticket holder is turned on, it will also create a new member if the ticket holder buys another ticket.
If you have enabled the toggle to Create a new contact or lead when the ticket holder's email address is updated in the order, the old member will be removed from the campaign when the email address is updated in the order, and the new member will be added to the campaign.
Both tickets and add-on purchases can be synced with Salesforce.
If the ticket is refunded, canceled, or deleted by our backend engineers and not through the normal process, the subscriber status will not update.
If registrations originate from Salesforce, attendees will also be added as campaign members and you can also track their check-in status through the Subscriber State field.
Contact Creation Rules and Order Update Behavior
To understand more about when records are created or updated, check these other topics.