Relevant to: Event Lead Management
| This Help Center article is relevant to customers using the Event Lead Management system only. If you are using the Event Lead Management system with the Demand Acceleration Platform, see Setting up an Integration to Salesforce. |
After connecting the Event Lead Management system with your Salesforce instance, you can add the integration to an Event. This article explains how to configure the settings and map fields to enable lead flow into Salesforce.
| You need to have 1) connected your Salesforce account with the Event Lead Management system, and 2) have finalized your Event form - before setting up an integration on the Event. |
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| Connecting the Event Lead Management system to Salesforce | |
In this article
Adding a Salesforce integration to an Event
| This step needs to be repeated with each Event that will create Salesforce leads. Duplicating an existing Event that already has a Salesforce integration will duplicate the setup. |
1. In the Events dashboard, open an Event.
2. Select Setup integrations.
3. Select Salesforce and click Add.
4. Define how you would like data to be updated in Salesforce. Read more about the behaviour settings in Integrations & Duplicate Handling.
To link leads from your Event to an active Salesforce campaign, search for the campaign name or ID and select it from the drop-down menu.
In order for the campaign to be linked, select the Salesforce Member Status in the second drop-down menu. All leads submitted to the Event will be given the chosen member status inside the selected campaign.
If business card scanning is enabled for your Event, determine which source should be used to fill a Salesforce Lead Property, in case the transcription and the form values are different.
5. Proceed to map your fields and click on Save changes once finished. Fields set to Unassigned will not be filled with any data.
A note on Match and Mismatch labelsThe label displayed next to each mapped field indicates whether the mapped field data types are the same. For example, a string field mapped to a string field is the same data type and will display a Match label. Different data types that are mapped together will display a Mismatch label. This will not prevent you from saving the integration setup because certain data types are compatible despite them not being the same - for example, a string field can receive data from a number field. Some field types are not compatible and may cause leads to be rejected by the integrated system, for example a datetime field cannot receive data from a boolean (ie. 0 or 1) field. The Mismatch label simply serves as a prompt to double check that the mapping is accurate. If the fields are confirmed as compatible, the Mismatch can remain in place. |
Testing the Salesforce integration
| It is crucial to confirm that each test lead has been successfully received, properly routed and is complete within Salesforce - prior to your Event. |
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It is advisable to send numerous test values using different data capture methods (ie. business cards and badges if these will be used at your Event). This will minimize the risk of error during an Event when lead data is incoming. If you don't have access to Salesforce, collaborate with your system admin to confirm that test lead(s) have been received. |
1. In the mobile app or webform - Submit a test lead.
2. In the Event Lead Management dashboard - Navigate to the Event and check the lead has been received. Reference the Integrations Logging Page to confirm no errors have been reported (and to help with troubleshooting, if needed).
3. In Salesforce - Check that the lead has been received and correctly routed.
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The Salesforce integration has been added to your Event. |
Frequently Asked Questions
Can I create or update leads in Salesforce using this integration?
Yes. The Event Lead Management system will check Salesforce for existing records based on email address. If there is more than one match, the updated record will be updated.
Can I update an existing Salesforce lead by submitting the same person's data twice?
Yes, as long as the integration is set to one of the two Replace existing data options. Note that Salesforce uses its own separate method of checking for duplicates, which is not mirrored by the Event Lead Management system - this could impact the updating of leads.
How fast will my leads appear in Salesforce?
If your device is connected to wifi, data from the app will sync to the dashboard straight away, this information will usually be conveyed to Salesforce a few seconds after they appear in the Events dashboard.
Will the integration automatically assign leads to campaigns?
Yes, you can assign an active Salesforce campaign to your event. You will need to set a campaign member status to be assigned to any leads collected.
Will Assignment Rules be automatically applied to new leads created by Integrate Events?
Not automatically, but you can facilitate this by using your own Apex code.
Does the integration find duplicates inside both leads and contacts?
The integration only searches for duplicates inside leads.
Can I create leads in Salesforce when using check-in functionality?
Yes, provided you are using the Insert new leads and update existing leads (matched on email) setting (when defining the behaviour associated with leads that already exist in your Salesforce).
Can I update one Salesforce field with data from multiple questions?
Yes, it is possible to update one Salesforce field with the data from multiple form questions. For example, you may have split products out into categories but only have one Salesforce field for these.
How does this feature work when my devices are offline?
Leads are queued to be added to Salesforce once data synchronises to the Events dashboard.
Can I import the data that I collected before I set up the integration on an event?
You must set up the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel. See Importing Leads Into an Event.
How do I disable or remove an integration from an Event?
Go to the Event > Integrations and under the Salesforce row, select Remove Integration.
If a lead is affected by an error, can I resend the lead to Salesforce after I've corrected the issue?
Yes, use the 'resend outbound integration' functionality in the Events dashboard to resend affected leads to Salesforce. See Resending leads to integrated platforms.
Recommended Reading
- Integrations & Duplicate Handling
- Integrations Logging Page
- Troubleshooting integrations with Salesforce & Eloqua
- Resending leads to integrated platforms