Salesforce Integration - Import Registrant Data

Salesforce is a CRM that equips sales, marketing, service teams, and the admin team with the customer information required to administer its interaction with them. The Salesforce - Zuddl integration lets you import campaign members in Salesforce as a registrant to a Zuddl event.

Integration

The Salesforce integration can be split into two main steps

• Global-level integration - Installing Salesforce

• Event-level integration

Prerequisite

If your organization requires you to create a special user with required permissions for integration purposes, you need to create an API-only user profile in your Salesforce with Modify All Data or Modify All permissions. Learn how to create an API-only user profile.

Install Salesforce on Zuddl

The following steps show how to install Salesforce on Zuddl.

Note: If you’ve already installed the Salesforce integration to export Zuddl registrants to Salesforce, you can skip this step.

On the Zuddl common dashboard,

1. Click on Integrations.

2. On the Salesforce card, click on View Details button.

3. Inside the Salesforce integration details page, click Install app.

4. On the Salesforce authentication window, click on New authentication.

5. On the Create a new authentication page, enter the following details and click Create.

   1. Your authentication name: A unique name for you and Zuddl to identify your authentication.

   2. Salesforce instance type: Select either Production or Sandbox to authenticate your Salesforce production or sandbox instance with Zuddl. Use the Sandbox instance to test out the integration and later authenticate your production instance. 
      Tip: If you wish to test out the integration on your sandbox instance, for the first time you can authenticate by selecting the Sandbox instance. Later, if you wish to connect your Salesforce production instance, you need to Uninstall app and re-Install app to(from the common dashboard) create a new authentication for your Production instance.

6. On the Consent screen, click Allow to grant access to the required permissions.

7. In the Lead Source field, enter a value for the lead source in Salesforce whenever a lead is created through the integration. Defaults to Events.  You can edit this later.
   

8. Click Finish. This creates the authentication for your Salesforce instance

Once the installation is done and the authentication is successful. You must set up the event-level integration for every event individually to establish this data flow.

How it works

The Salesforce to Zuddl integration requires a Salesforce Campaign in order to import campaign members as registrants into a Zuddl event. You can link any Salesforce campaign to a Zuddl event for the integration to import registrants from. You can add multiple campaigns as the source, the integration imports all the campaign members as registrants to the Zuddl event. The registrants appear in People > Attendees with the status “Registered”.

Note:

• The integration imports all the existing members and new members added to the Campaign as registrations into Zuddl.

• The integration does not import any registrant email address from Salesforce that already exists in the Zuddl event.

Warning: Before you enable the event-level integration, ensure that the “Event invitation” email for attendees has been toggled on from the Communication menu. Without this enablement, registrants will not receive any event invitation.

Learn how to set up email communication for your event.

Event-level integration

Warning: Before you enable the event-level integration, ensure that the “Event invitation” email for attendees has been toggled on from the Communication menu. Without this enablement, registrants will not receive any event invitation.

Learn how to set up email communication for your event.

In Salesforce, you can leverage the Campaigns object to track event-level data that comes from Zuddl. A Zuddl event must be tied to a Salesforce campaign to receive registrant details. A campaign ID is used to link a Zuddl event with a Salesforce campaign.

1. Inside the Zuddl dashboard, go to the connected event then inside the event setup, go to Integrations > Salesforce.

2. On the Salesforce card, click the Pull Data button. 

3. Toggle on Salesforce and paste the campaign ID copied from the Salesforce URL. This establishes the connection to your Salesforce account.
   

4. You can add multiple campaign Ids by clicking the Add Campaign ID button. The integration does not put any limitation on the number of source campaigns it can import registrants from.

More options

For each campaign Id, there are additional options as explained below:

• Edit: This option lets you edit a previously entered campaign Id. This stops importing campaign members from the old campaign and starts from the other campaign. The registrant imported so far by the previous campaign Id does not get deleted.

• Delete: This deletes the campaign and stops importing from the same. Deleting a campaign from Salesforce does delete the existing registrants in Zuddl.