How to set up an integration with Salesforce, SFDC
atEvent offers the deepest, most flexible Salesforce integration—so your team can capture the insights you need at every event, conference, and tradeshow and transfer them into Salesforce automatically for near real-time follow-up and nurture.
By using your Salesforce user credentials you can seamlessly integrate the atEvent platform to your companies unique Salesforce instance. This will allow you to automate the lead creation/update process from leads captured through the atEvent app at events. In addition, atEvent fields will map to the Salesforce Contact fields which updates the Contact Object with demographic data and atEvent data captured through the app.
- Check out our Salesforce instance setup guide to configure your instance
Permissions required in SFDC:
Create an API User
Create Custom Contact Properties
Follow along in the atEvent setup guide to then setup your atEvent Sync profile and integrate atEvent with Salesforce
Salesforce Integration Setup
View and download our end-to-end setup guide below:
atEvent Central Setup (Salesforce Integration)