Track referral sources, lead generation, conversation rates, and more with native integration options.
Brandlive’s Salesforce integration enables Admins to map and send Brandlive registration data to a Salesforce instance. With this integration, you can pass along any attendee data that is collected from your event registration form. Brandlive will filter out any unused fields created within your Brandlive integration instance to ensure previously collected data is not written over.
Preparing to Configure the Integration
Before configuring your integration, ensure that you have the proper permissions on Brandlive (Administrator) and Salesforce.
You will also need to supply:
- Salesforce user name
- Salesforce password
- Verification code
You will need to copy the field mappings from Salesforce into your Brandlive Integration configuration form in order to be able to pass registration data into Salesforce. Learn more about registration field mapping in Salesforce’s Help Center here.
Configuring the Salesforce Integration
The Salesforce integration can be set up channel-wide (default setting) or for specific event groups.
To configure your integration, navigate to the gear icon in the bottom left corner of your Brandlive Admin dashboard. Then, select 'Integrations' from the menu:
From the Integrations page, select the '+ Add' button:
A new modal will appear. Select "Salesforce" from the list and click 'Next':
Next, a configuration form will appear.
Complete each field using the guide below.
- Integration Name - A unique identifier for this integration within Brandlive. This name will be seen by all users in your channel with visibility of this integration.
- API Endpoint - This multi-choice option indicates how you will be passing leads through to Salesforce. 'Create Contact' or 'Create Lead' will create a new record if one does not exist and skip if it does not. 'Create or Update Contact' will create a new record if one does not exist and overwrite existing information if the record does exist.
Event Identification - This is an optional way to title your mapped fields when being passed through to Salesforce. This field is particularly useful if you want to collect registrations for multiple events without creating multiple integrations.
- Field Mapping - This two column section maps Brandlive registration questions through to the assigned Salesforce key. Select from event specific and global, channel level registration questions. Admin can add up to 50 rows.
- UTM Parameters - Similar to the registration field section, this maps parameter keys or hidden fields passed through the Brandlive URL through to the assigned Salesforce key. Users can add up to 50 rows.
Once configured, fields can be edited or added to at any time. To save your configuration, click 'Next'.
Then, choose your associated Event Groups. If you do not have any Event Groups selected, the Brandlive integration panel will add the integration to all current and future events by default.
After selecting your event groups, click 'Next'.
A new page will open to authenticate the connection. Select "New Authentication".
A modal will appear to complete three fields:
- User Name
- Verification Code
Once you have created the authentication, click 'Finish' and navigate back to your Brandlive integrations panel.
Toggle on your integration at the Channel-Level to activate the integration for all selected Events/Groups:
Finally, toggle on your Integration at the Event-level in the Event Details screen to complete your Integration setup:
Editing or Deleting a Salesforce Integration
To edit a Salesforce Integration, navigate to your integrations panel and click edit.
You can then update your fields or delete the integration.