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Install Salesforce App on Zuddl
Published:
14 mins read
Updated:
See: Integration overview
The following sections guide you on how to install the Salesforce app on Zuddl.
Prerequisites
For each event, you must set up you Salesforce account to view the event data sent by Zuddl.
You can do that by using the Salesforce package installer which configures all required objects to receive the event data sent by Zuddl.
To manually set up the integration
- Add the campaign member statuses to Zuddl campaigns. Learn how to add campaign member statuses manually.
- Configure campaign member status view. Learn how to configure the campaign member status view manually.
Install the app
On the Zuddl common dashboard,
- Click on Integrations.
- On the Salesforce card, click on the View Details button.
- Inside the Salesforce integration details page, click Install app. This initiates the new authentication process.
- Click on New authentication from the dropdown options.
- On the Create a new authentication page, enter the following details
- Your authentication name: A unique name for you and Zuddl to identify your authentication.
- Salesforce instance type: Select Production or Sandbox to authenticate your Salesforce production or sandbox instance with Zuddl. Use the Sandbox instance to test the integration and later authenticate your production instance
- Click Create.
Tip: If you'd like to test the integration on your sandbox instance, you can authenticate for the first time by selecting the Sandbox instance. Later, if you want to connect your Salesforce production instance, uninstall and reinstall the app to create a new authentication for your production instance (from the common dashboard). - On the permission consent screen, click Allow. This grants Zuddl the required permission to perform the necessary integration activities.
- On the next screen, click Next.
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 to “Webinar” based on the use case.
- Click Finish. This creates the authentication for your Salesforce instance.
Once the installation is done and the authentication is successful, the next step is to map Zuddl registration fields to Salesforce lead fields. This mapping allows the integration to add all new registrants for your event/webinar (not present in Salesforce) as Leads in Salesforce.
Lead field mapping
On the Lead fields mapping page, map the Zuddl standard fields to the corresponding Salesforce fields. The standard fields, First Name, Last Name, Email, Country, Company, and Title are auto-mapped to their respective counterparts in Salesforce. The Salesforce fields are auto-populated from your account. The mandatory fields are required to create a lead if the registrant email ID is not found in your Salesforce instance. You can also map the below optional fields that we capture at the time of registration:
- Ip City
- Ip Country
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
UTM Id
Campaign member status mapping
On the Salesforce campaign member status mapping page, map the Zuddl status fields to the corresponding Salesforce campaign member status.
The Salesforce package installer for Zuddl automatically adds the required statuses to your Salesforce campaign.
The standard status fields are:
| Zuddl status | Description |
|---|---|
| No Show | When no attendee has joined your Zuddl event even after the event start time. |
| Entered | When an attendee joins the event after the check-in start time. Once the event has started, this status changes to 'Attended' |
| Registered | When someone registers for your event through Salesforce or Zuddl. This is a standard field which is mapped by default. |
| Attended | When a registrant joins your event at the event start time. This is a standard field which is mapped by default. |
| Attended (Both) | When a registrant joins your event at the event start time. Use this for marking attendance for both Virtual and In-person. |
| Attended (Virtual) | When a registrant joins your event at the event start time. Use this for marking attendance for virtual events only. |
| Attended (In-person) | When a registrant joins your event at the event start time. Use this for marking attendance for in-person events only |
Out of these, Registered and Attended status are auto-mapped to their respective counterparts in Salesforce by default.
To map other statuses:
- Click +Add status button.
- Select a Zuddl status you want to map.
- In the Salesforce campaign member status column, choose a suitable status from the dropdown. The status fields are fetched from the last created campaign in your Salesforce account
Our package will create all the required status for your campaigns
Capture attendance type
To capture attendance status separately for in-person and virtual for a hybrid event:
- Click Split categories
- The Attended status will be as shown below:
- Attended (Both)
- Attended (Virtual)
- Attended (In-person)
The descriptions are give in the status table above - You can click on Merge categories, if you wish to capture the Attended status as one for all event types (in-person, virtual, hybrid).
- After you've finished mapping, click Finish. On the confirmation prompt click Confirm.This completes your installation.
