Topic:

My company uses Salesforce for all of our CRM applications. When an attendee registers for my RegOnline event, I’d like to be able to add their contact information to my Salesforce account. How do I integration RegOnline and Salesforce?

Solution:

If you have already set up an Enterprise or Unlimited Salesforce account that supports both API integrations and custom AppExchange installations, then you can integrate any number of RegOnline events with your Salesforce account. This enables you to “upload” your attendee contact information, custom fields, and more, directly into your Salesforce account.

To integrate a RegOnline event with Salesforce:

1. On the Events tab, click the title of the event you’d like to integrate with Salesforce and then click on the Third Party Integrations link on the Event Details page. The Integrations window displays.
2. Click on the Salesforce tab and select the checkbox titled Enable Salesforce Integration. Additional fields display in the window.
3. Make the following entries:
   • Salesforce Account API Login – Your Salesforce username.
   • Salesforce API Password – Your Salesforce password.
     • Note: This may require a Salesforce Security Token added to the end of your password to connect to your Salesforce account. Please contact Salesforce support for further information about their API and 3rd party security settings.
   • Custom Field Mapping section – This section enables you to associate any custom field(s) from your RegOnline event with specific Contact or Lead fields in your Salesforce account. Once the fields have been associated, the information from the RegOnline custom field is populated to the selected field in your Salesforce account when you merge your information. 
     • To map a custom field to a Salesforce field, select the appropriate field in the Salesforce Contact Field dropdown list or the Salesforce Lead Fields dropdown list. 
4. When you’ve finished, click OK to save your changes and return to the Manager screen.

Once you’ve downloaded the RegOnline application in your Salesforce account (see the Related Links below for more information, if needed), you’ll see “RegOnline” as a selection in the dropdown list in the top right corner of the Salesforce window. When you select this item, you’ll see tabs of information specific to your RegOnline account:

• RegOnline Events – Allows you to add your RegOnline events to your Salesforce account.
• RegOnline Contacts – Displays the attendee information for your monitored RegOnline events.
• RegOnline Merge – Displays your RegOnline Contacts and Salesforce Contacts in a side-by-side format, enabling you to select the specific fields you want to keep for each merged record.

Additional Information:

In order for you to be able to access registrant data in your Salesforce account, you must enable this integration prior to going live with your RegOnline event and accepting registrations. Any registrations processed prior to this integration will not be available in Salesforce.

Related Links:

• How do I set up my Salesforce account to work with RegOnline? 
• How do I add my event or attendee information to my Salesforce account?
• User's Guide - Manager - Third Party Integrations

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