Core Principles of the Integration
The integration between Confetti and Salesforce is one-way, meaning data is sent from Confetti to Salesforce, but not the other way around. There are two main features:
Send all attendees to Salesforce: All attendees from a Confetti event are synced to a specific Salesforce campaign.
Send individual attendees to Salesforce: Specific people can be manually sent from Confetti to Salesforce and will be created as contacts in Salesforce.
To set up the integration, follow this guide from Confetti.
Step-by-Step: Connect Your Salesforce Account to Confetti
Connect Your Account
Go to your Workspace in Confetti.
Click on `Settings` -> `Integrations`.
Select `Salesforce` and click `Authorize Salesforce`.
Log in to your Salesforce account.
Verify that the integration is active.
Link Salesforce to an Event
Open the event you want to connect.
Go to `Settings` -> `Integrations` and select `Salesforce`.
Choose a Salesforce campaign or create a new one.
Sync all attendees by clicking `Sync all tickets`.
Activate Required Fields
Make sure fields like Company are enabled in the registration form under `Pages` -> `Forms` -> `Signup forms`.
If the field is disabled, click `Activate` and save your changes.
These are the fields in question.
FirstName: firstName
LastName: lastName
Email: email
Phone: phone
MobilePhone: phone
LeadSource: 'Confetti'
Company: company
Description: comment
Send Individual Attendees to Salesforce
Go to the `Attendees` tab and click on an attendee’s name.
Click `Send to Salesforce`. The person will now be added as a contact in Salesforce.
Identify If a Lead or Contact Already Exists in Salesforce
Confetti can identify whether a lead or contact already exists in Salesforce. The system does this by:
Checking the name and company in Salesforce.
If a match is found, the attendee is added as a contact in the selected campaign.
If no match is found, a new lead is created.
Important:
Confetti searches all contacts and leads in Salesforce, not just within the campaign linked to the event.
The sync ensures that attendees already existing in Salesforce are handled correctly and not duplicated, based on email address and name.
Common Challenges and Solutions
Field Configuration in Salesforce
Salesforce must be correctly configured to receive data from Confetti. For example, the MobilePhone field must be available. If it’s hidden or misconfigured, syncing will fail.
Ensure fields like Company are not marked as required if some attendees don’t have a company specified.
Handling Duplicates
Confetti will attempt to create a new lead if the name, email, and company do not match exactly. This prevents overwriting existing data in Salesforce.
If the data doesn’t match and a new lead is created, you’ll need to review and merge any duplicates in Salesforce manually.
Sync Errors
Syncing may fail if attendees are missing required fields (e.g., Company) or if Salesforce has restrictions (e.g., IP restrictions).
Ensure all attendee profiles are complete before syncing.
Security
Add-on Service: Confetti can be configured to only call Salesforce from a specific IP address for added security. This requires additional setup in Salesforce. Contact sales if you’d like to purchase this add-on.
How Leads Are Managed in Salesforce
Leads in Salesforce are not tied to a specific event. This means an attendee from Confetti can be part of other campaigns or activities in Salesforce.
If a ticket is transferred from one attendee to another, the status changes to Replaced. The original lead is retained to prevent data loss.
Recommendations for Optimal Use
Export and import: To send invitations, you can export the right people from Salesforce, import them into Confetti, and link them to a campaign.
Field validation: Ensure all required fields are properly configured in both Confetti and Salesforce to avoid issues.
Handle duplicates: Let Salesforce handle duplicates using its built-in tools. Only create new leads when necessary.
With the correct configuration, the integration between Confetti and Salesforce can be a powerful tool for tracking, managing, and engaging attendees at your events. Carefully review both Confetti and Salesforce settings to avoid issues and ensure smooth syncing.