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How does the Salesforce integration work in Confetti?

The Confetti-Salesforce integration makes it easy to track event participants. Here are its features, settings, and pitfalls.

Daniel Ohlsson 🇸🇪 🇬🇧 avatar
Written by Daniel Ohlsson 🇸🇪 🇬🇧
Updated over a week ago

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:

  1. Send all attendees to Salesforce: All attendees from a Confetti event are synced to a specific Salesforce campaign.

  2. 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.

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