Salesforce Integration

Modified on Tue, 24 May 2022 at 07:59 AM

Salesforce is a CRM that equips sales, marketing, service, and admin teams with customer information required to take necessary action for the customer. The Zuddl - Salesforce integration enables organizers to pass attendee information seamlessly from Zuddl to Salesforce and vice-versa.


Integration

In a Zuddl to Salesforce flow, when an attendee is added to an event on Zuddl, the attendee details along with the event and ticket id are synced to Salesforce. Similarly, in a Salesforce to Zuddl flow, if a contact is added on Salesforce, along with the required Zuddl-specific fields (Event & Ticket id), the attendee appears on the list of invited attendees.


Once the integration is enabled, all attendees added in Zuddl and contacts added in your Salesforce app, get synced.


Note: The integration does not support syncing updates made to a contact in Salesforce or an attendee in Zuddl.


The integration involves:

  1. Defining custom fields for a Salesforce Contact

  2. Enabling the integration on Zuddl

  3. Testing the integration

Defining custom fields for a Salesforce Contacts

An attendee in Zuddl translates to a contact in Salesforce. To allow capturing the required attendee information from Zuddl, certain new fields must be defined for a Salesforce contact.

  • Event & Ticket”: a text field that captures the event id and ticket id from Zuddl.

  • IsContactUpdatedbyZuddl”: a checkbox field to identify the contacts created at Zuddl.


Prerequisite

  1. Login to your live Salesforce account.

  2. Go to Setup > Object Manager tab and search for the Contact label.

  3. Inside the Contact label setup, select Fields & Relationships from the side navigation.

  4. Click New. This will initiate the New Custom Field creation flow for the Contact object.

The following steps are in continuation with the above prerequisite steps.

Event & Ticket field

  1. In step 1, select the Text Area (Long) Data Type checkbox and click Next.

  2. In Step 2 - Enter the details, enter the Field Label as “Event & Ticket”. A field label is the title of the field and appears on the Contact settings.

    1. Keep the other default settings for other fields and click Next.

  3. In Step 3 Establish field-level security, keep the default settings and click Next.

  4. In Step 4 - Add to page layouts, keep the default settings and click Save & New.

The “isContactUpdatedByZuddl” should also be defined the same way.

`IsContactUpdatedbyZuddl` checkbox field

  1. In step 1, select the Checkbox Data Type checkbox and click Next.

  2. In Step 2 - Enter the details, enter a Field Label “isContactUpdatedByZuddl”. A field label is the title of the field and appears on the Contact settings.

    1. Keep the other default settings and click Next.

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  1. In Step 3 Establish field-level security, keep the default settings and click Next.

  2. In Step 4 - Add to page layouts, keep the default settings and click Save & New.

    Note: The step 4: “Adding to page layouts” adds this field to the contact creation form.



Enabling the integration

On the Zuddl dashboard,

  1. On the Zuddl dashboard, go to the event listing page.

  2. Click Integration on the side navigation.

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  1. On the Salesforce card, click View Integration Details.

  2. On the Zuddl-Salesforce integration page, click Enable Integration.

  3. This initiates the Salesforce Authentication for the connected Salesforce account.Select your account name from the list of previously connected Salesforce accounts for connecting your Salesforce app with Zuddl.

    1. If you have not connected your Salesforce account yet, click on “Add a new Account” at the end of the dropdown. This initiates the new account authentication process.

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  1. On the Zuddl - Salesforce data mapping table, map the “EventId:TicketId” field in Zuddl to the recently created text field in Salesforce, “Event & Ticket”.

  2. Map the “isContactUpdatedByZuddl” field in Zuddl to the recently created single checkbox field, “IsContactUpdatedByZuddl”.
    Note: You can delete the mapping for optional fields such as CountryCompany, and Designation by clicking the delete icon (bin icon) beside the mapping row. If an incorrect field is mapped to a particular Zuddl field, you can re-select the correct Salesforce field from the dropdown.

    Note: You can also click “Add a New mapping” to add custom fields and map them to related Salesforce fields.Screenshot 2022-01-28 at 5.33.21 PM.png

  3. Click Next.

  4. If you wish to enable Salesforce to Zuddl sync, click the Enable flow now checkbox. This is an optional step.

This establishes the connection between Zuddl and Salesforce and thereby allows information to flow from Zuddl to Salesforce or vice-versa.


Testing the flow

To confirm the integration, you can test it for both workflows:

  • Zuddl to Salesforce

  • Salesforce to Zuddl


Zuddl to Salesforce

To test the flow of information from Zuddl to Salesforce, you need to create an event and add attendees to that event.


Note:  All attendees that were added after the integration was enabled, are synced to Salesforce.

  1. On the Zuddl dashboard, go to the events listing page and select the event in which you need to add the attendee.

  2. On the event settings page, go to People > Attendees > Invite Attendee.

  3. Select a Ticket Type, if available for the event.

  4. In Email, enter the email address of the attendee.

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  1. Click Start Import and click Yes, Please on the confirmation prompt message. This successfully adds the attendee to the event, and the name appears on the list of invited attendee.

  2. Once your attendee is successfully added, go to your Salesforce sales dashboard.

  3. Go to Contact and select the New This Week from the List View. The contact added in Zuddl appears on the list of newly added contacts on your Salesforce dashboard as shown below:



image.png

In the Contact details page, the newly added fields appear as shown below:


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The event and ticket id are given together, separated by a colon. If no ticket type is added, only event id is shown.


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This indicates that the test is successful and confirms that the integration is enabled.


Note: If the same contact is added to multiple events in Zuddl, the event and ticket id in Salesforce is captured in this format: <event_id_1>:<ticket_id_1>,<event_id_2>:<ticket_id_2>


Salesforce to Zuddl

To test the Salesforce to Zuddl workflow, you need to create a Salesforce contact and check if the same has been relayed to Zuddl.


Note: Only newly created Contact are synced to Zuddl from Salesforce and vice-versa.

  1. On the sales console, go to Contacts > New

  2. On the New Contact form, fill in the details as required.

  3. Note: Leave the “IsContactUpdatedByZuddl” checkbox cleared as the contact is created at Salesforce.On the Event & Ticket field, copy and paste the event id and ticket id from Zuddl. Input the value in the format: <event_id>:<ticket_id>

    1. Event Id is the alpha-numeric code in an event URL. For example, in an event URL, “https://app.zuddl.com/p/event/12112ba8-5cb3-45fa-8a5d-e9d8aef9ff6e”, the event id is "12112ba8-5cb3-45fa-8a5d-e9d8aef9ff6e”.

    2. To copy the Ticket Id for a contact, go to About Events > Ticket Type > Tickets.

    3. Click the copy button on the desired ticket type from the list, as shown below.image.png



      Note: If you wish to add the same contact to another event, you can append the event and ticket id in this format <event_id_1>:<ticket_id_1>,<event_id_2>:<ticket_id_2>.

  4. Paste the values into the Event & Ticket field.

    Note: Leave the “IsContactUpdatedByZuddl” field clear as the contact is created at Salesforce.After all required fields are filled, click Save & New to create a new Contact. 

    This syncs the contact information from Salesforce to Zuddl. To confirm the test for the flow, verify whether the same contact appears on the list of attendees in Zuddl.



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