How do you make Salesforce.com even better? Integrate it with webinar.net. Complete the following steps to send data from webinar.net to Salesforce.
Set up Salesforce Connected App
Go to your Salesforce Setup home page. On the left side menu, find PLATFORM TOOLS > Apps > App Manager, click New Connected App to add a Connected App with the following details:
Selected OAuth Scopes
Manage user data via APIs (api)
Perform requests on your behalf at any time (refresh_token, offline_access)
OAuth API access
Once the Connected App is created, click on the Manage Consumer Details button under API (Enable OAuth Settings) section.
After verify your identity, you will be able to see the Consumer Key and Secret which are needed for setting up the integration on the webinar.net side.
Set up and authorize Salesforce API access
On the webinar.net side, select the webinar you need to set up the sync, click on Integration from the left menu, then select the Sync Data to Salesforce tab. Enter the Connected App Name, Consumer Key, and Consumer Secret information, as shown in the example below:
Then, click on the Authorize button to allow access.
Click the Allow button.
Set up field mappings
Once the API access is authorized successfully, you should be able to see the Sync Data to Salesforce tab like the following:
Click on Set Up Field Mappings.
By default the Field Mappings settings will be empty, to start the mapping process select Add Salesforce Object.
Enter the name of the Object you want to work with. Once you have added the Object name, you can start adding fields by selecting Add Field Mapping.
Specify the mappings between the registration fields and Salesforce fields. Update the fields as shown in the example below:
Please note that the integration does not sync to the Account Object, if you want to pass the Company information you need to use a custom field.
Once you have added the fields for your Contact or Lead Object, it is time to set up the information for the campaign. If you are going to sync information to one of the objects, you just need to add the Salesforce Campaign ID field to a new object. This will enable the Salesforce Campaign ID field as shown below.
Once you have added all the Objects and Fields select Save.
When there are multiple contacts/leads found under the same email addresses on Salesforce side, you can select the strategy from Handle Duplicates option to specify how you wish to handle duplicates.
Update Newest Record
The newest record on Salesforce side will be updated after the sync.
Update Oldest Record
The oldest record on Salesforce side will be updated after the sync.
Update Latest Modified
The last modified record on Salesforce side will be updated after the sync.
Do Not Update Duplicates
No records that are duplicates will be updated after the sync.
Set up activity mappings
Once you finish the Field Mappings, click the left arrow next to Field Mappings to navigate back to the main view of Sync Data to Salesforce tab. Select Set Up Activity Mappings.
By default, the Activity Object does not have Contact ID or Lead ID mapping added. As soon as you add a Contact or a Lead Object, the system will automatically add the Contact or Lead ID to the Activities field mapping. The Campaign ID will appear only after adding the Salesforce Campaign ID field to the mappings.
Specify the mappings between the activities and Salesforce's Custom Object for Activities. A default Field API Name for each activity is displayed so there's no need to refer to a guide document to see these attributes.
When finished, select Save.
From the main view of the Sync Data to Salesforce tab. Click Manage Filters. Use filters to include or exclude registrants that you want to sync to Salesforce.
View sync tasks and status
From the main view of the Sync Data to Salesforce tab. Click View Sync Tasks and Status.
Click View Details to see the detailed information of each task, including the field mappings, activity mappings, registrant filters, as well as any failure messages.
Auto & manual sync
The sync between webinar.net and Salesforce can be automatic or manual, and the sync can be disabled or enabled at anytime.
For Live webinars, the data sync happens after the Live webinar schedule has ended and it will only happen once. For On-Demand webinars, the data sync happens daily at midnight.
From the main view of the Sync Data to Salesforce tab, you can disable the auto sync by checking Disable Auto Sync option.
A manual sync can be performed at anytime by clicking on Start New Sync from the main view of the Sync Data to Salesforce tab.
Generally, API data types and field types in the user interface have the same names. For example, a date field is represented by a date data type in the API. However, some field types are represented differently depending on whether you are inspecting an object via the API or the user interface.
For further assistance, contact us through chat or send us an email at email@example.com.