<aside> 💡 Gatsby’s Salesforce integration will allow you to easily sync and manage your guest lists and pass data between systems. We offer two options for the integration, a Gatsby salesforce app (this will help you save some time during setup & get a specialized view into event data within Gatsby) and then an integration only option (this will still pass data between system, but requires a more manual setup to view data.

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Gatsby/Salesforce App Setup

Using the Gatsby app on Salesforce is an easier way to setup your integration. Additionally, it comes with custom campaign, contact, and account pages to help you easily view event data as well as an event dashboard to help you track progress and measure the impact of events. Learn more about it here!

1. Download the Salesforce app using the link provided to you (reach out to us for this)
   1. Select if you would like to install for Admins Only, All Profiles, or just Specific Profiles
   2. Click Install
   3. You will be emailed when package has been successfully installed into your org
2. From Gatsby
   1. Navigate to “Team Settings”
   2. Select the “Linked Services” tab
      1. Choose Salesforce
   3. Click Connect Organization
   4. Paste your Salesforce Login URL (please note the user login used for the connection must have the Marketing User checkbox selected on their user profile)
      1. For Sandbox URL’s: https://test.salesforce.com
      2. For Production URL’s: https://login.salesforce.com
   5. Configure your desired field mappings and sync direction
   6. Select whether or not you want Gatsby to be able to create or override accounts in Salesforce
   7. RSVP & Attendance fields were included in the package, so as long as the download has completed you should be able to select them from your list of fields
   8. Choose whether or not you want data to sync bi-directionally or just one way
   9. Select a “fallback” account for any new contacts synced (this will allow you to create or connect them with the proper Salesforce account should the integration not be able to find them)
3. From Salesforce
   1. Within setup type in “change data capture” to the top search bar
   2. Confirm “Campaign Members” is pulled over to the Selected Entities list
   3. Click the App Launcher button
   4. Find or type in Gatsby to the search bar
   5. You’re all set to get started!

Setting Up the Integration

1. In Gatsby, navigate to team settings and click the linked services page
   1. Note if you do not see Salesforce as an option reach out to us via Slack or at [email protected]
2. Select Salesforce
3. Hit the “Connect Salesforce” button
4. Paste your Salesforce Login URL (Please make sure the login user you connect has the marketing user checkbox selected on their user profile in Salesforce)
   1. For Sandbox URL’s: https://test.salesforce.com
   2. For Production URL’s: https://login.salesforce.com
5. In Salesforce you will need to create two custom fields for RSVP and attendance data

   1. Go to the Setup menu in Salesforce

   2. Go to Object Manager

   3. Select Campaign Member

   4. Go to the “Fields and Relationships” section

   5. Select New to create a new field

      1. Field Label: RSVP Status

      2. Type: Picklist

      3. Field Name: RSVPStatus

      4. Fill in the picklist values

         None
         Invited
         Declined
         Accepted
         Waitlist
         Maybe
         

      

      1. Ensure Visibility is turned on for everyone, unless IT specifies something else

      2. Click Save & New

      3. Field Label: Attendance Status

      4. Type: Picklist

      5. Field Name: Attendance_Status

      6. Fill in the picklist values

         N/A
         Yes
         No Show
         

      7. Ensure Visibility is turned on for everyone, unless IT specifies something else

   6. While in Salesforce update your Change Data Capture settings (enabling this allows Salesforce to push updates about added or removed Campaign Members to Gatsby).

      1. While in setup, type “Change Data Capture” into the search bar and select it

         

      2. From the Available Entities list select Campaign, Campaign Member, and Contact and move it to the Selected Entities list

         

      3. Click Save

6. Back in Gatsby, configure your field mappings & sync direction
   1. Navigate back to the Salesforce page under linked services
   2. On the right you will see the Gatsby field and on your left there will be two dropdown menus
      1. The first allows you to choose which way the data syncs
      2. The second are the Salesforce fields you can map the data to
   3. Select the corresponding Salesforce field for each Gatsby field
   4. Select which way you would like data to sync

Linking Salesforce Campaigns to Gatsby

1. In Gatsby, create a new event or select edit event details on an existing event

2. Select the Salesforce campaign you would like to link from the dropdown menu

   

3. OR create a new Salesforce campaign

   1. Click “Create New” from the dropdown list

   2. Name the campaign

   3. (Optional) Associate with a parent campaign

      

4. If you need to edit the campaign associated

   1. Select Edit Event Details
   2. Select the Salesforce campaign in the dropdown menu
   3. Press Save Changes