How do I connect my organization to Salesforce?

The Brushfire Salesforce Integration allows you to track who in your Salesforce database has registered for your Brushfire Events by creating campaigns for your events and adding leads or contacts to them.

Getting Started

1. Before you can create a Salesforce integration in Brushfire, you must first add our Salesforce app. Visit this page to do so for a production environment and this page for a sandbox environment. 

2. After you have added the Brushfire app to your Salesforce instance, you may now go to the integrations page from your Brushfire Dashboard.

salesforce-1.png

 

3. Once the page loads, click the "New" button next to the Salesforce Logo

salesforce-2.png

 

4. Next, you will be presented with a page that has the Salesforce logo and requires you to select your environment. Do so and then click 'Connect to Salesforce" After clicking this button, you will be directed to log in to Salesforce and authorize Brushfire.

salesforce-3.png

5. After Authorizing Brushfire, you will return to Brushfire and will be asked to provide the following information:

  • Integration name - This is the name of the integration that will appear publicly in Brushfire so you can manage it.
  • Sync attendee/order data to... - This allows you to select if you'll want Brushfire data synced with Contacts or Leads in Salesforce.
  • System fields - These fields are read-only and are just used internally by the system. Screen_Shot_2017-10-24_at_2.43.55_PM.png

6. Click the "Create" button to create  your integration.

What's Next?

Now that you've created a Salesforce integration, you can begin configuring events to sync to your Salesforce database. The following article explains how:

How do I sync my attendee data with Salesforce?

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.