We deliver new features and updates regularly to help you get the most out of your integration between Salesforce and Splash. Below is a list of enhancements organized by release date and what you need to know to update your Salesforce AppExchange Splash Admin app.
July 24, 2023
Now available in EMEA
The Splash Salesforce Integration via AppExchange is now available for EMEA customers.
Configure lookup conditions for Leads and Contacts
You can now configure lookup conditions that determine how a Splash guest is matched to a Salesforce Contact or Lead.
In Global Settings, Admins have a new option, Lookup Conditions, that allows you to select the fields you want to use to look up a Salesforce object when a contact is added to Splash. By default, objects are looked up by email, but you can add additional fields. Note that if you add more than one field, all conditions have to be met to have to match.
For example, a Splash guest Jane Doe with an email address of email@example.com would NOT match a Salesforce contact Jane Smith-Doe with an email address of firstname.lastname@example.org if you configure the lookup conditions to be email, first name, and last name because all conditions are not met. While first name and email match, last name does not.
Configuring duplication rules for leads and contacts
In Global Settings, Admins have a new option, Duplicate Selection Policy, to define which objects to use for updates when duplicates are found during a lookup. You can select whether to update the first object created, the most recent object created, or the most recently updated object.
RSVP status mappings for leads and contacts
In Global Settings, there’s new Status Mapping mapping functionality that allows Admins to map Splash guest statuses to Salesforce campaign member statuses. Note, that while you can map multiple Splash RSVP statuses to one Salesforce status, Splash will use the order they appear in the list when synching data from Salesforce to Splash.
Option to turn off Account Fallbacks for new contacts
Prior to this release, Admins could turn off the account fallback option for leads. In this release, Admins can also turn off this option for contacts. When this option is enabled, any lead or contact not associated with an existing account in Salesforce will default to a selected account.
Note: Company is a required field for leads in Salesforce. Therefore, if you don’t assign an account fallback and the Company field is empty for a guest in Splash, the Company field in Salesforce will default to “Unknown” for that lead.
For more information on how to set up the integration, see the Salesforce Integration via AppExchange Setup Guide.
How to update the Splash Admin app in Salesforce AppExchange
To update the application:
- Go to the Splash download page on the Salesforce AppExchange. Alternatively, navigate to the AppExchange and search for “Splash.”
- View the app details under More Details for the package version and the latest release date.
- Select whether to update the app directly into your production org or sandbox instance, and click the respective install button.
Note: We recommend you upgrade the app version into your sandbox first. Once an upgrade is complete, you cannot downgrade your app version.
How do I know which version of that app I have installed?
In Salesforce, navigate to Setup > Apps > Packages > Installed Packages and click Splash Now to view the package details.