Splash Salesforce Integration: Mapping Salesforce Fields with Splash
The “out of the box” Splash-Salesforce integration will map a few basic fields automatically.
But the real beauty of the setup is that you can map just about any data fields that exist in Splash to your Salesforce Campaigns, Leads, Contacts, and Opportunities.
To illustrate field mapping, let's take a look at an relevant example: mapping the Company field to newly generated Salesforce Leads.
Event registration questions (such as Company, Job Title, Phone Number, etc.) are found and managed in each Splash event’s Form tab (for RSVP events) or the Tickets tab for ticketed events.
3. Scroll to Lead Settings and click Add Lead Field
Note: Use the Salesforce Field Name for standard fields and the API Name for Custom Fields.
Upon clicking on the the Mapped Field section, a window will pop open, allowing you to choose from available fields in Splash, including any custom RSVP question you've ever asked your guests.
-There are contact/question fields, which are tied to your existing registration questions across all your events. These are most commonly used for mapping to Contacts and Leads.
-There are also event fields (i.e. Title, Start Date, Venue), which are most often used for mapping to Campaign and Opportunity names.