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Salesforce Sales Cloud

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  • Intro to the Splash-Salesforce Integration
  • 1. Splash Salesforce Integration: Requirements
  • 2. What fields in Splash can I sync to Salesforce?
  • 3. Accessing Your Salesforce Integration Settings
  • 4. Setting Up Global Actions
  • 4a. Connecting Splash to a Salesforce Sandbox environment
  • 5. Mapping Salesforce Fields to Splash Fields
  • 5a. How do I find the names of the Salesforce Fields I want to map to Splash?
  • 5b. Will an RSVP in Splash override Lead or Contact information in Salesforce?
  • 6. Connecting guest statuses in Splash to Campaign Member Statuses in Salesforce
  • 7. Creating custom Salesforce Opportunity names for ticket purchases using multiple Splash fields
  • 8. Preventing duplicate leads or contacts from being created in Salesforce?
  • 9. Creating an Account Fallback for newly created Salesforce Contacts
  • Performing a re-sync with the Salesforce Debugger
  • How can I sync information bi-directionally with Salesforce?
  • Viewing Salesforce Fields in a Splash Guest List
  • What ticket information can I map to my Salesforce integration?
  • How do I achieve a better ROI from my events? Integrating Splash & Salesforce
  • Are you hitting your API Limit when trying to Sync with Salesforce?
  • How do I resolve errors when testing my Salesforce integration?
  • How do I update my Salesforce Integration credentials?
  • How do I temporarily disable my Splash-Salesforce Integration?

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