Salesforce Integration

Connecting your Salesforce to WorkCast

This article will go through how you connect your Salesforce account to WorkCast, what data is captured and how you can apply this to your next event!

This guide will talk you through how an event with a WorkCast registration form and event auditorium page can easily have the data fed to your Marketing/Sales Platform.

Getting started

Once you have logged in to your WorkCast account with your Producer login, click on the cog icon top right and select Administration.

Then, click on Manage Integrations

You will now be presented with the option to select the required integration type. Select the Salesforce logo, enter your Marketing/Sales Platform credentials and click connect.

Account Credential Requirements

User Name, Password, API Token

NOTE: If your password expires or changes you will need to re-connect your service

When connecting for the first time it will go from inactive to pending and will take up to 30 minutes to then change to connected

Once connected, it will look like the below. Note: Data blacked out for security.

Once connected you will be able to scroll down on the integration page and see the standard integration mappings tab. Note: Custom mappings are not available for Salesforce.

By default, standard registration and attendance data are mapped at an account level. 

How is your event data captured in your Marketing/Sales Platform?

Leads or Contacts

Both are checked and if email found in either the record will be updated. If not found, then a new Lead is created.

Lead / Contact Activity records created for Registration or Attendance.

Activity records created named:-

Webinar Registration – Event Session Id – Event Session Title

Webinar Attendance – Event Session Id – Event Session Title

Applying your integration to your next event

Now you have connected your WorkCast account to your required Marketing/Sales Platform it's time to create your next event ensuring your integration will be applied.

Navigate to Create Events, locate your required master event template and click Use template & Create Event.

You will notice there will be a check box with Salesforce This will ensure the event you are creating will be integrated with your chosen integration. If you create a new event and do not require integration, you need to simply un-tick this option. 

NOTE: It can take up to one hour for Registration data and two hours for Attendance data to appear in your target system.