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Salesforce Integration
Gatsby Events
Sales & Business Development
Posted on Apr 4, 2025
Salesforce Integration
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Gatsby’s Salesforce integration will allow you to easily sync and manage your guest lists and pass data between systems. We offer two options for the integration, a Gatsby salesforce app (this will help you save some time during setup & get a specialized view into event data within Gatsby) and then an integration only option (this will still pass data between system, but requires a more manual setup to view data.
Gatsby/Salesforce App Setup
Using the Gatsby app on Salesforce is an easier way to setup your integration. Additionally, it comes with custom campaign, contact, and account pages to help you easily view event data as well as an event dashboard to help you track progress and measure the impact of events. Learn more about it here!
Download the Salesforce app using the link provided to you (reach out to us for this)
Select if you would like to install for Admins Only, All Profiles, or just Specific Profiles
Click Install
You will be emailed when package has been successfully installed into your org
From Gatsby
Navigate to “Team Settings”
Select the “Linked Services” tab
Choose Salesforce
Click Connect Organization
Paste your Salesforce Login URL (please note the user login used for the connection must have the Marketing User checkbox selected on their user profile)
For Sandbox URL’s: https://test.salesforce.com
For Production URL’s: https://login.salesforce.com
Configure your desired field mappings and sync direction
Select whether or not you want Gatsby to be able to create or override accounts in Salesforce
RSVP & Attendance fields were included in the package, so as long as the download has completed you should be able to select them from your list of fields
Choose whether or not you want data to sync bi-directionally or just one way
Select a “fallback” account for any new contacts synced (this will allow you to create or connect them with the proper Salesforce account should the integration not be able to find them)
From Salesforce
Within setup type in “change data capture” to the top search bar
Confirm “Campaign Members” is pulled over to the Selected Entities list
Click the App Launcher button
Find or type in Gatsby to the search bar
You’re all set to get started!
Setting Up the Integration
In Gatsby, navigate to team settings and click the linked services page
Note if you do not see Salesforce as an option reach out to us via Slack or at help@gatsby.events
Select Salesforce
Hit the “Connect Salesforce” button
Paste your Salesforce Login URL (Please make sure the login user you connect has the marketing user checkbox selected on their user profile in Salesforce)
For Sandbox URL’s: https://test.salesforce.com
For Production URL’s: https://login.salesforce.com
In Salesforce you will need to create two custom fields for RSVP and attendance data
Go to the Setup menu in Salesforce
Go to Object Manager
Select Campaign Member
Go to the “Fields and Relationships” section
Select New to create a new field
Field Label: RSVP Status
Type: Picklist
Field Name: RSVPStatus
Fill in the picklist values
Plain Text
Copy
None Invited Declined Accepted Waitlist Maybe
Ensure Visibility is turned on for everyone, unless IT specifies something else
Click Save & New
Field Label: Attendance Status
Type: Picklist
Field Name: Attendance_Status
Fill in the picklist values
Plain Text
Copy
N/A Yes No Show
Ensure Visibility is turned on for everyone, unless IT specifies something else
While in Salesforce update your Change Data Capture settings (enabling this allows Salesforce to push updates about added or removed Campaign Members to Gatsby).
While in setup, type “Change Data Capture” into the search bar and select it
From the Available Entities list select Campaign, Campaign Member, and Contact and move it to the Selected Entities list
Click Save
Back in Gatsby, configure your field mappings & sync direction
Navigate back to the Salesforce page under linked services
On the right you will see the Gatsby field and on your left there will be two dropdown menus
The first allows you to choose which way the data syncs
The second are the Salesforce fields you can map the data to
Select the corresponding Salesforce field for each Gatsby field
Select which way you would like data to sync
Linking Salesforce Campaigns to Gatsby
In Gatsby, create a new event or select edit event details on an existing event
Select the Salesforce campaign you would like to link from the dropdown menu
OR create a new Salesforce campaign
Click “Create New” from the dropdown list
Name the campaign
(Optional) Associate with a parent campaign
If you need to edit the campaign associated
Select Edit Event Details
Select the Salesforce campaign in the dropdown menu
Press Save Changes
FAQs
What data is sync’d
Can I update the picklist values to what works for my company?
Is the Salesforce app free?
Is the integration free?
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Did we miss something? Not to worry! Reach out via Slack or email our support team at help@gatsby.events