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Salesforce Integrations Follow
Pathable can integrate directly into your Salesforce database to import information about your registered attendees, agenda and exhibitors / sponsors. It also has the ability to push data (such as who attended which sessions) back from Pathable into your Salesforce database as your event unfolds.
While Pathable has the infrastructure for a Salesforce integration built, each integration requires some unique work, because every organization may have configured their own Salesforce database to their unique business needs. Therefore, if you have contracted with Pathable to build an integration into your Salesforce cloud, we will need some specific information about how you have things set up to do so.
Integrations Overview
There are three types of data that Pathable can import from your system:
- People: Attendees, speakers, exhibit staff, etc.
- Agenda: The sessions that appear on your agenda, as well as pre-scheduled private meetings, as well as information about who is registered for those sessions
- Exhibiting / Sponsoring companies: Information about companies represented at your event, including their staff (as referenced by the People import referenced above)
You don't have to use all three integration types, most of our clients only import people and then use our CSV importer or dashboard interface to add the agenda and exhibiting/sponsoring organizations.
People
The most common people fields we import are:
- Unique ID
- First Name
- Last Name
- Email Address
- Company Name
- Job Title
- Registration status
For registration status, please be sure to let us know the values we should be looking for to either include, exclude or remove attendees automatically. For example, if "registration status" is "canceled", should we remove that person from the site automatically? Should we wait until "registration status" is "paid" to import them?
Other fields we often have people ask us to import include:
- Phone number
- Ticket Type (e.g., "one day pass")
- Membership level
- Profile questions specific to your event (e.g., "What do you hope to learn?")
Agenda
The most common agenda fields we import are:
- Session Name
- Start Time
- End Time
- Description
- Track
- Speakers (referenced either by email address or the "unique ID" created in the People import above)
- CEU Credits
- Keywords
When writing data back to your provider, the most common agenda-related fields are:
- Who registered
- When each person started watching a session
- When each person stopped watching a session
If you wish us to write this data back, please provide information about where in your database schema you would like this information stored.
Organizations
Organizations are generally companies that are exhibiting at / sponsoring your event. The most common organization-related fields we import are:
- Company Name
- Description
- Sponsorship level
- An Internet-accessible link to the company's logo
- Company staff (referenced either by email address or the "unique ID" created in the People import above)
Getting Started
If you would like Pathable to add a new integration for you, you'll be asked to provide:
- An overview of your Salesforce schema. Ideally, this includes the Salesforce API field names for the fields you want to import, but it should at least include an explanation of where you store your list of registrants for your events (e.g., are they part of a Campaign, an Event, or a Custom Object?)
- User name and password to your Salesforce cloud to be used by our development team for testing
- The fields you are interested in collecting and/or passing back (see below)
The base cost for adding a new integration (i.e., a service Pathable does not already support) is $3,500, which covers the basics of building the integration and importing one data type (e.g., "People". Additional data types (e.g., session information) are $1,200 each, and adding "push back" functionality is an additional $1,200.