Using webinar.net to Sync Data to Salesforce.com

How do you make Salesforce.com even better? Integrate it with webinar.net. Complete the following steps to send data from webinar.net to Salesforce. 

About Salesforce Integration

Within Salesforce, add a Connected App with the following details:

Selected OAuth Scopes

Access and manage your data (api)

Perform requests on your behalf at any time (refresh_token, offline_access)

Callback URL

https://my-api.webinar.net/oauth/salesforce/callback

For production environments, the callback URL will be different:

• US-PROD - https://my.webinar.net/oauth/salesforce/callback
• APAC - https://ap-my.webinar.net/oauth/salesforce/callback
• EU - https://eu-my.webinar.net/oauth/salesforce/callback
• China - https://my.webinar.cn/oauth/salesforce/callback

Set Up and Authorize Salesforce.com API Access 

Select the Sync Data to Salesforce tab. Enter the Connected App Name, Consumer Key, and Consumer Secret information, as shown in the example below:

Note. Enable the checkbox Use Sandbox for integration testing within your Salesforce.com instance.

After clicking Save, the Authorize button appears, click on Authorize to allow access.

Click the Edit hyperlink to reset or update your Connected App Name, Consumer Key, and Consumer Secret information.

This process may take up to 15 minutes. Once complete, you'll see the screen below.  

Click Allow.

Set up Field Mappings

Navigate back to the Sync Data to Salesforce tab. 

Select Set Up Field Mappings. 

By default the Field Mappings settings will be empty, to start the mapping process select Add Salesforce Object.

Select in the dropdown how you wish to handle duplicates.

Enter the name of the Object you want to work with to enable the Add Field Mapping option, the integration works with both Contacts and Leads, but can work with only one of these objects at the time. Please note that Salesforce allows an individual to be either a contact or a lead but cannot be both at the same time.

You can add as many Objects as you want, but make sure you add at least Contact or Lead.

Once you have added the Object name, you can start adding fields by selecting Add Field Mapping.

Specify the mappings between the registration fields and Salesforce fields. Update the fields as shown in the example below: 

Please note that the integration does not sync to the Account Object, if you want to pass the Company information you need to use a custom field.

Once you have added the fields for your Contact or Lead Object, it is time to set up the information for the campaign. If you are going to sync information to one of the objects, you just need to add the Salesforce Campaign ID field to a new object. This will enable a field to enter the Salesforce Campaign ID you want to sync Information. 

Both Contacts and Leads can be synced to Campaign Members.

Once you have added all the Objects and Fields select Save.

Set Up Activity Mappings

Navigate back to the Sync Data to Salesforce tab. Select Set Up Activity Mappings. 

By default, the Activity Object does not have Contact ID or Lead ID mapping added. As soon as you add a Contact or a Lead Object, the system will automatically add the Contact or Lead ID to the Activities field mapping. The Campaign ID will appear only after adding the Salesforce Campaign ID to the Objects mapping.

Specify the mappings between the activities and Salesforce's Custom Object for Activities. A default Field API Name for each activity is displayed so there's no need to refer to a guide document to see these attributes. 

When finished, select Save. 

Manage Filters

Navigate back to the Sync Data to Salesforce tab. 

Select Manage Filters. 

Use filters to include or exclude registrants.

Select +Add Filter to add the filters you need or the pencil icon to edit existing filters. 

View Sync Tasks and Status

Navigate to the Sync Data to Salesforce tab.

Select View Sync Tasks and Status. 

Select View Details to see the detailed information of each task, including the field mappings, activity mappings, registrant filters, as well as any failure messages.

The sync between webinar.net and Salesforce can be automatic or manual, and the sync can be disabled or enabled at anytime. 

For Live webinars, the data sync happens after the Live webinar schedule has ended and it will only happen once. For On-Demand webinars, the data sync happens daily at midnight.

A manual sync can be performed at anytime by clicking on Start New Sync.

Data Types

Generally, API data types and field types in the user interface have the same names. For example, a date field is represented by a date data type in the API. However, some field types are represented differently depending on whether you are inspecting an object via the API or the user interface. webinar.net displays the mapping for field types and data types directly on the Salesforce.com integration page.

For further assistance, contact us through chat or send us an email at support@webinar.net.