Salesforce Integration

Gatsby’s Salesforce integration syncs your guest lists and passes data between systems. You can track RSVPs, attendance, and campaign performance directly in Salesforce while managing events in Gatsby.

Choose between two setup options:

• Gatsby Salesforce App

  Easier setup with custom campaign, contact, and account pages plus an event dashboard

• Integration Only

  Manual setup but still syncs data between systems

Option 1: Gatsby Salesforce App

The Gatsby app provides custom views for event data within Salesforce and includes an event dashboard to track progress and measure impact.

Install the App

1. Download the Salesforce app

   Use the link provided by Gatsby support (contact us for access). Choose to install for Admins Only, All Profiles, or Specific Profiles, then click Install. You’ll receive an email when the package installs successfully.

2. Connect from Gatsby

   Navigate to Team Settings > Linked Services tab and choose Salesforce. Click Connect Organization.

3. Configure the connection

   Paste your Salesforce Login URL. The user must have the Marketing User checkbox selected on their profile.

   • Sandbox: https://test.salesforce.com
   • Production: https://login.salesforce.com

4. Set up field mappings

   Configure your desired field mappings and sync direction. Choose whether Gatsby can create or override accounts in Salesforce. The RSVP & Attendance fields are included in the package, so you can select them from your field list.

5. Choose sync direction

   Select bi-directional sync or one-way data flow. Set a fallback account for new contacts when the integration can’t find the proper Salesforce account.

6. Enable Change Data Capture in Salesforce

   In Salesforce setup, search for “change data capture” and confirm “Campaign Members” is in the Selected Entities list.

7. Access the app

   Click the App Launcher button in Salesforce, then find or search for Gatsby.

Option 2: Integration Only

Set up the integration without the specialized Salesforce app.

Configure the Integration

1. Connect Salesforce

   In Gatsby, navigate to Team Settings > Linked Services. Select Salesforce and click Connect Salesforce. If you don’t see Salesforce as an option, contact support.

2. Add your Salesforce URL

   Paste your Salesforce Login URL. Ensure the connecting user has the Marketing User checkbox selected.

   • Sandbox: https://test.salesforce.com
   • Production: https://login.salesforce.com

3. Create custom fields in Salesforce

   Go to Setup > Object Manager > Campaign Member > Fields and Relationships. You’ll create two new fields: RSVP Status and Attendance Status.

4. Create the RSVP Status Field:

   • Field Label: RSVP Status
   • Type: Picklist
   • Field Name: RSVPStatus
   • Values: None, Invited, Declined, Accepted, Waitlist, Maybe
   • Visibility: On for everyone (unless IT specifies otherwise)

   None
   Invited
   Declined
   Accepted
   Waitlist
   Maybe

4. Attendance Status Field:

   • Field Label: Attendance Status
   • Type: Picklist
   • Field Name: Attendance_Status
   • Values: N/A, Yes, No Show
   • Visibility: On for everyone (unless IT specifies otherwise)

   N/A
   Yes
   No Show

5. Update Change Data Capture settings

   In Salesforce setup, search for “Change Data Capture.” Move Campaign, Campaign Member, and Contact from Available Entities to Selected Entities. Click Save.

6. Configure field mappings in Gatsby

   Return to the Salesforce page under Linked Services. Map each Gatsby field to the corresponding Salesforce field and select your preferred sync direction.

Link Salesforce Campaigns to Events

Connect your Gatsby events to Salesforce campaigns for unified tracking.

1. Select your event

   Create a new event or select Edit Event Details on an existing event.

2. Choose a campaign

   Select an existing Salesforce campaign from the dropdown menu, or create a new one by clicking “Create New.” Name the campaign and optionally associate it with a parent campaign.

3. Update campaign links

   To change the associated campaign, select Edit Event Details, choose a different Salesforce campaign from the dropdown, and press Save Changes.

What Data Syncs

The integration synchronizes:

• Contacts: Guest information flows between systems
• RSVP Status: Invitation responses and updates
• Attendance Data: Who attended your events
• Campaign Members: Add or remove members in Salesforce to update Gatsby guest lists

Common Questions

Can I customize the picklist values? Yes. After setting up the fields per the instructions, edit the values to match your company’s terminology. Keep the API values the same, but change the display values as needed.

Is the Salesforce app free? No, the Gatsby Salesforce app is a paid add-on. Find pricing details on the Salesforce AppExchange.

Is the integration free? No, both the app and integration-only options are paid add-ons. Contact support for pricing information.