How to set up the Salesforce Contact Integration with vFairs

Learn how to integrate Salesforce with vFairs for seamless synchronization of contact/attendee data. This guide covers the entire setup process.

The Salesforce-vFairs integration ensures that every contact created or updated in vFairs is automatically synchronized with Salesforce. This integration keeps your contact data up-to-date, enhancing communication and follow-ups.

Overview of the Integration Process

1. Select Fields: Identify the key contact attributes to collect and sync (e.g., name, email, phone number).
2. Create Fields in Salesforce: Use Salesforce’s tools to set up the necessary contact fields.
3. Create Fields in vFairs: Set up corresponding fields in vFairs to enable data synchronization.
4. Map Fields: Align the contact fields between vFairs and Salesforce to ensure data consistency.
5. Test Integration: Verify the integration by creating or updating a contact and checking that the data appears correctly in both systems.

Accessing the Integrations Dashboard:

1. Log In: Begin by logging into vFairs backend dashboard to access integration features.
2. Find Integrations: Scroll down the left menu bar to locate the Integrations button.
3. Enter Dashboard: Click the Integrations button to access the integration hub.
4. Browse Apps: Explore the list of available apps displayed on the dashboard.
5. Choose Salesforce: Select Salesforce from the list and click Configure to start setting up your integration.

1. Attendee Created: This trigger from vFairs indicates a new attendee has been created in the system. The integration processes this new attendee.
2. Create or Update Contact: Using the attendee information, a contact record is created or updated in Salesforce. If the email already exists, the contact is updated; if not, a new contact is created.
   
   

Note: After the lead, contact, and campaign records are created in Salesforce, additional actions can be performed based on the business requirements and workflows set up in Salesforce.

Configuration of the salesforce integration.

Clicking "Salesforce Integration Launch" initiates the process.
The first prompt asks you to choose between connecting your Salesforce production or sandbox account with the integration.


Upon choosing "Production" or "Sandbox" (from the available options), click "Proceed."


A new screen appears displaying the Salesforce login section (email/username). Enter your credentials (email/username and password) and click “Login”.

The integration list displays various integrations. You can enable any integration that suits your needs.

Configure Create Lead Integration:

1. Click the "Setup and Enable" button for the desired integration.
2. A new screen appears with a Yes/No dropdown.
   1. Important: Always select "Yes" during initial configuration to allow Contact update.
3. Click the "Next" button in the bottom right corner.
   
   

Matching Fields:

1. These fields correspond to the data received from your vFairs registration form, such as the registration form itself. See image
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1. Clicking on a Salesforce field will display all available fields from the vFairs data.
2. By clicking the search field (see image) within a field, you can search through these vFairs data fields.
3. For example, searching for a field like “First Name” will show the corresponding vFairs data field.
4. The most recently registered users will be automatically identified during matching, indicating a successful field selection.

After Field Matching at the bottom of the page click the next button

On next screen Click save button and we will have our integration ready

Integration Workflow




If you have any additional questions or need further assistance, please don't hesitate to reach out to our integration team at Email