Explains how the Salesforce Sales Cloud data integration works.

Please Contact Support to setup and enable the Tibco Scribe integration service for Salesforce. The connector allows the choice of using OAuth or a user/seat in Salesforce to access the API, and any read/write/edit permissions for the user will open up access to objects and fields in Salesforce.

Custom fields can be setup in the campaign member object to hold attendee activity like minutes duration, engagement score, poll surveys, user questions, etc.

Overview

The Tibco Scribe iPaaS can be set up by ON24 to make API calls out to Salesforce. The connector uses a user/seat in Salesforce to access the API, and any read/write/edit permissions for the user will open up access to objects and fields in Salesforce. The most common objects we interact with are Contacts, Leads, Campaigns, and Campaign Members, however, we can also interact with any standard or custom object.

Common Configurations

Option 1

• Update or create campaign records
• Create net new lead if no contact or lead is found
• Create campaign member records for contacts and leads

Option 2

• Update existing campaign member records for contacts and leads
  • This can be used in campaign member records that are created first by the client

Details

For an in-depth overview about how the data integration works, please download to the Salesforce Sales Cloud data integration flow chart at the bottom of the page. It includes 3 TIBCO maps, Event, Registrant, and Attendee. A description of each map is listed below. Each map will check for new records per customer within the last 48 hours.

Event Map

Option 1 (default):

• Option 1 is the default template used for the Salesforce Sales Cloud data integration. It consists of the following:
  • Update or create Campaign records
  • Verify Campaign Member statuses are present
  • Create net new lead if no contact or lead is found
  • Create Campaign Member records for contacts and leads
  • Update Campaign Member records with attendee activity
• For every ON24 event, a Salesforce Campaign must exist.
• When a new record comes into the ON24 data warehouse for a specific customer, the data integration solution will check if it’s an event record.
  • If yes, then does the corresponding Salesforce Campaign exist when looking up the eventid?
    • If yes, then update the Campaign record. Typical data may include the event start time, audience URL, tags, etc.
    • If no, then create the Campaign record (optional upon request) or skip event.
    • Check if the Campaign Member Statuses are present.
      • Does the “Registered” Campaign Member status exist.
        • If yes, skip – there is nothing more to do.
        • If no, create new Campaign Member status with “Registered” as the label.
      • Does the “Attended” Campaign Member status exist.
        • If yes, skip – there is nothing more to do.
        • If no, create new Campaign Member status with “Attended” as the label.
      • Does the “Attended On-demand” Campaign Member status exist.
        • If yes, skip – there is nothing more to do.
        • If no, create new Campaign Member status with “Attended On-demand” as the label.
• • If no, then is it a registrant or attendee record?
    • Is it a Registrant record?
      • If yes, then proceed to the Registrant Map.
    • Is it an Attendee record?
      • If yes, then proceed to the Attendee Map
      • If no, drop and move to the next record.

Option 2

• Option 2 is available upon request for the Salesforce Sales Cloud data integration. It consists of the following:
  • Update existing Campaign Member records for contacts and leads
    • This can be used when Campaign Member records & are created first by the client.

• (Optional) An event map exists. See the Event Map for more information.
• The Attendee map exists. See the Attendee Map for more information.
• The Registrant map does not exist.

Registrant Map

• A person registers for an event.
• The data integration solution will check if the Campaign Member record exists.
  • If yes, stop. Do nothing.
  • If no, then:
    • Lookup the Contact by using the email address. Does the Contact exist?
      • If yes, then create the Campaign Member record for that contact for that Campaign.
      • If no, then lookup the unconverted Lead using the email address. Does the Lead exist?
        • If yes, then create the Campaign Member record for that lead for that Campaign.
        • If no, then create a new Lead record AND create the Campaign Member record. Link the two together.
• The data integration solution does not update existing Contacts or Leads.

Attendee Map

• When a person attends an event.
• The data integration solution will check if the Campaign Member record exists.
  • If yes:
    • Update the Campaign Member record (data may include attended live or on-demand, polling answers, survey answers, etc.).
  • If no, then stop.

Note: Contact Integration Support to set up and enable the Tibco Scribe integration service for Salesforce.

Note: To view the available API fields for ON24 events, registrants, and attendees, go here and download the "ON24_API_Data_Salesforce.xlsx" file at the bottom of the page.