Learn how to complete the ON24 Connect TIBCO Scribe Salesforce Sales Cloud integration
with this step-by-step guide.
ON24 Connect - Salesforce Sales Cloud Integration Checklist
Follow the steps below to complete the ON24 Connect TIBCO Scribe Salesforce Sales Cloud integration.
After receiving the TIBCO Scribe email invitation, your technical resource will need to follow the Tibco Scribe Connector Guide which consists of:
- Creating a new Scribe user account and Logging into Scribe.
- The Scribe user logging in needs to have create, read, and update permissions for the contact and lead objects. The "Marketing User" setting needs to be enabled on the Salesforce user profile, which will grant campaign and campaign member permissions.
- Adding a connection for your Salesforce instance. The connection may be with your sandbox and/or production org, depending on your preference.
Go to the ON24 Salesforce API Data and start with the “Instructions” worksheet. This document provides the available fields that may be passed from ON24 to Salesforce.
Please work with your Salesforce admin team to configure any potential custom fields within Salesforce directly. As a reference guide for your Salesforce Admin team, please review our Salesforce Setup Guide for further information.
Once the API Data document is completed, please send this document back to your Integration Specialist.
Note: If our system doesn't see any activity on a specific token it will be disabled after 60 days. The number of days inactive will reset when it sees activity. You can see the Last Activity date and time in the API dashboard. Warning notices will be sent for tokens as they approach 60 days without seeing activity.
ON24’s registration page includes a “State” field for USA and Canadian registrants. The State is spelled out (i.e., California, Florida, etc.).
If your Salesforce org is setup to support 2 digits (i.e., CA, FL, etc.), then you will need to log into Webcast Elite, go to the event, add a custom field in the registration page, add a drop-down type field, and manually enter the 2 digits per state in the Choice 1, 2, 3, etc. fields.
If you would like assistance with this, please contact your Customer Success Manager to explore a Professional Service team consultation engagement.
Please remove the Country State validation in the lead object under validation rules in Salesforce. Unfortunately, Scribe has issues putting the State and Country in the correct order, which is supposed to be Country first and then State next. If you are unable to remove the Country State validation, then setup an integration user in Salesforce if one is not provided to bypass the validation rule. Follow the instructions here.
If you plan to use the ON24 registration form and want to create a lead from the registrant, then your Webcast Elite event’s registration form must include the required fields below. Inform your Integration Specialist if a workaround is needed.
- Last Name
If your Email Opt-In field is a text field, provide your Integration Specialist with the API values (i.e., yes/no, true/false, etc.). If you are not familiar with the difference between an API and label value, then please contact your administrator.
Let your Integration Specialist know if you want ON24 to create the campaign member status (i.e., registered, attended, attended on-demand).