Salesforce

Clients can now integrate and exchange data with key Salesforce.com functional areas like contacts, tasks, opportunities, and campaigns. Once clients set the mapping of fields between the two systems with a simple, intuitive data interface, two-way data exchange is quick and perpetual, and manual import and export data is mitigated.

 

Event Planners can activate, deactivate or change integration settings for each event, survey or eMarketing campaign. We can also automate the creation of tasks when prospects or clients open event invitations, register for events, complete surveys, or attend the event.

 

When integrating Connect by Lumi and Salesforce  you will want to create a new Campaign for each event, then create Campaign Member statuses such as Invited, Accepted, Declined, etc. for those campaigns. Then, when configuring the integration at the event level, you can map the campaign and statuses on the Campaign Management tab (within Event Details > Salesforce Integration within any given event).