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Connect Salesforce

Connect Event Karma to Salesforce to automatically sync event data, track opportunities, and measure ROI directly in your CRM.

CRM Integration

Salesforce is always connected as your primary CRM. If you also connect HubSpot, it will automatically switch to Marketing-only mode. Only one CRM can be active at a time.

Why Connect Salesforce?​

Benefits​

  1. Automatic Data Sync: Event attendance, Success Score scores, and metrics sync to Salesforce in real-time
  2. Opportunity Tracking: See which opportunities were influenced by events
  3. Pipeline Attribution: Measure event ROI directly in Salesforce reports
  4. Sales Alignment: Sales reps see event data in accounts/contacts they already use
  5. Unified Reporting: Combine event data with sales, marketing, and revenue data

What Gets Synced​

From Event Karma → Salesforce:

  • Event records (name, date, type, Success Score score)
  • Campaign members (who attended which events)
  • Success Score component scores (Sales, Marketing, Attendee)
  • Event grades (A/B/C/D)
  • Custom metrics (registrations, attendance rate, satisfaction, etc.)

From Salesforce → Event Karma:

  • Account data (company name, industry, size)
  • Contact data (attendee names, titles, email)
  • Opportunity data (deal size, stage, close date)
  • Campaign data (existing campaigns to map events to)

Installation Guide​

Prerequisites​

Before you begin, make sure you have:

  • Event Karma account (admin access)
  • Salesforce account (System Administrator or equivalent)
  • API access enabled in Salesforce
  • Permission to install managed packages in Salesforce

Step 1: Install the Event Karma Package​

  1. Log into Salesforce as an administrator
  2. Go to Setup → AppExchange
  3. Search for "Event Karma Success Score"
  4. Click Get It Now
  5. Choose your install environment:
    • Install in Production (recommended for live data)
    • Install in Sandbox (recommended for testing first)
  6. Review permissions and click Confirm and Install
  7. Select Install for All Users
  8. Click Install

Wait 5-10 minutes for installation to complete.

Step 2: Configure Custom Fields​

The Event Karma package automatically creates custom fields on these objects:

Campaign Object:

  • FSS_Score__c (Number)
  • Sales_Score__c (Number)
  • Marketing_Score__c (Number)
  • Attendee_Score__c (Number)
  • FSS_Grade__c (Picklist: A, B, C, D, F)
  • Event_Type__c (Picklist: Conference, Webinar, Dinner, etc.)
  • Total_Registrations__c (Number)
  • Total_Attendance__c (Number)
  • Attendance_Rate__c (Percent)

Opportunity Object:

  • Event_Influenced__c (Checkbox)
  • Primary_Event__c (Lookup to Campaign)
  • Days_From_Event_to_Opp__c (Number)

Account Object:

  • Total_Events_Attended__c (Number)
  • Last_Event_Date__c (Date)

Verify these fields exist by going to Setup → Object Manager → [Object Name] → Fields & Relationships.

Step 3: Connect Event Karma to Salesforce​

  1. In Event Karma, go to Settings → Integrations
  2. Click Connect Salesforce
  3. Choose your environment:
    • Production
    • Sandbox
  4. Click Authorize
  5. Log into Salesforce (if not already logged in)
  6. Review permissions and click Allow
  7. You'll be redirected back to Event Karma

Status should show: ✅ Connected to Salesforce

Step 4: Configure Sync Settings​

Once connected, configure what data to sync:

  1. In Event Karma Settings → Integrations → Salesforce

  2. Choose sync direction:

    • Two-way sync (recommended): Events sync to Salesforce, opportunities sync to Event Karma
    • One-way sync (Event Karma → Salesforce): Only push data to Salesforce
    • One-way sync (Salesforce → Event Karma): Only pull data from Salesforce

  3. Map Event Karma Events to Salesforce Campaigns:

    • Option A: Create new Campaigns for each event
    • Option B: Map to existing Campaigns

  4. Set sync frequency:

    • Real-time (recommended)
    • Hourly
    • Daily

  5. Click Save Settings

Step 5: Test the Integration​

Create a test event in Event Karma and verify it syncs to Salesforce:

  1. In Event Karma, create a new event called "Test Event - Integration"
  2. Add sample metrics (Sales, Marketing, Attendee)
  3. Calculate Success Score
  4. In Salesforce, go to Campaigns tab
  5. Search for "Test Event - Integration"
  6. Verify:
    • Campaign exists
    • Success Score Score field is populated
    • Custom fields (Sales Score, Marketing Score, etc.) are populated

If everything looks good, you're all set! 🎉

Using the Integration​

Viewing Event Data in Salesforce​

To see all events:

  1. Go to Campaigns tab in Salesforce
  2. Filter by Event_Type__c is not blank
  3. View Success Score scores in list view

To see event details:

  1. Open a Campaign record
  2. Scroll to the "Success Score Details" section
  3. View component scores, grade, and decision recommendation

To see attendees:

  1. Open a Campaign record
  2. Go to Campaign Members related list
  3. See all contacts who attended

Tracking Event-Influenced Opportunities​

To see which opps were influenced by events:

  1. Go to Opportunities tab
  2. Filter by Event_Influenced__c = True
  3. See Primary_Event__c field to identify which event

To create a report:

  1. Reports → New Report
  2. Report Type: Opportunities
  3. Add filter: Event Influenced = True
  4. Add columns:
    • Opportunity Name
    • Amount
    • Stage
    • Primary Event
    • Days From Event to Opp
  5. Save as "Event-Influenced Pipeline"

Updating Event Data​

If you update an event in Event Karma:

  • Changes sync to Salesforce within seconds (if real-time sync is enabled)
  • Salesforce Campaign record updates automatically

If you update a Campaign in Salesforce:

  • Changes sync back to Event Karma
  • You can edit Campaign Name, Status, Type, etc.
  • Do not manually edit Success Score Score fields (they're calculated by Event Karma)

Advanced Configuration​

Custom Attribution Logic​

By default, Event Karma uses last-touch attribution (most recent event before opp creation). To customize:

  1. Go to Settings → Integrations → Salesforce → Advanced
  2. Choose attribution model:
    • Last Touch (default)
    • First Touch
    • Multi-Touch (distributes credit across all events)
  3. Save

Automated Workflows​

Set up Salesforce workflows triggered by event data:

Example 1: Auto-Create Follow-Up Tasks

  • Trigger: Campaign Member Status = "Attended"
  • Action: Create Task for Account Owner (Subject: "Follow up after [Event Name]", Due: +2 days)

Example 2: Alert Sales When Target Accounts Attend

  • Trigger: Campaign Member added, Account is in "Target Account" list
  • Action: Send email to Account Owner with event details

Example 3: Update Account Score

  • Trigger: Campaign Member Status = "Attended"
  • Action: Increment Total_Events_Attended__c by 1, Update Last_Event_Date__c

See Salesforce Reporting for more automation recipes.

Custom Dashboards​

Build Salesforce dashboards to visualize event data:

  1. Go to Dashboards → New Dashboard
  2. Add components:
    • Success Score Trend (line chart of Success Score over time)
    • Events by Grade (donut chart showing distribution)
    • Pipeline from Events (gauge showing total influenced pipeline)
    • Top Events (table of events sorted by Success Score)
  3. Save and share with your team

Troubleshooting​

Events aren't syncing to Salesforce​

Check:

  1. Is the integration connected? (Settings → Integrations → Salesforce should show "Connected")
  2. Do you have API access in Salesforce?
  3. Is sync enabled? (Settings → Integrations → Salesforce → Sync Enabled = On)
  4. Check sync logs: Settings → Integrations → Salesforce → Sync Logs

Common issues:

  • API rate limits exceeded (wait 24 hours or upgrade Salesforce API limits)
  • Field permissions missing (ensure all users have access to custom fields)
  • Duplicate Campaign names (Salesforce requires unique Campaign names)

Success Score scores are blank in Salesforce​

Check:

  1. Have you calculated Success Score in Event Karma? (Scores won't sync until calculated)
  2. Are custom fields visible in your page layout?
    • Go to Setup → Object Manager → Campaign → Page Layouts
    • Add Success Score fields to the layout
  3. Refresh the Salesforce page (sometimes takes a few seconds to sync)

Opportunities aren't showing event attribution​

Check:

  1. Was the opportunity created after the event? (Event Karma only attributes opps created post-event)
  2. Is the account associated with the opportunity the same as the event attendee's account?
  3. Is the attribution window set correctly? (Settings → Integrations → Salesforce → Attribution Window, default: 90 days)

Sync is slow​

Solutions:

  1. Reduce sync frequency (change from real-time to hourly)
  2. Reduce data volume (only sync events from the last 12 months)
  3. Check Salesforce API limits (you may be hitting your daily limit)

Data Privacy & Security​

What Data is Shared?​

Event Karma syncs:

  • Event names, dates, types
  • Success Score scores and component scores
  • Campaign member attendance status
  • Opportunity linkage (which opps were influenced by which events)

Event Karma does not sync:

  • Internal notes or comments
  • User login credentials
  • Salesforce data outside of Campaigns, Contacts, Accounts, and Opportunities

Security​

  • All data is encrypted in transit (TLS 1.2+)
  • API credentials are stored securely
  • OAuth 2.0 authentication (no passwords shared)
  • You can revoke access anytime from Salesforce or Event Karma

Compliance​

Event Karma is compliant with:

  • GDPR (data processing agreements available)
  • SOC 2 Type II (audit report available upon request)
  • CCPA (California Consumer Privacy Act)

Disconnecting Salesforce​

If you need to disconnect the integration:

  1. Go to Settings → Integrations → Salesforce
  2. Click Disconnect
  3. Confirm

What happens when you disconnect:

  • Syncing stops immediately
  • Data already in Salesforce remains (nothing is deleted)
  • You can reconnect anytime

To remove Event Karma data from Salesforce:

  1. In Salesforce, go to Setup → Installed Packages
  2. Find "Event Karma Success Score"
  3. Click Uninstall
  4. Confirm (this will delete all custom fields and data)

Next Steps​

Now that Salesforce is connected:

  1. Create your first report: Use the Salesforce Reporting Guide
  2. Set up automation: Auto-create follow-up tasks for event attendees
  3. Build a dashboard: Visualize Success Score trends and event ROI
  4. Train your team: Show sales reps how to see event data in accounts

Need help? Contact support@datakarma.ai