Salesforce - Scribe Integration Guide

Activity Feeder Overview

The Webcasts Activity Feeder enables users to pass event registration and attendance data directly into Salesforce. This document outlines the specific data which passes with the integration, as well as the process to add the integration. The Salesforce activity feeder is facilitated by Scribe’s iPaaS Data Integration Platform.

Since this is a managed integration, please contact Support for assistance.

What Data Passes

Below is a list of data that can be passed to Salesforce:

Create new Salesforce leads

Standard Webcast Registration Fields
Custom Webcast Registration Fields

Update existing leads

Standard Webcast Registration Fields
Custom Webcast Registration Fields

Webcast Interaction Data – Stored in Salesforce Custom Objects

Standard Webcast Registration Fields
Custom Webcast Registration Fields
Viewing Durations
Polling/Survey Data
Q&A Data

What You Need

Below is a list of requiremeents for this integration:

API-enabled Salesforce Account
Custom Data Objects to store Webcast Interaction Data

Use the URL below to automatically create the two custom objects, along with all fields listed.

Custom Data Objects Install Package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3900000166XR

The specific fields for the two custom objects are listed below.

Custom Object Name: Webcasts Attendee Data
Fields:

Event ID (text/textbox)
Registration Date (date-time/textbox)
Event Title (Large Text/textbox)
First Name (text/textbox)
Last Name (text/textbox)
Company (text/textbox)
Title (text/textbox)
Address1 (text/textbox)
Address2 (text/textbox)
City (text/textbox)
State (text/textbox)
Postal Code (text/textbox)
Country (text/textbox)
Phone Number (text/textbox)
Mobile Number (text/textbox)
Fax Number (text/textbox)
Live Session Duration (number/textbox)
OD Session Duration (number/textbox)
SIM Live Duration (number-textbox)
Email (email)
ID (text(255) External ID) – See screenshot below
Attended (checkbox)
Contact (Lookup(Contact))
Lead (Lookup(Lead))

Custom Object Name: Webcasts Survey Data
Fields:

Event ID (text/textbox)
Survey Type (text/textbox)
Question (text/textbox)
Answer (text/textbox)
Email (email)
User ID (text(255) External ID)
Contact (Lookup(Contact))
Lead (Lookup(Lead))

Setup Process

Prior to the integration setup, you will have at least one meeting with the webcast support team to review the specific requirements for your integration. While the integration process is largely handled by Webcast Support, there are a couple steps you will need to complete:

1. Create the two custom objects in Salesforce to store webcast activity data
2. Add Salesforce credentials to Scribe: a. An email invitation will be sent to the account holder's email address. The same email address will need to be used to create your Scribe account. This email will contain a link to join the Organization. This email will come from "noreply@scribesoft.com".; Create a new account using the same email address from the Scribe invite.; b. Upon login with your newly created account, you will be prompted with an invitation to join your organization. Select "Accept" and then click "OK".; c. Once in your organization, on the right-hand side in the "Connections" area, click the "+" button.; d. When adding the connector, select "Salesforce" from the Connector Type picklist.; Enter a name for the connection. It is recommended to select a name that clearly notes Salesforce.; Next, enter the Username, Password and Security Token (if enabled) for Saleforce in the corresponding fields. It is recommended that these credentials are set to never expire, so it may be best to create credentials specific to this integration.; After entering the information, test the connection by clicking the "TEST" button. After a successful test, click "OK".
Once the connection has been added and tested successfully, please reach out to Support to confirm this step is complete. Webcast Support will complete the integration and confer with you regarding test parameters.