How to set up the Salesforce Integration
You can set up Salesforce Integration from the Dashboard Integration page.
The first step for Salesforce integration is to authorize Salesforce access.
Enter your Salesforce subdomain.
Not sure of your Salesforce subdomain?
If your Salesforce URL is https://gradual-dev-ed.develop.my.salesforce.com, your subdomain is gradual-dev-ed.develop
3. Once entered, you will be redirected to Salesforce to authorize Gradual's access.
4. Once authorized, you will be redirected back to Gradual to set up the object mappings.
If connecting Gradual to a Salesforce sandbox, please ensure the "This is a sandbox organization" box is checked. This will ensure the appropriate data format is used when sending data to your Salesforce org.
How to map Gradual data to Standard Salesforce Objects
From the Object Mapping setup page, you can easily set up the Gradual object to the Standard Salesforce Object mapping.
Currently, Gradual supports mapping:
Gradual Members --> Salesforce Contacts OR Leads
Gradual Events --> Salesforce Campaigns
Gradual Event Attendees --> Salesforce Campaign Members
Gradual Member Mapping
You can choose to map members to either Leads or Contacts in Salesforce. Choose which field you want to use to match objects. We recommend using email for this mapping as it is most common. However, you can map based on another field like Gradual UserId, but note that you will need to ensure that an appropriate corresponding field exists on the Salesforce record like "Gradual UserId" and that data will need to be backfilled into your Salesforce org for existing users for the match to be successful.
If we do not find a matching record based on the matching criteria, you can choose to create a new record. If Gradual creates the record, we will set the Lead Source to be "Gradual".
Once configured you can set up field mappings for the remaining available Gradual user fields:
For each field you can decide if you want Gradual to update the data or just reference based on the Update Policy.
Always Update: This option updates your Salesforce data field when your mapped field in Gradual is updated.
Lookup: This option will only update the mapped field in Salesforce if it is empty.
Data Mapped from Gradual Users to Salesforce Contacts or Leads:
First Name
Last Name
Title
Company
Gradual UserId
Country
State
City
MemberType (Guest, Standard, Limited Approval)
Approval Status (approved, pending, unapproved)
Spaces
Clubs
Joined At (date user activated or first logged in)
Last Login At (date of last login)
Onboarding At (date of profile completion)
Sign Up At (date of user creation)
Gradual Event Campaign Mapping
Gradual will create new SFDC campaigns and map the registrants for that event as campaign members. The mapping is set up similarly to the member mapping.
First, choose which field you want to use to match objects. If your event names may change or you have a specific syntax you use for campaign names in SFDC, we recommend using the Gradual EventID as your matching value. You'll need to create a matching field on your Campaign record in Salesforce called Gradual EventID. This will ensure that even if the event name changes in Gradual or the campaign name changes in Salesforce, the link will remain and not be broken.
Then you can choose what other data you wish to map to the SFDC campaign.
Data Mapped from Gradual Events to Salesforce Campaigns:
Gradual EventId
Title
Start Time
End Time
Type
IsPublished
Description
if the "Map event attendee to Campaign Member" option is selected. Users who register for events will be mapped as campaign members.
We do not currently support updating campaign member status or similar fields based on registered vs attended in Gradual, but this will be available in a future update.
Gradual Activities Custom Object
We also support syncing all Gradual activities to Salesforce custom objects.
Regardless of the method used to create the Gradual Activity object, we will sync the following data to that object:
Below are the events that Gradual will sync to the new Gradual Activity custom object in Salesforce once the GradualActivity sync is enabled.
UserCreated
UserOnboarding
UserApprovalChange
UserProfileUpdate
UserTypeChange
UserAddedToSpace
UserRemovedFromSpace
UserJoinedClub
UserLeftClub
EventRegistration
EventRegistrationCancel
EventAttend
EventCheckIn
EventUnCheckIn
NewEventPublished
There are two methods to create and connect the Gradual Activity custom object.
Installed Package
The first is using our installed package available via here.
This will install the custom object as an app in your SFDC org. Based on whether or not you've selected mapping members to leads or contacts will determine whether the Gradual Activity custom object is related to the lead or contact.
Manually Create a Custom Object
The other method is to create the custom object manually using the instructions below.
In order to enable this mapping, you first need to set up a custom object in Salesforce.
Please name the object GradualActivity
and do not change the default API name, which should be GradualActivity__c
.
Once the custom object is created, please add the fields exactly as shown in the below image:
Enabling Activity Sync
Once the Gradual Activity Object is created via either method above, you can enable the GradualActivity mapping in the dashboard and we will sync data from Gradual to Salesforce periodically(Every 10 minutes).
Considerations and Notes for Events
Only published events sync to Salesforce
Changes to the event, like event name changes, made after the event is published will not update within the campaign in Salesforce
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