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.
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
How to sync all Gradual activities to a Salesforce custom object
We also support syncing all Gradual activities to Salesforce custom objects.
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:
Once the fields are created, you can enable the GradualActivity mapping in the dashboard and we will sync data from Gradual to Salesforce periodically(Every 10 minutes).
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
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 and will break the sync with Salesforce.
e.g. Publishing event with Name A will build a campaign in Salesforce. If the event name is changed to Name B, the registration syncs moving forward will fail as Gradual will not be able to find the Salesforce campaign with Name B.