Skip to main content
All CollectionsIntegrations
Salesforce Integration Setup
Salesforce Integration Setup

This article explains how to set up your Gradual and Salesforce integration including standard and custom activities

Updated over a week ago

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

Once entered, you will be redirected to Salesforce to authorize Gradual's access. 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 Gradual object to Standard Salesforce Object mapping.

Currently, we 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 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

Did this answer your question?