Plan Availability	Starter	Pro	Premium	Enterprise

For customers with contracts starting March 2024 or later, feature availability is based on your pricing tier. If interested, contact your CSM or our Sales Team to discuss pricing options. 

Introduction

In this guide, you'll learn how to connect your Goldcast organization with your Salesforce Cloud. The guide is divided into several chapters, each with clear and easy-to-follow instructions.

You can view the chapters in any order you prefer, but if you are setting up the integration for the first time, we recommend reading them sequentially. This will ensure that you do not miss any crucial steps and can set up the integration quickly and easily.

Benefits of connecting Salesforce to your Goldcast org

Salesforce is a powerful CRM that offers an expansive range of features and analytics. Goldcast has built a managed package to help connect and sync it with Salesforce. 

Integrating Goldcast with Salesforce provides valuable insights to your sales and marketing teams, enabling them to nurture leads, enhance conversions, and close deals with ease. With this integration, you can: 

• Sync registrant, attendee, and associated event engagement data from Goldcast to Salesforce campaigns via status updates, field mapping, and custom activities in real-time. 
• Give your sales and marketing teams full visibility to track every lead and contact interacting with your Goldcast events. 
• Access pre-built reports that allow you to measure event registration, attendance, and engagement and track their impact on your pipeline, sales, and expansions. 
• Identify trends and analyze customer engagements to make event-data-driven business decisions. 
• Gain insights into the ROI generated by your events. Explore key metrics like Pipeline and Revenue Influenced directly in your Goldcast ROI Dashboard.

So whether you're a marketer looking to boost event attendance or a salesperson looking to close more deals, the Salesforce + Goldcast integration has got you covered. 

Before we set up the integration, here’s a quick overview of its scope and how it works. 

How does the integration work?

When you integrate Goldcast with your Salesforce instance, you create a bi-directional connection between the two platforms. 

1. In one direction, Goldcast sends registration, attendee, and event engagement information to your connected Salesforce account via custom activities and also updates campaign member statuses. 
2. In the other direction, you can pull Accounts, Opportunities, and Contact information from Salesforce to visualize the ROI Reporting Dashboard in Goldcast, offering a holistic view of the return on investment (ROI) generated by your events.

The integration can be split into two levels: 

• Org level: In this step, you install the Goldcast integration and Goldcast’s managed package, and further allot necessary permissions needed for the Integration to enable it for your organization. 
• Event level: Once you’ve enabled the Salesforce integration at the org level, you can configure it for individual events. You can sync now event engagement data in the form of custom activities and update campaign member statuses to your connected Salesforce campaign. 

For more information about each custom activity, refer to our Guide on Event Engagement Activities.