Introduction
As we mentioned in the Getting Started: Introduction to Goldcast + Salesforce Integration help article, the Salesforce integration is bi-directional. While Goldcast sends data to Salesforce, you can also configure the integration to receive Accounts and Opportunities, Leads, and Contacts data from Salesforce to power the ROI dashboard in Goldcast.
What is the ROI Dashboard and How Does It Work?
Understanding the ROI (Return on Investment) of your Goldcast events is crucial in optimizing your events and planning future ones. The ROI dashboard in Goldcast allows marketing leaders, CMOs, and event managers to calculate the ROI of their Goldcast events, individually and in aggregate.
The ROI dashboard combines events data in Goldcast about your customers and prospects with the Account and Opportunity data in Salesforce to provide you with a holistic view of the following KPIs:
- Pipeline Influenced
- Pipeline Sourced
- Revenue Influenced
- Revenue Sourced
To know more, refer to our guide on ROI Reporting Dashboard.
Step-by-Step Guide to Configure Salesforce for ROI Reporting in Goldcast
It is crucial and mandatory to configure to sync data from your Salesforce account to Goldcast to power your ROI Dashboard. Follow these steps to sync the data from Salesforce to Goldcast and also turn a scheduled sync into a periodic update of your ROI Dashboard:
Prerequisites: Ensure your Salesforce instance has Goldcast's Managed Package v1.10.2 or later installed.
- Go to the App Launcher (top-left corner of your Salesforce screen).
- Search for and open the Goldcast app.
- In the top navigation bar, click on ROI Configuration. If you don't see it, use the More dropdown menu to locate the option.
- Open the ROI Configuration tab.
You will now see two key sections:
Enable Salesforce Sync to Goldcast
Under the Schedule Sync section:
- Toggle the switch labeled Enable Salesforce Sync to Goldcast to the ON position.
- Once toggled ON, the status will display Active. You can now configure the sync frequency and schedule:
- Frequency: Select from options such as Daily or Hourly. Here, we've selected Daily.
- Days: Choose specific days of the week the sync should occur.
- Time: Set a preferred time for the sync. For example, 1:00 PM.
- Click Schedule Job to confirm the sync schedule.
Note: This setup ensures that Leads, Contacts, Accounts, and Opportunities from Salesforce are synced to Goldcast at your defined schedule.
You can later disable the sync at any time by toggling the switch OFF.
Enable Email Notifications
Under the Email Notifications section:
- Toggle the switch labeled Enable Notification to receive sync updates via email.
- Click Yes. Upon clicking this button, the email updates on data sync status are successfully activated.
When active, you will receive alerts and summaries for each sync job, including:
- Success confirmations
- Errors
- System alerts
Note: Emails will be sent to the authenticated Salesforce user.
Ta-da! This marks the successful completion of the setup required for the ROI Reporting Dashboard.
