Configure the Objects Created on Salesforce

Ever wanted to understand and fine-tune the objects created in your Salesforce Org? You’re in the right place: this article will explain the different options you have to create objects.

For a complete overview of our Salesforce integration and how it works, check out our dedicated article.

Existing Leads & Contacts#

When someone interacts with a Livestorm session (e.g., registers, attends live, or watches a replay), the Livestorm integration checks your Salesforce database to determine if a record with the same email address already exists.
Matching is based solely on the email address.

Livestorm searches both your Contacts and Leads databases. This dual search ensures no duplicates are created in your Salesforce org.

• If a Contact with the same email address exists, it will be enriched with the mapped fields and added as a Campaign Member.

• If no Contact is found but a Lead with the same email exists, the integration updates the Lead fields (based on your field mapping) and adds this existing Lead as a Campaign Member of the corresponding Campaign.

Create New Leads#

If no matching Lead is found, the integration will create a new Lead in Salesforce using the registrant’s information from Livestorm (and the mapped fields for the Lead object).
This is the default behavior, so if you’re using Leads, there’s nothing you need to configure—feel free to move on to the next section.

Set Up New Contact Creation#

You can choose to create Contacts instead of Leads by enabling this setting in your general integration settings:

• When this option is enabled, if no existing record is found (see above), a new Contact is created in Salesforce using the registrant’s information from Livestorm (as well as the mapped fields for the Contact object).

• No new Lead will be created when this option is active.

Campaigns & Campaign Members#

Campaigns#

Each Livestorm session triggers the creation of a new Campaign in Salesforce, reflecting the event and session details from Livestorm.

• The Type of the Campaign is set to "Webinar".

• Only upcoming and on-demand sessions trigger Campaign creation. Past sessions do not create new Campaigns, and registrants from before the integration was enabled on the event will not be synced.

• The Status of the Campaign is not modified or updated.

Campaign Members#

Campaign Members are automatically added (either as a Contact or a Lead—see previous sections) to the correct Campaign, and:

• Live participation is recorded in the standard Status field of the Campaign Member. All possible statuses are automatically created in the Campaign—no manual action needed.

• Watching a replay or on-demand session is recorded in the custom field Livestorm Replay Status (see this article to set up the custom field properly).

Frequently Asked Questions#

• Why can’t I see the Campaigns associated with my event setup?
  If you see an empty list or a list of sessions with an error message saying "No campaign associated to the session", this probably means your Salesforce user doesn’t have the correct permissions, and the Campaign couldn’t be created (check the prerequisites here). Also, make sure that no validation rules in Salesforce are blocking Campaign creation.

• What happens if both a Lead and a Contact exist with the same email address?
  The integration prioritizes the Contact, as they are further along in the journey. The existing Contact will be used and added as a Campaign Member.

• What happens if multiple Leads exist with the same email?
  The integration selects the oldest Lead in Salesforce and adds them as a Campaign Member. The same logic applies if multiple Contacts exist with the same email.

• What happens if required fields for Leads or Contacts are missing during creation?
  If a required standard field (like Company for a Lead or Last Name for a Contact) is missing, the integration will apply a fallback value to prevent errors and ensure the record is created. You can update this value afterward in Salesforce.

• If I change the session date, will a new Campaign be created?
  No. Changing the session date in Livestorm does not create a new Campaign. The original Salesforce Campaign remains associated with the session. You’ll need to manually update the Campaign’s start date in Salesforce. The same applies to event names—renaming the event won’t update the linked Campaign.

• What happens if I delete my session or event? Will that affect the Campaign?
  If you delete your session or event in Livestorm, the associated Salesforce Campaign will not be deleted. We make sure to preserve any valuable data you may have added in your Salesforce organization.