Set Up Your Salesforce Integration

Livestorm Salesforce integration will link your Livestorm workspace with your Salesforce Org.
For the complete overview of our integration with Salesforce with the functional behavior, feel free to read our dedicated article. This article only focus on the installation.

Note: the Salesforce native integration is only available to our Enterprise customers with a paid Add-On.

In this article

• Set up your Salesforce
  • Select a user with the right permissions
  • Attendance status and replay status
• Connect and Configure the Livestorm Salesforce Integration

Set up your Salesforce

Select a user with the right permissions

The first thing to do is to review the permissions and profile of the Salesforce user you are going to connect to Livestorm. Your need the following:

• The user should have the Marketing User permission checkbox enabled on his user page. This is required by Salesforce to read and update Campaigns.
• A profile for the user which can use the API and has the permissions to edit Accounts, Leads, Contacts, Campaigns objects and their fields. To do that, you have two options:
  
  • First option: grant the System Admistrator profile to your user. This is the quickest and easiest solution cause you have nothing to create. But we can undestand that you maybe don't have the right in your company to grant this profile for the integration. If so, you can use the second option.
  • Second option: you can create a custom Permission Set (as explained by Salesforce support here) with the correct permissions and attach it to your user. We help you below with the set-up of this permission set.

To create your permission set, follow those steps:

1. Go to Setup > Permission Set and click on New at the top.
2. Name your Permission Set "Livestorm Salesforce Integration".
3. In the System Permissions check "API Enabled".
4. In the Object Settings go to the Leads object and enable the Read, Create, Edit, View All records, View all views checkbox. Also grant Read & Edit access to all the fields of the object and click on the Save button at the top. Repeat this operation for Account, Campaigns, Contacts, Leads. And Save the Permission Set.
5. Then go to Manage Assignements and add your user to the list and save.

Control the user's permissions

No matter how you have granted the permissions to the user (profile or permission set or both), you can check if your configuration is correct by going to Setup > Users > Edit the User > View Summary at the top. Check that you have (at a minimum):

• In the User Permissions tab: you should see in the list "API Enabled".
• In the Object Permissions tab: you should see the Edit & Create permissions for Account, Campaigns, Contacts, Leads.
• In the Field Permissions tab: you should see the Read & Edit access for all the fields of the following objects: Account, Campaigns, Contacts, Leads.

Very important: if you can't see all the mentioned permissions in the user summary, contact a Salesforce administrator in your company to fix this. Without those permissions, the Livestorm integration can't manage Campaigns or Leads and thus can't work.

Tips: If you want to track precisely any changes done by Livestorm on your Salesforce Org, we could recommend you to create a separate user (with all required permissions described above & API access) as we will be creating new Leads/Contacts or updating the existing records with the connected user’s account.

Attendance status and replay status

For the attendance (i.e. attended versus no-show), good news! You have nothing to do: everything is automatic. Livestorm will update the standard field "Status" of the Campaign Member automatically for each registration and when the session is over.
Also, the correct statuses (see here for more details) will be created on the Campaign upon the Campaign creation by Livestorm. No manual action is required on your side for the attendance.

Furthermore, if you want to capture valuable data about the replay views you will have to create a custom field named "Livestorm Replay Status" on the Campaign Member object.

1

Go into the "Setup" menu by clicking on the gear on the top right corner of your Salesforce home screen.

2

Follow the path: Objects and fields > Object Manager > Campaign Member > Fields and relationships > New

3

Select the data type Picklist and click on Next.

4

Set the Field Label to "Livestorm Replay Status". Make sure that the API name on your interface is: “Livestorm_Replay_Status” (the API name used by Salesforce will be then at then end "Livestorm_Replay_Status__c" because it's a custom field). If there is any misspelling or typo in the API Name of the field, this won't work.

5

Select the second option in values, Enter values, with each value separated by a new line and add the following values:

• Hasn't watched replay (set this value as the default value)
• Has watched replay
• Has watched on-demand
  

6

Click Next until you get to the last step 4/4 and then click on Save.

Connect and Configure the Livestorm Salesforce Integration

Once your Salesforce is setup, let's see how to configure the Livestorm Salesforce!

1

Go to the App Marketplace on your Livestorm workspace.

2

Find the Salesforce V2 card and click on Enable for all team members.

3

In the dropdown, select if you want to Connect to production or to use a Sandbox.

4

Allow the Livestorm connected app to access to your Salesforce Org and check the success notification at the bottom left of the screen.

5

And voilà! Your integration with Salesforce is ready to use!
You have three general settings you can configure:

1) The integration is activated for any new events by default, so you won’t have to enable it for each event. But you can change this settings if we you want by switching off the toggle.

2) The integration will create Leads by default. But we offer you a nice customization to create a new Contact instead, check this article for more details.

3) You can fully customize how the data are synchronized to your Leads, Contacts, Campaign Members with our attributes mapping feature - see the dedicated article to learn more and be an expert of fields mapping!

The Salesforce integration isn't retroactive: people who registered to Livestorm sessions before the integration was activated on your workspace won't be synchronised as Campaign Members into Salesforce. You will need to import them to Salesforce.