Support | Users | Eventbrite for Salesforce

Getting Started

4 minute read

Eventbrite for Salesforce is a native Salesforce application that securely pushes data back and forth between Salesforce and Eventbrite to provide a seamless experience. The application has been built by Beaufort 12 in collaboration with Eventbrite. Some of the key features include:

View your Eventbrite data alongside your Salesforce records.
Create Events from within Salesforce.
Create or update Salesforce leads, contacts, opportunities or campaigns.
Build Salesforce reports and dashboards by combining Eventbrite data.

Product Demo

Below is a detailed video overview.

Next Steps

Below are two articles that are recommended reading and the best next steps.

Installation & Setup
Mappings

FAQs

Do you delete Eventbrite records from Salesforce?

Your data is always safe in Eventbrite we just take a copy. We will only remove our Eventbrite records from Salesforce if you choose to purge all data via our maintenance tab manually.

Or the records no longer meet the sync settings criteria (https://b12.d.pr/i/FGaEmg), and they will be removed as part of the primary sync. In this case for Eventbrite Events, we use the Event Start date. For orders and attendees, we use the change date i.e. the date the record was last updated in Eventbrite.

How does the cancelation process work?

If you need to cancel your subscription, please contact us. After cancellation, you will not be billed again, and the data synchronization will cease. The application will no longer be visible, and you won't have access to any objects with your Eventbrite data. However, any data you mapped to other standard objects, such as contacts or leads, will remain intact. After canceling your subscription, you can uninstall the application at your convenience.

How do I purge Eventbrite data?

If you need to remove the Eventbrite data created by our integration, you can perform a purge. This will remove Eventbrite records stored within our custom objects in Salesforce. This will not affect your data in Eventbrite itself. It will also not remove any standard records created by our integration. For more information please see - https://www.beaufort12.com/eventbrite/support/events#DeletingEvents

Can I connect more than 1 account?

You can connect more than one Eventbrite account to Salesforce. To do this you simply need to go to the sync settings page and click add Eventbrite connection. For more information please see - https://www.beaufort12.com/eventbrite/support/settings#Clients

Does your integration support Salesforce Platform licenses?

Salesforce Platform licenses are very limited and don't include 'marketing features. From an object-level perspective, this means a platform license cannot access standard Salesforce objects like opportunities, leads, or campaigns. These objects are intrinsic to our Eventbrite integration. For this reason, users with a platform license will not be able to access our Eventbrite records in Salesforce.

How do I re-parent records?

The Eventbrite integration can create standard records (contacts, leads, accounts, campaigns, campaign members, or opportunities) but out of the box, this is turned off. When we create Eventbrite order and attendee records in Salesforce, we will attempt to match them to existing contacts or leads using the standard email address. If a match cannot be found, the Eventbrite order or attendee record will be created but will not be linked.

Changing how a record is matched

If you change to matching rules or are already using matching rules and change to a different rule, this will not re-link existing records. You can force the re-parent process of Eventbrite attendee and order records by running a full sync.

Creating standard records

Our application will never delete standard records i.e. contacts, leads, accounts, campaigns, campaign members, or opportunities. If they have been created in error, they will need to be manually deleted. Like any other standard Salesforce record.

How do I connect additional Eventbrite accounts?

Typically most customers only have one Eventbrite account. But our integration allows you to connect more than one if needed. The option to add another account can be found on the Eventbrite settings tab. For more information please see - https://www.beaufort12.com/eventbrite/support/settings#Clients

How do I manage billing?

Salesforce checkout powers our billing. To make things a little easier, we have added some functions directly in our app:

Change billing contact details.
Update your payment details.
Resend invoices.

Manage Billing

It is important to note that you need to be either a Salesforce system administrator. Or have our full permission set, preferably both.

How do I change the sync user?

Eventbrite for Salesforce is an integration between two platforms. It requires a user from both to allow our product to work. Should one or both of those users change, you will need to update our sync settings.

Salesforce

The sync will need to run against a user on the Salesforce side. We recommend a person with a system administrator profile and Marketing User enabled.
In addition, they need to have our full permission set this article shows how to add that.
Finally, once the user has our full permission set, they need to be set as the Salesforce Sync User. To do this, go to the sync settings page and click the icon next to the Salesforce Sync User.

Eventbrite

If you need to reconnect your Eventbrite account simply:

Go to the sync settings page.
There is a Sync Now button on the top right of the screen with a dropdown arrow.
Once clicked, a sub-menu will appear.
Click on Reconnect to Eventbrite

This screenshot also shows the steps above - https://b12.d.pr/AfxIjx

How do I perform a full sync?

It is rare but in certain cases, information between Eventbrite and Salesforce can get out of sync. There are two primary reasons this can happen.

1. Eventbrite API being unresponsive.
2. Custom code or processes which conflict with our integration.

To re-align the data you need to perform a full sync.

Performing a full sync

1. Click this link.
3. Next to sync now button click on the dropdown.
4. Click on Full Eventbrite Sync.

This image might help to orientate - https://d.pr/TH81kD

How do I run a full refresh?

A full refresh can often help if you have made changes to things like mappings.

Performing a full sync

1. Go to the settings tab.

2. On the top right there is a button called Sync Now next to this there is a dropdown arrow click this and then choose the option to Full Eventbrite Sync.

Once clicked a number of jobs will be kicked off to align your data. This can take some time to complete but you are free to navigate away from the page and use Salesforce normally.

How can I get a trial extension?

If you are working in a Salesforce production org and need longer contact us for an extension. Salesforce sandbox trials last indefinitely but are for the sole purpose of testing.

Can I change how contacts and leads are mapped to Eventbrite attendees?

Contact or lead will be linked to an Eventbrite attendee record in Salesforce using the chosen matching method. By default, email address is the method records are matched. But if you change the matching method and want to update all existing records you can perform a full sync. This will re-match existing Eventbrite records to contact or leads using your chosen matching criteria.

How much does the integration cost?

We only offer monthly plans based paid by card. You'll be billed monthly starting from your purchase date, and confirmation will be sent by email when we charge the card on file. Your fee is calculated using the total number of attendees from the past 12 months. We put that number against our pricing tiers (refer to "Eventbrite for Salesforce Pricing" for specifics). We exclude canceled attendees from our calculations.

Example
If you had 10 events in the last 12 months with 20 attendees for each event, then your number of attendees for the last 12 months would be 200. This would fall into tier 0 - 1,000. I.e. the charge would be $25 for that month.

More details
The cost of integrating is separate from Salesforce and Eventbrite. For Salesforce, our integration is compatible with the Essential, Professional, Enterprise, and Unlimited editions. You can try our integration even if you have not yet purchased Salesforce, but purchasing is only possible once your Salesforce organization is fully active. If you're unfamiliar with Eventbrite, we suggest you review their product before proceeding, as it will manage your event creation and registration. Our service integrates your Eventbrite account with Salesforce.

FAQs

Is there a cost for additional users?
Eventbrite for Salesforce is a site license, which means all Salesforce users can access our product if you decide, at no additional cost.

Why do we charge?
We are not part of Eventbrite or Salesforce. Our fee covers the initial and continuing development of the integration and our email-based support team. It is worth noting that we don't receive the full fee, margins are very tight. A significant portion is paid to Salesforce, payment processing, and taxes.

Can I pay by invoice?
Our integration is sold via Salesforce Checkout which we have no control over. The only way to pay is via card payment and on one of our monthly plans. Invoices, purchase orders, bank transfers are not supported.

Can I try before I purchase?
You can install our product into your sandbox or production environment to try free, fully-featured, for 14 days. But before you do this, we'd recommend reviewing these articles:

1. Installation & Setup
2. Getting started guide

The getting started guide contains a video that provides a detailed look into how our product works and hopefully answers many of your questions.

Can all my Salesforce users access Eventbrite?

Eventbrite for Salesforce is a site license that means that all users can access our product at no extra cost. For a user to see our product they will need one of our permission sets. Assigning a permission set is easy please see this article. Once the user has our permission set they will be able to see Eventbrite for Salesforce.

How do I buy?

We are thrilled you are looking to purchase Eventbrite for Salesforce.

Salesforce Checkout manages the billing process so to help we have provided this step-by-step guide on how to purchase.

Checklist:

You have already installed our product into your Salesforce Production environment.
You are a Salesforce system administrator.
If you have access to multiple Salesforce Orgs it is worth using a different browser or Incognito mode.

How do I limit what Eventbrite data is stored in Salesforce?

You can control what data is stored in Eventbrite via the Sync Settings page on the Eventbrite settings tab. This tab is found within the Eventbrite admin app. You can click this link to go to that tab if you have access. If the link is not accessible ask your Salesforce administrator to provide you with the Eventbrite Full Access permission set.

Once on the sync settings page scroll down to the Salesforce Storage Settings section. There you will see three options:

Events (Days to Keep)
Orders / Attendees (Days to Keep)
Sync from Date

You can use any of these settings to limit the data that is stored in Salesforce. NB. you can only limit data older than 12 months.

In addition to this you can via the Mappings page, again on the Eventbrite settings tab. You can apply filters when creating Campaigns or Opportunities.

Do you offer product demos?

Great to hear that you're interested in Eventbrite for Salesforce! I've put some helpful info below to get you started, and I highly recommend watching our demo video. It covers everything you need to know about how our product works.

Eventbrite
Eventbrite is a global self-service ticketing platform for live experiences that allows anyone to create, share, find and attend events that fuel their passions and enrich their lives. From music festivals, marathons, conferences, community rallies and fundraisers, to gaming competitions and air guitar contests. If you are not already using Eventbrite, we recommend you check out their product before looking at our integration.

Eventbrite for Salesforce (Beaufort 12)
We have created an integration between Eventbrite and Salesforce. It makes it easy for users to sync their Eventbrite data into Salesforce stored in custom objects and available to Salesforce reporting. Optionally, you can also use Eventbrite data to create standard Salesforce records like contacts, leads, campaigns, and opportunities.

Try before you buy
This article explains how to install and set up a free 14-day trial of our integration product. It can be installed in your sandbox, production environment, or both if needed. After the trial, the integration can be converted to a full license in a Salesforce production org.

Pricing
Billing occurs monthly from your date of purchase. Pricing is based on the number of active attendees you have had in the last rolling 12 months. We use this number against our pricing tiers. See: Eventbrite for Salesforce Pricing

For example, if you had 10 events in the last 12 months with 20 attendees for each event, then your number of attendees for the last 12 months would be 200. This would fall into tier 0 - 1,000. I.e. the charge would be $25 for that month.

You can only purchase our product via monthly card payment using Salesforce checkout. There is no option to purchase by invoice or annually.

Questions
Eventbrite for Salesforce is a self-service product with email-based product support only. But if you need some extra help, we do have a dedicated Salesforce consulting partner who can install, set up, customize, and provide more hands-on support if needed.

How do matching rules work?

Typically this means that your duplicate Salesforce rules aren't working. The actual setup and management of the rules are outside the scope of what we support. Matching rules are a standard Salesforce feature, you can learn more about them here.

A way to test that your rule works as expected is to manually create a record in Salesforce and ensure that Salesforce is preventing those leads from being duplicated outside of our integration.

To help further we have provided a simple way to check your matching rule against. If you have rules set, then a button will appear just above the mappings table. For more information and to see an illustration please click here.

How do I work with sandboxes?

When refreshing a Salesforce sandbox, there may be some settings carried across from production. It is worth noting we do have some code that runs as part of the refresh to avoid this. But in very rare scenarios, the code can be conflicted with. So to help we have two options to return settings to their default state.

In addition to this we have two further options:

1. Before starting the sandbox refresh

When refreshing the Salesforce sandbox, there is now an option to run a post-installation script. You can enter the value EventbriteSandboxRefresh this will execute our code to clear out the settings.

2. After the sandbox has been refreshed

a. Open the Salesforce developer console (developer console-->debug-->open execute anonymous window).
b. Enter in eb4sf.EB4SFAPI.initMappings();

c. Press Execute, this will take a few seconds to execute.

Either option will reset the main settings, after performing these steps you will need to connect to Eventbrite.

For more information please click here.

In this article

Getting Started

Product Demo

Next Steps

FAQs

Partners

Legal

Product

Resources