Installation & Setup

4 minute read

Installation and setup is quick, easy and largely wizard driven. A separate Eventbrite account is required, if you do not have an Eventbrite account you can sign up for one during the setup process.

The integration works with the following Salesforce editions:
- Professional
- Enterprise
- Performance
- Unlimited
We support both the Salesforce classic and Salesforce lighting user interfaces and the non-profit success pack (often used by charities).
You can install into your Salesforce production, sandbox or developer orgs.
Once installed you get a free 14 day trial of our premium features unless you are in a sandbox of a developer account, which provides a longer trial.
In a Salesforce production org, after 14 days the application will disappear from your Salesforce org and you will need to purchase the application from the Eventbrite for Salesforce AppExchange listing .

Installation

Go to the Eventbrite for Salesforce AppExchange listing
Click the Get it now button. All Salesforce applications are installed via a standard wizard using the steps below.
If you are not already Logged in you will be prompted to do so.
Choose whether to Install in Production or a Sandbox.
Select, I have read and agree to the terms and conditions, then click Confirm and Install.
Choose whether to install for admins only, All users or specific profiles. We recommend you select Admins only and once installed give users access via our permission sets.
A popup will appear asking for approve third party access. This will contain the secure APIs we use to push and pull data via Eventbrite and Salesforce. Check Yes, grant access to third party websites and click Continue.
Click Install.
Select Yes, grant access to these third-party websites then click Continue.

It usually takes Salesforce less than 10 minutes to install, once complete you will receive a confirmation email.

Setup

In Salesforce, click the App menu/launcher and select Eventbrite Admin.
The connection wizard will appear. After installing Eventbrite for Salesforce, follow the steps below to setup and connect.
Click Connect to Eventbrite, enter your Login details or create them then follow the on-screen prompts to access your account. Click Allow access when done.
When the connection is made you will be returned back to Salesforce.
Finally we have provided some initial training material.

The connection wizard will now automatically setup page layouts and enable the sync. The primary sync (this pulls information from Eventbrite) will run every hour. These settings can be changed in Sync Settings.

Objects

When installing Eventbrite for Salesforce, the following custom objects will be created. These objects contain either records or settings required for our application. Our product has been designed to be self contained in order to not impact standard objects.

Eventbrite Answer
Eventbrite Attendee
Eventbrite Discount
Eventbrite Event
Eventbrite Mapping
Eventbrite Order
Eventbrite Organization
Eventbrite Question
Eventbrite Ticket Class
Eventbrite Venue

Our object structure Should not be customized as it may stop our application working correctly or stop automated upgrades.

Next Steps

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

FAQs

The cost of our integration is separate from both Salesforce and Eventbrite.

Salesforce

Our integration works with Essential, Professional, Enterprise, and Unlimited editions of Salesforce.
If you have not purchased Salesforce yet you can still try the integration.
However, you cannot purchase until your Salesforce org is fully active.

Eventbrite

Eventbrite is the event management and registration application.
If you are not already using Eventbrite we recommend you check out their product first.
Their product will handle how you build your events and set up registration.
Our integration works with all Eventbrite accounts.

Integration Fee

Billing occurs monthly from your date of purchase.
Pricing is based on the number of attendees you have had in the last rolling 12 months. We use this number against our pricing tiers. See: Eventbrite for Salesforce Pricing
Each month we check the number of attendees you have had for the last 12 months and use that to determine the monthly fee.
We only count attendees that were associated with an event that was not canceled. The date is based on the End date of the event.
We will charge the card on file automatically every month.
When we charge the card on file, we will provide an email invoice receipt to the billing contact.
We provide a 15% discount for non-profits.

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.

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 a lot of your questions.

In this article

Installation & Setup

Installation

Setup

Objects

Next Steps

FAQs

Partners

Legal

Product

Resources

Installation & Setup

Installation

Setup

Objects

Next Steps

FAQs

How do I manage billing?

How do I change the sync user?

How do I perform a full sync?

How do I run a full refresh?

How can I get a trial extension?

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

How much does the integration cost?

Can all my Salesforce users access Eventbrite?

How do I buy?

Do you provide non-profit discounts?

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

Do you offer product demos?

How do matching rules work?

How do I work with sandboxes?

Partners

Legal

Product

Resources