Manage Eventbrite Settings

  • Administration of Eventbrite for Salesforce

  • Mappings

  • Primary sync settings & storage management

  • General maintenance messages

  • Manage billing (card details, invoices etc)

Sync settings

The sync options allows you to see which Eventbrite account(s) you are connected to, when was the last primary sync  and next runs, multi clients, and manage storage settings.

  • Sync now
    Start the primary synchronisation job in the background. This job is responsible for importing Eventbrite data into Salesforce. This primary sync job can take up to an hour to run, although typically it runs within a few minutes.

  • Full Eventbrite sync
    This option is available under right hand menu next to the sync now button. This will perform a full sync of Eventbrite data to Salesforce (typically a sync will only process recently changed records in Eventbrite). Run this option when you see a miss-match of data between Eventbrite  and Salesforce. This option is safe to run.

  • Turn off sync
    Turning off the sync will stop data from Eventbrite flowing into Salesforce.

Eventbrite clients

Typically you will only have one Eventbrite account, however you can add other accounts from this screen.

  • The dropdown to the left allows you to disconnect a client or change the Salesforce user. This controls the security for the Eventbrite organization and it's related events, orders, attendees and any leads, contacts or accounts that are created by the integration.

  • When combined with Salesforce sharing rules, this provides advanced security management for who can see, edit, delete Eventbrite records from within Salesforce.

Storage

Like any app that creates records, Eventbrite for Salesforce uses some of your records storage capacity.  Each Salesforce record takes approximately 2KB, so if you have 10,000 attendees, syncing them will take up approximately 20MB of space.


You can tune how much data is stored in Salesforce via our sync settings tab. On this page under the Salesforce Storage Settings section you can choose how many days to keep for both Events and Orders/Attendees.


Next to these settings there is a cog icon, which when clicked will bring up a dialog box allowing you to choose a maximum sync date. The maximum sync date allows you to create events (and associated orders, attendees etc) from a point forward. This is independent of the "days to keep" settings and is typically only used when you first get started.

Mappings

Mappings are a complex part of the integration and therefore have their own article, Click here to review.

Maintenance

The Maintenance page allows you to setup or remove page layouts, and view system messages.

Salesforce page layouts

When the application is first installed into Salesforce, the page layouts (buttons, fields, related lists etc) will be automatically configured (unless the setup is cancelled). You can remove page layouts or add them back.  This Article explains how.

Maintenance messages

Eventbrite for Salesforce system messages are visible in the Maintenance messages. This is the first stop when troubleshooting. If a record cannot be synced a message will appear here.

  • Use the inline menu to view more details about the message.

  • Click on the Code field to view more information about the message on our support site.

  • The delete messages button will clear out the message log

User Security

Salesforce has a powerfule security model. To make things a little easier we provided this dedicated screen that allows you to work with permissions.  To learn more please click here.

Billing

The billing page allows you to manage billing details, view invoices and resend them. For more information Cick here for our full article on Billing.

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