Manage Sync Settings
Administration of Eventbrite for Salesforce
Primary sync settings & storage management
General maintenance messages
Manage billing (card details, invoices etc)
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.
Turn off sync Turning off the sync will stop data from Eventbrite flowing into Salesforce. 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. Reconnect to Eventbrite This option is available under right hand menu next to the sync now button. This will allow you to reconnect to Eventbrite should the need arise. Eventbrite clients
Typically you will only have one Eventbrite account, however you can add other accounts from this screen by clicking on the
Add Eventbrite Connection button. Once added you will see an entry in the Connected Eventbrite Organisations table.
Nex to each connection record there is a 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.
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 to work with Events, Orders/Attendees or an overal sync date. Events, Orders / Attendees Set how many rolling days to keep for Orders, Attendees (based on changed date) and Events (based on start date) in Salesforce (to save space). This storage setting is used each time the primary sync runs. Sync Date Prevent older Events, Orders and Attendees from syncing to Salesforce from a specific date. This overrides the days to keep settings for Events, Orders / Attendees. Mappings
Mappings are a complex part of the integration and therefore have their own article,
Click here to review. Maintenance
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
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. Next Steps
Below are two articles that are recommended reading and the best next steps.
FAQs 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.
The sync will need to run against a user on the Salesforce side. We recommend a person with a system administrator profile. 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.
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
3. Next to
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
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?
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 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.
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.
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. 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
. Once the user has our permission set they will be able to see Eventbrite for Salesforce.
How do I buy?
The purchase process is all handled by Salesforce Checkout, but to make things a little easier we have some guidance and steps below.
Before you can purchase
You need to have installed a trial in your Salesforce production org. You should be a Salesforce system administrator. Purchasing process
1. Log into your
2. Click this
to go to Salesforce Checkout
Once clicked you will be taken to Salesforce Checkout, you may be asked to log in to Trailhead, these are the same details you use to log in to your Salesforce production org.
How do I limit what Eventbrite data is stored in Salesforce?
You can control what data is stored in Eventbrite via the
page on the Eventbrite settings tab. This tab is found within the Eventbrite admin app. You can click this
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.
In addition to this you can via the
page, again on the Eventbrite settings tab. You can apply filters when creating Campaigns or Opportunities.
Do you offer product demos?
Eventbrite for Salesforce is largely self-service, we do provide product-based email support but we don't offer phone support or have a sales team. It is worth bearing that in mind when making a purchasing decision. To help we have put some useful information below:
The best place to start is by watching our demo video. Eventbrite Eventbrite for Salesforce is a native Salesforce application built by Beaufort12 that integrates both systems and securely pushes data back and forth between Salesforce and Eventbrite to provide a seamless experience. If you are new to Eventbrite then it is essential that you are happy with how their application works. Beaufort 12 - Eventbrite for Salesforce On our side (Salesforce integration), we primarily move data between both systems and make it easy for you to add your Salesforce records to Eventbrite's events, and allow you to better manage events from within Salesforce. It is part of our integrated apps suite that allows you to obtain a 360 marketing view in Salesforce. We also pull back information from Eventbrite, like attendees, leads status, or campaigns
Another good way to get to grips with the integration is to install our free, fully-featured 14-day trial. You can install this in either your sandbox or production Salesforce environment (or both if you need to). This article shows how easy the product is to
install and set up. Pricing 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 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. 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 cancelled. The date is based on the End date of the event. As a Salesforce checkout product, you can only purchase our product via monthly card payment. There is no option to purchase by invoice or annually. 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
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
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
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
his 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