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Salesforce Sales Cloud Data Integration

Contact Integration Support to setup and enable the Tibco Scribe integration service for Salesforce.

Overview

The Tibco Scribe iPaaS can be setup by ON24 to make API calls out to Salesforce. The connector uses a user/seat in Salesforce to access the API, and any read/write/edit permissions for the user will open up access to objects and fields in Salesforce. The objects we interact with are Contacts, Leads, Campaigns and Campaign Members.

Common Configurations

Option 1:

Update or create campaign records. Update and/or create contacts and leads. Create campaign member records for contacts and leads.

 

Option 2:

Update existing campaign member records for contacts and leads. This can be used in campaign member records are created first by client.

sfdc_v1.png   sfdc_v2.png

Campaign Member Records

Custom fields can be setup in the campaign member object to hold attendee activity like minutes duration, engagement score, poll surveys, user questions, etc. See below example.

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Prospect Engagement Profile URL

The ON24 hosted Prospect Engagement Profile can be to a field in your contact and lead records. See example below.clipboard_e2976247c8771ee991870dc9aff2a5a78.png 

 

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