Events are synced as Campaigns from Bevy to Salesforce.
Campaigns are generated in Salesforce for every event published on Bevy.
Salesforce's campaigns are created with a custom type as Bevy Event: <bevy-event-type-title>
. You can customize this in the admin dashboard settings.
By default, the start date of the campaign is set with the published date of the Bevy event.
- Log in to your Bevy admin dashboard
- Navigate to the General Settings at
/accounts/dashboard#/admin/settings/general/
- Locate the Salesforce section
- Check "Sync Bevy events as campaigns"
- Configure "Campaign type for Bevy events"
- Click Save Settings
Events to Campaign Mapping
- Event title → `Name`
- Event short description → `Description`
- Event status → `Status`
- Event published date → `StartDate`
- Event end date → `EndDate`
For anything additional, we just need to know what the names field names are in Salesforce that correspond to what data you want us to send.
Note: we send a status for canceled or live events. We do not sync draft events. Hidden events do sync.