Chapter memberships are synced to Salesforce and associated with campaigns
Every time a user joins a chapter as a member, we trigger an update and send that data to Salesforce.
Bevy chapter members are synced as leads from Bevy to Salesforce and associated with a corresponding Group campaign.
- 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 group members as leads"
- Click Save Settings
Chapter Member to Lead Mapping
By default, we send first name, last name, and email. 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.
Examples:
- Linkedin = LinkedIn__c
- Twitter = Twitter_Handle__c
- Date_joined = Date_Joined__c
- country=Country
- Facebook = Facebook__c
- role=Bevy_Role__c
- Timezone = Timezone__c
- first_name=FirstName
- email= Email
- company= Company
- Title = Title
- User_id = Bevy_Id__c
- Bio = Description
- Last_name = LastName