Connecting Salesforce

Connect a CRM · Last updated 2026-07-29

PKCE OAuth flow. Production or Sandbox, either works — sandbox has one extra checkbox.

Before you start

Connect

  1. Organizer dashboard → Integrations.
  2. Find the Salesforce card. If your target is a sandbox, expand Connecting a sandbox or test environment? and check the box before clicking Connect. Production doesn't need this.
  3. Click Connect Salesforce.
  4. A Salesforce sign-in window opens (login.salesforce.com for production, test.salesforce.com for sandbox). Sign in.
  5. Approve the OAuth request. We ask for api and refresh_token offline_access — enough to read and write Contacts, Leads, Campaigns, and CampaignMembers.
  6. Salesforce redirects you back and the card shows the connected instance URL (e.g. yourco.my.salesforce.com).

What happens next

On registration approval, we match the registrant by email. If a Contact exists we update it; if not, we look for a matching Lead; if neither, we create a new Lead. Attendance is recorded as a CampaignMember on a Campaign we create per event (idempotent — two registrations against the same event land on the same Campaign).

On Campaign create we also provision three CampaignMember statuses so your reports read cleanly: Registered, Attended, Cancelled. If your org has customized the default statuses, ours coexist alongside yours.

Troubleshooting

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