In order to add your Salesforce Integration, you will need to prepare the External Client App on Salesforce.

First, log into your Salesforce account and go to Apps > App Manager

Click on New Connected App:

In the pop up, choose Create an External Client App:

Fill in the details as you see fit:

Set the Distribution State to Local.

Scroll down, click Enable OAuth:

Enter this as the Callback URL:

For the OAuth Scope, select "Full access (full)":

Enable Client Credentials Flow, leave the rest of the options, click Create:

Next, you'll see the Policies tab, click edit:

Scroll down a bit, check Enable Client Credentials Flow and enter your Salesforce account email address:

Save your Policy settings, and go to the "Settings" Tab, scroll down, and you'll find the "Consumer Key and Secret" button:

After the verification code, you'll see your consumer key and secret.

Once you have your key and secret, navigate to Integrations within AEvent, click Add Integration, and then search/select Salesforce.
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Then name your integration as you see fit, and click 'Connect.'

Then enter your ID, secret, and domain.

Once your Salesforce account has been successfully added, you will see it's Connected state, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Salesforce account is now successfully connected to AEvent!

In order to utilize your Sales Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your Salesforce Integration as Active, then click on the cogwheel to define your settings.

Just by activating the integration within the timeline, we can add registrants to a campaign, and/or add tags. This will happen automatically when they register:

That's it! When you've selected a campaign/tag, make sure to click the checkbox for the option/s that you want and click Update Settings.

Setting up a timeline action to Add a tag to a contact within Salesforce is Easy.
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Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Salesforce Integration, and Add Tag.

For the sake of this example, the tag called "Sale" will be added 3 hours before my event starts.

Once you've defined all the values in the action and defined the tag in which you want to add, just click on Create.

Your Salesforce Add Tag Action has now been created, and you can view it on your timeline.

Here's how to remove a tag from a subscriber using AEvent actions:
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Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Salesforce Integration, and Remove Tag.

In the example above, the 'Sale' tag will be removed from non-attendees 3 hours after the event.

Once you've defined all the values in the action and defined the tag in which you want to add, just click on Create.

Your Salesforce Remove Tag Action has now been created, and you can view it on your timeline.

Creating a timeline action to add a subscriber to a campaign at at a set time before or after your Event is easy.
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Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Salesforce Integration and Add to Campaign. Select the campaign that you would like to add the registrants to:
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After clicking on Create, your action will be created and viewable on your timeline.

In the example above, registrants will be added to the 'Tutorial Campaign' 3 hours before the event starts.

Follow these steps to remove a subscriber from a selected campaign automatically.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Salesforce Integration, and Remove from Campaign:
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After clicking on Create, your action will be created and viewable on your timeline.

In this example, non attendees will be removed from 'Tutorial Campaign', 3 hours after the event.

If you click 'Test' on your Salesforce integration and it is NOT successful, the first step we recommend is reconnecting your integration.

By clicking Re-Connect, you will need to log in to name your integration again, and fill in the required details:

Once your Salesforce account has been successfully re-connected, you will see its state, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Salesforce account is now successfully Re-connected to AEvent!

If you want to remove your Salesforce integration from AEvent, you need to navigate to Integrations, locate your Salesforce integration, and click on the trashcan icon.

You then will be prompted to confirm the deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.