Eventbrite Salesforce

Eventbrite is the world’s largest event technology platform which is a U.S. based event management and also the ticketing website. The service allows users to browse, create, and also to promote local events. The service charges the fee to event organizers in exchange for the online ticketing services, unless the event is free. In minutes, user can organize the event, sell tickets, and also can manage registration for all kinds of events. And when we say events, user can use the Eventbrite for fundraising, house parties, any to sort of musical performance or a concert.

Businesses that uses Salesforce to manage CRM data and the Eventbrite for the event management and ticket generation, they certainly require a Solution to integrate both the applications in order to maintain all the information in a single unit of all Meetups/Events of Eventbrite in Salesforce Instance. Eventbrite Salesforce Integration is one of the feasible option to manage the events in Salesforce. The user should be aware that the data migration and the platform implementation processes are not always as seamless as they might think.

The integration of Eventbrite and Salesforce makes it fast and simple to import the data from Eventbrite to Salesforce, and the user can sync the data in multiple ways to fit the needs. Astrea also has recently implemented the successful integration solution with the Salesforce and Eventbrite and the Integration Solution facilitates multiple features.

Some of the snapshots of the integration solutions are shown below-

Google Calendar Salesforce

Google Calendar Salesforce Integration includes the syncing Salesforce with Google Calendar in such a way that when an Event is created in Salesforce for a User, simultaneously an event with all the details should be created in all the respective User’s Google Calendar as well. This can be done for the multiple users easily. There is no duplicacy of the events and when an event is removed, updated or moved from the Salesforce then it gets reflected to his/her Google Calendar as well.

To integrate the two applications for making Google Calendar Salesforce Integration, Salesforce is used to extract the tokens and credentials from the Users’ Google Calendar. Also user can refresh the tokens and a batch is created in order to run on the convenient time intervals. Astrea IT Services also designed to manage the CRUD functionalities performed on the Salesforce’s Event and reflect them on the User’s Google Calendar.

       

In order to eradicate the possibility of creation of the duplicate Events at Users end i.e in Users Google Calendar, Astrea  IT Services added a check in Salesforce which helps in deleting the duplicate event. The Events are created and updated using the unique ids which in turn helps in keeping the separate records and also thus prevents the creation of duplicate Events.

As soon as any Event is assigned to a new User in Salesforce, then simultaneously the modifications are made. The Calendar Event is deleted from the previous User’s Calendar and is then added to the new User’s Calendar. And also any amendments which is made in the Event record in Salesforce is also reflected instantly on the User’s Calendar.

Salesforce For NonProfits

Many of the Nonprofit organizations today are using the Nonprofit Success Pack (NPSP),that allows user to bring all the data together in one place, so as to get a complete view of the organization’s impact. NPSP helps in achieving this by offering standard features, as well as the ability to customize any feature to meet unique needs. The Nonprofit Success Pack NPSP (earlier known as “Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce.org and made available for free for Nonprofits via the Salesforce AppExchange. Salesforce for Nonprofits allows them to better manage some common nonprofit business processes and operations

 

Some of the features of NPSP are as follows-

• Donor management- Managing donations
• Case management- Case management includes logging, routing, tracking, and approvals
• Manage volunteers- It helps in tracking the volunteers, events, shifts, and hours
• Reports and Dashboards- Running and scheduling reports, and building dashboards with drag-and-drop tools

Salesforce.org has recently announced Nonprofit Cloud that integrates multiple Salesforce products to achieve donor management, fundraising and other operational activities in Nonprofits. Nonprofit cloud is like an enhanced and more advanced version of NPSP. With NPSP being at the core of the program, Nonprofit Cloud can be used to design solutions in order to manage Nonprofit tasks and activities like fundraising and much more.

Some of the new features encapsulated in Nonprofit Cloud are as follows-

• Einstein Analytics- It will help Nonprofits to make smarter and faster decisions about their programs. It will provide fundraisers with real time data which will allow them to use time efficiently.
• Lightning Batch gift entry- It will make it quick and easy to enter gift data, providing the advantage of batch data import and allows for customization at much higher level.
• Data Storage Optimizer- This is a new product under Nonprofit Cloud solution, which enables the Nonprofits to access archived data, stored at different places of the platform, in order to create reports and dashboards.

Astrea IT Services is proud to be one of the first Indian partner to be part of the Salesforce.org’s certified partner list. Astrea has always believed in helping Nonprofits who are helping others in society. Astrea has many Nonprofit Customers around the globe and has always been a support in the noble cause of NonProfits.

Astrea being an offshore company, can be helpful for Nonprofits due to their restricted budgets, thus beneficial for both the parties. Astrea’s “Print It” is an app developed specially for Nonprofits. Print It provides a list of contacts or donors in a PDF format along with the photographs associated with the person and thus creating a directory of those contacts with all the details. The app is available for free download from AppExchange.

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How To Integrate With Salesforce CRM?

Many of the organizations today requires multiple applications to perform their daily tasks and communication between these applications is necessary for operational processes. Integrating these applications helps in achieving the goal of greater level of operational efficiency and quality. Each application can be integrated to another in order to accomplish a particular goal which was not possible before the integration.

Integration can be of many types namely, Data integration, security integration, User Interface integration and many more. Salesforce supports API integration which helps in better communication and thus provide better customer relationship.

Astrea has worked on many different integrations. Astrea has also built Salesforce Integration apps to provide syncing of data into Salesforce.

Some of the examples of Salesforce Integrations done by Astrea includes,

• Shopify Integration- Shopify is an e-commerce platform for online stores and retail point-of-sale systems. Astrea Team had built a smart Custom Connector in Java to Load Shopify API data into Wave. Shopify is an e-commerce platform for online stores and retail point-of-sale systems. You can learn more about this integration through the video shown below.

• Quickbooks Integration- Quickbooks product focuses mainly towards small and medium-sized business and offer on-premises accounting applications as well as cloud based versions that accept business payments, manages pay bills, and perform payroll functions. Astrea provide services to integrate Quickbooks Online functionality with Salesforce CRM. It allows automating Invoice, Expenses, Bill, Payments and Transaction processes.

• LiquidPlanner Integration- The integration of Salesforce (Campaign object – Standard Object) with the LiquidPlanner - An online project Management tool (Project Object – Standard Object).

• Geckoboard Integration- Geckoboard has an online development environment, Widget Editor that can be used for integration. Custom Widgets API is used to create custom charts and widgets for dashboards, visualizing the data on Geckoboard.

Astrea has successfully completed 100+ projects on  Salesforce Integrations. We have integrated Legacy Systems to Salesforce CRM. Astrea has the experience of consuming some popular APIs in Salesforce using APEX.

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