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Elevent for Salesforce

Elevent for Salesforce Big Version 2!

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We are officially out of Beta and live with our major new update to our Elevent for Salesforce app. Version 2.x goes live and generally available as V2.3. Check us out on the Salesforce appExchange (Where we are one of only 2 ticketing systems with reserved seating capability).

If you were on v1 of our Salesforce app, you likely have already been upgraded or are in the process of being upgraded. Reach out to us if you haven't been scheduled for upgrade yet.

What is V2 All About?

Almost everything about our Salesforce app is optimized, reworked, improved, or added-in. The driving force moving from version 1 to 2 was to:

  • Add in the rest of the useful data, making the CRM integration comprehensive and complete]
  • Adding tools and power to the integrators, giving them more flexibility and more compatibility with other data sources
  • Adding compatibility with other types of Salesforce clouds, most notably Nonprofit Cloud
  • Making the integration more reliable, robust, and error-free
  • Using a new Elevent API as a data source purpose-built for CRM integration
  • Improved handling for all of the edge case, less common events like shared memberships, transfers, order reassignments, gifts, refunds, exchanges, and more.

New Features & Functionality

You can read the release notes and Admin Guide to get a full sense of what v2 brings. These are the highlights:

  • A new field mapping tool to give integrators the ability to map Elevent data to different record types and fields
  • A re-imagined importing & processing engine to better handle the ever-evolving world of incoming data, with more feedback and statuses of updates
  • All sorts of additional data from Elevent, including:
    • Entries for every scan or check-in
    • Custom order fields, for all those custom forms and questions you serve up in Elevent
    • Events with all of their event info
    • More robust showtimes
    • Venues
    • Products - like the SKU for each product, with GL Codes
    • Elevent Orders - now a fully-fledged object in Salesforce
    • Concessions & Merch products & sales
  • Helpful tracking fields like Elevent status, links back to elevent customers and orders, and a flag for contact records originally created in Elevent, and most recent activity dates
  • New rollups on showtimes, events, and orders
  • A new action button to "Merge dupe contacts" in Elevent as well as Salesforce
  • More robust contact matching by more than just Elevent ID
  • Support for Nonprofit cloud and person accounts/decoupling from Salesforce NPSP (Nonprofit Success Pack)
  • Multi-person memberships are now associated as primary and secondary members using Salesforce Contact Roles.
  • Support added for anonymous orders; they come in with no associated contact or account
  • Donations support more information, including anon donation flags and tributes/acknowledgments
  • Support for reserved seating tickets

Where do we go from here?

We're not done with our Salesforce app, to be sure. With such a solid data foundation, we move next to:

  • Improving our turnkey support for more of Nonprofit Cloud, most notably gifts and campaigns
  • Offering a suite of out-of-the-box page layouts, dashboards, reports, custom fields, rollups, and flows to help quickstart integrations and cut down on the amount of idea generation and customization required to get a lot out of our app.
  • Continuing to improve shared memberships--creating a more full separation between the memberships that are purchased with the memberships that are serviced.
  • Adding Elevent emails and deliveries into the Salesforce activity feed to form a more complete picture of every customer touchpoint
  • Adding support for saved orders and reservations
  • Continued improvements to refund, exchange, and gift handling
  • Escheatment support for unclaimed gift items
  • Leveraging Agentforce and our AI-driven future
  • Customer/contact & allocation/segment bidirectionality between Elevent and Salesforce
  • Some data management tools to reduce the amount of storage used

Salesforce, and our app, is a big mammajamma. Reach out to us anytime to get to know the enterprise CRM-side of what we can do for you.