Using Stova with Salesforce

High level overview of Gold Template functionality:

• When an event is cloned from the Gold Template and someone registers for the event, the integration will add a new event participation record in Salesforce.
• The Event is held as a campaign in Salesforce, and must be created in advance.
• The registrant must be an existing Salesforce contact:
  • Current ASU student, undergraduate or graduate applicant/ admitted student.
• The Event participation record is held as a campaign member in Salesforce. 
• The integration will add a new campaign member to the Salesforce contact and set the campaign member status (e.g. to registered).

The Gold template has the following requirements/limitations:

• It may be used only with the ASU Salesforce Enterprise org.
• The attendees who will be submitting the registration for your event must already exist in Salesforce, as a Contact.
• The Contact is matched by first name and email, and both must be an exact match. 
• The email entered on the registration form must be the exact email addressed used in Salesforce.  
  • The Salesforce matching rules do not apply here and will not check across multiple fields.  
  • Current Student: email from Directory name (first.last@asu.edu)  
  • Applicant/admits Student: email address used on the application (personal email address)
  • For reference:  Check Salesforce email address field

• Due to the complexity of integrating Stova and Salesforce, some features in Stova may not be used.
  • Those features will be noted in the Gold Template User Guide.
• Further, you must have an account and experience with Salesforce.
  • If you already have access to Salesforce and are encountering issues please submit a support ticket into Recruitment CRM or Service to request Campaign access.   
    • https://sites.google.com/a/asu.edu/utotraining/salesforce-training?pli=
  • Submit an access request.

You may read the steps required to use the Gold template in the Gold Template user guide.