Using Stova with Salesforce

To transfer attendee data from an Stova registration site into Salesforce, ASU users can use an Stova-Salesforce integrated event template.

There is a multi-step process in preparing for your Stova event and Salesforce campaign. This page explains the basics.

There are two templates currently available to ASU users:

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).

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 ([email protected])
- 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.

All Events are created and managed in Stova.
Attendees are registered in an event when they fill out the Stova Event Registration Webform.
When the Attendee submits the registration, the integration between Stova and Salesforce sends the integrated information fields to Salesforce and the following actions occur:
- The Stova Event is created in Salesforce as a Campaign.
- Creates/Updates the Prospect in Salesforce
  - Searches for an existing contact, creates a new contact if not found
  - Searches for an existing opportunity, creates new opportunity if not found
  - Adds the attendee to the Salesforce Event
  - The registration or attendance is captured as a Salesforce Campaign Member with a status of “Registered”.
  - Any interests that the attendee indicated on the Aventri template will be created on the Salesforce Contact (i.e. Program, Campus, etc)

It may be used only with the ASU Salesforce Enterprise org instance.
Due to the complexity of integrating Stova and Salesforce, some features in Stova may not be used.
- Those features are noted in the Maroon Template User Guide.

The user guides will walk you through the steps required to use the Stova/Salesforce integrated templates.

Gold Template User Guide

Gold Template User Guide

Maroon Template User Guide

Maroon Template User Guide