Sync event times to Salesforce | Voters

Sync event times to Salesforce

complete

Melanie Greene

Event dates are synced to Salesforce, but not event time. This means we have to go through and add the time to all of our events once they are synced.

December 8, 2021

Jonathan Lin

marked this post as

complete

This feature is now live! Newly synced events will track start and end dates and times on Salesforce campaigns using two new fields:
Event Start Date/Time
Event End Date/Time
Please note that these new fields will need to be made available on page layouts in order to be visible to users.

Michael Sulja

Jonathan Lin: When adding new fields, it is possible to have the friendly name prefixed with 'Give Lively' like other fields so that it's easy to identify the fields coming from Give Lively? See attached picture.

Jonathan Lin

Michael Sulja: Thanks for mentioning! Unfortunately, it may not be feasible for us to rename this existing field, however we can definitely keep it in mind for future fields.

In some cases we err on the side of brevity and do not prefix field labels with "Give Lively", such as with the Opportunity fields Page Slug, Page Type and Page URL. I can certainly understand the desire to distinguish the packaged fields from others, however.

Michael Sulja

Jonathan Lin: Ok thanks for clarifying!

Jonathan Lin

Quick update: we are in the process of rolling this out over the next week or two. Once enabled, Salesforce campaigns created by Give Lively sync will track event dates and times.

Jonathan Lin

marked this post as

in progress

Jonathan Lin

marked this post as

under review

Jonathan Lin

Thanks for the request, Melanie Greene! You raise an excellent point. Provided we don't encounter any implementation concerns when we review options, we'll plan to include this in a future release. I would envision this as a pair of custom fields to include in the app and populate via sync.

Melanie Greene

Jonathan Lin: Actually, now that I look at it, I don't think the event dates are synced either. Is that correct?

Jonathan Lin

Melanie Greene: It appears you're absolutely correct! I was thinking of Start/End Availability for Ticket Tiers, as opposed to Start/End Date at the Campaign level. I'll make sure our eventual solution includes both the date and time, whether it ends up in one field or two.