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Blackthorn Salesforce Integration

Run events and payments from the same Salesforce records

Keep event registrations, payments, and attendee history inside Salesforce. When Blackthorn Salesforce integrate, teams stop rekeying data, follow up faster, and see event revenue next to every contact and opportunity.

Where Blackthorn and Salesforce Leave Work Unfinished Today

Duplicate Records

Challenges

Registrations often arrive with new emails or nicknames, so Salesforce creates extra Contacts or Leads. Teams lose attendance history and report totals across duplicates later.

Solution

  • Match registrants using email plus account rules
  • Update existing Contact before creating new records
  • Flag possible duplicates for admin review daily
  • Merge records and retain registration links always

Payment Reconciliation

Challenges

When payments sit outside Salesforce objects, finance cannot tie fees, refunds, and payouts to Opportunities or Registrations. Reconciliation becomes spreadsheet work and errors each month.

Solution

  • Post charges and refunds to Salesforce Payments
  • Link transactions to Opportunities and Registrations automatically
  • Store gateway fees for net reporting inside
  • Track payout balances using Payment Gateway records

Follow Up

Challenges

After an event, sales and marketing need attendee actions in Salesforce. If sessions, check-ins, and surveys are missing, outreach timing slips for hot leads too.

Solution

  • Write check-in status back to Campaign Members
  • Create Tasks when attendees hit key triggers
  • Route survey scores into Salesforce fields fast
  • Launch email sequences from updated attendee statuses

Admin Overhead

Challenges

Admins waste time moving fields between registration forms and Salesforce objects. Without clear defaults, teams rebuild pages for each event and miss required fields often.

Solution

  • Reuse form templates tied to Salesforce fields
  • Lock required fields with validation rules orgwide
  • Use permission sets to control setup access
  • Document standard mappings for new event types

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What You Can Achieve With This Blackthorn Salesforce Integration

Cleaner attendee profiles

Every registration updates the right Contact or Lead. You keep a single timeline of attendance, purchases, and preferences for segmentation and reporting in Salesforce too.

Faster payment reconciliation

Transactions appear on Salesforce records as they happen. Finance can match payouts, fees, and refunds to the right event without exporting spreadsheets at close time.

Better post event routing

Check-ins and session choices become signals in Salesforce. Teams can create Tasks, update Campaign Member status, and prioritize outreach using real attendee behavior each week.

Consistent event setup

Admins reuse the same field mappings across events. New pages follow the same Salesforce rules, so reports stay comparable and required data is captured always.

Departments that stay in sync around event revenue

Sales teams need registrations and payments tied to Opportunities in Salesforce. They want attendee history visible before calls. This integration keeps event activity close to pipeline records.Marketing teams track Campaign responses and attendance inside Salesforce. They need clean lists for invites and follow-up. This integration keeps registration status accurate for segmentation and reporting.

Driving Change for Growing Companies with Salesforce Services

Majorkey

We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.

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Sunhero

Folio3 did a great job in scoping the request and keeping communication going throughout the task
This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again

How Blackthorn and Salesforce Integration Really Works

Conceptual data flow across records

Blackthorn runs inside your Salesforce org, so event objects relate to standard Contacts, Leads, Accounts, and Campaigns. Registrations, sessions, and payments write back to those records for reporting directly today.

Most setups update Salesforce records from registration and payment events. Two way behavior is possible when Salesforce changes, like Contact updates, should refresh Blackthorn forms or attendee data also later.

Salesforce Flow, Process Builder, or Apex can react to new registrations, check-ins, or payment status changes. Use triggers to create Tasks, update Campaign Member status, or notify owners in Salesforce.

When the same field changes in two places, set a source of truth, like Salesforce Contact for email. Add validation rules and field history to spot overwrites quickly during testing.

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What Data Moves in Blackthorn Salesforce Sync Settings

Blackthorn uses Salesforce objects for events, registrations, and payments, so data stays in your org. Sync behavior depends on which Blackthorn apps you install and which gateways you connect, such as Stripe or Authorize.net and can control access using permissions.

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Core objects

Events, sessions, and registrations create related records in Salesforce for reporting. Standard objects like Contact, Lead, Account, Campaign, and Opportunity can link to attendee and revenue data as needed too.

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Activity data

Check-in status, attendance counts, and session choices can update Salesforce fields or Campaign Member status. That gives teams a timeline for follow-up and performance reporting by event in one place.

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Custom fields

Registration forms can write answers into custom fields on Contacts, Leads, or custom objects. Keep picklist values consistent in Salesforce to avoid failed writes and validation errors during imports too.

How to Step by Step Integrate Blackthorn Salesforce

Because Blackthorn is Salesforce-native, setup starts with installing packages and setting permissions. Then you connect payment gateways and configure event settings so registrations and transactions create the right Salesforce records. Testing in a sandbox helps catch mapping issues early today.

Use these steps as a baseline for most orgs:

  1. Install Blackthorn Events and Payments from AppExchange in a sandbox first. Assign licenses, permission sets, and required connected app access. Confirm Salesforce objects and fields meet your data requirements now.
  2. Open the Blackthorn setup wizard tabs and set org defaults for events, registration pages, and email templates. Choose which Salesforce record types store attendees, and set duplicate rules carefully here.
  3. Connect your payment gateway in Blackthorn Payments, such as Stripe or Authorize.net, and complete any tokenization steps. Map payment objects to Salesforce records and set refund handling rules for fees.
  4. Build Salesforce Flow automation for key moments, including new registrations, check-ins, failed payments, and cancellations. Update Campaign Member status, create Tasks, and notify record owners for follow-up right away too.
  5. Run test registrations and payments across at least two event types. Verify Contact matching, Opportunity links, and reporting totals. After fixes, deploy to production and repeat tests with real users.

Limitations and configuration considerations:

  • Requires Salesforce administrator access for install, permissions, and settings updates
  • Gateway availability depends on your region and chosen processor terms
  • Custom validation rules can block registration writes into Salesforce fields
  • Large events may hit Salesforce limits without batching configuration tuning
  • Data model changes require retesting flows and page mappings afterward

Increase event revenue visibility inside Salesforce records

Increase resolution speed with shared customer records
Our Insights

Frequently Asked Questions (FAQs)

Use Blackthorn registration settings to match by email and account rules. Confirm Salesforce duplicate rules, then test with sample registrants before live events each time.
Charges, refunds, and payout tracking can appear on Salesforce objects tied to Contacts, Opportunities, and events. Your gateway connection controls what fields populate and when.
Blackthorn Payments supports one-time and recurring transactions in Salesforce, depending on gateway features. Set schedules, store methods, and tie invoices to Salesforce records for tracking.
Blackthorn check-in tools can update attendance fields and Campaign Member status in Salesforce. Review which objects store sessions, then map statuses that trigger follow-up tasks.
Test a full registration through payment, refund, and cancellation paths. Confirm Contact matching, Opportunity links, and reports. Check field permissions for each user profile involved.