How does data sync from Riverside to Salesforce?

« To Salesforce integration: Overview

Learn how Riverside data is stored and reflected in Salesforce, including event details, registration data, activity and engagement data, and how registrants are managed across multiple events.

  • When a webinar (scheduled even with audience registration) is created in Riverside, a corresponding Campaign is created in Salesforce for that event.
  • Each Riverside registrant is represented as a Lead in Salesforce.
    • If a Lead with the same details already exists in Salesforce, Riverside links the existing record to the new Campaign instead of creating a duplicate.
    • Leads can later be converted into Contacts in Salesforce.
  • The relationship between the registrant (Lead or Contact) and the Riverside event (Campaign) is stored in Salesforce as a Campaign Member.

Event details

  • The Riverside Event Name is used as the Campaign Name in Salesforce.
  • The event’s start and end times are stored in the Start Time and End Time fields on the Campaign in Salesforce.

Registration data

  • The First Name, Last Name, Country, Email, and Phone Number fields in Riverside are synced to their corresponding Campaign Member Fields.
  • Riverside Text and Checkbox registration fields are stored in Salesforce as Campaign Member custom fields.
  • UTM information captured from the registration URL is stored in Salesforce as dedicated Campaign Member custom fields:
    • Riverside_UTM_Source__c
    • Riverside_UTM_Medium__c
    • Riverside_UTM_Term__c
    • Riverside_UTM_Content__c
    • Riverside_UTM_Campaign__c

Activity and Engagement Data

  • A Lead or Contact’s Riverside activity is recorded in theStatus field of the Campaign Member record in Salesforce.

    • The Status field includes the values: Registered, Approved, and Attended.

    • These values are updated automatically based on user activity.

  • Questions that an attendee asks via Riverside Q&A are stored in Salesforce as a Campaign Member custom field.
    • If the same attendee submits multiple questions, they are stored in the same field, separated by line breaks.

Managing registrants who attend multiple events

  • When a Lead or Contact participates in multiple Campaigns, the existing Lead or Contact is linked to each additional Campaign as a Campaign Member. Riverside does not create a new Lead or Contact each time.
  • For every event registration, Riverside creates a distinct Campaign Member record that associates the individual (Lead or Contact) with the specific Campaign representing that event.
    • A single Lead or Contact can appear under multiple Campaigns.
    • Each Campaign Member retains its own registration and attendance data