Salesforce Updated Integration Tutorial

This ClickBid tutorial walks through the updated Salesforce integration from the Integrations dashboard, including connecting Salesforce and manually installing the ClickBid Connect package until the AppExchange app is approved. It explains that the install adds custom objects (ClickBid Attendee and ClickBid Event) so sales pushed from ClickBid to Salesforce include additional metadata for historical reporting and tools like AI/Agentforce. The video covers Settings (campaign selection, five-minute auto-sync one-way push from ClickBid to Salesforce, default email/phone mapping, source and purpose), Advanced package detection, and Data Mappings for mapping ClickBid fields to Salesforce custom fields. It then demonstrates exporting bidders, guests (requiring email or phone), and sales (tickets, donations, auction purchases), shows resulting opportunities and ClickBid transaction metadata tied to ClickBid events and campaigns, and ends with using the Activity Log for integration tracking and troubleshooting. 00:00 Welcome and Overview 00:13 Connect and Install Package 01:55 Settings and Auto Sync 03:08 Advanced and Field Mapping 04:05 Export Bidders and Guests 06:03 Export Sales to Opportunities 06:58 Review Transactions and Events 07:56 Campaign View and Activity Log 08:50 Wrap Up and Support