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How do I Install the Azavista package into Salesforce?

Azavista Support
Updated

Installing the Azavista package into Salesforce

Overview

This article explains how to install the Azavista managed package into Salesforce.

The Azavista package enables secure communication and structured data exchange between Salesforce and Azavista. It installs the required components such as custom objects, fields, permissions, and integration configurations needed for synchronization.

By completing the installation, administrators ensure that Salesforce is properly prepared for integration with Azavista. This setup is a required step before configuring field mappings, global processes, or automated synchronization.

It is recommended to perform the installation in a Salesforce sandbox environment first to validate configuration before deploying to production.

Step-by-Step Approach

1. Install the Package

2. Configure the Azavista Package Settings

  • Click the App Launcher (9 dots) in the upper left corner of Salesforce.
  • Search for Azavista.
  • Select Azavista Admin.

Configure the Azavista Endpoint:

  • In the Azavista Endpoint field, insert the link to your assigned Azavista environment. The format should be one of the following:
  1. https://staging.azavista.com
  2. https://3.0.app.azavista.com
  3. https://CLIENT_NAME.azavista.com
  • After the environment URL, append the Webhook value obtained earlier in the integration setup.

The final result should look similar to this:

https://CLIENT_NAME.azavista.com/3.0/external_crm/xxxxxxxxxxxxxxxxxxxxxxxx/webhook?h=1234567890000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

3. Configure Object Mapping

Below are the most commonly configured object relationships:

Organization Mapping

Maps organization-level data between Azavista and Salesforce.

  • Salesforce Object: Account
  • Azavista Object: Organization
  • Typical Fields: Company Name, Industry, Address, Phone

This ensures Organization information remains consistent across both platforms.

Contact / Participant Mapping

Maps individual attendee data.

  • Salesforce Object: Contact or Lead
  • Azavista Object: Event Participant
  • Typical Fields: First Name, Last Name, Email, Phone, Job Title

This mapping ensures attendee records are synchronized correctly for event registration and reporting.

Campaign Member Mapping

Links Salesforce campaign participation with Azavista event participation.

  • Salesforce Object: Campaign Member
  • Azavista Object: Event Participant

Because Salesforce stores First Name, Last Name, and Email on the related Lead/Contact record (and not directly on the Campaign Member object), additional configuration may be required to properly map these fields.

Event Mapping

Event Mapping defines how event-level data is synchronized between Azavista and Salesforce. This configuration ensures that events created in one platform are accurately reflected in the other.

  • Salesforce Object: Campaign
  • Azavista Object: Event
  • Typical Fields: Event Name, Start Date, End Date, Status, Description

4. Configure Sync Status

Configure the Sync Status for synchronization of available objects as required.

The available options are:

  • No Sync: No Syncing will take place
  • Sync all: Syncs all records to Azavista as soon as the record is created or updated
  • Sync Selected Records – Syncs records only when the Sync to Azavista field is updated.
    This option requires a Salesforce Flow to update the field when synchronization is desired.

5. Verify the Integration

  • Select the appropriate Sync Status.
  • Perform the necessary action (create or update a record).
  • If the integration is successful, the records (e.g., Contacts) will appear in the CRM module of your Azavista account.

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