Configuring Campaign Member Mappings

Overview

Configuring the Campaign Member Mappings is a mandatory step in the integration process when Salesforce Campaign Members (aligned with Azavista Event Participants) do not already have the fields “First Name,” “Last Name,” and “Email” properly mapped. Because of Salesforce’s underlying data model, these fields are not stored directly on the Campaign Member object and therefore cannot be mapped at that level by default. Instead, they are derived from related Lead or Contact records. To ensure accurate and reliable data synchronization between Salesforce and Azavista, it is essential to correctly configure the Campaign Member Mappings. This guarantees that participant information is transferred seamlessly, maintaining data integrity across both platforms. .

The integration allows administrators to define which Salesforce objects correspond to which Azavista objects. By default, no object mappings are selected.

Until these mappings are configured inside the Salesforce Package settings, synchronization will not function correctly.

The integration is designed to be flexible, allowing organizations to determine how objects should align between systems.

• No default object mapping is applied automatically.
• Administrators must explicitly define object relationships.
• Without mapping, records cannot be synchronized properly.

Step-By-Step Approach

Configuring Object Mapping

1. Create the Required Field in Salesforce

• Go to Salesforce and navigate to Object Manager.
• Search for the Campaign Members object.
• Click Fields & Relationships and select New to add a field.
• Choose the desired data type (for example: Picklist).

Configure the field as follows:

• Field Label – Set as desired.
• Values – Select Enter values, with each value separated by a new line.
• In the text box, enter all CRM Status values (obtained from Azavista), each on a new line.

Set the field-level security to Visible and Read Only as required.

Add the new field to the desired Page Layout(s) and click Save.

2. Configure Field Mapping in Azavista

• Go back to the Salesforce Integration configured in Azavista.
• Navigate to the Member tab in the Integration settings.
• Add a new field mapping for CRM Status.
• Click Save after adding the field mapping.
• Ensure that the appropriate Sync Direction is configured.

Once these steps are completed, the object mapping and field synchronization will function according to the configured sync direction.