US English (US)
ES Spanish

Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form below and we will reply as soon as possible.

  • Appcues Certifications & Training
  • Integration Hub
  • Contact Us
English (US)
US English (US)
ES Spanish
  • Docs home
  • Integrations
  • Use Cases

Drive event registration with Salesforce

Learn how to use Salesforce and Appcues to prompt registrations to an event.

Updated at June 29th, 2024

Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form with the details about the help content you'd like to see.

  • Home

  • Installation & Developers

    • Web Experiences

      • Mobile Experiences

        • Workflows

          • Analytics & Data

            • Account Management

              • Best Practices

                • Integrations

                  Table of Contents

                  Appcues + Salesforce What metric will this impact? How does this work?

                  Appcues + Salesforce

                  Instead of pulling a list of users and their city or state, emailing them or copying that list to Appcues, and updating that list regularly to catch new users, you can create the perfect segment of users right in your product to promote an event locally.

                  What metric will this impact?

                  Drive more attendees to your events, build brand recognition, gain prospects, leads, customers.

                  How does this work?

                  From Salesforce, you'll need a name field (if you don't already have one in Appcues) and the 'city' or 'state' field. Then in Appcues we'll build a slideout.

                  In Appcues, build a slideout for the event. Use this Build Guide for Announcements if needed. If you have a site where folks can register, include that as the call to action (CTA).

                  For targeting the flow, in the Audience section find the salesforce property we connected for their city. Use either "equals" or "is one of" (as we did here for metropolitan areas with multiple towns) to denote which cities are part of the announcement.

                  You may also want to include targeting for "customers" or "admins" or other items depending on the event.

                  Publish, and watch the registrants roll in!

                  registration salesforce

                  Was this article helpful?

                  Yes
                  No
                  Give feedback about this article

                  Related Articles

                  • Heap Integration
                  • Woopra Integration
                  • Increase your revenue collection rate using Recurly + Zapier
                  Appcues logo

                  Product

                  Why Appcues How it works Integrations Security Pricing What's new

                  Use cases

                  Appcues Integration Hub User Onboarding Software Feature Adoption Software NPS & Surveys Announcements Insights Mobile Adoption

                  Company

                  About
                  Careers

                  Support

                  Developer Docs Contact

                  Resources

                  The Appcues Blog Product Adoption Academy GoodUX Case studies Webinar Series Made with Appcues Appcues University

                  Follow us

                  Facebook icon Twitter icon grey Linkedin icon Instagram icon
                  © 2022 Appcues. All rights reserved.
                  Security Terms of Service Privacy Policy

                  Knowledge Base Software powered by Helpjuice

                  Expand