Virtual Events Integration

Overview

You can now manage your online events in Salesforce, using tools like Zoom, Vimeo, and GoToWebinar directly to your existing event management processes. Your attendees will be able to join webinars directly from their personalized AttendeeLink.

This makes online events easy to run entirely in Salesforce. The most important piece is that you’re able to keep all of your online event attendee data in Salesforce, which we know from personal experience can be challenging, even with the help of webinar and live-streaming solution integrations.

We've also added email templates to use for virtual events!

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As of September 2020, we now support creating Zoom, GoToWebinar, and Webex meetings natively within Salesforce. Check this out to learn more!

What apps are supported?

Online Video Conferencing tools currently supported:

  • Zoom
  • Vimeo
  • GoToWebinar
  • Adobe Connect
  • BlueJeans
  • YouTube Live
  • If you would like to use another provider, you can simply add their link to the Meeting/Join URL field (discussed further, below) and it will bring an attendee to that URL to separately join the meeting. This will not update the attendance status, but it does connect your webinar to the attendee's link.

Initial Setup

Set the Event Category field to Virtual Event

Populate the Meeting/Join URL with your meeting link.

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If you do not see the Meeting/Join URL on your page, navigate to the Event object and edit the page layout to include it.

That's all there is to it! When an attendee views their AttendeeLink, there will be a button to join the meeting!

Session Streaming

When adding a session to your event, attendees can now join a video stream for the session they've registered for! Very easy to setup as well. 😎

When creating a new session, simply define the Meeting/Join URL.

  • Note: You aren't limited to only Zoom URLs either. Twitch, YouTube, GoToMeeting, Citrix, etc. are all supported!

This field will control whether or not the "Join Video Stream" button is shown (see below) and will also be a link to the Zoom meeting.

Once an attendee registers for an event, they will have the option to register for sessions. If they register for a session with a Meeting/Join URL attached, they will have the option to join!

Other notes:

  • When an attendee clicks "Join Video Stream" their Attendance Status will be marked Attended if the stream is available. This is the case for any streaming service.

  • If using Zoom, make sure the password is embedded into your link, otherwise the attendees will not be able to join. If there is no password for the meeting, this will not be required.

  • Ensure your webinar starts at the same time as the event. If the webinar is set for 1 PM and the event is set for 12 PM, attendees won't be able to join at 12 PM.

  • The attende will be able to click "Join Video Stream" 15 minutes before the event has started.

  • If a host has not started the webinar, the attendee will see "Meeting not started."

  • If the password is enabled, with no password embedded in the link, the attendee will see "Password wrong" with no prompt to enter.


  • Expired Virtual Event - The video stream has ended, join button is grayed out and not clickable.
  • Upcoming Virtual Event - The video stream will start on... {date}, with a join button.
  • Ongoing Virtual Event - The event is available as a video stream, with a join button.

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