Glisser’s Salesforce integration allows you to export attendee interaction data to Salesforce.

First, you can add a poll or survey to Glisser as normal, and in doing that you have the option of mapping the data collected to a particular field in your Salesforce account. So for example, your survey form may have a free text question ‘What is your first name?’ and this would be mapped to the ‘First Name’ field in Salesforce.

For the mapping to work – it’s very important you type the Salesforce field correctly, including capitalisation, and no spaces either side of the word.

This can be repeated for as many polls, quizzes or survey questions as you like. Everything can be mapped up front and shared with other users of the presentation (shared via an Admin account).

Another important point is to ensure that you select email address as the unique identifier for your audience, as this information is the key link between a Glisser record and a Salesforce record.

After you’ve run your event and gathered your data, you can then click on the Analytics button in the left hand menu to access your data, and share it to Salesforce via the Export button.

If you’ve not mapped your data to your Salesforce instance in advance, you can always do it retrospectively within the analytics view. You can also add a Salesforce Campaign ID if you’d like to link all of these audience leads to a particular Salesforce campaign.

When you export you will be asked to sign into your Salesforce account, linking this with Glisser. If you have done this previously, or if a Glisser Administrator has set up this link already, you will not get asked again. If the link is to an incorrect Salesforce account, you’ll need to log out of that account separately first.

When you complete the export, simply refresh your Salesforce browser to see the new contacts and data added as Leads.

Related Guides and Resources

Creating a Social Wall

Social Media hashtags are commonplace at live events now, as it helps generate interest and boost attendance at the next event. However, events don’t trend unless you encourage your audience to share content, and a live Social Media Wall is one of the best ways to make that happen.

Creating a Slide Deck Presentation

As a presenter, you have the option to create one of a number of different presentation types - this guide will cover creating a slide deck presentation.

Integrating with Brella

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

Related FAQs

What is the lead time you need for an event?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

Can I upload my Prezi presentation to Glisser?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

Which presentation formats can I use?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

How do I request custom features?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

Do I need to download any software?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

Can I use polling without slide sharing?

This guide details the integration between Glisser and Brella so that you can combine both live side sharing and networking.

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