Guide to the ON24 + Salesforce Integration (for Account Engagement Admins) | Salesforce Ben

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Share this article…ON24 is a cloud-based digital experience platform that enables users to create digital events such as webinars. With its advanced technology, ON24 ranks highly on “Platform Popularity” in G2’s Webinar Software category, and is among the top ten for “Satisfaction” and “G2 Score”.… Read More …

Here are highlights from article Guide to the ON24 + Salesforce Integration (for Account Engagement Admins) | Salesforce Ben

Account Engagement integration is a popular choice for organizations using both platforms. Here are the key pros and cons of this integration:

Pros:
1. Registrations sync: You can capture registrations using Account Engagement forms, preserving your brand and form structure, and automatically creating/updating prospects.
2. Consent: If your consent process only lives in Account Engagement, you can continue capturing opt-ins without bringing the consent process into Salesforce.
3. Scoring: If your scoring model lives exclusively in Account Engagement, you can easily score registrants as you capture them.
4. Comms strategy: All registrants are available in Account Engagement, ensuring your communication strategy remains consistent.

Cons:
1. Additional custom fields required: This integration requires additional custom fields that can be challenging for reporting, especially for multi-ID events.
2. Dynamic lists for reporting: Reporting can only be done using dynamic lists, and you might need multiple lists to cover different activities and criteria.
3. Automation rules needed for campaigns: If you want to add prospects to a campaign as they attend webinars, you need to set up automation rules in Account Engagement.

Overall, the ON24 + Account Engagement integration offers benefits in terms of registration sync, consent capture, scoring, and communication strategy. However, it also comes with challenges related to custom fields, reporting, and automation rules.

You can read it here: https://sfdc.blog/boEIj

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