We have migrated our Salesforce Integration from BidKit 1 to BidKit 2. Salesforce users currently using BidKit 1 can continue to use BidKit 1 through the end of their event or immediately start using BidKit 2. New or renewing ClickBid users are advised to start with BidKit 2 for Salesforce integration.
Import Bidders from Salesforce to ClickBid
Select a campaign to import contacts into ClickBid from Salesforce or show all.
New columns/filters include Phone, Email, Salesforce ID, and Imported.
The “Imported” column can filter to show only “Not Yet” or “Imported” contacts from Salesforce.
Export/Update Bidders from ClickBid to Salesforce
Columns/Filters have been added for Company, State, Salesforce ID, and Operation.
For each bidder, the operations column provides “Add new contact in Salesforce” or “Link to Existing Salesforce Contact”.
Once bidders have been exported, if a phone number or email address is changed in the ClickBid admin they can be updated. Bidders and Salesforce accounts can also be unlinked if needed.
Export Sales from ClickBid to Salesforce
Exports Auction Item sales, online donation/Text-To-Give, and Ticket page purchases to Opportunities in Salesforce.
Allows for matching up to existing Salesforce accounts before exporting or will attempt to match during the export.
Choose a campaign and a field for Fair Market Value.
Payment type will populate under the description of the details page in the opportunity in Salesforce.
Activity log lists any fail errors for imports and exports.
Before you connect your Salesforce integration in BidKit 2 you will see the green connect button. Once your BidKit 2 Salesforce integration is connected the green button will turn to blue and say connected. There will be a new Salesforce tab located in the left Dashboard column for you to start using. (as seen in the following images)
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