Overview
Basker connects your website to Salesforce so the people and organisations already in your CRM can appear on your site without being copied across by hand. Keep the people and organisations behind your website in Salesforce, and publish them in Basker.
Salesforce's role
Salesforce is a CRM platform. For many arts and cultural organisations it holds the records that matter to development, membership, and partnerships: the people you work with, the venues you use, and the organisations that support you.
Basker's role
Basker is a content management system and website builder for organisations that put on live events. It gives marketing and digital teams a place to build pages and publish content. Basker is not a CRM. With the Salesforce integration, it turns the Salesforce records you select into structured website content.
How does the Salesforce integration work?
Connect your Salesforce org once with a client ID and secret. Then map Salesforce objects to Basker content:
- People for the individuals you want to feature, such as team members, artists, or advisers.
- Venues for the places you perform in or partner with.
- Organizations for sponsors, producers, and partners.
For each mapping, choose the Salesforce object, match its fields to Basker fields, and add custom attributes for anything else you want to show. Several Salesforce objects can feed the same Basker content type, so lists held in different Salesforce objects can all become People. Salesforce values can also fill a record's image, and rich-text biographies are cleaned up before they are published.
Control what goes live
Publish conditions decide which Salesforce records reach your site. Match on a field value, check that a field is empty or filled, or compare a date with today. A record that stops meeting the conditions is unpublished on the next sync, and a record removed from Salesforce is unpublished too.
Records arrive as ordinary Basker content, so scheduled publishing and manual unpublishing still work. Salesforce cannot override a decision your team has made in Basker.
Keep editorial control where you want it
Each mapped field has a sync behaviour:
- Overwrite on sync keeps the field in step with Salesforce.
- Import once copies the Salesforce value the first time, then hands the field to your team.
That lets Salesforce own the facts, such as a name or a role, while your team owns the writing, such as a longer biography.
Sync schedule
Each object syncs on its own interval: every 5, 15, 30, or 60 minutes. Basker fetches what has changed since the last sync, and runs periodic full checks so records changed or deleted between syncs are not left behind.
Link several Salesforce records to one page
Sometimes the same person or organisation appears in more than one Salesforce object. In Basker, a record can carry several Salesforce source links, so it keeps a single page. You decide the order of priority when two sources map the same field.
Features
- Sync Salesforce objects into Basker People, Venues, and Organizations.
- Field mapping with custom attributes, including rich-text biographies and images.
- Publish conditions to control which records go live.
- Overwrite on sync or Import once for each field.
- Per-object sync intervals from 5 minutes to 1 hour, with periodic full checks.
- Several Salesforce records linked to a single Basker record.
- Read-only connection using your own Salesforce credentials.
