ROLLER Connect for Salesforce FAQs

A native integration connecting ROLLER and Salesforce. It automatically syncs guest profiles, bookings, and payment data into Salesforce for reporting and marketing, while enabling venue teams to manage group event sales directly within Salesforce.

To learn more, see Get started with ROLLER Connect for Salesforce.

Two modules are available: ROLLER Connect - CRM and ROLLER Connect - Groups & Events. You can enable either module individually or both together based on your venue's workflow.

To learn more, see What each module does.

ROLLER Connect for Salesforce is available to customers using Salesforce, on request. To get started, talk to your customer success manager or the support team.

To learn more, see Who ROLLER Connect for Salesforce is for.

ROLLER is the primary source of truth for all guest, booking, product, and payment records. Synced records in Salesforce are set to read-only to prevent data conflicts. For group events, Salesforce Opportunities drive event holds and confirmations.

To learn more, see How guest and booking data flows to Salesforce.

Yes. The integration package installs directly into your existing Salesforce environment. The ROLLER Implementations team configures and connects the integration during setup.

To learn more, see Before you start.

Sales Cloud licenses are required to use the Groups & Events tool. To check what your team needs, contact your customer success manager or the support team.

Yes. Your Salesforce sandbox is synced with your ROLLER Playground environment, so your team can work through bookings end to end before touching live data.

Your data is unaffected. It's saved to a permanent database.

Delete the data manually from both ROLLER and Salesforce. An erasure in one system doesn't cascade to the other.

For the steps on the ROLLER side, see How do I delete a guest's data?. For ROLLER's role as your data processor and responsibilities, see How ROLLER handles guest data under GDPR and other privacy laws.

Guests become accounts and contacts, bookings become orders with full transaction detail, plus products, venues and payments.

To learn more, see What syncs to Salesforce.

By company name where a company is attached to the guest record in ROLLER. Where there's no company, by postcode — all contacts in the same postcode group under a single account.

To learn more, see How accounts are organized.

Three ways: a standard ROLLER transaction through the online checkout, Venue Manager or POS; a group event Opportunity reaching Closed Won; or a guest buying a product with Online Purchase Creates Opportunity enabled.

To learn more, see How orders are created.

Yes. There's an Opportunity field on the Order that links directly back to it.

For the three ways an Order gets created, see How orders are created.

Yes, you can add any fields you need on either object.

Where you're migrating from another system to ROLLER, we recommend mirroring your current Bookings and Booking Products setup onto Orders and Order Products, so your reports and automations carry across.

The ROLLER Status field on the Order changes to Cancelled. The Order stays in Salesforce rather than being removed.

A new transaction for the refunded amount is added to the Order in Salesforce.

Yes. Guest and booking data is managed in ROLLER, so who can edit a booking is controlled by ROLLER staff roles and permissions, not in Salesforce.

To learn more, see Create and manage staff roles and permissions and Permissions by feature and role.

Your event sales team runs group event sales from Salesforce Opportunities, with live ROLLER resource availability on each Opportunity. From the Opportunity, you place provisional holds, add products (directly or through a quote) and collect payment.

When the Opportunity reaches Closed Won, ROLLER confirms the booking, generates a Banquet Event Order (BEO) and builds an inventory order list from your recipes.

To learn more, see How ROLLER Connect – Groups & Events works.

Venues whose event sales team works in Salesforce and sells group events, from pipeline to confirmed booking. If you only need guest and booking data in Salesforce for reporting and marketing, ROLLER Connect – CRM covers that.

To learn more, see What each module does.

Make sure you have:

• ROLLER Connect – Groups & Events enabled for your organization, available on request

• Sales Cloud licenses

• Your venue connected and configured by the ROLLER Training & Implementations team

To learn more, see Before you begin.

ROLLER sends live resource availability to the Reservations Calendar on the Opportunity. What you do on the Opportunity flows back to ROLLER: resource blocks become provisional holds, line item and payment changes update the linked ROLLER booking and Closed Won confirms the booking.

To learn more, see What flows from Salesforce to ROLLER.

Anything integration-related — data not syncing, connection errors and unexpected behavior in the integration. Contact the support team if something isn't working as described in these guides.

To learn more, see What ROLLER can help with.

Salesforce itself is outside ROLLER's support scope. Configuration, user permissions, page layouts, custom fields and anything else not related to the integration go to your Salesforce administrator or Salesforce support. Where you're not sure which side the problem sits on, contact the support team and they'll help identify it.

To learn more, see What's outside our scope.