Slaesforce FAQ

how to create a venue in salesforce

by Mrs. Vickie Kshlerin Published 2 years ago Updated 2 years ago
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To create a new Venue from backend, follow the steps mentioned below:

  • Go to WP-admin >> Event manager >> Venue >> Add new.
  • Fill in the details asked of the Venue.
  • Publish the Venue.

Full Answer

How to engage event attendees in Salesforce events?

Offer multiple ticket types during Salesforce event registration. Build out schedule options for multi-session or multi-day events. Sell merchandise and accept donations during Salesforce event registrations. Each of these minor changes can be pivotal for engaging event attendees from the very beginning of their event experience.

How do I create a survey in Salesforce event management?

Use your Salesforce event management tool to create intuitive surveys that you can attach as needed to your registration form. Creating an attendee waitlist.

Do you need Salesforce for event management?

Though a variety of types of businesses and organizations rely on Salesforce to manage all of their efforts, many don’t know how to fully take advantage of the CRM for an important part of their strategy: event management! If you think Salesforce won’t be any help during the event planning process, it’s time to think again.

What are the best community events in Salesforce?

To start with, there are a slew of Salesforce community-sponsored events, like user groups and developer groups, and a growing number of community-run conferences, like Forcelandia, London’s Calling, Midwest Dreamin’, Southeast Dreamin’, and Tahoe Dreamin’.

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How do I create an event in Salesforce?

Create an EventClick Data Designer.Click Events.Choose Create Event.Enter a name for the event in the Name field.Enter a value in the Event Key field. ... Enter information about the event in the Description field.Click Edit Icon.Click an icon that represents the event.More items...

Does eventbrite integrate with Salesforce?

The Eventbrite for Salesforce app syncs Event, Order and Attendee data between Salesforce and Eventbrite. Automatically create Leads, Contacts and Accounts from attendees. See orders status, event details, questions and answers, detailed reporting and more, all within Salesforce.

What are the different elements of venue management?

Here are 8 key elements of event planning that, if followed, will make your event a success.Understand the purpose of the Event: ... Know Your Audience: ... Selection of right Venue is vital: ... Suitable Timing: ... Draft a plan and follow the timeline: ... Create content that attracts your target audience:More items...•

What is event monitoring salesforce?

Event Monitoring is one of many tools that Salesforce provides to help keep your data secure. It lets you see the granular details of user activity in your organization. We refer to these user activities as events.

Does eventbrite have an API?

The Eventbrite API uses OAuth 2.0 for authorization. There are two ways to authorize users: Server-side and client-side.

How do I add apps to Eventbrite?

Use third-party apps to get more functionality with your Eventbrite account. Visit the app marketplace to search and browse for apps....Add apps to your account.Go to the app marketplace. ... Find and click an app. ... Click “Get app” and authorize the app.Access the app. ... Optional: Remove an app.

What makes a good venue?

The most important aspect of choosing a venue is the cost-efficiency. Make sure the venue offers price flexibility such as pricing tiers or packages. You can also check whether a venue offers an all-inclusive hire rate or if they offer more price-friendly, digestible options.

What are the 5 C's of event management?

The process of planning an event from start to finish may be divided into 5 basic phases, which we have called the 5 Cs. These are Concept, Coordination, Control, Culmination and Closeout. In conceptualizing an event, it is important to determine the following: The WHY of the event.

What are the 4 parts of event program?

Here's what you should definitely include in your event programme:The name, location, and date of your event.The schedule of what will happen on the day.A map of the venue showing the different locations.Your event branding, slogan, and social media links.

How do I create a platform event in Salesforce?

Define a Platform EventFrom Setup, enter Platform Events in the Quick Find box, then select Platform Events.On the Platform Events page, click New Platform Event.Create a Notification platform event with the following settings: Label: Notification. Plural Label: Notifications. Object Name: Notification. ... Click Save.

What is audit trail in Salesforce?

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.

How do I query an event log in Salesforce?

The Salesforce Event Log File (ELF) Browser is a Salesforce-connected web app that allows quick access to event log files....View Events in Salesforce Event Log File BrowserLog in to your org.Click Production Login.Set the start Date.Select an event type for your search, or leave event type set to All.Click Apply.

Settings

You need to set specific configurations to set up the Venue. These settings involve choosing which pages to create beforehand.

Set up Pages (Shortcodes)

To create a new page, Go to WP Admin >> Pages >> Add new, submit the details (Title and description), and publish it.

1. Submit Venue Page

The submit Venue page consists of the form, which asks for the details regarding the Venues.

2. Venue Dashboard

The dashboard displays the list of all the Venues created. An individual can add, delete, duplicate Venues from the Venue Dashboard.

3. Event Venue list

The event Venue page displays a grouped and alphabetized list of all the Venues with an alphabetic filter option.

How to Create Venue from Front-end?

To create a new Venue from the frontend, Below are the steps to be followed

How to Add Venue on Submit Event Page?

Following are the steps to add Venues (one or multiple) to a particular event listing:

Select a Topic

Nyah is super excited and can’t wait to dive in. She’s checked out the Dreamforce developer track call for submissions, read their tips for success (like many conferences, there is a list of topics they are hoping people submit), and looked at the requirements and deadlines.

Write an Abstract

Now that Nyah and Lek have their topic, it’s time to write an abstract. An abstract is a short description of what the session will be about. In a great abstract, the details shine and you tell your audience just what they’ll get out of the session.

Define Your Audience

Whether you’re writing your abstract, building your slides, or coming up with your demo, it’s vital to keep your audience front and center. Ask yourself the following questions.

Define Your Learning Objectives

Having defined your audience, the first thing to do is nail down two to three learning objectives. Keeping it to just a few objectives ensures that your main message won’t be lost.

Define Your Prerequisites

After defining your audience and learning objectives, deciding on prerequisites is the next important step. These will define what you need to cover in your presentation and what you can assume that your audience already knows.

Write Your Abstract

Once you have your audience, learning objectives, and prerequisites, your abstract will almost write itself. The trick is to put all that information into a small amount of space, and make it as compelling as possible to attract the right audience.

How to keep guests on track at an event?

Keep guests on track throughout your event by communicating with them via text message! You can send out important event information (such as scheduling updates or cancellations), promote upcoming sessions or speakers, and remind guests of where the main attractions are taking place. Elevate your events!

What is native Salesforce?

A native Salesforce app can help your organization plan events in a more effective way. We’ll walk you through what it means to be native to Salesforce so you can make the best event app selection.

What is the best event management software?

This means the application was built to work with the Salesforce system exclusively, ensuring that all data stored within your Salesforce CRM will automatically connect to your event management app.

What is Salesforce native app?

Using a Salesforce native app means seamless data transfer, up-to-date information, and no manual data entry. How can you plan events on Salesforce?

What is a microsite in event management?

A microsite is ideal for promoting your event. You can post all relevant event information in one location and accept registrations or sell tickets, too.

Why do you send a survey before an event?

Sending a guest survey before the event can help you gauge attendee expectations, preferences, and goals. If you send your survey early enough, you can use that data to plan an event in line with your audience’s objectives.

What is fundraising event?

Fundraising Events. Fundraising events are an engaging and profitable way to raise money for nonprofits, universities, churches, and other organizations. When you plan your fundraisers within your Salesforce CRM, you’ll automatically have access to all the data you need to plan an event that appeals to supporters.

Create Appointment Attendees

Having set up Ryan’s branch location, Matt and Fola must create a service resource to represent appointment attendees like Ryan and Sri.

Assign Attendees to Branch Locations

Right after setting up Ryan and Sri as appointment attendees in Salesforce Scheduler, Matt assigns them to branch locations (appointment venue) to ensure that appointment attendees are associated with the correct locations. Fola asks Matt to assign Ryan and Sri to Cumulus Bank’s HQ branch in Pittsburgh CBD since this is their primary territory.

Create Skills in Salesforce Scheduler

After he’s done setting up Ryan and Sri as service resources and assigning primary and secondary territories to them, Matt sets about creating skills relevant to them in Salesforce Scheduler. This shows Fola, and anybody else setting up appointments for Ryan such as his client associate Sri, which type of appointments might be appropriate for him.

Assign Skills to Appointment Attendees

Now that Matt has added skills to Salesforce Scheduler, Fola assigns the Wealth Manager and Client Associate skills to Ryan and Sri (who are appointment attendees—service resources in Salesforce Scheduler-speak). This helps Fola track their certifications and areas of expertise.

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