To manage all event data in one place, you’ll need a compatible Salesforce event management app. These platforms work together to create a holistic view of your event and constituent data, using intuitive event-planning features such as streamlined guest management, comprehensive analytics, and personalized marketing.
Full Answer
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
Is Salesforce a good CRM in general?
The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly to any person record in Salesforce, be it a Lead, Contact, or Person Account. It is designed to hold personal data preferences and details for processing.
What are trigger events in Salesforce?
Use platform events in the following cases:
- To send and receive custom event data with a predefined schema
- To publish or subscribe to events in Apex
- For the flexibility of publishing and processing events on and off the Salesforce platform
How to manage leads in Salesforce?
Lead management is the process of generating, qualifying, grading, nurturing, and handing the right leads to the right team, that also brings together your sales and marketing efforts. With the right lead management software, many of those steps are automated and are key to identifying which leads have the potential to become great sales opportunities; differentiating window shoppers from serious buyers.
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How do I use events in Salesforce?
To create a component event in salesforce, navigate File -> New -> Lightning Event in developerconsole. Name the event, enter the description and click submit to create lightning event. The attribute type is the one that will differentiate Component event from Application event. The events can be fired from controller.
Can you track events in Salesforce?
You can track, create, and update your own and others' meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts.
How do I access events in Salesforce?
Click the App Launcher menu. Search for Calendar. Look for the calendar icon, then select Table (it will load to 'Recently Viewed' Events page). Click on the gear icon within the Events page.
How do I record an event in Salesforce?
Create Events On the Home tab, under Calendar, click New Event or New Meeting Request. If you create an event in the feed for a record such as a contact, Salesforce automatically relates the event to the record. In the sidebar in Salesforce, in the Create New drop-down list, select Event.
What is the difference between task and event in Salesforce?
Tasks are a "point in time" (no duration) record of an activity, such as a logged call, a reminder, an email, etc... It can be in the future and they also have due dates and statuses (not started, completed, etc...). Events have a start and end time, which tasks do not.
How do I view event monitoring in Salesforce?
In the original profile user interface, select a profile name, and then click Edit. Select View Real-Time Event Monitoring Data, View All Data, and Customize Application if you plan to create transaction security policies. Click Save.
How do I create a task and event in Salesforce?
0:002:47How To Create A Task or Event in Salesforce Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipYou can create a new task for them right over there okay and you can create a new event.MoreYou can create a new task for them right over there okay and you can create a new event.
What is an event in lightning?
A component event is an event that is fired by a lightning component. A component event can either be handled by the component itself or it can be handled by any other component which is present in the hierarchy that receives the event.
What are private events Salesforce?
In Salesforce, a private event's start and end times are visible to colleagues, but event details are hidden. All private event details are visible to Salesforce admins who can view, edit, and report on events.
How do I create a calendar event in Salesforce?
0:020:52How to Create a New Event inside Calendar in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipTime. Select this checkbox if it is an all-day. Event click on save event has been created thank youMoreTime. Select this checkbox if it is an all-day. Event click on save event has been created thank you for my guide org.
What is field event in Salesforce?
Event records have standard fields for tracking and recording event details. Event Fields in Lightning Experience. These standard fields for tracking and recording event details are available in Lightning Experience. Event Fields in Salesforce Classic.
How do I track a meeting in Salesforce?
2:193:23Salesforce How to Track Calls, Emails, & Meetings - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst we'll collect new. Event. We can enter a meeting subject. So that all of the attendees NoahMoreFirst we'll collect new. Event. We can enter a meeting subject. So that all of the attendees Noah will cover in the meeting. Then we can set the date and time for the meeting.
Tasks and events in Salesforce
Tasks and events in Salesforce combined are known as Activities in Salesforce. Though they don’t have a separate tab as they are dependent on other objects.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
What is shared calendar?
Shared calendars make it easy to see when events overlap. For example, you can see when a coworker is busy to make sure she’s available for a day-long event that you need to schedule. When a coworker views your calendar, the details they can see are determined by the default access level.
What is Lightning Experience?
Lightning Experience includes a new type of email template that you can create. With Lightning templates, you enjoy rich text support and easy file preview and sharing. Just send the email attachment as a link. And it’s easy to keep these templates up-to-date.
Can you add multiple calendars at the same time?
Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars. Shared calendars make it easy to see when events overlap.
