Use your app to schedule speakers, vendors, and exhibitors for your conference. Then, allow your guests to manage their schedules depending on which tracks or sessions appeal to them. RSVP Events If your event requires specific registration and has a set guest list, your event management software can easily automate the process.
Full Answer
How to manage event data in Salesforce?
To manage all event data in one place, you’ll need to work with a compatible Salesforce event management app. These platforms work together to create a holistic view of your event and constituent data, with event-planning features such as guest management, analytics, and marketing.
What are Salesforce activities?
Salesforce activities include standard objects like tasks, events, and calendars. These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces.
What are task/event features 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. We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same. How to enable task/event features on an object?
Can a user be invited to an event in Salesforce?
They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?
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 create an event record in Salesforce?
Creating an EventSelect the relevant page or page element.Select an event in the Events pane ( ). ... Click. and select an action in the Choose an Action list that appears.Set the other available properties for the action, such as: ... Click Save.Add more actions if required.
How do I search for events in Salesforce?
Events: https://orgdomain.salesforce.com/00U....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.Click on New to create a custom Event list view.
How do I update an event in Salesforce?
In the sidebar in Salesforce, in the Create New drop-down list, select Event. On the Open Activities related list, click New Event or New Meeting Request. Salesforce automatically relates the event or meeting request to the record. On the detail page of an event that you've invited one or more people to, click Clone.
What is event record in Salesforce?
Event records have standard fields for tracking and recording event details. In Salesforce, events are a powerful tool for keeping on top of customer relationships and closing deals. You can relate events to opportunities, leads, accounts, and contacts. Track them on those records, in your calendar, and in reports.
What is 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 set up event monitoring in Salesforce?
In permission sets or the enhanced profile user interface, select a permission. In the Find Settings dialog box, enter View Real-Time Event Monitoring Data . Click Edit, select the option, and click Save. Repeat these steps for the Customize Application permission.
How do I query an event log in Salesforce?
0:477:30Salesforce Trailhead - Query Event Log Files - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo now first we can jump to the query jump to soccer soccer query and then the object we are queryMoreSo now first we can jump to the query jump to soccer soccer query and then the object we are query is event log file so you type e on your keyboard e the letter e.
How do I see all events in Salesforce?
1:502:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipModel click calendar click on the calendar. Icon then select table and it will display your recentlyMoreModel click calendar click on the calendar. Icon then select table and it will display your recently viewed events but maybe you want to see all your events from last quarter or some other set of
Is there a calendar function in Salesforce?
Calendar views display your events in Salesforce. Your calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. View, create, and edit your events in a day, week, or month view.
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.
How do I enable events in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Enable Multiday Events. Allow recurring events or event series. In Salesforce Classic, from Setup, enter Activity Settings in the Quick Find box, then select Enable Creation of Recurring Events.
1. Customize Campaigns to fit your event needs
To boost your productivity using Salesforce Campaigns, you could consider customizing the page layout to fit your needs – for example, editing the position of fields and creating new custom fields, changing which components are displayed, and how.
2. Build your Campaign hierarchy
Campaign Hierarchies allow you to link related Salesforce Campaigns to one another and arrange them into a hierarchy structure. Having ‘child’ campaigns linked to ‘parent’ campaigns is beneficial for both reporting and general organization.
3. Use Campaign Member Status for event attendance
Once Campaign Members have been added to your Campaign, you can set each one a Member Status:
4. Add Leads to Salesforce Campaigns
How you add Leads/Contacts to Campaigns will depend on how you have set up your Campaign hierarchy. You need to:
5. Leverage Campaign reports before and after events
You can use Salesforce standard reports and dashboards to monitor your Campaigns – which is good news, as these are both easy to use, and flexible.
6. Monitor event marketing ROI
Now feels like the perfect time to raise the question: How do you track ROI on events?
Summary – a Quick Checklist
Getting event registration and attendance information into Salesforce Campaigns is an important part of tracking the success of your events.
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.