There are a number of ways to get event registration and attendance data into Salesforce like CSV imports or manually updating records. However, using a system that allows for a sync will make it much easier to update SFDC with event information.
Full Answer
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email.
How to monitor event monitoring in Salesforce?
Using Event Monitoring 1 In the unlikely case in which no log files are generated for 24 hours, contact Salesforce Customer Support. 2 Log data is read only. ... 3 Use the EventType field to determine which files were generated for your org. 4 An event generates log data in real time. ... More items...
What is eventlogfile in Salesforce?
The “EventLogFile” object is used to access Event Monitoring via the Salesforce Lightning Platform SOAP API and REST API. As a result, you may use log data in conjunction with your back-end storage and data marts to correlate data from numerous organizations and diverse systems.
How does a meeting log to Salesforce?
By default, the meeting will also log to Salesforce as a closed activity task. Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings. If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes.
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 see all events in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T. Events: https://orgdomain.salesforce.com/00U.
How can a data analyst ensure that lightning sync automatically related calendar events in Microsoft or Google to contacts or leads in Salesforce?
To enable this feature, your Salesforce admin selects the Automatically relate events to Salesforce records option from your sync configuration in Setup. Events are automatically related only under these conditions. When sales reps create their events in Microsoft or Google calendars.
How do I log an event in Salesforce lightning?
From the Salesforce Inbox mobile app, create events and log them to Salesforce....Tap the Calendar icon at the bottom of the screen and tap an event.To log the event to Salesforce, tap the cloud icon.Enter the event details and tap Save to log the event.Tap Log.
How do I log activity in Salesforce?
Step 1: Log into Salesforce.com. Step 2: Select the lead or contact that you want to log a call for. Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call. Step 4: You can then enter the subject as a reminder of what the call is about.
How do I create a list view for events in Salesforce?
1:022:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipSometimes you want to see a whole list of all your tasks. And events for this you can create a listMoreSometimes you want to see a whole list of all your tasks. And events for this you can create a list view to view tasks click the app launcher menu and enter tasks in the search box that appears in the
Where can a user view the completed tasks and past events for an opportunity?
Answer: A, B Explanation: Completed tasks, past events, and sent emails are tracked in the Activity History related list for a record. Tasks and events that have not yet completed are tracked in the Open Activities related list. In addition, activity reports allow users to analyze tasks and events.
What is activity timeline Salesforce?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
What can be synchronized between Salesforce and Outlook?
Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars. Keep Microsoft® Outlook® and Salesforce tasks in sync.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
Does Salesforce have Loft It?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft It ), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
Can you log notes in Salesforce?
SalesLoft allows you to log single notes on a Person record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object. When logs are made to a Salesforce Contact, the log will also roll up the the Salesforce Account.
What does "log a call" mean in Salesforce?
Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Why don't salespeople log activities?
And yet another key reason that salespeople won’t log activities is that they fear being micromanaged from above. Interestingly this same fear is often shared at the leadership level, as they don’t want to be perceived as micromanagers. But none of these reasons, frankly, hold much water.
What does "log a call" mean?
Perhaps our favorite activity of all. Log a Call is so versatile that it can be used to capture any significant interaction between our users and our prospects or customers. Log a Call is super easy to use, provided the user understands a few basic concepts. And the very first concept is this – Log a Call, even though it is implied, does not have to mean a “phone call”. Log a Call can simply mean any interaction we’ve had. It could be an email, a completed task that we didn’t actually have logged into Salesforce previously, likewise a Salesforce Event that we didn’t have logged, a chance encounter at a Starbucks…the possibilities are endless.
Can you send emails from Salesforce?
Plain and simple, the user can choose to send emails right out of Salesforce. There are all sorts of standard template options as well and users can create all sorts of branding to go along with their emails, and of course, when they send an email within Salesforce it gets recorded as a Past Activity.
Is Salesforce email capturing important?
First of all, capturing emails in Salesforce is really, in our opinion, not nearly as important as the other activities, as its unlikely that emails are one of your leading indicators. And secondly, there are various options, both free and fee based, for integrating either Outlook or Gmail with your Salesforce.
How long after an event is a log file available?
However, daily log files are generated during nonpeak hours the day after an event takes place. Therefore, daily log file data is unavailable for at least one day after an event.
What is event monitoring log?
Event Monitoring log files aren’t a system of record for user activity. They are a source of truth, but aren’t durable. During Salesforce site switches, instance refreshes, or unplanned system outages, data loss can occur.
Why do you delete log files?
Deleting log files helps you comply with data protection and privacy regulations and controls the information that others can access. You can’t delete individual rows from event logs. Instead, you must delete the entire log file that contains the user activity. Query or View Hourly Event Log Files.
Can latent log files contain duplicate event data?
As a result, latent log files can sometimes contain duplicate event data. When your application consumes latent log files, make sure that your application handles duplicate event delivery. We recommend that you always query the EventLogFile object for new log files to ensure that you also include latent ones.
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.