Knowledge Base

Event Management (Salesforce App)

  • Event Management for Salesforce: How to add a gotowebinar registration to an event

    Version: 5.171204xxxx How to add a GoToWebinar registration to an Event: Step-by-Step Procedure:

    Last Updated: Dec 20, 2017 04:57AM EST
  • Event Management for Salesforce: Default Settings

    Version: 5.171204xxxx Default Settings page helps to set default values for site URL, payment, receipt, and registration email. To set the default settings, follow these steps: 1.Click on C&P Event Management. 2.Click on Default ...

    Last Updated: Dec 20, 2017 04:57AM EST
  • Event Management for Salesforce: Swiper1 Access

    Version: 5.171204xxxx Swiper1 Access helps the event in processing Check-In & Check-out through Swiper1 application. The settings in the page were auto-generated from Swiper1 Global Access. 1.Click on Events and select the desired e...

    Last Updated: Dec 20, 2017 04:58AM EST
  • Event Management for Salesforce: Registrations

    Version: 5.171204xxxx Registrations help to manage the registrants, attendees and temporary contacts. The complete details of both registrants and attendees can be viewed in this section. 1. Manage Temporary Contacts. By clicking, C&am...

    Last Updated: Dec 20, 2017 04:58AM EST
  • Event Management for Salesforce: Anonymous Event

    Version: 5.171204xxxx Generally, we have two types of events. Named and Anonymous. The type of event can be select under Basic Information section. The major change between these two types of events falls on contacts. To book a ticket for...

    Last Updated: Dec 20, 2017 04:59AM EST
  • Event Management for Salesforce: Events Import

    Version: 5.171204xxxx Events Import helps to clone events. Previously we can clone only one event at a time by using ‘Clone’ button in ‘Basic Information’ tab. But Events Import feature helps to clone 75 events at a time. Here is the detai...

    Last Updated: Dec 20, 2017 05:00AM EST
  • Event Management for Salesforce: How to Edit Custom Questions in Events

    Version: 5.171204xxxx To edit Custom Questions in Events, follow the below steps. Step 1: Click on the Events so that the list of the events will be displayed. Step 2: Select an Event from the list. Step 3: Click on the “Edit” button...

    Last Updated: Dec 20, 2017 05:00AM EST
  • Event Management for Salesforce: Opportunity/Opportunity Product Mapping

    Version: 5.171204xxxx Opportunity / Opportunity Product Mapping helps to update the Attendee details and Attendee contact under Opportunity. These are the fields which needs to be mapped with the respective Opportunity. NOTE: The followin...

    Last Updated: Dec 20, 2017 05:01AM EST
  • Event Management for Salesforce: Email Logs

    Version: 5.171204xxxx Email Logs gives the detailed information about the registration emails to whom, when, which template was sent after the completion of the registration. Log Type: Sent and Queued are the two log types. If the Log T...

    Last Updated: Dec 20, 2017 05:01AM EST
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