Knowledge Base

Event Management (Salesforce App)

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

    Version: 5.180405xxxx How to add a GoToWebinar registration to an Event: To sign into GoToWebinar, Click here. Step-by-Step Procedure:

    Last Updated: Apr 17, 2018 10:32AM EDT
  • Event Management for Salesforce: Default Settings

    Version: 5.180405xxxx 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: Apr 17, 2018 10:32AM EDT
  • Event Management for Salesforce: Swiper1 Access

    Version: 5.180405xxxx 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: Apr 17, 2018 10:34AM EDT
  • Event Management for Salesforce: Registrations

    Version: 5.180405xxxx 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: Apr 17, 2018 10:36AM EDT
  • Event Management for Salesforce: Anonymous Event

    Version: 5.180405xxxx 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: Apr 17, 2018 10:36AM EDT
  • Event Management for Salesforce: Events Import

    Version: 5.180405xxxx 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: Apr 17, 2018 10:37AM EDT
  • Event Management for Salesforce: How to Edit Custom Questions in Events

    Version: 5.180405xxxx 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: Apr 17, 2018 10:37AM EDT
  • Event Management for Salesforce: Opportunity/Opportunity Product Mapping

    Version: 5.180405xxxx 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: Apr 17, 2018 10:38AM EDT
  • Event Management for Salesforce: Email Logs

    Version: 5.180405xxxx 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: Apr 17, 2018 10:38AM EDT
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