Salesforce Event Management Tips you’ll want to try right away

Royce Calvin

December 22, 2021

In-person and online events are great tools to keep on top of the relationships between organizations, businesses, and their customers, partners, employees.

Maintaining constant communication allows staying heard and visible in huge information flow, raising the competing possibilities, and getting feedback due services or products promptly.

The market shows a list of possibilities for such activities, and one we would love to take your attention to is an Advanced Communities product — Salesforce AC Events Enterprise.

Let’s consider the main reasons to choose this one for your events management:

1. Data Safety

AC Event Enterprise is a fully native Salesforce application that guarantees that there won’t be any additional code, your data will be secure and the performance of the application is reliable. As Salesforce is one of the most secure clouds worldwide that means that our application conforms with all requirements of Salesforce.

2. Attendance data tracking

Know the exact number of registrants and attendees at your event. The AC Events Enterprise allows you to check the clear number of online participants as well as offline. Our new ticketing and QR codes system give you such an opportunity to know more about your attendees.

3. Constant development

Due to growing business needs, we are constantly working to make our AC Event Enterprise even better. That means that a few times per year you will have new opportunities for your business. For example, we are offering streaming services integration at the Salesforce event market.

So, who is the AC Event Enterprise fit for?

Any businesses that have needed to arrange offline and/or online meetings, webinars, events, etc. Generally, there are Non-profit organizations like Greenpeace, Bond (read more about their story here),

High Educationals, Medicine, High Tech, Non-profits, Events Agencies, etc. Moreover, being not only product developers but integrators we can assist you with Salesforce event management strategies.

What are the main Salesforce event types?

With AC Events Enterprise you may create and manage any group of events listed below:

By the location type

  • Virtual – any online conferences, webinars, meetings, and so on
  • Streaming – innovative and unique functionality – stream your speeches, meetings, performances in a few clicks.
  • Face to face – we are already tracking the live meeting info via ticketing and QR codes. Also, you may add rules for participants, like the availability of a Covid certificate
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By payment type

Choose the fitted options for your event. You are allowed to split the users into groups and offer a special price based on them. Change the payment option for different users bands, control pricing by creating pricing packages (early birds, an example).

  • Free,
  • Paid,
  • Donation only,
  • Paid with Donation events

By members type

Be aware that you can permit or restrict the visibility of your event for the users. AC Event Enterprise provides three event types by members access:

  • Public – allows all users (guest, members, group attendees)
  • Member-only – (your members and groups)
  • Group-only – (only permitted groups)

3 Ways how you can use Salesforce events in your company

You may create any required event with AC Event Enterprise. More than 20 components like registration, maps, agenda, etc allow customized events just for business needs in a few clicks with a simple drag and drop constructor. Let’s review the most common causes of how you can use an application.

1. In-Person Events

Despite Covid and online`s development, offline events are and will be a necessity. Body language, networking, face-to-face communication are unavailable online. Big worldwide summits, volunteer organizations, and others couldn’t change their format due to specific of the live communication’s possibilities.

Our application has a list of advantages for big offline events like:

  • Google maps integration;
  • Sponsor management
  • Tickets and QR codes,
  • and more.

AC Events Enterprise is already used by Greenpeace, Bond, and other enterprise-level organizations for creating and managing events. If you wanna learn more about AC Event Enterprise for your business – our professionals will give you questions for all answers at the Live Demo.

2. Webinars

The webinars are great opportunities for product selling, lead bases gathering, increased brand visibility in the online environment. Via AC Event Enterprise you may collect registered users in planned groups (lead or contact), check the real number of attendees, conduct the Q&A sessions, and more. The few great possibilities are

  • Zoom integration
  • Time zone support
  • Speakers management
  • etc
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3. Training

Training for employees or volunteers is a solution to solving narrow or specific tasks. That can be educational sessions about new technologies, tools, functions, and so on. Also, such events can be targeted at psycho requests like working relationships or teamwork. You can easily manage such training via

  • Member access option
  • Remembering email
  • Visitors tracking

No matter which event you need to arrange. Our application will be a great support.

5 tips for events management in Salesforce

CRM Customer Relationship Management Business Internet Techology Concept.

As a provider of AC Event Enterprise, Advanced Communities is facing a pull of requirements for event management.

So we prepared five tips that will help you to run your event successfully based on our experience.

1. Begin Early

Сommonplace but really important tip for better Salesforce event management. Aforehand planning will allow you to think over marketing, user groups, and their time-zone (one of the most important things we will talk about in detail below). Prepared strategies with KPI guarantee that your events will be profitable and useful.

2. Coordinate the Participants

Think over the time zones, take your attention to holidays and other days that can reduce the success of your event. In an offline case try to find the most suitable place in the region. For recurring events, it is good practice to schedule events at the same time. Also, do not forget about reminding emails and announcements.

3. Build a Microsite for Event

The microsite is an “influencer” of your event success. Incoming users should promptly find all necessary information like the registration button, agenda, details about the event (participant/speakers/sponsors). As AC Event Enterprise is a Salesforce application, all data from your microsite will be collected and you will be able to work with it in the future.

4. Set Different Ticket Pricing Levels (if needed)

In the case of paid events, you can create a list of pricing packages for various groups, of course, there could be a free option too. The price may vary depending on zones, time of registering, users group, type of event (offline attending or streaming), etc. Choose the best business model, and let’s go further.

5. Closeout and Start Planning Next Event

Do not forget about attendees after events. A good tone of voice is emailing with gratitudes, wishes, or questionnaires. All data you will get you can process to make the next meeting even better, even successful, even profitable. Via AC Event Enterprise all data you will get will be collected at your org. and support you in the future.

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3 Common Mistakes you should avoid when managing Salesforce events

Well, are you already ready to start your campaigns and invite the members to your event? Recheck the three things that we advise you below:

1. Set up the pricing package

Even if your event is free, you should set up an appropriate package for it. Otherwise, your visitors wouldn’t have a chance to register and your efforts will be in vain.

2. Set up zones and understand how they work

Zones are a useful option at AC Event Enterprise. You may divide the events by types like different locations, users groups, etc. So if you want to divide events by type, Zones are a great option.

3. Wrong settings for different time zones

The nightmare of every event manager is to make a mess of the time. Imagine you already invited speakers/users but forgot about daylight saving time, an example. This is a chance to ruin a meeting. Be aware of this.

How does the AC Events Enterprise tool make events management easier?

Without unnecessary modesty, if your company uses Salesforce, AC Event Enterprise is the best solution to make the process of уvent management easier.

It allows you not only to create events simple and fast, but interact with contacts and leads, include them in campaigns, and so on.

Simple drag and drop logic and a wide pool of availabilities (23 custom objects) provide great flexibility

Final Word

Advanced Communities is a Salesforce Experience Cloud Experts. As a product creator and provider of AppExchange components, we offer 100% Salesforce native solutions for business. The wide experience we have, allows us to build the most useful solutions in this environment.

Have any questions or want a demo to see how it works?

Contact us and let’s start together.


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Royce Calvin
Royce is a seasoned expert in Internet marketing, online business strategy, and web design, with over two decades of hands-on experience creating, managing, and optimizing websites that generate real results. As a long-time freelancer and digital entrepreneur, he has helped countless businesses grow their online presence, drive traffic, and turn websites into income-generating assets. His deep knowledge spans SEO, content marketing, affiliate programs, monetization tactics, and user-centered design. When he's not exploring the latest trends in digital marketing, you’ll likely find him refining a client’s site—or enjoying his signature cup of Starbucks coffee.

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