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  • Events: Creating and Managing Attendees

  • What is an Event in Salesforce?

    • Introduction

    • Finding Events Within Salesforce

    • Events Within Salesforce

  • How to Navigate Within the Events Tab

    • Details

    • Attendees

  • Public-Facing Event Page

    • Click Register

  • Event Registration Page

    • Registering for an Event

  • How to Create an Event

    • Filling Out Event Information

  • Manage Event Attendees

    • How to Invite Candidates to an Event

    • How to Add a New Branding Image

    • How to Convert a Candidate Who “Registered” into “Attended”

    • Attachments, Notes, and Metrics on the Event

    • How to Clone an Event

    • Upload a Resume at an (Physical) Event

    • Using Reports to Manage Event Attendees - Video

Books
Events: Creating and M...
Manage Event Attendees

Manage Event Attendees

How to Invite Candidates to an Event

From within Salesforce, you can go to a Candidate’s page.

How to Add a New Branding Image

From your Home Screen, click the “Setup” button in the top right corner.   From your Profile,...

How to Convert a Candidate Who “Registered” into “Attended”

From the Attendees Tab of the Salesforce Event page, click Attended ID to open the candidate prof...

Attachments, Notes, and Metrics on the Event

When an update is received or at the conclusion of an event, the Recruiter or Action Officer shou...

How to Clone an Event

If you are creating an event similar to one that is already created within Salesforce, you can Cl...

Upload a Resume at an (Physical) Event

Go to the Candidates tab and Search for the candidate whose Resume you would like to upload.  ...

Using Reports to Manage Event Attendees - Video

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Created 1 year ago by Kyle Brown
Updated 1 year ago by Kyle Brown
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