Salesforce Event Management Guide: Tips & Best Practices to Improve Event Management with Experience Cloud

In the dynamic landscape of business, events have become crucial touchpoints for organizations to engage with their audience, foster relationships, and showcase their offerings. And if you are using the Salesforce Experience Cloud platform for running your company processes you can elevate event management to new heights using the appropriate app. In this comprehensive guide, we’ll delve into the world of event management using Salesforce Experience Cloud, exploring its benefits, event types, planning essentials, marketing strategies, and valuable tips to ensure successful and impactful events online and offline.

How can Salesforce Experience Cloud platform make your events better?

Salesforce Experience Cloud serves as a comprehensive platform that enables you to create various digital experiences, such as partner portals, volunteer communities, support portals, customer communities, and more. It’s a space that empowers your users to stay up-to-date with the latest information, access valuable resources, communicate with each other, provide feedback, or contact you to resolve their issues. Therefore, utilizing such an environment to host events will undoubtedly revolutionize the way they are managed and experienced.

By integrating event management tools with customer data, Salesforce enhances attendee engagement and personalization. It streamlines event planning, from creating event pages to managing registrations, payment processing, and attendee communication. The platform’s centralized structure ensures seamless coordination between event teams, resulting in smoother execution and enhanced attendee experiences.

Salesforce Event Management: Strategies & Best Practices to Manage Events In Your Organization

The Salesforce Event Management tool can help you improve event planning at every stage. Check our guide on how to integrate events into your business within Salesforce CRM.
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What types of events can you create?

The versatility of apps for Salesforce Experience Cloud allows organizations to host various types of events. Whether it’s a local seminar, virtual conference, product launch, or training workshop, the platform provides customizable templates tailored to different event formats. From small-scale gatherings to large-scale conferences, Salesforce empowers organizations to create events that resonate with their target audience.

The basics of event planning with Salesforce

Effective event planning involves a strategic approach, and Salesforce Experience Cloud simplifies the process. Salesforce AppExchange offers different apps with user-friendly interfaces to set up event registration pages, manage attendee information, and automate communication. With integrated payment gateways, attendees can seamlessly register and pay for events, eliminating friction and enhancing the attendee journey.

Advanced Communities offers a powerful, Salesforce-native app that will cover all listed processes and even more. Let’s see how the AC Events Enterprise app can help you to streamline your event management!

Salesforce event management: 7 tips to try and get instant results with AC Events Enterprise

Tip 1: Craft compelling event pages

Create visually captivating event pages that convey essential event details and entice visitors to register. Utilize images, speakers, sponsors, and agenda to provide a preview of what attendees can expect.

event page

Tip 2: Utilize automation

Leverage automation to send event reminders, confirmations, tickets, and post-event follow-ups. Automating these processes enhances the attendee experience and increases engagement.

Tip 3: Integrate marketing campaigns

Effortlessly execute complex marketing campaigns through seamless Event-Campaign integration. Elevate your marketing strategies by leveraging attendance data for precise segmentation, enabling you to effectively target your attendees.

Tip 4: Offer early bird and other discounts

Create a sense of urgency and incentivize early registrations by offering exclusive early bird discounts. Also, add discounts for bulk purchases, vouchers, and the option to add donations when purchasing tickets. This strategy can significantly boost attendance rates. 

event registration

Tip 5: Provide interactive sessions

Enhance attendee engagement by incorporating interactive elements within your events, such as polls, Q&A sessions, and live chat. Interactive sessions foster participation and facilitate networking.

Tip 6: Analyze data for improvement

With AC Events Enterprise you have various pre-built reports and dashboards to gather insights from past events. Analyze attendee feedback, registration trends, and engagement metrics to refine your event strategies.

event analytics

Tip 7: Offer networking opportunities

Facilitate networking among attendees through virtual lounges, breakout sessions, and matchmaking features. Networking enhances the value attendees derive from your events.

AC Events Enteprise

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Overcoming 3 common problems in event management with Salesforce and AC Events Enterprise

Problem 1: Inefficient registration process

Streamline your registration processes with the Event Creation Wizard. Our fully customizable registration flow enables you to design intuitive registration forms and incorporate any necessary questions to simplify event organization. AC Events Enterprise also ensures a seamless payment process for attendees, making it both easy and secure. By simplifying the registration process, you can reduce friction and enhance attendee satisfaction, ultimately creating a more enjoyable event experience.

Problem 2: Data fragmentation

Managing event-related data across various platforms can result in fragmented information, which can hinder accurate reporting and decision-making. Such issues can arise when using non-native apps with Salesforce. However, our AC Events Enterprise app is built fully on Salesforce’s unified platform. It consolidates data from registrations, attendee preferences, feedback, and more into a single, comprehensive view. This centralized data approach empowers event managers with actionable insights, enabling them to tailor strategies based on real-time data.

Problem 3: Limited attendee engagement

Engaging attendees before, during, and after an event is crucial for a successful experience. Traditional methods like mass emails and generic communications often fall short in personalization and engagement. AC Events Enterprise empowers event managers with tools to create personalized communication streams. Send targeted emails, notifications, and updates to specific attendee segments, fostering meaningful engagement and enhancing the overall event experience.

Advanced Communities: your partner in Salesforce implementation & integrations for event management

To harness the full potential of Salesforce Experience Cloud for event management, partner with Advanced Communities. Our expertise in Salesforce implementation and integrations ensures that your events are seamlessly integrated into your organizational ecosystem. Contact us to explore how Advanced Communities can help you elevate your event management strategy and drive success.

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    Salesforce Winter ’24 Release: Key Dates to Keep in Mind

    Three times annually, Salesforce unveils fresh features and functionalities, empowering users worldwide to harness the most cutting-edge and exceptional offerings of the Salesforce platform! Within this blog, we’ll provide you with the most important dates you’ll want to mark in your calendar for Salesforce Winter Release 2024, so that your organization is prepared for the upgrade.

    When is the Salesforce Winter ‘24 release date?

    The first thing to keep in mind is when your main system will switch over to the new Salesforce Winter ’24 release. 

    The Salesforce Winter release date will depend on your instance of Salesforce, but the main release weekends are on:

    • 1st September 2023
    • 6th October 2023
    • 13th October 2023

    If you already know the instance your production organization is set up, you can navigate to Salesforce Trust. Once there, simply find and click on your instance name, and then select “Maintenance.” This will show the exact date when the Salesforce Winter ’24 updates will be rolled out to your organization.

    If you don’t know the instance information for your Salesforce org, please, view your browser address bar, your company information, or use the nslookup command on your computer. More details can be found here

    Meanwhile, here’s the Salesforce Winter release schedule:

    Salesforce Winter ‘24 release
    Note!

    It’s important to do a test run before the Winter ’24 release dates to make sure everything keeps working smoothly. Even though big issues are rare with Salesforce updates, it’s still a good idea to do these checks just to be safe.

    Salesforce Summer '23 Release: Most Exciting Features for Experience Cloud​

    In this blog post, the Advanced Communities team covers the Salesforce Summer '23 Release and what new features are introduced for Experience Cloud​. Read our blog to find out what’s new in Salesforce Summer Updates 2023.
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    August 16: Access to preview Winter ’24 release notes

    Look up release updates for the products you are using within the Release Notes section of Salesforce Help. Utilize filters to view only the parts that pertain to the specific edition and clouds you are currently utilizing.

    August 21: Sign up for a pre-release org

    Test the new features and determine which ones are suitable for your organization before your sandbox is upgraded. You can do this by signing up for a test environment with the new release features enabled – also known as a pre-release org. Keep in mind that pre-release orgs will not retain any of your configurations.

    August 24-25: Sandbox upgrade

    Once you have familiarized yourself with the pre-release org and examined the Release Notes for the relevant features, it’s time to assess the potential utility of those specific features and how they might influence the way your organization utilizes Salesforce. Use your sandbox to gain advance access to new features and experiment with configurations, all without affecting your live environment prior to the planned production upgrade. 

    Note!

    Ensure that you have an active sandbox on a preview instance by August 24.

    Discover 5 Exciting Experience Cloud Features in the Salesforce Winter '24 Release

    The Salesforce Winter 2024 Release is on the horizon, and it brings a host of exciting updates and features that promise to elevate the Salesforce Experience Cloud to new heights. In this article, we'll explore the most significant enhancements.
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    On the 25 of August you’ll also get access to the Winter ’24 Release Highlights module on Trailhead to learn more about new features.

    Starting from September 1 and up to October 13, Salesforce will initiate release weekends for upgrading all Salesforce instances.

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      Lightning Article Editor & Article Personalization: Biggest Salesforce Knowledge Update

      Salesforce has recently released its Summer ’23 update, and let me tell you, it’s packed with exciting new features that are designed to optimize your journey with Salesforce and make your experience with the platform even better. The main focus is to help you save time, automate tasks faster, and create personalized interactions with every customer. The Summer ’23 release of Knowledge includes a beta release update with two new features: the Lightning Article Editor and Article Personalization for Knowledge. In this article, we’ll dive into these features providing you with an overview of each of them and showing you how they streamline article management in Salesforce.

      Salesforce Summer '23 Release: Most Exciting Features for Experience Cloud​

      In this blog post, the Advanced Communities team covers the Salesforce Summer '23 Release and what new features are introduced for Experience Cloud​. Read our blog to find out what’s new in Salesforce Summer Updates 2023.
      Post image

      Lightning Article Editor feature overview

      The Lightning Article Editor is an exciting beta feature for Salesforce Knowledge that aims to provide knowledge authors and managers with a more user-friendly and powerful authoring experience. Its main goal is to make it easier for them to create and maintain high-quality knowledge articles, ultimately improving customer service.

      Some key features of the new Lightning article editor include:

      • A full-screen editing mode. This mode offers more space and helps authors focus on their writing, enhancing productivity.
      • Advanced table editing support. Authors can easily add or remove rows and columns, resize and merge cells, and format table borders and backgrounds. 
      • An accessibility checker. The editor includes a built-in accessibility checker to ensure articles are easy to read and navigate for all users. 
      • Seamless copy/pasting from external sources. Users can effortlessly copy and paste content from external documents or websites into the editor, saving time and effort.

      In addition to these features, the Lightning Article Editor offers several other benefits. Authors can adjust the line height for improved readability, embed Google Docs (when it becomes generally available), export articles to PDF format, and add alternative text (Alt text) for images, among other capabilities. It provides a comprehensive toolset for creating informative and visually appealing articles.

      Lightning Article Editor Features

      The Lightning Article Editor is backward-compatible, meaning that all articles you authored in the old editor look the same in the new editor.

      Users can select an existing article and click Edit, or they can click New to work in the Lightning Article Editor in Salesforce.

       Salesforce Lightning Article Editor user interface

      Lightning Article Editor – Winter ’24 improvements

      Here’s an overview of all new features that were addressed in the Winter ’24 release of the Lightning Article Editor. 

      New Features:

      • Accordions to improve the readability of long Knowledge Articles.
      • Quick Text support.
      • Localization for the Fully Supported Languages & End-User Languages.
      • Ability to add horizontal lines directly from the editor menu.
      • Support for list renumbering.
      • Support for all _target attributes for hyperlinks (previously, only _blank was supported).

      Article Personalization feature overview 

      On top of the brand new Lightning Article Editor, Salesforce is bringing you another exciting feature in the Summer ’23 release – Article Personalization. 

      Note!

      Article Personalization is a feature designed for Lightning Experience, and is currently not supported on Experience Cloud. The goal is to bring Dynamic Forms to Experience Cloud in 2024.

      Article Personalization is one of the Summer ’23 beta features that gives you the ability to customize which parts of your articles you show to which audience within the Service Console, allowing you to deliver knowledge that’s tailored to the user.

      Article Personalization brings the magic of Dynamic Forms to Salesforce Knowledge. So, what does that mean for you? Well, it means you can do some pretty awesome things:

      • Conditionally show or hide fields to users within the Service Console. You can set up conditions to determine which fields should be shown or hidden based on specific attributes of the user’s record or their permissions. This way, you can provide a more personalized experience and only display the relevant information to each user.
      • Customize Knowledge record pages using the Lightning App Builder. Say goodbye to traditional page layouts! With the Lightning App Builder, you have the freedom to drag fields anywhere on the page and set visibility for each individual field.
      • Format the Knowledge record page using tabs. Want to improve the readability of your articles and decrease loading times? Well, now you can! By formatting your article using tabs, you can organize the content into sections, making it easier for users to navigate and find what they need.
      • Expand or collapse field sections. Sometimes, you want to give users the option to reduce clutter and focus on what’s important to them. With the Article Personalization feature, you can create collapsible field sections. This way, users can expand or collapse specific sections as they please, creating a cleaner and more user-friendly interface.

      Enabling Lightning Knowledge Lightning Article Editor & Article Personalization

      How to enable Salesforce Knowledge Lightning Article Editor and Article Personalization for Knowledge? 

      You must enable the Lightning Article Editor release update. After that, the new Lightning Article Editor replaces the previous version of the Knowledge Editor.

      Getting started with Salesforce Lightning Article Editor

      AC Knowledge Management Enterprise Updates: New Features and Performance Enhancements

      Welcome to our latest product updates article! We’re happy to announce that our AC Knowledge Management Enterprise app has recently undergone significant updates to enhance its performance and provide new features to its users. In this article, we will take a closer look at the new features and performance enhancements of the latest version of AC Knowledge Management Enterprise.
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      AC Knowledge Management Enterprise – your best friend in the Salesforce Knowledge management journey

      Are you seeking an intuitive interface, powerful search capabilities, and self-service features to optimize management of your Knowledge base in Salesforce?

      Advanced Communities has a solution just for you! Discover an ultimate knowledge management solution for Experience Cloud communities in Salesforce

       – AC Knowledge Management Enterprise. Built directly on force.com and packed with many great features, it enhances the standard capabilities of Salesforce Knowledge. Serving as a powerful PRM tool for both Salesforce Partner Experience Cloud sites and Salesforce Customer Portal sites, this app streamlines documentation sharing while fostering self-service and collaboration. 

      While utilizing Salesforce Lightning Knowledge on the backend, it features a custom intuitive interface for filtering, viewing, and searching articles, ensuring a user-friendly UX, streamlining customer support, and enhancing the overall customer experience. It’s the ideal solution for efficiently managing Salesforce knowledge articles even in large volumes.

      AC Knowledge Management Enterprise

      see product details

      Some of the features include:

      • Article creation from Experience Cloud site
      • Advanced case deflection wizard
      • Enhanced article sorting logic
      • Enhanced article view
      • Data categories support on Experience Cloud
      • Article following and subscription integrated with the rating system
      • Powerful filtering capabilities
      • Separate cloud multibases & multilingual support
      • And many more…

      To learn more about AC Knowledge Management Enterprise and how Advanced Communities can help tailor this solution to your specific needs, reach out to our team of experts today.

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        • Benefits – Learn how it improves attendee satisfaction and helps your event shine.
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