Running LLMs Locally in Salesforce Experience Cloud Using picoLLM Inference Engine SDK

In case you’re not yet tired of reading about AI here and there, here’s one more article on this topic.

Recently, I came across a blog post by Picovoice about their picoLLM Inference Engine SDK for running Large Language Models (LLMs) locally. As the title suggests, I decided to try it out, but with a twist — launching it from a Salesforce Experience Cloud site.

This article demonstrates how to implement this using the picoLLM Inference Engine SDK. We’ll cover the initial setup, configuration, and coding required to achieve this integration.

Demo on Mac and Windows

Initial Configuration

Before we begin, there are a few configuration steps to complete.

Obtain a Picovoice AccessKey

Create a Picovoice account and obtain the AccessKey at the console page.

Download LLM models

Navigate to the picoLLM page and download a model of your choice. To get started, I recommend downloading either a Gemma or Phi2 model with chat capabilities. These are the most lightweight and fastest options available.

Enable Digital Experiences and create a Site

The LLM will run from the Experience Site. For this we need to enable the feature in the org by performing a few quick steps from the official guide. After enabling the feature, create a new site. Choose the Experience of your choice for the new site. For the example in this article, the Customer Service one is used.

Disable Lightning Locker

Disable Lightning Locker for the Experience Site, as it restricts access to the window object in LWC.

Add Trusted URLs

To add the ability to our code to access the Unpkg and Pico related URLs, we need to add them to Trusted URLs in the org.

Unpkg

  • API Name: Unpkg;
  • Active: checked;
  • URL: unpkg.com ;
  • CSP Context: Experience Builder Sites;
  • CSP Directives to check: connect-src (scripts) .

Pico

  • API Name: Pico;
  • Active: checked;
  • URL: kmp1.picovoice.net ;
  • CSP Context: Experience Builder Sites;
  • CSP Directives to check: connect-src (scripts) .

Add Trusted Sites for Scripts

The link to the npm module should be added as a Trusted Site for Script.

Unpkg

Let’s start coding

Create a static resource

The @picovoice/picollm-web npm package needs to be used. Since dynamic imports from external sources are not supported by Lightning Web Components (LWC), a static resource should be created to import the module and expose it to LWC as a class.

Create the static resource

Open your terminal in the SFDX project directory and run:

sf static-resource generate -n PicoSDK --type application/javascript -d force-app/main/default/staticresources/

This will create PicoSDK.js in the force-app/main/default/staticresources/ directory.

Import the Pico SDK and expose it to LWC

Open force-app/main/default/staticresources/PicoSDK.js and add the following code (replace ACCESS_KEY with the one you obtained previously):

PicoSDK.js

const MODULE_URL =
"https://unpkg.com/@picovoice/picollm-web@1.0.7/dist/esm/index.js?module";
const ACCESS_KEY = "YOUR_ACCESS_KEY";

class Pico {
PicoLLMWorker;

_picoSdk;

constructor() {
return this;
}

async loadSdk() {
this._picoSdk = await import(MODULE_URL);
}

async loadWorker(model) {
this.PicoLLMWorker = await this._picoSdk.PicoLLMWorker.create(
ACCESS_KEY,
{
modelFile: model
}
);
}
}

(() => {
window.Pico = new Pico();
})();
  • The aforementioned Unpkg tool acts as a CDN, allowing direct access to the PicoLLM Web SDK without needing to install it locally.
  • The loadSdk() method uses a dynamic import to fetch the SDK from Unpkg.
  • A new Pico instance is created and assigned to window.Pico, making it globally accessible for use in LWC.

Create a Lightning Web Component

A new Lightning Web Component should be created. Let’s name it LocalLlmPlayground. The LWC bundle files should be updated to include the following code.

localLlmPlayground.js-meta.xml

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>61.0</apiVersion>
<isExposed>true</isExposed>
<masterLabel>Local LLM Playground</masterLabel>
<targets>
<target>lightningCommunity__Page</target>
<target>lightningCommunity__Default</target>
</targets>
</LightningComponentBundle>

Now, the component can be deployed to Salesforce org. Drag and drop the component onto any Experience Site page, and publish the Site.

If you encounter the error message LWC1702: Invalid LWC imported identifier "createElement" (1:9) during deployment, delete the __tests__ directory inside the component bundle and try deploying again.

Adding a Basic HTML Structure

localLlmPlayground.html

<template>
    <div class="slds-is-relative">
        <div class="slds-grid slds-gutters">
            <!-- CONFIGURATION -->
            <div class="slds-col slds-large-size_4-of-12">
                <div class="slds-card slds-p-horizontal_medium">
                    <div class="slds-text-title_caps slds-m-top_medium">
                        Configuration
                    </div>
                    <div class="slds-card__body">
                        <lightning-textarea data-name="system-prompt" label="System Prompt">
                        </lightning-textarea>
                        <lightning-input type="file" label="Model" accept="pllm" class="slds-m-vertical_medium">
                        </lightning-input>
                        <lightning-input type="number" data-name="completionTokenLimit" label="Completion Token Limit"
                            value="128" class="slds-m-vertical_medium">
                        </lightning-input>
                        <lightning-slider data-name="temperature" label="Temperature" value=".5" max="1" min="0.1"
                            step="0.1">
                        </lightning-slider>
                    </div>
                </div>
            </div>
            <!-- CHAT -->
            <div class="slds-col slds-large-size_8-of-12">
                <div class="slds-card slds-p-horizontal_medium">
                    <div class="slds-text-title_caps slds-m-top_medium">Chat</div>
                    <div class="slds-card__body">
                        <section role="log" class="slds-chat slds-box">
                            <ul class="slds-chat-list">
                                <!-- MESSAGES WILL APPEAR HERE -->
                            </ul>
                        </section>
                        <div class="slds-media slds-comment slds-hint-parent">
                            <div class="slds-media__figure">
                                <span class="slds-avatar slds-avatar_medium">
                                    <lightning-icon icon-name="standard:live_chat"></lightning-icon>
                                </span>
                            </div>
                            <div class="slds-media__body">
                                <div class="slds-publisher slds-publisher_comment slds-is-active">
                                    <textarea data-name="user-prompt"
                                        class="slds-publisher__input slds-input_bare slds-text-longform">
                                    </textarea>
                                    <!-- CONTROLS -->
                                    <div class="slds-publisher__actions slds-grid slds-grid_align-end">
                                        <ul class="slds-grid"></ul>
                                        <lightning-button class="slds-m-right_medium" label="Release Resources"
                                            variant="destructive-text" icon-name="utility:delete">
                                        </lightning-button>
                                        <lightning-button class="slds-m-right_medium" variant="brand-outline"
                                            label="Stop Generation" icon-name="utility:stop">
                                        </lightning-button>
                                        <lightning-button variant="brand" label="Generate" icon-name="utility:sparkles">
                                        </lightning-button>
                                    </div>
                                </div>
                            </div>
                        </div>
                    </div>
                </div>
            </div>
        </div>
    </div>
</template>

localLlmPlayground.css

.slds-chat {
height: 50vh;
overflow-y: auto;
}

The localLlmPlayground.css file should be manually created inside the component bundle to increase the chat element height and add scrolling.

After deploying the bundle and refreshing the page, it should appear similar to the image below.

To view the result:

  1. Navigate to Setup > All Sites
  2. Click on the URL of the Experience Site you created

If you don’t see any changes, your page might be cached. To ensure you’re viewing the latest version when refreshing the Experience Site page:

Loading Pico SDK from the Static Resource

localLlmPlayground.js

import { LightningElement } from "lwc";

import PicoSDK from "@salesforce/resourceUrl/PicoSDK";
import { loadScript } from "lightning/platformResourceLoader";

export default class LocalLlmPlayground extends LightningElement {
    async connectedCallback() {
        await loadScript(this, PicoSDK);
        window.Pico.loadSdk();
    }
}
  • await loadScript(this, Pico); — loads the PicoSDK.js file from static resources, making the Pico class available through the window object.

Adding chat.js File for Message Rendering

chat.js

export const MessageType = {
    INBOUND: "inbound",
    OUTBOUND: "outbound"
};

const createAvatarElement = (messageElement, avatarIcon) => {
    const avatarWrapper = document.createElement("span");
    avatarWrapper.setAttribute("aria-hidden", "true");
    avatarWrapper.classList.add(
        "slds-avatar",
        "slds-avatar_circle",
        "slds-chat-avatar"
    );

    const avatarInitials = document.createElement("span");
    avatarInitials.classList.add(
        "slds-avatar__initials",
        "slds-avatar__initials_inverse"
    );
    avatarInitials.innerText = avatarIcon;

    avatarWrapper.appendChild(avatarInitials);
    messageElement.appendChild(avatarWrapper);
};

const createChatElements = (component, messageType) => {
    const chatContainer = component.template.querySelector(".slds-chat");

    const listItem = document.createElement("li");
    listItem.classList.add(
        "slds-chat-listitem",
        `slds-chat-listitem_${messageType}`
    );

    const messageWrapper = document.createElement("div");
    messageWrapper.classList.add("slds-chat-message");

    createAvatarElement(
        messageWrapper,
        messageType === MessageType.INBOUND ? "🤖" : "🧑‍💻"
    );

    return { chatContainer, listItem, messageWrapper };
};

const createMessageBodyElements = (messageType) => {
    const messageBody = document.createElement("div");
    messageBody.classList.add("slds-chat-message__body");

    const messageText = document.createElement("div");
    messageText.classList.add(
        "slds-chat-message__text",
        `slds-chat-message__text_${messageType}`
    );

    return { messageBody, messageText };
};

const appendMessageText = (message, messageTextElement) => {
    if (!message) return;

    const textElement = document.createElement("span");
    textElement.innerText = message;
    messageTextElement.appendChild(textElement);
};

export const renderMessage = (component, messageType, message) => {
    const { chatContainer, listItem, messageWrapper } = createChatElements(
        component,
        messageType
    );
    const { messageBody, messageText } = createMessageBodyElements(messageType);

    appendMessageText(message, messageText);

    messageBody.appendChild(messageText);
    messageWrapper.appendChild(messageBody);
    listItem.appendChild(messageWrapper);

    const fragment = document.createDocumentFragment();
    fragment.appendChild(listItem);
    chatContainer.appendChild(fragment);

    return messageText;
};

The chat.js file should be manually created inside the component bundle, and the following code should be pasted into it. It handles rendering inbound and outbound messages inside the div.slds-chat element when a user writes a prompt and the LLM generates a response, and is based on the chat component from SLDS.

After creating the file, the component bundle structure should look like this:

localLlmPlayground/
├─ chat.js
├─ localLlmPlayground.css
├─ localLlmPlayground.html
├─ localLlmPlayground.js
├─ localLlmPlayground.js-meta.xml

Implementing User Input Collection and LLM Response Generation

localLlmPlayground.html

<template>
<div class="slds-is-relative">
<!-- ERROR MESSAGE -->
<div lwc:if={errorMessage} class="slds-notify slds-notify_alert slds-alert_error" role="alert">
<span class="slds-assistive-text">error</span>
<h2>{errorMessage}</h2>
</div>
<div class="slds-grid slds-gutters">
<!-- CONFIGURATION -->
<div class="slds-col slds-large-size_4-of-12">
<div class="slds-card slds-p-horizontal_medium">
<div class="slds-text-title_caps slds-m-top_medium">
Configuration
</div>
<div class="slds-card__body">
<lightning-textarea data-name="system-prompt" label="System Prompt">
</lightning-textarea>
<lightning-input type="file" label="Model" onchange={loadModel} accept="pllm"
class="slds-m-vertical_medium">
</lightning-input>
<lightning-badge lwc:if={modelName} label={modelName}></lightning-badge>
<lightning-input type="number" data-name="completionTokenLimit" label="Completion Token Limit"
value="128" class="slds-m-vertical_medium">
</lightning-input>
<lightning-slider data-name="temperature" label="Temperature" value=".5" max="1" min="0.1"
step="0.1">
</lightning-slider>
</div>
</div>
</div>
<!-- CHAT -->
<div class="slds-col slds-large-size_8-of-12">
<div class="slds-card slds-p-horizontal_medium">
<div class="slds-text-title_caps slds-m-top_medium">Chat</div>
<div class="slds-card__body">
<section role="log" class="slds-chat slds-box">
<ul class="slds-chat-list">
<!-- MESSAGES WILL APPEAR HERE -->
</ul>
</section>
<div class="slds-media slds-comment slds-hint-parent">
<div class="slds-media__figure">
<span class="slds-avatar slds-avatar_medium">
<lightning-icon icon-name="standard:live_chat"></lightning-icon>
</span>
</div>
<div class="slds-media__body">
<div class="slds-publisher slds-publisher_comment slds-is-active">
<textarea data-name="user-prompt"
class="slds-publisher__input slds-input_bare slds-text-longform">
</textarea>
<!-- CONTROLS -->
<div class="slds-publisher__actions slds-grid slds-grid_align-end">
<ul class="slds-grid"></ul>
<lightning-button class="slds-m-right_medium" label="Release Resources"
variant="destructive-text" icon-name="utility:delete"
onclick={releaseResources}>
</lightning-button>
<lightning-button class="slds-m-right_medium" variant="brand-outline"
label="Stop Generation" icon-name="utility:stop" onclick={stopGeneration}>
</lightning-button>
<lightning-button variant="brand" label="Generate" icon-name="utility:sparkles"
onclick={generate} disabled={isGenerating}>
</lightning-button>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</template>

localLlmPlayground.js

import { LightningElement } from "lwc";

import Pico from "@salesforce/resourceUrl/Pico";
import { loadScript } from "lightning/platformResourceLoader";

import * as chat from "./chat.js";

export default class LocalLlmPlayground extends LightningElement {
isGenerating = false;
isStoppedGenerating = false;

errorMessage;
modelName;
dialog;
isWorkerCreated;

async connectedCallback() {
try {
await loadScript(this, Pico);
window.Pico.loadSdk();
} catch (error) {
this.errorMessage = error.message;
}
}

async loadModel(event) {
try {
this.model = event.target.files[0];
this.modelName = this.model.name;
} catch (error) {
this.errorMessage = error.message;
}
}

async generate() {
this.errorMessage = "";
this.isGenerating = true;
try {
const { userInput, tokenLimit, temp } = this.collectInputValues();
chat.renderMessage(
this,
chat.MessageType.OUTBOUND,
userInput.value
);

if (!this.isWorkerCreated) {
await this.createPicoLlmWorker();
}

await this.dialog.addHumanRequest(userInput.value);
userInput.value = "";

await this.generateResponse(tokenLimit, temp);
} catch (error) {
this.errorMessage = error.message;
} finally {
this.isGenerating = false;
this.isStoppedGenerating = false;
}
}

collectInputValues() {
return {
userInput: this.template.querySelector("[data-name='user-prompt']"),
tokenLimit: this.template.querySelector(
"[data-name='completionTokenLimit']"
).value,
temp: this.template.querySelector("[data-name='temperature']").value
};
}

async createPicoLlmWorker() {
if (window.Pico.PicoLLMWorker) {
await window.Pico.PicoLLMWorker.release();
}
await window.Pico.loadWorker(this.model);

const systemPrompt = this.template.querySelector(
"[data-name='system-prompt']"
).value;
this.dialog = await window.Pico.PicoLLMWorker.getDialog(
undefined,
0,
systemPrompt
);
this.isWorkerCreated = true;
}

async generateResponse(tokenLimit, temp) {
const msgInbound = chat.renderMessage(this, chat.MessageType.INBOUND);
const { completion } = await window.Pico.PicoLLMWorker.generate(
this.dialog.prompt(),
{
tokenLimit,
temp,
streamCallback: (token) => {
this.streamLlmResponse(token, msgInbound);
}
}
);
await this.dialog.addLLMResponse(completion);
}

streamLlmResponse(token, msgInbound) {
if (!token || this.isStoppedGenerating) return;
msgInbound.innerText += token;
this.template.querySelector(".slds-chat").scrollBy(0, 32);
}

async releaseResources() {
try {
await window.Pico.PicoLLMWorker.release();
const databaseDeletionRequest = indexedDB.deleteDatabase("pv_db");
databaseDeletionRequest.onerror = (event) => {
this.errorMessage(event.target.error);
};
databaseDeletionRequest.onblocked = (event) => {
this.errorMessage(event.target.error);
};
} catch (error) {
this.errorMessage = error.message;
}
}

stopGeneration() {
this.isStoppedGenerating = true;
this.isGenerating = false;
}
}
  • The loadModel method is triggered when a model is uploaded via the lightning-input of type ‘file’. The model is then saved for later use.
  • The generate method is the main method in the component, performing the majority of the work. It collects user input, renders chat messages, and streams the response generated by the LLM.
  • The line await this.dialog.addHumanRequest(userInput.value); adds the user’s prompt to the dialog object. This allows the model to, theoretically, maintain awareness of the conversation context.
  • The createPicoLlmWorker() method creates an instance of the PicoLLMWorker class, which accepts the system prompt provided by the user, loads the models, generates the responses, and performs all the heavy lifting.
  • The generateResponse() method renders an incoming chat message and updates its inner text with each new token streamed from the worker , respecting the system prompt, token limit and temperature options. The token limit and temperature options can be updated before generating each new response. However, changing the system prompt requires reloading the worker.
  • The releaseResources() method removes the model from indexedDB and releases all resources consumed by the worker.

Now, the component should produce responses. To test it, perform the next steps:

  1. Upload a model.
  2. Type a user prompt.
  3. Press the Generate button and wait for the response to be fully generated.
  4. When you have finished testing, press the Release Resources button.

Spinners!

Finally, let’s enhance the user experience by adding code to display a spinner while the model is loading and a worker is being created.

localLlmPlayground.html

...
<div class="slds-grid slds-gutters">
<!-- SPINNER -->
<lightning-spinner lwc:if={isLoading} alternative-text="Loading" size="large" variant="brand">
</lightning-spinner>
<!-- CONFIGURATION -->
<div class="slds-col slds-large-size_4-of-12">
...

Add the following code between the div.slds-grid and configuration elements.

localLlmPlayground.js

    isLoading = true;

/* OTHER CODE */

async connectedCallback() {
try {
await loadScript(this, Pico);
window.Pico.loadSdk();
this.isLoading = false;
} catch (error) {
this.errorMessage = error.message;
this.isLoading = false;
}
}

async loadModel(event) {
this.isLoading = true;
try {
this.model = event.target.files[0];
this.modelName = this.model.name;
} catch (error) {
this.errorMessage = error.message;
} finally {
this.isLoading = false;
}
}

async generate() {
this.errorMessage = "";
this.isGenerating = true;
this.isLoading = true;
try {
const { userInput, tokenLimit, temp } = this.collectInputValues();
chat.renderMessage(
this,
chat.MessageType.OUTBOUND,
userInput.value
);

if (!this.isWorkerCreated) {
await this.createPicoLlmWorker();
}
this.isLoading = false;

await this.dialog.addHumanRequest(userInput.value);
userInput.value = "";

await this.generateResponse(tokenLimit, temp);
} catch (error) {
this.errorMessage = error.message;
} finally {
this.isGenerating = false;
this.isStoppedGenerating = false;
}
}

/* OTHER CODE */

async releaseResources() {
this.isLoading = true;
try {
await window.Pico.PicoLLMWorker.release();
const databaseDeletionRequest = indexedDB.deleteDatabase("pv_db");
databaseDeletionRequest.onerror = (event) => {
this.errorMessage(event.target.error);
};
databaseDeletionRequest.onblocked = (event) => {
this.errorMessage(event.target.error);
};
} catch (error) {
this.errorMessage = error.message;
} finally {
this.isLoading = false;
}
}

/* OTHER CODE */

Add Try-Catch-Finally blocks and code to toggle the isLoading class field value.

Final Result and Source Code

Final Result

The result should look like the GIF below and be able to:

  • Accept user input.
  • Generate responses.
  • Stop response generation.
  • Release resources consumed by the worker.

Source Code

The source code is available on GitHub.

How to Plan an Event in Salesforce: a Complete Event Management Process in 5 Steps

Salesforce has earned its place in the sun thanks to its #1 CRM capabilities. While these are an indispensable part of any business, trying to brush up on its marketing, sales, and support, there is one more thing worth your attention: an event management process, happening in Salesforce.

You can use Salesforce’s extensive potential to plan a successful event of any type and size: online, offline, hybrid meetings, etc. However, you still need a solid strategy to make your event planning a big achievement. After reading this piece, you’ll discover what role events play in the business’ lifecycle, how event management can be performed correctly, and what tools you need to implement it.

What Role Do Events Play in Business?

If your company has never organized events yet, you should consider doing that. This is a perfect chance to fuel engagement, implement data-driven decision making, and nurture a thriving community.

On a much broader scale, event planning has lots to offer to businesses, including:

  • Networking opportunities – no matter the format of your events, it opens a window of opportunity for you to create new partnerships, meet industry leaders, and engage with your target audience.
  • Brand image – a successful event may uplevel your brand visibility, put you on the map, and help you stand out from the crowd.
  • Lead generation – if you have a carefully written event program and event strategy, the chances are you will welcome new leads in no time! But be wise: qualify leads, keeping all their valuable data so that don’t miss out on long-term business opportunities.
  • Measurable ROI – with tools like Salesforce, you can monitor everything from event registrations to post-event sales. As a result, you get invaluable insights into the effectiveness of your event marketing campaign.
  • Feedback loop – your event marketing strategy should involve post-event activities as well. Consider post-event surveys and analytics to get a clear picture of what resonated with event attendees. This way, it allows you for continuous improvement.
  • Excellent leadership – if you host events in partnership with industry experts and other subject-matter leader, it automatically positions your business as a thought leader (and that means more leads and long-term collaborations!)

Most Prevalent Event Management Challenges

While planning a successful event still comes with certain challenges pervasive to various industries. They may hinder your whole event planning significantly if left unattended. So that this is never the case for you, look at them and decide how your business can address them:

Limited Analysis and Insights

Without a holistic view on the attendee data and engagement metrics, it’s a hard call to make informed decisions and drive continuous improvement. Is that something you strive for when organizing an event? I doubt so.

Data Silos and Inconsistencies

What are data silos per se? It is a situation when the info is segregated and is inaccessable across different systems or departments. In the context of events, if your registration, attendee, or location data are scattered across multiple systems and other sources, it becomes a nightmare for everyone trying to manage that event effectively.

Salesforce addresses this challenge perfectly with a unified platform that is called Customer 360. It gathers data from various resources and lets you analyze it across your organization safely. No more scattered data!

Manual Workflow, Human Errors, and Duplications

It’s an often case when event managers get the short end of the stick when planning an event fully manually. This brings in a catastrophic number of human errors, employee burnout, repetitive tasks (like data entry, email communication, session planning), etc. Besides, you can even end up with duplicate emails, invite a person to an event twice which deteriorate the brand image and looks unprofessional.

Communication Gaps

Ineffective communication is the burden of existence for many event managers out there. Picture a situation. You have a pre-designed event invitation email which you send over and over to your registrants. Everything seems nice and easy. But what if the venue changes? What if you decide to cancel the event and there is no hands-up for your audience? These gaps should be closed in order to simplify your event management experience.

Lame Attendee Engagement

Even a masterfully planned event can show poor attendee engagement. Everything counts: from the quality and content of your email invitation to the visual appeal of your landing page. These things form an experience (both positive and negative) to all of your event attendees.

The Benefits of Event Planning with Salesforce

How to actually solve those challenges with Salesforce? Event planning with Salesforce reaches far beyond convenience and flexibility. Thanks to numerous functionalities of the platform, your event management can face:

  • Improved attendee experience – how often do you sigh with despair when using a CRM, not fully applicable for creating personalized event attendee experience, seamless registration, and timely communication with your audience? With Salesforce, you are going to forget about this trouble!

    Keep your attendees in the loop with updates, reminders, and other event details. Streamline the planning process with online forms, rapid confirmation emails, and payment integration. Besides, you can leverage customer data, their preferences, and behaviour to arrange successful events. What’s not to like here?
  • AI power – when you sync event technology with AI, you get the latest advancements. Einstein AI can analyze attendee data to predict their behaviour and detect potential issues. Leverage this info to personalize event planning, optimize marketing campaigns, and improve overall satisfaction.

    But that’s just the tip of the iceberg. If used for your event plan, Salesforce AI can identify high-value leads to help sales teams prioritize follow-ups, create optimal event sessions to maximize attendance and minimize conflicts.
  • Productivity boost – thanks to the opportunity to store all event-related information in one centralized hub, you can then access and analyze it easy. Besides, you can use automated workflows to streamline attendee check-in, lead capture, and emails after an event.
  • Stronger customer relations – if you use the right event planning software coupled that supports Salesforce, your target audience will never be left in the dark. You can use Salesforce to send tailored event invitations depending on customer preferences, purchase history, and other details.

Your One-Stop Salesforce Event Planning Checklist

Do you have one of those event planners where you write down event budget, event goals, and everything in between? Well, it’s time to reverse the trend! Here we’ve gathered an ultimate event planning guide for organizations in Salesforce. Follow that event master plan and you’ll succeed:

1. Adopt the Right Event Software

To organize Salesforce events at the highest level, you should look up the event software that lets you go above and beyond, not just limits you with a single functionality. There are three key components of decent software you need to adopt:

  • Native Salesforce implementation – so that your event goals are reached, the data retrieved is in sync, accurate, and up-to-date, you should adopt an app that has native Salesforce compatibility. This way, you prevent the data loss and make the most of the planning process.
  • Flexible registration options – if your target audience is limited in the ways they can sign up for an event, can’t register for multiple sessions, etc., it means that your software comes up short. The solution? Find a tool that lets your audience choose from an array of event types, such as multi-day events, special sessions, large events (summits), and more. This is how you win customers over.
  • Event page – your event planning won’t be complete without a well-designed, dedicated event page (I prefer calling it a microsite). You can create this page on your Experience Cloud site, include a unique event goal, specify event objectives, highlight special event branding or event theme, add speakers or agenda. More on the topic in the paragraph below.

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

Event planning can truly be stress-free and comprehensive with Salesforce Experience Cloud. In our blog, you will learn the basics of event management with Experience Cloud and the top 7 tips for successful event management.
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2. Segment Your Audience

How often do you comb through your customer database? Is it kept in order? In fact, it should be and the best way to do that is segmentation. This way, you can deliver tailored experience to your target audience, send segmented post-event follow-ups, and increase your event ROI.

Don’t know where to start? You can follow these simple steps to the get the ball rolling.

First, you need to segment your customer base based on demographics, industry, event attendance history, job title, company size, or even engagement level. Second, you can offer customized session recommendations depending on attendee interests and job roles, provide personalized content, and facilitate networking opportunities.

Third, you can opt for the right marketing channels to strike the chord with the audience (email, social media, etc.). Last but not least, you can leverage segmentation data to plan future events that better meet the needs of your customers.

3. Develop an Event Landing Page

Alright, so you armed with the best software you’ve found on AppExchange and segmented the customer database. But how can you make sure people are actually sign up for your sessions? This is when an event website or page, if you will, enters the game.

As mentioned earlier, event planning can’t exist without a proper page where you highlight valuable event details:

  • General data, where you specify the date and time of the event and description;
  • Agenda, where you tell about event goals, what attendees will get once they join;
  • Speakers, where you enlist all the people carrying out their reports, etc.
  • Event space, where you define where it is an offline/in-person meeting or a Zoom webinar;
  • Event calendar to outline all the upcoming events and let people plan their time effectively;
  • Register button and the opportunity for non-community users to sign up for the event;
  • Other intel you see fit for your event.

The greatest thing about such event microsites is that you can tailor it to your liking in Salesforce without much hassle. You just create custom objects and field to store event details, session data, and other relevant information. Once in Experience Builder, you add all the elements to the page – and you are all set, ready to promote your gathering and welcome registrants.

AC Events Enterprise_Event page

How to Create a Great Event Landing Page on Salesforce

In this article we'll speak about developing and modifying excellent event microsites on Salesforce and show you how to do it quickly using our ultimate, ready-to-use solution – a Salesforce event management tool AC Events Enterprise.
Post image

4. Set up a Seamless Registration Process

The rule of thumb is that event planners available on the Internet doesn’t particularly show what a registration process should look like. Luckily, you’ve come to the right place as I am about to walk you through a proper event registration process powered by the example of AC Events Enterprise Events Creation Wizard – the 100% native to Salesforce solution:

  • In the screenshot below, you can see the event list on the Experience Cloud site. Here is when you can enumerate different events happing in your community with a filtering feature available. I am going to register for the Gardening Family Day. The event takes place on September 7, 2025.
AC Events Enterprise_Events registration process_events list
  • Following the event planning procedure and registration, I have to type in my contact details and email. Let’s do that.
AC Events Enterprise_event registration process_contacts
  • Depending on the event objectives, you can add numerous packages to your event. In this case, I have more than enough, including Free for members, For new visitors, All in One, All in One with Donation. For now, I’ll stick to the Free for members package option and register for the event.
AC Events Enterprise_ choose package
  • On the next step, I review my name and decide whether I want to purchase a ticket for someone else. I’ll save the data and press Next.
AC Events Enterprise_event registration process_ticket owner step
  • This step is of prime importance for your event marketing activities. You can add event questions to the process so that you can fulfil the demands of your audience for sure (and omit unlikely mishaps during the event). The questions can be versatile, for instance Do you need a wheelchair? or Are you participating with kids?, etc.
AC Events Enterprise_event registration_event questions
  • We’re almost there! Once my registration is a success, I hit the Complete button and get an email with all the relevant event data.
AC Events Enterprise_success step
  • In that email, there is a ticket link where I can see such info as the event name, date, attendee, package, and the QR code for attending the event. Moreover, I can print the ticket, send it as an email, and download on my device.
AC Events Enterprise_ticket link_QR code

That’s it! Registering for an event with AC Events Enterprise is a pleasing procedure your event planning journey clearly needs.

5. Check Real-Time Event Reports

How to plan an event without having access to reports and other data? Without this intel, your event plan is bound to be ineffective. Not to mention, you won’t be able to jump into the next event planning in your organization. Fear not! The solution is easier than you think.

If you pair your Salesforce data with a native app – like AC Events Enterprise, for instance – you can track real-time metrics and collect reports right after your event is over. In this screenshot, miscellaneous KPIs and metrics are available within the AC Events Enterprise app. Thus, you can monitor:

  • All time attendees
  • Confirmed attendees for upcoming events
  • Pending attendees for upcoming events
  • Tickets revenue
  • Events with highest revenue
  • Most popular events in your organization
  • The number of local and online events (or any other types you specify)
  • Registration by days
  • Participants by status (Pending or Confirmed)
  • Events by Zones
  • Event expenses by categories
  • Expenses by events
ac-events-enterpise_real-time-reports

Besides, you can check not only those metrics but also have event locations and calendar at your finger tips.

How to Plan an Event at Ease: Quick Tips and Tricks

Before you set off to event planning and think big, you need to have a broader picture in your mind. Just to be on the safe side and ensure your events are always a blast. So here are some points to take into account:

  • Start your event planning process early to have some extra time for unexpected strokes of fate, retrograde Mercury, or other scenarios;
  • Identify the overarching event goal: what should you get afterward?
  • Pay attention to details and think over your event budget and other event objectives;
  • Leverage event management software to streamline the whole process;
  • Assign a planning team or a responsible colleague for arranging, managing, and analyzing an event.

Bottom Line

Building an event management process with Salesforce is not just a logical and technically favourable decision. It’s a strategically right choice. This will lead to enhancing your event endeavours, gradual business growth, and steady brand equity.

Without a little help from the right event software, your journey might not see the ultimate results. That is why the safest bet would be contacting Advanced Communities – your ally in the world of a seamless event planning process.

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    Q&A

    1. What is an Event Management Process?

    An event management process in Salesforce is the way you prepare for different event types in your organization. The process should be planned beforehand, paying significant attention to everything connected to the financial side of the project to tickets and event site. While Salesforce is a potent tool for event management, it is usually paired with other specialized platforms or custom-built apps to handle complex event requirements.

    2. What is an Event Processing Life Cycle?

    An event processing life cycle can be divided into several steps. First, you set up an event by creating a custom object or record type to capture essential details (name of the event, date, location, event budget, and so on). Second, you decide on various types of events and identify specific requirements for them. For instance, Salesforce lets you arrange conferences, webinars, workshops, online, and offline events. Third, you define event goals (brand awareness, lead generation, customer engagement) and track them in Salesforce.

    3. What are the 5 stages in Event Management Planning?

    There five common stages in event management planning. 1) Choose the right event planning software with features like Salesforce native application, event microsite, and flexible registration options. 2) Segment the customer database to target the right people with the right events. 3) Build an event website, adding event objectives, agenda, speakers, event calendar, and a registration button to it. 4) Provide an intuitive registration process with straightforward steps, such as specifying contact details and event packages available. 5) Check real-time event reports to see if there’s room for improvements and take action if need be.

    How to Increase Membership in Salesforce: 7 Unconventional Strategies [Higher Education Edition]

    If only increasing membership could be done in the snap of a finger. However, this is an ongoing process that has many stages. First, you need to put your objectives on the map and decide on the audience. Second, you should opt for a technical solution to maintain memberships in your organization. Third, you should think of the content to produce and it’d better be good!

    What if you are an educational institution using Salesforce and wishing to expand your reach and grow your member base? Could those stages be applied to you? They sure could! Are there any special tricks for that? Of course!

    Over the course of this article, you will find out how to increase membership in your association in the higher education industry. As a side note, though, many of the strategies we are about to share can be implemented in other industries too. You just have to consider your organization’s unique mission and specifics. Plus, the strategies can and should be applied to new, prospective, and current members. So let’s kick off!

    3 Issues Preventing You from Growing Your Membership

    Before we start digging into the ways to increase membership in education, we need to look at the current state of affairs. Is there something that you might do wrong and that’s why fall short of aim? Look at these common problems that might interfere with your objectives:

    1. Prospective Members Can’t Understand the Benefits of Joining

    It’s a widely spread scenario. While an association provides the best-in-class service and offers fair pricing, its membership benefits are often overlooked. In fact, they are the reason why members join the association. So, they should be put at a premium!

    Who are the potential members of an educational organization? That’s right! Students (and their parents), professors, alumni, stakeholders, etc. That’s why you have to clearly communicate your membership value at the very first touch points. Fight for the main audience’s attention and make sure other interested parties know about the things you offer, too.

    2. Current Membership Isn’t in Tune with the Audience

    Would you want to stick to an organization that isn’t aligned with your background, vision, or mission? Me neither. It’s often the case that association membership is wide of the mark with how it presents its organization’s mission or welcomes members joining it. To prevent such mistakes and deliver THE membership values your audience hopes to see, everything you do should be a good match with them.

    If you are in higher education (or manufacturing, healthcare, IT, etc – no matter the industry), make sure you stand out from other organizations. Put a lot of time into the membership package naming (for instance, you can create packages with such names as Institutional, Student, State Council, Full, or Associate Membership).

    Plus, tweak your marketing and legal materials. Your copy should be straightforward and inclusive to attract prospective members. Avoid being too playful, jargon, and other irrelevant details. Your membership “language” should entice local businesses and attract new members. That is, screaming out to everyone interested in contributing to your organization.

    3. Members Don’t Feel Heard

    If your members don’t feel heard (and seen), it can significantly deteriorate member retention and, as a result, bring about member churn. Luckily, you can address this issue, by following several steps:

    • Implement feedback platforms or suggestion boxes for members to voice their concerns and ideas. Speaking of, suggestion boxes can be easily set up in Salesforce.
    • Conduct regular surveys and themed polls to monitor member satisfaction and identify areas for improvement. In higher education, such an activity can be performed with the help of faculty staff, a student body, or a dean’s office. But of course, surveys are a one-click matter if you do that online.
    • Designated listening teams, such as responsible department staff or top students, so that they can address member concerns, provide timely responses, and form a sense of community.
    • Empower members to vote, as it provides them with the opportunity to influence change. By the way, if your association runs on Salesforce and you would like to implement such a functionality with an add-on, AC Ideas Ultimate from Advanced Communities fits the bill perfectly. With features like idea prioritization, votes, idea campaigns, and idea flagging, you can take member feedback in your organization to the next level.

    AC Ideas Ultimate

    See product details

    How to Grow Membership in Salesforce Following 7 Strategies

    Note!

    Even though the majority of these membership recruitment approaches deal with higher education, you can still implement them for your organization in Salesforce regardless of the niche. The whole point is tweaking them accordingly, ensuring they are fine-tuned for your target audience and industry.

    1. Use Appropriate Tech and Data

    The strategies to grow membership are doomed to failure without a massive technical ground. No matter if you are in higher education or not. What can you do to succeed? Use Salesforce products to boost your member headcount, satisfaction, and engagement. So you’d better find Salesforce-powered member software that comprises the following characteristics:

    • Subscription payment and renewal management;
    • Member database;
    • Event ticketing and management;
    • Analytics and reporting.

    Does your association management software have all of that? While you are mulling this over, a great piece of membership software will also help you automate routine tasks and free up time to focus on wooing new members! For instance, you can set up automated subscription renewal follow-ups, response to member queries much faster, reduce operation costs, and do so much more.

    From the higher education perspective, decent membership software with automation embedded can help you:

    • Automate the onboarding process – you can leave document verification, fee collection, or course registration to the system;
    • Streamline communication – the automated system can send targeted emails, SMS, or push notifications based on member preferences (for example, new course schedule);
    • Manage data – cleanse and update member data to avoid duplicates and keep the database in order;
    • Manage events – your software can automate event registration, ticketing, and attendee management;
    • Manage finances – you can be sure that membership fees are processed, invoices are generated, and payments are reconciled.

    2. Build an Online Community

    Even if your organization operates and has regular meetups offline, this isn’t a reason to snap your fingers at the power of online communities. They are perfect for building bridges with prospective members, drawing new members, and gearing up that membership drive.

    education-cloud-for-experience-site

    A well-designed online community can help you show off personalized content. For instance, school associations may use it to gather membership dues, announce upcoming educational events, or even sell some membership branded swag. There are some key elements to consider for your online community to lure prospective new members:

    • Event calendar – provide a full and easy access to scheduled membership events and make sure even non-members can check it (we’ll talk about hosting events a tad later);
    • Member benefits – design a page or just a section with all your membership advantages so that prospective members choose you for your values.
    • Membership FAQs – people (especially new members) ask questions. A lot! So it’s in your best interest to make this process painless for them. Include an FAQ page with all the relevant questions current members or even non-members might pose. This can be everything from membership fees and a local event schedule to networking opportunities and membership levels. The most cool thing is that your members can get instant answers. This is way better than phone calls!
    • Chatter groups and communication – to grow membership, you can start Chatter groups on your community to motivate your members to communicate with each other, exchange ideas and knowledge, or seek (and find) help. Plus, you can manage here membership requests to join, use feed, initiate polls/surveys, etc.
    AC Events Enterprise_demo_community
    • Calls to action – what is the best way to grow membership and encourage potential members to reach out to you? A smart call to action! Add buttons or links to your website so that new members can contact you without much of a hassle.

    Geneva Graduate Institute

    The Geneva Graduate Institute needed a technological solution to unite its alumni community in a common digital space. The objective was to facilitate ongoing communication among alumni, enabling them to maintain connections, exchange experiences and knowledge, cooperate on initiatives, fundraise, and access valuable resources from the institute.
    Post image

    3. Deliver Professional Development Opportunities

    Do you usually provide your students, principals of institutions, or other members of your organization with the professional development opportunities? If your answer is negative, you should start doing that immediately. So follow my lead.

    Thanks to robust Salesforce association management, you can offer existing members a chance to explore new learning horizons. For instance, build an Experience Cloud site and expand its capabilities with a job board. This can help current members or alumni see job postings available and apply for them. Look at the example job board made within the AC MemberSmart package. You can create one as well!

    wma_job board

    Another win-win option is designing a member directory. Modern membership management software allows you to create an online library of existing members with their contact details, professional background, current position, and other valuable details. This way, people would scan the directory, spot a subject-matter expert needed, connect with them, and get the needed knowledge.

    membership-directory_ac-membersmart

    Last but not least, there are mentorship programs for new members which can serve as a stimulus for increasing membership strategies. Come up with a certain flow or a script you or a responsible colleague will follow when new members join your association. This is how you can present learning opportunities (such as courses) and events on your website:

    Connected University Courses_AC Events Enterprise

    Be creative! Don’t use fully studied materials where you can’t lose the thread a little and show new members the ropes. Besides, you can encourage more experienced alumni to take charge in such programs. Add this point to your membership growth strategy!

    4. Customize Membership Options

    To help your member base expand, you should offer tailored membership options to cater to the varied needs of your members. By shaping a tiered structure, you can deliver the much-needed flexibility to both new and existing members:

    • Student Membership – this is where you offer the core benefits such as academic support, career services, or student discounts.
    • Alumni Membership – with this membership, your audience can enjoy networking opportunities, apply for education programs/grants, and have a full access to alumni resources.
    • Corporate Membership – you can partner up with businesses to provide corporate memberships with custom perks and encourage members to join your collaboration programs.
    • Community Membership – this is when you present community-focused membership options, campus facilities, related events, and other things.

    Types of Membership: How to Form and Present Them to Your Audience

    There are miscellaneous types of memberships. How to set them up and promote to your audience? Read the article to find out.
    Post image

    5. Host Themed Events

    Membership recruitment can’t go without event management. Your association definitely has events that are both amusing and informative. Time to promote them wisely!

    Does your organization put webinars or workshops into its membership recruitment strategy? It should. Webinars are a powerful and popular tool for increasing membership. Think of an interactive format such as live discussions, professor-student board meeting, or any other format you see fit. Besides, upcoming events can be announced as an on-demand meeting so that non-members can watch them too.

    Another form of events that is gaining traction as we speak is podcasts. Producing them on a regular basis can help attract new members and not to lose the attention of the existing ones. To make podcasts stand out from your content, add them to a separate website page, include them to email marketing newsletter, or even use them to announce club meetings. Besides, you can host events with special guests (such as university professors, alumni, and other specialists) to fuel your membership recruitment strategy and maintain the member base.

    How to make it all a reality if your membership runs with the Salesforce Experience Cloud? You can extend its possibilities with AC Events Enterprise – a 100% Lightning Experience native Advanced Communities solution for effective event management. With its help, you can simplify and enhance your online, offline, and hybrid events, boost attendee engagement, support multisession events, and create Event Zones (by the way, you can check out our Product Learning Hub and the tutorial video on Event Zones). The potential is huge so you should take it for a test drive!

    Events Calendar_AC Events Enterprise

    AC Events Enterprise

    See product details

    6. Leverage the Power of Social Media

    How strong is your association’s social media presence? We live in the era where developing a website might not be enough. You should be active across social media channels! From here, I suggest you take three paths:

    • Build your social media presence

    The first step is to identify the target audience, such as students, alumni, faculty, or industry professionals. Determine the primary social media platforms where your people are and integrate yourself in. Keep close tabs on Instagram, Twitter, and LinkedIn.

    Next, create a content calendar that involves a mix of inspirational, entertaining, and inspirational social media posts. Do not forget about a visual appeal! Your pics should be high-quality to capture attention of new members and communicate your organization’s value.

    • Foster community and engagement

    Your social media channels can serve as the platform for showcasing member achievements, success stories, or job postings to inspire and incentivize others. One of the prominent examples here is a LinkedIn post from Independent Higher Education – a membership organization for higher education in the UK. If you scroll their LinkedIn account, you’ll notice how vibrant their community is: they post about new partnership and collaborations, announce upcoming events, and other news.

    Independent Higher Education_LinkedIn
    • Drive membership growth

    Finally, you should get the ball rolling and never stop. Leverage social media ads to reach new members based on their demographics, interests, and behaviour. Offer exclusive discounts or early-bird tickets to your followers, consider user-generated content to encourage members to share their experiences to build credibility, and collaborate with influencers in your niche to woo new members.

    7. Engage with Alumni

    Your association membership alumni aren’t just people who participated in your club once. They can act as a bait to all those potential members and ignite their spirits. In order to boost membership recruitment, build long-term relations with alumni, and draw new members, shape a special promotion on your socials, email, or website.

    For instance, you can create a rubric highlighting alumni of the week or just team with former members. Think of something valuable to include in this series:

    • A story about their small business they have recently opened;
    • An alumni-led event to connect with potential members;
    • An alumni membership program announcement to pair them with current students or recent graduates;
    • Career coaching services;
    • Referral bonuses heads-up to motivate existing members to refer friends and colleagues for membership.

    At the end of the day, such an endeavour should be strategical, forming a powerful network of advocates who can help your drive membership growth.

    Final Thoughts

    How to increase membership in Salesforce? The secret recipe isn’t so secret any more. The first important thing to keep in mind is that your association membership doesn’t ride solely on shaping that much-needed sense of community or hosting a business spotlight event. Together with traditional marketing recruitment ideas we’ve discussed today, you should go the extra mile for new members and the ones who leave.

    Moreover, a technical side of the matter is crucial. You don’t want your members leave, don’t you? Reduce that chance to a minimum with decent Salesforce membership management software. Just contact the Advanced Communities team – we are always here to lend you a helping hand when it comes to attracting new members to your organization.

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      Q&A

      1. How do You Develop a Membership Strategy?

      A membership strategy isn’t created overnight. It comes with an astute analysis of your audience, its wishes, specific goals, and other details. One of the most important things to remember here is that this process should be ongoing. Even if you have a stable member base, think of ways to keep them loyal and constantly encourage them.

      2. How do You Increase the Number of Members?

      To increase the number of members in your association, no matter if it is a student association or not, you need to provide a friendly online space where current members and the ones who will come could communicate and help each other. Besides, consider hosting relevant events so that members can network, exchange knowledge, and expertise. Another option is using social media to attract members with posts, giveaways, surveys, or encourage existing members to share their testimonials.

      3. What is a Membership Marketing Strategy?

      A membership marketing strategy revolves around reaching prospective members, attract new members, and even win lapsed members back. This strategy should specify the use of all your marketing channels and the content for each of them. Plus, you shouldn’t shut the door on your alumni. They take the center stage on your membership growth strategy, so engage with them too.

      Salesforce is More Than Just a CRM

      When people think of Customer Relationship Management (CRM), they usually imagine software that holds all of their user data, such as address, name, details of previous interactions, and other details, in one place.

      Salesforce has completely changed the idea of traditional CRM. It merged all the features of a conventional CRM with many new unique tools and capabilities, offering its users MUCH more than ever before.

      Is Salesforce a CRM?

      Salesforce is a powerful CRM platform with artificial intelligence functionalities for managing interactions with existing and potential customers. Built on the Customer 360 concept, the platform connects customer data from every step of their journey into a unified database. The feature helps deliver better sales, service, marketing, build efficient engagement strategies, and make smart business decisions. 

      Salesforce as CRM software provides companies with tools to collect and manage user data from multiple channels and build more precise customer profiles. Organizations can deliver exceptional service and build solid, long-lasting relationships with the knowledge of their customers’ needs and preferences. 

      What Does Salesforce Do Exactly?

      Salesforce CRM provides customers with cloud technology and artificial intelligence to better connect and collaborate with customers and partners. Extremely popular in different areas and business sectors, it’s become an industry leader that doesn’t have analogies. 

      The platform unites marketing, sales, and commerce under one roof, helping you grow your business, raise productivity, and earn more. So, what’s so special about it?

      The Salesforce CRM platform is about three important things:

      • SaaS (Software as a Service). Salesforce is a SaaS provider that delivers software services and applications over the Internet. 
      • PaaS (Platform as a Service). As a PaaS platform, Salesforce provides development and deployment tools, allowing you to build your own applications and websites easily.
      • IaaS (Infrastructure as Service). As an IaaS provider, Salesforce delivers the infrastructure you need to run your apps, including virtual servers and storage disks.

      Benefits of Salesforce CRM

      Salesforce CRM is an invaluable tool for long-term growth. The technology helps organizations better understand what their customers are looking for and shapes the roadmap to a better future. We’ve prepared the main advantages so you can see how this platform may help your company.

      All your data in one place

      Keeping all your historical data in one place from all departments, Salesforce helps you build a truly customer-centric organization focused on the customer experience. 

      Optimized processes

      The platform ensures effective time management with robust automation features. Providing a set of automation tools (i.e. Lightning Flow, Approvals, Process Builder, Workflow) allows you to automate your organization’s repetitive business processes, saving time and resources in delivering better, faster customer service.  

      Simplified collaboration

      Salesforce unites your sales, service, marketing, and commerce teams under one roof, allowing seamless and productive collaboration. By creating a single shared customer view, all team members can access the same data. This improves customer experiences, develops efficient engagement strategies, and enables accurate forecasts.

      Statistics and reporting 

      The technology offers a robust suite of reporting tools to monitor your business performance and progress. Create dashboards to visually showcase data in action and define key business metrics in real time.  

      Advanced security

      When it comes to cloud platform security, Salesforce offers superior protection with controlled accessibility.

      Which Companies Use Salesforce?

      Salesforce CRM software is widely used by companies in various industries to fulfill activities and achieve goals. It’s the best CRM technology for healthcare, manufacturing, IT/high tech, e-commerce, non-profits, member organizations, higher education, communications, financial services, and many other sectors.

      AC MemberSmart – Comprehensive Solution for Member Organizations and Associations

      AC MemberSmart is a comprehensive package for membership and association management. Native to Salesforce, customizable and flexible, the app lets member organizations and associations easily work and manage members, track their activities, provide more value along with enabling growth and scaling.
      Post image

      Over 150,000 customers are flourishing on the secure, scalable Salesforce cloud platform. Salesforce’s top clients include Walmart, Spotify, Amazon, Macy’s, American Express, and many more. 

      Top Salesforce Features Overview

      Salesforce offers top CRM integrations and tools to help companies of all sizes and industries build strong relationships with customers and partners, increase sales, and enhance productivity. We’ve compiled the key features for you to explore before getting started with Salesforce.

      Sales Cloud

      One of the core Salesforce products, Sales Cloud is created especially for salespeople to help them sell more and faster. The cloud allows you to keep all your customer data in one place, accessible by the whole team so that every team member can work on leads, prospects, and opportunities faster to close more deals.

      This cloud improves your lead management, leading to greater productivity, even on the go via the Salesforce mobile app. Businesses can see how their sales employees are progressing in real time, create reports and dashboards that measure performance, and track the progress of their business which is essential for growth and scale. 

      reports and dashboards in Salesforce

      Service Cloud

      Service Cloud is another Salesforce CRM tool designed for support agents in providing a better service and resolving cases faster. 

      You can leverage this cloud to:

      • Exceed customer expectations by personalizing your interaction in the contact center, chatbot, etc.
      • Build a help center empowered by the Salesforce cloud knowledge base so your customers can find information and solutions when they need it.
      • Analyze your CRM data with reports and dashboards. Track case history, chatbot activity, and service team productivity.

      It’s no secret that service team employees can help sales teams close deals. With the sales and service solutions on the same powerful, integrated platform, you’ll be able to let your sales and service teams operate as one! Teamwork is always the best way to boost sales and improve customer experience. 

      Experience Cloud

      Experience Cloud is a digital experience platform (DXP) that allows you to build customized websites, portals, and mobile apps, making connecting with your clients and partners more productive. 

      With Experience Cloud, create beautifully branded digital experiences and multiple sites connected to your CRM, without writing code, to address different purposes and achieve multiple online objectives. 

      Salesforce Experience Cloud templates

      Note! One of the main Advanced Communities specializations is Salesforce Experience Cloud implementation. Feel free to contact us for more information or professional assistance.

      Marketing Cloud

      Marketing Cloud is a customer engagement platform empowered with a suite of various products and services to help you engage with your clients, and grow your company. Mobile Studio, Advertising Studio, Marketing Cloud Personalization, and Journey Builder are only some of them. Use Salesforce Marketing Cloud to unify all customer data in one place. It can then be used to make every interaction with your customer relevant, human, and personalized.

      Connect with your customer via email, mobile, social, advertising, and the web — all in one place. Measure, report and optimize marketing performance by gathering valuable analytics about your budget and goals in real time. 

      Marketing Cloud helps you reach your users in a more personalized way, building trust and cultivating long-lasting relationships.

      AppExchange

      AppExchange is the official Salesforce marketplace for different things, such as apps, Lightning components, Flow solutions, and more – all built on top of Salesforce. Use AppExchange to find ready-made third-party software and apps, extending its functionality. Make your business processes more efficient and your teams more productive. 

      Advanced Communities has many apps and solutions for your business. Visit our listing page on AppExchange to see our complete range of apps, including AC MemberSmart (Salesforce member management app), AC Events Enterprise, AC Ideas Ultimate, AC Knowledge Management Enterprise, our one-of-a-kind AC Partner Co-Branding, AC Partner Marketplace, and many others. 

      Salesforce AppExchange

      Force.com Platform

      Salesforce Platform is the app development platform that extends your CRM’s reach and functionality. Salesforce allows you to develop and deploy different cloud-based applications and websites depending on your requirements, without needing to be an experienced developer. Applications created in Force.com are connected to all the data stored in Salesforce. 

      6 Ways You Can Use Salesforce for Your Business

      Salesforce is the leading CRM platform that comes with a lot of standard functionality (think out-of-the-box products and features). It helps companies run their business effectively and increase revenue.

      Many companies use the platform for different purposes, depending on their specific needs and business goals. We’ve prepared some of the most common tasks:

      1. Boost sales. They use Sales Cloud to manage Leads and Opportunities, analyze statistics and measure their sales team’s performance.
      2. Optimize business processes. By getting started with the platform’s automation tools, such as Lightning Flow, Approvals, Process Builder and Workflow, they save time and resources to deliver a better, faster customer service.
      3. Engage with customers and partners. Companies make collaboration more efficient and productive by using Salesforce products and services, like Chatter and Slack, and create Experience Cloud sites (PRM portals or online storefronts).
      4. Connect people and create like-minded communities and websites with Experience Cloud.
      5. Improve customer service and support. Businesses help their customers after a sale by using the power of Service Cloud and its features. They can manage Cases, create help centers or support portals to increase customer engagement, building long-lasting relationships.
      6. Market to the audience, driving engagement and retention. Using Marketing Cloud, companies make every interaction with their customer personalized, creating trusted relationships for many years to come. 

      How can Advanced Communities Help You?

      Have any questions, need help, or just looking for professional services? At Advanced Communities, our door is always open. Feel free to contact us at any time to receive more information about our products/services, or schedule a demo of our products.

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        AC Partner Marketplace Product Sheet

        Download the fact sheet now to explore:
        • How the app streamlines the entire channel sales process, from onboarding to selling.
        • How it enhances partner management with a self-service platform, real-time updates, and lead generation.
        • How it supports network expansion and automates business workflows.
         

        Complete the form to get your free copy.

         

         
         

        By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

         

        AC Knowledge Management Enterprise Product Sheet

        Download the fact sheet now to explore:
        • Key features – See how AC Knowledge Management Enterprise empowers your support team.
        • Benefits – Understand the value it brings to your customers.
        • Real results – See the impact AC Knowledge Management Enterprise can have on your organization.
         
         

        Complete the form to get your free copy.

         

         
         

        By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

         

        AC Ideas Ultimate Product Sheet

        Download the fact sheet now to explore how AC Ideas Ultimate helps you:
        • Capture – Easily collect ideas from customers, team members, and stakeholders.
        • Evaluate – Use built-in tools to score, prioritize, and review ideas based on custom criteria.
        • Implement – Track progress, convert cases into ideas, and turn the best ideas into actionable projects.
         
         

        Complete the form to get your free copy.

         

         
         

        By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

         

        AC MemberSmart Product Sheet

        Download the fact sheet now to explore:
        • Key features – See how AC MemberSmart empowers your team.
        • Benefits – Understand the value it brings to your members.
        • Real results – See the impact AC MemberSmart can have on your organization.
         
         

        Complete the form to get your free copy.

         

         
         

        By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

         

        AC Events Enterprise Product Sheet

        Download the fact sheet now to explore:
        • Key features – Learn how AC Events Enterprise automates registration, marketing, and analytics.
        • Benefits – Learn how it improves attendee satisfaction and helps your event shine.
        • Proven results – See how the app transforms your event outcomes.
         

        Complete the form to get your free copy.

         

         
         

        By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.