Customer Onboarding Process Made Easy with Salesforce and a Powerful Knowledge Base

Did you know that large enterprises can lose up to 80% of new customers within the first 90 days due to a disjointed onboarding experience? According to a report by Wyzowl, customers who don’t feel confident using a product or service are more likely to churn—and quickly. For big organizations, where each customer represents significant revenue and long-term potential, the customer onboarding process isn’t just important—it’s mission-critical.

“Over 90% of customers feel that the companies they buy from ‘could do better’ when it comes to onboarding new users/customers.” – report by Wyzowl

So, what is the customer onboarding process exactly? It’s the structured set of activities designed to guide new customers through the initial stages of engagement, helping them understand, adopt, and gain value from your product or service. For big companies, customer onboarding must be scalable, personalized, and adaptive across various industries, user roles, and product complexities.

This is where platforms like Salesforce and tools like a robust learning library come into play. Salesforce acts as the command center for managing every facet of the customer relationship, while a knowledge base serves as the self-service engine that empowers customers to succeed at their own pace.

For organizations navigating the complexities of onboarding at scale, the strategic integration of Salesforce with a powerful knowledge base, especially when enhanced by expert partners like Advanced Communities, offers a proven path to streamlining processes, increasing customer satisfaction, and ensuring long-term customer success.

The Challenges of Customer Onboarding at Scale

Enterprise onboarding isn’t just about volume—it’s about complexity. Here are just a few of the challenges big companies face when scaling the customer onboarding process:

1. Diverse Customer Segments

From small and medium-sized businesses to Fortune 500 clients, each segment requires a unique onboarding path. For instance, a small business might need a lightweight product setup, while an enterprise could demand a multi-team implementation with security audits and training sessions across departments.

2. Intricate Product Offerings

With layered feature sets, integrations, and configurations, ensuring customers adopt the right tools for their needs requires precision. Without tailored guidance, it’s easy for customers to feel overwhelmed or disengaged.

3. Cross-Functional Stakeholders

Sales, support, technical teams, and customer success managers often interact with the same account. Without a unified onboarding playbook, customers may receive mixed messages or duplicative touchpoints.

4. Lack of Visibility

Without centralized tracking and reporting, it’s difficult to measure customer onboarding effectiveness—or to proactively intervene when a customer is falling behind.

Imagine this: A new enterprise client is excited to roll out your platform across 500 users. But without a defined onboarding path or a central knowledge repository, confusion mounts. Support tickets spike. Their enthusiasm fades. What could have been a strategic account is now a churn risk.

Salesforce as the Foundation for a Seamless Onboarding Process

Salesforce shines as the operational core of a modern customer onboarding program, offering the flexibility, scalability, and intelligence required to meet the complex demands of different companies. By centralizing all onboarding activities—such as task assignments, communication tracking, milestone management, and customer segmentation—Salesforce transforms what might otherwise be a fragmented, error-prone process into a streamlined and strategic customer journey.

Whether you’re onboarding dozens of clients a month or thousands, Salesforce provides the structure and visibility needed to drive proactive engagement, accelerate time to value, and lay the foundation for long-term customer success.

Workflow Automation

Salesforce makes it easy to automate and streamline the early stages of customer onboarding. For example, once a contract is signed, a customized welcome email can be triggered automatically, setting the tone for the relationship and guiding the customer toward their next steps. At the same time, onboarding tasks are instantly assigned to the appropriate members of the customer success team, complete with due dates and priorities to ensure nothing falls through the cracks.

To maintain consistency and accountability, you can also launch customer onboarding checklists that track progress and ensure every critical step in the process is completed, delivering a structured, high-touch experience without added manual effort.

Centralized Communication

Salesforce acts as a central hub for all customer-facing communication by integrating seamlessly with tools like Slack, Outlook, Gmail, Microsoft Teams, and various other platforms. This integration ensures that every email, chat, and conversation—whether initiated by a sales rep, a support agent, or a customer success manager—is automatically tracked and stored within the customer record.

As a result, internal teams always have full visibility into what’s been communicated, when, and by whom. This eliminates silos and prevents customers from receiving conflicting or redundant messages. Instead, it enables a unified voice and coordinated outreach across departments. Whether it’s a check-in email, a product or service update, or a support resolution, all stakeholders can align in real time to deliver a smooth and consistent onboarding journey.

CRM Intelligence

What sets Salesforce apart is its ability to transform raw customer data into meaningful action. With comprehensive insights into each customer’s history, demographics, behavior, and stated goals, teams can craft customer onboarding experiences that are deeply personalized.

For example, a customer in the healthcare sector might receive compliance-focused documentation, while a financial services client may be guided through integrations relevant to regulatory reporting. Salesforce captures these details through its CRM architecture and allows teams to dynamically segment customers, recommend relevant content, and schedule onboarding steps based on real-time engagement. This intelligence empowers customer success teams to not just react, but anticipate needs, offer timely guidance, and create an onboarding process that feels uniquely tailored—because it is.

Cloud Solutions

Salesforce’s power lies in its modular architecture, and each cloud contributes uniquely to optimizing the customer onboarding journey:

  • Sales Cloud ensures a seamless transition from sales to onboarding by maintaining a complete record of customer interactions, needs, and expectations during the sales cycle. This eliminates the friction often caused by handoffs and allows onboarding teams to pick up exactly where sales left off—without missing a beat.
  • Service Cloud brings speed and intelligence to post-sale support, offering features like automated case routing, escalation rules, and integrated learning library access. During onboarding, if a customer encounters a roadblock, Service Cloud ensures their issue is quickly addressed by the right team member, reducing downtime and maintaining momentum.
  • Experience Cloud enables companies to build branded, self-service onboarding portals that integrate directly with Salesforce data. These portals serve as customer-facing platforms where users can access personalized content, onboarding checklists, product articles, and even community forums. With Experience Cloud, companies can scale onboarding across thousands of customers while still delivering a highly tailored, interactive experience that fosters engagement and trust.

The Power of a Knowledge Base in Enhancing Onboarding

A knowledge base isn’t just a support tool—it’s a cornerstone of scalable onboarding.

According to the Harvard Business Review, 81% of customers try to solve problems on their own before contacting a support representative. This trend highlights just how crucial a well-designed, easily accessible learning library can be, especially during customer onboarding. By giving customers the tools and information they need to navigate early challenges independently, companies can significantly reduce friction, lower support volume, and empower users to become confident, self-sufficient advocates for the product from day one.

Effective customer onboarding examples:

A well-structured onboarding process can look different depending on the industry, customer profile, or product complexity—but the goal is always the same: to guide users toward value quickly and smoothly. Here are a few examples that demonstrate how tailored onboarding flows can drive engagement and adoption:

A fintech customer onboarding onto a complex financial platform may receive a dynamic, step-by-step integration guide tailored specifically to their tech stack. Along the way, embedded checkpoints help validate setup progress and offer tips based on common roadblocks experienced by similar customers.

In the healthcare sector, compliance is critical. A new healthcare client might land on a custom onboarding dashboard where they can access region-specific onboarding timelines, HIPAA compliance checklists, and downloadable documentation for internal audits.

For SaaS customer onboarding, personalization by user role can be a game-changer. Imagine a new user logging in for the first time and being greeted with a personalized welcome message and a product tour video that highlights only the features relevant to their specific role—whether they’re a marketer, admin, or developer.

These onboarding experiences are more than just informational—they’re strategic, customer-centric pathways designed to reduce friction, improve time-to-value, and set the stage for long-term success.

Best practices:

  • Use clear, searchable structure (topics, tags, breadcrumbs)
  • Include mixed media—text, video, infographics, and checklists
  • Update regularly based on feedback and product changes

The knowledge base, when combined with Salesforce, becomes a dynamic resource center—constantly evolving to meet customer needs and expectations.

How to Improve Customer Onboarding Process with Salesforce and a Knowledge Base

Now that we’ve explored the challenges and opportunities in scaling onboarding, it’s time to focus on the how. Improving your customer onboarding process isn’t just about adding tools—it’s about creating a cohesive, strategic experience that guides every new customer toward success.

Here are few best practices on how to improve your customer onboarding in a way that’s efficient, personalized, and built to scale.

Segment for Relevance

Personalization is the foundation of effective onboarding at scale, and segmentation makes it possible. By using Salesforce data—such as industry, company size, region, product tier, or even previous customer engagement history—you can create distinct onboarding tracks that speak directly to the needs of each customer group.

For instance, a small tech startup may need fast, lightweight onboarding to get started quickly, while an enterprise healthcare organization may require a compliance-focused path with extensive documentation and hands-on support. This kind of tailored experience increases customer engagement and helps accelerate time-to-value, ensuring that every user feels like the onboarding experience was built just for them.

Automate with Intelligence

Intelligent automation takes your customer onboarding from manual and reactive to seamless and proactive. With Salesforce’s powerful workflow tools, you can create dynamic onboarding sequences that adjust based on real-time customer behavior.

For example, if a customer hasn’t completed a key milestone within a set time frame, the system can automatically send a reminder, surface relevant help content, or alert a customer success manager to step in. Conversely, when a customer moves through onboarding quickly, automation can accelerate their journey by unlocking new features or offering advanced tips. This level of responsiveness helps reduce drop-off, keeps customers engaged, and ensures no one is left behind.

Optimize Your Knowledge Base

A knowledge base isn’t just a repository—it’s a living, breathing part of the onboarding experience. Use built-in analytics to track how customers are engaging with your articles: which ones are solving problems and which are falling short. From there, you can refine content, retire outdated materials, and prioritize high-impact topics.

Consider experimenting with different content formats through A/B testing. Do your customers respond better to quick videos, step-by-step screenshots, or long-form documentation? A well-optimized knowledge base empowers customers to find answers on their own, reducing support load and building confidence from day one.

Empower Your Customer Success Team

Your customer success managers are on the front lines of onboarding—and they need the right tools to lead the charge. Equip them with real-time dashboards that surface key insights: onboarding progress, unresolved support tickets, user activity, and engagement health. With this visibility, they can intervene proactively, offering help before issues escalate.

They can also identify upsell or cross-sell opportunities, tailor their outreach based on customer needs, and build stronger relationships from the very start. By giving customer success managers the context and clarity they need, you empower them to become true strategic partners in your customer’s journey.

Create Feedback Loops

Customer onboarding shouldn’t be a one-way process—it should evolve based on real user input. After key milestones or the completion of onboarding, use targeted surveys, in-app prompts, or feedback forms to gather insights. Ask customers what worked, what confused them, and what they wish had been different. These responses provide invaluable qualitative data to inform future improvements.

Additionally, closing the loop—by acting on that feedback and communicating updates—shows customers that their voices matter. Over time, this practice leads to a more refined, customer-centric onboarding experience that grows stronger with every iteration.

Using Metrics to Drive Continuous Improvement

You can’t manage what you don’t measure. Track these KPIs to assess customer onboarding success:

  • Time to First Value (TTFV): How long does it take for a customer to achieve their first meaningful outcome?
  • Onboarding Completion Rate: How many customers finish the defined onboarding steps?
  • Customer Satisfaction (CSAT) Scores: Gather feedback immediately after onboarding tasks.
  • Support Ticket Volume: Are onboarding resources reducing early-stage tickets?
  • Adoption Metrics: Are customers using the features they were onboarded to?
  • Customer Lifetime Value (CLTV): Connect the dots between your onboarding efforts and customer retention, expansion, and revenue over time. A well-executed onboarding process should contribute to higher CLTV by improving satisfaction, reducing churn, and opening the door to future upsell opportunities.

Use these customer onboarding metrics within Salesforce dashboards to optimize processes and scale what works.

Knowledge Base in Action: A Real-World Example

A shining example of the impact a well-executed knowledge base can have on customer satisfaction is the collaboration between Advanced Communities and Aster Software—a Canada-based IT company specializing in innovative ERP solutions for the horticultural industry.

Aster Software needed a scalable, self-service solution for their flagship product, iQ Grower ERP. Their goal was to empower users to resolve common questions independently, streamline support, and create a smoother, more engaging onboarding experience. Read more here:

Aster Software Success Story

Learn how Aster Software improved the self-service features of their Salesforce Experience Cloud portal, ultimately enhancing the overall experience with their product.

Read Now

Conclusion

In the enterprise world, the onboarding process is more than a one-time interaction—it’s the first step in a long-term partnership. Get it right, and you drive adoption, reduce churn, and build lasting customer relationships. Get it wrong, and you risk losing customers before they ever see your product’s potential.

By combining the power of Salesforce, a strategic knowledge base, and expert solutions from Advanced Communities, large companies can transform onboarding from a bottleneck into a powerful lever for customer success.

The goal isn’t just onboarding. It’s customer onboarding success—at scale, with impact, and with staying power. Contact us today.

Ready to Transform Your Onboarding Experience?

Whether you’re just starting to build your onboarding process or looking to enhance an existing one, our team at Advanced Communities is here to help. As certified experts, we’ve built dozens of high-performing, branded portals for companies across industries—and we know what it takes to deliver seamless onboarding experiences.

From strategy and architecture to pixel-perfect UX/UI design, our team specializes in creating portals that not only look stunning but also drive results. Contact us today to schedule a personalized consultation and see how we can bring your onboarding vision to life.

FAQ

What is the customer onboarding life cycle?

The customer onboarding life cycle refers to the entire journey a new customer takes from the moment they sign up or make a purchase, through their first successful use of your product or service, and into full adoption. It includes stages like initial contact, setup, training, engagement, and long-term support. A smooth onboarding life cycle helps build trust, improve retention, and drive satisfaction.

How to improve client onboarding?

To improve client onboarding, focus on making the experience clear, supportive, and tailored to your customers’ needs. Start by setting clear expectations, offering helpful guidance, and maintaining open communication throughout the process. Streamlining steps, automating where appropriate, and ensuring clients have easy access to help can also reduce friction. Collecting feedback and using it to refine the onboarding experience over time is key to making it more effective and engaging.

How to create a customer onboarding process?

Creating an onboarding process begins with understanding the customer journey and identifying the key moments where support and guidance are needed. It’s important to define clear goals for what successful onboarding looks like, then build materials and communication strategies that help new customers reach those goals. This includes creating helpful resources, training your team to deliver a consistent experience, and using tools to monitor engagement and satisfaction. Continuously refining the process based on real user feedback will ensure it stays effective and relevant.

Event Management Technology Trends: Best Tool to Be Used in Salesforce

Event management has evolved significantly over the years, with technological advancements driving efficiency, engagement, and ROI. From AI-driven automation to data analytics, new event technology trends are reshaping how businesses plan, promote, and execute their events. Whether hosting in-person, virtual, or hybrid events, leveraging the right event management technology is crucial for success.

For businesses using Salesforce, integrating event management technology ensures seamless coordination, better data insights, and improved audience engagement.

In this article, we’ll explore key event technology trends, discuss the impact of new event technology on event management, and highlight the ultimate tool for transforming events in Salesforce.

The Evolution of Event Technology

Event technology has progressed from simple registration forms to sophisticated platforms that automate workflows, track attendee behavior, and personalize experiences. As businesses continue to adapt to digital transformation in the event industry, these technologies have become essential for driving event success and are absolutely necessary for event professionals to embrace.

One of the most significant shifts in event technology is the integration of AI and machine learning, enabling predictive analytics that help organizers forecast attendance trends, tailor content, and personalize attendee experiences for future events. Another major transformation is the widespread use of cloud-based event management platforms, which facilitate seamless collaboration between teams, vendors, and stakeholders, ensuring streamlined operations from start to finish.

Additionally, as events have become more hybrid and virtual, new tools have emerged to bridge the gap between physical and online participation. High-quality streaming, interactive engagement features, and virtual networking platforms are now essential for ensuring all event attendees, regardless of location, have a meaningful and immersive experience. Looking ahead, event technology will continue to evolve, incorporating advanced personalization, enhanced automation, and sustainability-focused innovations to create smarter and more efficient event management solutions.

The major trends in event management technology today include:

1. AI-Powered Event Planning

Artificial Intelligence (AI) is revolutionizing event management by automating routine tasks, optimizing scheduling, and enhancing attendee engagement. AI-driven chatbots, predictive analytics, and automated marketing campaigns help event planners make data-driven decisions and improve overall efficiency. AI can analyze attendee preferences, suggest personalized event content, and even assist in matchmaking networking opportunities to enhance engagement.

2. Hybrid and Virtual Event Platforms

The rise of hybrid and virtual events has changed how businesses engage with audiences. Platforms now offer seamless streaming, virtual networking, interactive Q&A sessions, and AI-powered matchmaking to connect event attendees with relevant content and contacts. These platforms ensure that remote participants enjoy an immersive experience similar to in-person attendees, enhancing accessibility and inclusivity.

3. Event Data Analytics and Personalization

Data analytics is key to understanding attendee behavior and optimizing event strategies. Modern event management technology collects real-time data on registrations, engagement levels, and feedback to help event professionals tailor experiences to their audience’s preferences. Personalization powered by AI ensures that attendees receive relevant recommendations, increasing satisfaction and event ROI.

4. Mobile Event Apps

Mobile event apps enhance the attendee experience by providing schedules, speaker information, networking opportunities, and notifications. These apps also streamline event check-ins and engagement tracking. Event planners can send real-time updates, facilitate interactive discussions, and offer on-demand event content, ensuring a more dynamic and interactive event experience.

5. Automated Marketing and CRM Integration

Integrating event technology with CRM systems like Salesforce ensures that event marketing efforts are aligned with broader business strategies. Automated email campaigns, social media campaigns, follow-up sequences, and segmentation help drive higher attendance and post-event engagement. Event planners can track attendee interactions across multiple channels and tailor their approach to maximize conversion rates.

Make the Most of Your Events by Running Hybrid Events

Hybrid events combine the best aspects of in-person and virtual events, making them an increasingly popular choice for businesses. They offer greater flexibility, allowing attendees to participate either on-site or remotely, ensuring higher accessibility and engagement. And with the right event technology, organizing and managing these kinds of events for event planners has never been easier.

Hybrid events offer a range of benefits that make them a powerful choice for businesses. By combining in-person and virtual experiences, they can reach a broader audience, including international attendees who might not be able to travel. This inclusivity ensures greater participation and engagement across different locations. Additionally, hybrid events enhance interaction through features like virtual Q&A sessions, live polls, and networking lounges, creating seamless connections between physical and digital participants. Another key advantage is the ability to collect valuable data from both online and offline attendees, providing event organizers with deeper insights into audience behavior and engagement.

QR Codes for Ticketing & Attendee Tracking

QR codes have become an essential tool for modern event management, offering seamless ticketing and real-time tracking of attendee activities. By using QR codes for event check-ins, organizers can eliminate manual entry errors, reduce wait times, and enhance security.

Benefits of QR Code Ticketing:

QR codes have revolutionized event ticketing, making it easier for event planners to track attendees and analyze event performance. With AC Events Enterprise, businesses can generate unique QR codes for each ticket, allowing for quick and seamless check-in processes.

QR codes have transformed the way events handle registrations and attendee tracking. Instead of long lines and manual check-in processes, attendees can now scan their QR codes for instant entry, ensuring a smoother and more efficient event experience. This event technology not only enhances security by preventing ticket fraud but also provides real-time data on attendee movements. Event planners can monitor session attendance, measure engagement levels, and gain valuable insights into overall event performance. The convenience and security of QR codes make them an essential tool for modern event management.

It helps not only improve logistical efficiency but also contributes to a more data-driven approach in event planning, ensuring that every aspect of the event is measurable and optimized for success.

Post-Event Evaluation: Tracking Results and Making Data-Driven Decisions

Post-event evaluation is a crucial step in determining the success of an event, measuring attendee engagement, and refining strategies for future events. Technology plays a key role in this process by streamlining feedback collection, tracking participation, and providing valuable insights into overall performance. Automated tools enable event organizers to send post-event surveys, gather real-time responses, and easily analyze attendee sentiment. Performance tracking features allow businesses to assess session attendance, audience interaction, and engagement levels to identify areas for improvement. Additionally, advanced analytics dashboards help measure ROI by evaluating registration trends, marketing effectiveness, and participation rates, ensuring data-driven decision-making for upcoming events. With AC Events Enterprise, event organizers gain access to comprehensive reporting tools that provide deep insights into event outcomes, helping them optimize their strategies for continued success.

Self-Service & Community-Driven Event Management

For membership organizations and partner-led businesses, self-service event management is becoming increasingly essential. By enabling members, partners, and stakeholders to create and manage their own events, organizations can drive engagement and foster a sense of community involvement. Self-service events empower users to schedule, promote, and oversee events within a structured framework, ensuring consistency while reducing administrative overhead.

Salesforce Experience Cloud plays a critical role in enhancing event engagement by providing a collaborative environment where participants can interact, share insights, and stay informed about upcoming opportunities. With AC Events Enterprise, organizations can leverage Experience Cloud to create branded event portals, streamline registrations, and enable seamless communication between attendees and organizers. This level of self-service capability not only improves efficiency but also enhances the overall event experience, making it more interactive and participant-driven.

The Future of Event Management Technology Trends in 2025

As technology continues to evolve, event management tools are becoming even more sophisticated. In 2025, we can expect further advancements in AI-powered event automation, making planning and execution even more seamless. Augmented reality (AR) and virtual reality (VR) will play an even greater role in hybrid and virtual events, creating immersive experiences for attendees. Blockchain technology may also be integrated into ticketing systems to enhance security and prevent fraud. Additionally, sustainability will be a key focus, with event technology solutions optimizing resource usage, reducing waste, and promoting greener event practices. Staying ahead of these event technology trends will help businesses create more engaging, efficient, and impactful events.

Gen Z: Choosing the Right Event Technology to Meet Their Needs

The rise of Gen Z professionals in the workforce is influencing how businesses approach event technology. With their tech-savvy nature and high expectations for seamless, engaging experiences, understanding Gen Z’s preferences is essential for event planners to organize future-focused events.

Gen Z has grown up surrounded by mobile-first, always-on digital environments, and their expectations for event technology reflect that reality. As a result, they are more likely to engage with event platforms that are intuitive, mobile-friendly, and personalized. This generation values speed, ease of use, and instant access to information, making mobile-first solutions a must-have.

AI-driven experiences are also a key factor in appealing to Gen Z. They prefer interactive technologies that enhance their event experience, from personalized recommendations to automated networking opportunities that connect them with like-minded professionals. In fact, Gen Z attendees often expect event platforms to keep up with the latest event technology trends and offer dynamic, real-time engagement, including virtual event features, gamification, and interactive Q&A sessions.

As more Gen Z professionals begin to take on leadership roles and attend events, businesses will need to prioritize integrating advanced technologies—like mobile apps, AI, and interactive tools—to meet their expectations and ensure a successful event experience.

AC Events Enterprise: The Best Event Management Tool on Salesforce

AC Events Enterprise is a Salesforce-native event management solution designed to streamline event planning and execution, offering a seamless experience for businesses of all sizes. Fully integrated within the Salesforce ecosystem, this powerful tool ensures that event organizers can manage every aspect of their event—from planning and scheduling to marketing and post-event analysis—without leaving the platform. With AC Events Enterprise, event planners can simplify complex workflows and boost efficiency, all while maximizing their marketing potential.

Key Features That Make It Stand Out:

  • Native Salesforce Integration for Automated Event Workflows: AC Events Enterprise integrates directly with Salesforce, automating event workflows such as registration, attendee tracking, and post-event follow-ups for both in-person and virtual events. This seamless integration eliminates manual processes, allowing event managers to focus on creating memorable experiences.
  • End-to-End Event Planning: From initial registrations to final analytics, AC Events Enterprise supports the entire event lifecycle. Event planners can easily manage schedules, speakers, sessions, and attendee engagement all in one place, ensuring that everything runs smoothly and efficiently.
  • AI-Powered Engagement Tracking and Automated Communication: AC Events Enterprise leverages AI to track attendee engagement and automatically trigger communications, ensuring that attendees receive timely and relevant updates. This leads to better attendee experiences and improved event ROI.
  • Support for In-Person, Virtual, and Hybrid Events: Whether you’re hosting a traditional in-person conference, a virtual webinar, or a hybrid event that combines both, AC Events Enterprise has you covered. Its versatile platform enables organizers to create and manage events across all formats, enhancing flexibility and accessibility for participants.

Agentforce on Your Experience Cloud Site within AC Events Enterprise

AC Events Enterprise follows event technology trends and allows businesses to have an intelligent AI-powered agent with Agentforce on their Salesforce Experience Cloud site, making event discovery and registration effortless for users.

How the AI Agent Transforms the User Experience

  • Instant Event Information – The AI agent can provide real-time details about events, including schedules, speakers, locations, and session topics, ensuring users always have up-to-date information.
  • Smart Event Discovery – Users can ask the AI agent to find events based on industry, topic, location, or format (in-person, virtual, hybrid) and receive personalized recommendations.
  • Location-Based Event Suggestions – Using geolocation, the AI agent can highlight the nearest upcoming events, helping users find relevant opportunities in their area.
  • Seamless Event Registration – The AI agent can guide users through the registration process, allowing them to sign up for events instantly without leaving the chat interface.

By leveraging AC Events Enterprise and Agentforce, businesses can transform their Experience Cloud site into a fully interactive and AI-driven event hub, making event management smarter, faster, and more user-friendly.

Real-World Success Stories

AC Events Enterprise has helped numerous organizations optimize their event management. Two standout success stories are from VMware and UNICEF.

  • VMware User Group (VMUG): VMUG, a global network of VMware users, transformed its event management by implementing AC Events Enterprise. This event technology helped VMUG streamline its registration process, improve communication with members, and enhance overall event engagement. With seamless Salesforce integration, VMUG was able to manage hundreds of events with ease, providing personalized experiences for attendees and driving a more engaged community. As a result, VMUG saw improved attendance and member satisfaction, significantly enhancing its impact on the VMware community.
  • UNICEF and Ukrainian Professional Development: UNICEF and the Ukrainian Professional Development (UPD) This NGO utilized AC Events Enterprise to support their initiatives. The program involved a series of in-person events in cities near the frontline in Ukraine during the first few months of the full-scale invasion. These events aimed to provide emotional and psychological support to children who remained in these areas. AC Events Enterprise facilitated smooth event registration, participant tracking, and communication, ensuring that attendees had access to the right sessions and resources and that managers had all data tracked in one place. The Salesforce integration enabled efficient coordination across multiple locations, while data insights helped UNICEF and UPD optimize engagement and logistics. The success of these events reinforced AC Events Enterprise as a key tool for managing impactful in-person initiatives.

These success stories are just a few examples of how AC Events Enterprise is transforming event management for businesses worldwide. By offering a comprehensive suite of tools and powerful integrations, it’s helping companies take their events to the next level.

Final Thoughts

The event industry is undergoing a digital revolution, with new technologies reshaping how events are planned and executed. By leveraging event management technology like AC Events Enterprise, businesses can enhance efficiency, improve attendee engagement, and drive marketing success.

Ready to upgrade your event strategy? Contact us today to learn how AC Events Enterprise can transform your event management experience in Salesforce.

Q&A: Understanding Event Management Technology

What is an event technology?

Event technology refers to digital tools and platforms used to plan, execute, and analyze events. This includes registration systems, mobile apps, virtual event platforms, AI-driven analytics, and CRM-integrated solutions.

What is virtual event technology?

Virtual event technology enables businesses to host online (virtual) events with interactive features such as live streaming, virtual networking, audience polling, and breakout sessions. These tools ensure engagement and connectivity in a digital format.

What is event management technology?

Event management technology encompasses software and digital solutions designed to streamline event planning, execution, and analysis. It includes tools for attendee registration, ticketing, scheduling, marketing automation, and data reporting.

What is the best event management software?

The best event management software depends on your needs, but for Salesforce users, AC Events Enterprise is a top choice. It integrates seamlessly with Salesforce, provides automated marketing features, tracks UTM sources, and offers comprehensive event analytics.

The New Version of AC Ideas Ultimate: Why Should You Try It? 

The AC team has worked hard recently to improve the look and feel of the AC Ideas Ultimate app. Today, we introduce you to the most recent version of the product which is special in terms of a full redesign, boosted site productivity, some custom functionalities, and new LWC components. Keep reading for further details or watch the video if you prefer this option better!

1. New LWC Components 

AC Ideas Ultimate is now packed with new LWC components and is completely compatible with LWR sites. The components are also fully compatible with LWR (Lightning Web Runtime) sites, more flexible, and faster than Aura-powered ones. Let alone, LWR technology is modern, progressive per se, and gets updated with every Salesforce release. The advantages speak for themselves!

Moreover, we decomposed the components so that you can rotate them on your site layout as you see fit. For instance, we have separate components for a Post an Idea, Filter, Idea List, and Campaign Navigation. You can put them anywhere on the page by dragging and dropping — just open up your creative flow. 

New Ac Ideas Ultimate_release

Note! These changes won’t affect those users who already leverage Aura-based AC Ideas Ultimate components. 

To find the renewed LWC components, go to the Experience Builder of your site → Components. They come with an “LWC” tag in the title. The Aura components are still shown in the list so they coexist.  

Ideas Ultimate_new components

2. Revamped Internal Design 

The internal design of AC Ideas Ultimate is improved as well. It prioritizes user-friendly and intuitive navigation, which elevates user experience and enhances the overall app’s functionality. 

new ac ideas ultimate_internal design

We’ve also worked some magic on the Idea Detail page. You’ll see familiar fields but with a refreshed style.

new ac ideas ultimate_internal design revamped

3. Improved Pagination in LWC

In previous versions, there wasn’t any option to jump between ideas on a site. In the redesigned version of AC Ideas Ultimate, we improved pagination on the Idea List component: you can clearly see the number of idea pages and choose the one you like.

improved pagination on ac ideas ultimate

4. Custom Feed Component 

As Salesforce Chatter isn’t supported on LWR sites, we’ve created a custom comment component from scratch and added it to the Idea Detail page to replace it. With this feature, users will still be able to comment, share their thoughts & ideas seamlessly, ask questions, and be part of the community. Plus, the new feed component has a rethought design and looks more up-to-date.

chatter post_new ac ideas ultimate

5. Web Content Accessibility Guidelines (WCAG) compliance for LWC

This release is also crucial regarding the Web Content Accessibility Guidelines (WCAG) compliance for our LWC components. This update makes our components accessible to people with special needs. 

Other minor enhancements of AC Ideas Ultimate include: 

  • SOQL optimization query for getting ideas
  • Order of the fields (including custom) is now defined by the order in the fieldset

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    Types of Event Sponsorship: Creating Win-Win Partnerships

    Event sponsorships are a powerful way for businesses and organizations to increase brand visibility, engage with target audiences, and build strong industry relationships. For event organizers, securing sponsorships for events can provide financial support, enhance attendee experiences, and create valuable networking opportunities. Understanding the different types of sponsorship for events can help both sponsors and event planners maximize the benefits of their partnerships.

    What is Event Sponsorship

    Event sponsorship is a strategic partnership where a company provides financial support, goods, or services to an event in exchange for promotional benefits, such as brand visibility and audience engagement. This collaboration allows sponsors to connect with target audiences and enhance their brand image, while event planners receive essential resources to elevate the event experience. As a result, sponsorship plays a crucial role in the event planning process.

    Why Event Sponsorship Matters

    Event sponsorships offer a mutually beneficial arrangement where sponsors gain exposure and credibility while event planners receive financial backing or in-kind support. This partnership allows businesses to connect with relevant audiences in a meaningful way, leveraging events as a platform to promote their products, services, and brand identity.

    Different types of event sponsorship cater to various marketing goals and audience engagement strategies. Whether a company is looking to enhance its visibility, interact directly with attendees, boost event ROI, or associate its brand with a cause, there is a sponsorship type that aligns with its objectives.

    Significance and Impact of Event Sponsorship

    Event sponsorship opportunities have become a pivotal component of marketing strategies, offering measurable benefits:

    • Influence on Consumer Behavior: Approximately 74% of consumers are more likely to purchase products after exposure to a branded event (a study by the Event Marketing Institute).
    • Brand Awareness: Sponsorship marketing can increase brand awareness by up to 69% (a study by the Harvard Business Review).
    • Sales Growth: Companies investing in event sponsorships often see an average sales increase of 4% (Source: The Balance Small Business).
    • Brand perception: 74% of event attendees say they have a more positive opinion of the company or product being promoted after an event. (Source: Event Marketer)

    At Advanced Communities, we also see value in sponsoring events that resonate with our vision and goals. In the photo below, you can see our beautiful team during the Membership Excellence ‘24 conference—one of the biggest events in London for associations and membership organizations, which we were honored to sponsor.

    Common Types of Event Sponsorship

    1. Financial Sponsorship

    Financial sponsorship is the most traditional and widely recognized type of sponsorship for events. In this arrangement, a company provides direct monetary support in exchange for brand exposure at the event. Sponsorship packages often include logo placements, speaking opportunities, advertising rights, and exclusive branding opportunities.

    Benefits for Sponsors and Event Organizers:

    Financial sponsorship offers high visibility through event marketing materials, potential speaking engagements, and increased brand awareness. Event planners, in turn, receive direct funding to cover event costs, strengthen marketing efforts, and attract high-profile sponsors.

    2. In-Kind Sponsorship

    In-kind sponsorship involves non-monetary contributions such as products, services, or resources that add value to an event. Instead of providing direct financial support, sponsors donate essential goods or services that enhance the event experience. This can include catering, audiovisual equipment, printing services, or branded giveaways, all of which help reduce event costs while promoting the sponsor’s brand in an organic and engaging way.

    Examples of In-Kind Sponsorships:

    • Food and beverage companies providing catering services
    • Technology companies offering audiovisual equipment
    • Printing companies supplying event signage

    Benefits for Sponsors and Event Organizers:

    This type of sponsorship is a cost-effective way for event sponsor to gain exposure while showcasing their products and services to a targeted audience. Event planners benefit from reduced expenses, access to high-quality goods and services, and an enhanced event experience for attendees.

    3. Media Sponsorship

    Media sponsorships involve partnerships with media outlets that provide advertising, publicity, or coverage in exchange for brand recognition at the event. These collaborations can include television, radio, print, and digital media, helping to expand the event’s reach to a broader audience.

    Examples of Media Sponsorships:

    • TV stations offering commercial airtime to promote the event
    • Magazines featuring event advertisements or editorial content
    • Influencers or bloggers providing social media coverage

    Benefits for Sponsors and Event Organizers:

    Media sponsors gain broad brand exposure and association with a high-profile event, while event planners benefit from increased attendance, enhanced credibility, and access to wider audiences beyond the event itself.

    4. Venue Sponsorship

    Venue sponsorship occurs when a company provides or subsidizes the cost of a location for an event. This sponsorship allows the sponsoring company to establish a strong presence within the event space, with opportunities for branding through strategically placed signage, digital displays, and promotional materials. Additionally, the event sponsor may be able to host exclusive areas such as networking lounges, VIP sections, or designated speaker sessions, offering unique engagement opportunities with event attendees. This type of sponsorship helps to create a well-structured and professional setting, contributing to the event’s overall success.

    Benefits for Sponsors and Event Organizers:

    Sponsors receive exclusive naming rights, high brand visibility, and increased foot traffic if the venue is a business. Event coordinators benefit from reduced venue costs, access to premium event spaces, and a well-equipped location that enhances the attendee experience.

    5. Promotional Sponsorship

    Promotional sponsorships involve sponsors contributing branded merchandise, giveaways, or prizes that help elevate the overall atmosphere and excitement of the event. These items can serve as tangible reminders of the event, extending its reach beyond the venue and into attendees’ everyday lives. By incorporating creative and memorable products, promotional sponsors aim to leave a lasting impression on participants, sparking conversations and reinforcing their presence. The strategic selection of such items can also align with the event’s theme or objectives, offering a seamless connection between the brand and the experience while fostering engagement and anticipation throughout the event.

    Examples of Promotional Sponsorships:

    • Companies providing branded tote bags, lanyards, or T-shirts
    • Raffles and contests featuring sponsor-provided prizes
    • Exclusive product samples or discounts for attendees

    Benefits for Sponsors and Event Organizers:

    Sponsors benefit from direct engagement with potential customers, increased brand visibility, and positive brand association. Event planners enhance attendee experiences with valuable giveaways and additional revenue streams from sponsored merchandise.

    6. Educational Sponsorship

    Educational sponsorships involve businesses offering support for workshops, speaker sessions, or training programs at an event, enhancing the overall learning experience for attendees. These sponsorships play a crucial role in fostering knowledge-sharing and skill development, providing a platform for thought leaders and experts to share insights and industry trends. Educational sessions are often designed to address specific challenges, explore emerging topics, or offer hands-on learning, adding depth and value to the event. In this context, attendees have the opportunity to engage in meaningful discussions, expand their expertise, and stay up to date with the latest advancements in their field. Such initiatives create an environment of continuous learning and professional growth, enriching the event experience for all involved.

    Benefits for Event Sponsors and Organizers:

    Sponsors position themselves as industry leaders and thought leaders while directly engaging with a relevant audience. Event planners gain access to high-quality speakers and training resources, increasing the event’s credibility and value.

    7. Digital Sponsorship

    With the rise of virtual and hybrid events, digital sponsorships have become increasingly popular, offering innovative ways for brands to engage with a global audience. These sponsorships encompass a wide range of branding opportunities, such as displaying logos and promotional materials on event websites, apps, and live streams, as well as within virtual platforms that host sessions, workshops, and networking activities. Digital sponsorships can also include interactive elements like banner ads, pop-up notifications, or branded virtual spaces, providing a seamless integration of brand presence throughout the online experience. As digital platforms continue to evolve, these sponsorships offer dynamic ways to capture attention and maintain visibility during every phase of an event, from registration to post-event follow-up. The ability to incorporate multimedia elements and real-time engagement further enhances the connection between the event and its virtual attendees.

    Examples of Digital Sponsorships:

    • Sponsored webinar sessions or virtual booths
    • Logo placement in event emails, social media, and websites
    • Exclusive sponsorship of live-streamed content

    Benefits for Sponsors and Event Organizers:

    Sponsors enjoy a wide digital reach, real-time audience engagement, and access to data-driven insights. Event planners generate additional revenue through digital advertising opportunities and extend their event reach through online engagement.

    Finding the Right Sponsor for Your Event

    Choosing the right sponsor is crucial for a successful event. The ideal sponsor should align with your event’s theme, audience, and goals. To find the perfect match, start by researching businesses that have sponsored similar events in the past. Consider companies that share a target audience with your event, as they are more likely to see value in the sponsorship opportunity.

    Engaging potential event sponsors requires a compelling sponsorship offer that outlines clear benefits, including brand exposure, audience reach, and networking opportunities. Providing data-driven insights, such as audience demographics, previous event success metrics, and projected engagement figures, can make your proposal more persuasive.

    Building strong relationships with sponsors is essential for long-term success. Maintaining open communication, delivering measurable results, and offering exclusive perks such as VIP experiences or customized branding opportunities can help secure ongoing sponsorships. Additionally, leveraging social media and digital marketing to highlight sponsor partnerships can enhance visibility and demonstrate value, making your future events more attractive to sponsors.

    Streamlining Sponsorship Management on Salesforce

    Managing event sponsorships can be a complex process. If you are using Salesforce or considering it for your event management, we’ll show you how to simplify and enhance your sponsorship strategies with the right solution. AC Events Enterprise is a comprehensive event management system, 100% native to Salesforce, that also covers sponsorship management. This powerful tool allows event coordinators to create different sponsorship packages tailored to their needs.

    With AC Events Enterprise, event planners can open an event for sponsorship opportunities and collect applications directly from their Experience Cloud site. The platform allows the creation of customized sponsorship tiers, setting deadlines, and specifying key information required from potential event sponsors.

    Once a sponsor is confirmed, their application can be effortlessly converted into an official sponsorship record with just one click. Event managers can review, approve, or even cancel sponsorships as necessary, all within a single Salesforce event management system. This streamlined process ensures efficient sponsorship management, allowing event planners to focus on fostering strong, long-term partnerships while maximizing event success.

    How to Attract Event Sponsors

    Securing sponsorships for events requires a strategic approach. The table below outlines the key steps to attract and secure sponsors:

    StepDescription
    Identify Potential SponsorsResearch companies that align with your event’s theme, audience, and values.
    Create a Strong Sponsorship OfferHighlight the benefits of sponsorship, audience demographics, and unique opportunities for brand exposure.
    Offer Tiered Sponsorship PackagesProvide different levels of sponsorship options to cater to varying budgets and marketing goals.
    Showcase Past SuccessesUse testimonials, case studies, or metrics from previous events to demonstrate value.
    Build RelationshipsEstablish long-term partnerships rather than one-time sponsorships by engaging sponsors before, during, and after the event.
    Deliver ROI for SponsorsProvide reports on your past and present events, and show them analytics and engagement metrics to show the impact of their sponsorship.

    Wrap Up

    Event sponsorships are a vital component of successful events, providing benefits for both sponsors and organizers. By understanding the different types of sponsorship for events and implementing effective strategies to attract sponsors, event planners can create impactful and financially sustainable events that benefit all stakeholders involved. If you would like to explore how we can help you improve your event management, please reach out.

    FAQ

    What is an event sponsorship?

    Event sponsorship is a partnership between an event organizer and a business, where the business provides financial support, goods, or services in exchange for brand exposure and marketing benefits.

    What are the different types of sponsorships?

    There are various types of event sponsorships, including financial sponsorship, in-kind sponsorship, media sponsorship, venue sponsorship, promotional sponsorship, educational sponsorship, and digital sponsorship.

    What are the different types of event sponsorship packages?

    Event sponsorship packages typically fall into tiers, such as Platinum, Gold, Silver, and Bronze. Each tier offers varying levels of visibility and benefits. Platinum, for example, might include prominent logo placement, speaking opportunities, and a dedicated booth space, while Bronze might offer basic logo inclusion and mentions. You might also find custom packages tailored to specific sponsorship goals, such as product placement, branded experiences, or digital sponsorships.

    How do I choose the right event sponsorship type for my company?

    To choose the right sponsorship, start by defining your marketing goals. Are you looking for brand awareness, lead generation, or product promotion? Next, assess the event’s audience demographics and alignment with your target market. Consider your budget and the return on investment (ROI) offered by different sponsorship levels. Finally, evaluate the specific benefits provided by each package, such as speaking slots, booth space, and digital promotion, to ensure they match your objectives.

    How do you get sponsors for an event?

    To secure sponsors, research potential sponsors that align with your event, create a compelling sponsorship proposal, offer tiered sponsorship packages, showcase past event success, and build long-term relationships with sponsors.

    How to create attractive event sponsorship packages?

    To create attractive packages, focus on offering tangible value to sponsors. Clearly outline the benefits, such as logo placement, social media mentions, booth space, and speaking slots. Tailor packages to different budget levels and offer unique opportunities like product demos or branded experiences. Highlight the event’s audience demographics and how sponsoring aligns with their marketing goals.