Hosting and Managing a Successful Educational Event with Salesforce

7 min read

Education is the engine driving progress, and nowadays, people get that by being eager to learn and making the most of our fast-paced tech world. Smart businesses are totally on board with this. They pay serious attention to making sure their employees get educated, pushing them to join all kinds of learning events to sharpen their skills and become total pros at what they do. Higher education is no different. Universities put on all sorts of events — seminars, conferences, webinars, courses, you name it — to help their students grow, make connections, and get knowledge they need to excel in their fields. In this article, we’ll talk about setting up and running educational events in Salesforce by creating a solid event management system on your Experience Cloud site.

The power of Salesforce for event management in education

Salesforce is a multifunctional system that offers a unified platform bringing together various functionalities, such as customer relationship management, data analytics, sales and service management, marketing, and more. Salesforce is widely used by nonprofits and educational institutions worldwide.

One of the key strengths of Salesforce is its adaptability, especially beneficial for higher education. The platform can be tailored to meet the unique needs and challenges faced by educational institutions, whether it’s managing student interactions, coordinating faculty efforts, or organizing campus-wide events. Salesforce provides a unified solution for alumni engagement and fundraising, as well as student recruitment and engagement.

But how do you set up this powerful all-in-one event management system and deliver events for customers in Salesforce? This is where Salesforce Experience Cloud DXP comes into play.

Getting started with Salesforce Experience Cloud for event management

With Salesforce, you can build robust digital experiences for your students and alumni, providing them with a single space for knowledge sharing, communication, networking, and, of course, for event registration, whether online, in person, or hybrid.

Experience Cloud is the platform to implement an event management system that provides everything you need to deliver your events to your customers and ultimately organize educational events easily and stress-free. From planning to reporting on in-person or eLearning events, Experience Cloud is your robust platform to navigate the complexities of hosting successful events in Salesforce.

Salesforce Experience Cloud event landing page

If you don’t need a full-sized website, you can create a simple event landing page on Experience Cloud that focuses on a specific event. With a standalone event registration microsite, you can display all event information (including location, collateral documentation and FAQ), gather registrations, and manage events in Salesforce, using data to create reports.

It may consist of one or more individual virtual landing pages. So, if you’re organizing several events, you can feature them on the same microsite.

educational online event salesforce

An event microsite is a feature available only in the AC Events Enterprise package for Experience Cloud. Please, reach out to get more details about this product or request a demo.

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.
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AC Events Enterprise – Salesforce event management app

If you’re planning to use Salesforce for Higher Education, make sure you don’t miss this awesome application for Experience Cloud that will take all the event management headache for you. 

AC Events Enterprise is an online event management software packed with a robust set of functionalities for a seamless event management on Experience Cloud. Equipped to support both Nonprofit Cloud and Education Cloud, this app empowers you to plan, promote, track, and analyze events in Salesforce of all sizes, be they virtual, hybrid, or in-person – from small meetings to large conferences. The app simplifies the entire event planning process, from registration and ticketing to marketing and post-event analysis. Managing events in Salesforce has never been so simple and easy.

Main features include:

  • Flexible event management. Easily manage complex, multi-day events with multiple tracks, sessions, and speakers. Recurring events, mass invitations, speakers and sponsor management, Chatter groups, Zoom and Stripe integrations, Events following feature, and many more…
  • Community driven events. Ability for community members to create events from the community page.
  • Full-fledged event microsite.
  • Dynamic pricing options.
  • Waitlist functionality.
  • Zones management. Create lists of events with different behavior for different purposes. Time zone management.
  • Customizable registration process. Registration for a series of events.
  • Attendance tracking.
  • Event Agenda builder.

Unlike other Salesforce event management apps, AC Events Enterprise can be simply installed from AppExchange.

Customer Story

Discover how AC Events Enterprise software enabled 19,000+ child smiles during a time of war in Ukraine. 

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Best practices for educational webinars on Salesforce

When it comes to hosting educational webinars on Salesforce, a few best practices can make a significant impact.

  1. Keep it short, sweet, and straightforward. Keep your webinar info short and to the point. Make sure it helps your audience – that’s the key to a great webinar.
  2. Clarity is key. Be clear about what your webinar is about, why it’s valuable, and tell people exactly what to do.
  3. Make things interactive! Use features like polls and discussions in Salesforce to get everyone involved and interested. 
  4. Offer various pricing options. Whether it’s a webinar for students or for employees, people have different preferences when it comes to how they consume educational content. Offer different prices like early-bird, VIP, standard, discounted, or bulk options to make your educational content more accessible to a broader audience. 
  5. Look at the numbers. Use Salesforce to see how people are engaging with your webinar. Check what’s working and what’s not, so you can keep making things better.

Unlocking the Power of Alumni Engagement: A Convergence of Corporate and University Strategies

The value of alumni engagement is taking center stage, transcending traditional roles to become a cornerstone of organizational growth and success. Whether in the corporate realm or within educational institutions, the realization is growing that alumni are more than just former employees or graduates; they are dynamic contributors—ambassadors, advocates, potential clients, and a rich resource pool driving development and outreach.
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Mastering the art of launching and managing a successful educational event is made more achievable with the power of Salesforce. By leveraging Salesforce for events and empowering it with a comprehensive event management solution AC Events Enterprise, both businesses and educational institutions can significantly elevate their event management. 

This is where modern tools can adapt and work well to create exceptional educational experiences.

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