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Managing Your Attendees and Sessions in Salesforce Programs

Written by Ariane Ramirez
Updated today

This feature is coming soon, stay tuned for updates.

In this article, we'll talk about where to find attendees records and sessions in Salesforce if your integration is set to map to Salesforce Programs.

Note: Programs can be integrated with Accelevents if you have Salesforce Non-Profit cloud included in your Salesforce account.

If your integration is connected to Salesforce Campaign, check this other article.

If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into Salesforce.

Find Attendees and Sessions in Salesforce Programs

After connecting the Salesforce-Accelevents integration, contacts or leads will be created or updated with the attendee information for new registrations.

With Salesforce Program selected in your integration, new program enrollment records with the attendee information will be created under the associated program event.

If you selected "auto-generated program event" in your integration settings, the first registration to the event post-integration set up will trigger the creation of the program event.

For published sessions, you will find them in Benefits under the associated program event. When an attendee registers or attends a session, a benefit assignment will be generated under the benefit and associate that record to the attendee's program enrollment record.

The program enrollment record's and benefit assignment's statuses will update when an attendee checks in to the session or event.

Attendee Contact or Lead Records in Salesforce

When there's a new registration and the Salesforce integration is enabled, a new contact or lead record will be created. The record type created will depend in your integration settings.

If the attendee's email address belongs to an existing record in your Salesforce account, the integration will not create a duplicate record, instead it will update the existing record.

  • Login to Salesforce

  • Click the menu icon

  • Search for sales

  • Click Contacts (or Leads)

  • You should see the list of contacts

  • To find a specific contact, you can use the search option on top

When you open the contact record, you'll see that the mapped data populated on the proper fields.

Salesforce Program

In the Salesforce Program, you'll find different records created for attendees and sessions. Program Enrollment records are created for attendee event registrations, Benefit records are created for published event sessions, and Benefit Assignments are created for attendee session registrations.

If you selected "auto-generated program event" in your integration settings, the first registration to the event post-integration set up will trigger the creation of the Salesforce Program.

The Salesforce Program that will be created will have the same name as your event.

  • In Salesforce, click the menu icon

  • Search for Program Management

  • Select the auto-generated program (your event name)

Note: When the program is generated, these fields are automatically created in your Salesforce account:

  • Event URL

  • Organizer Name

Attendee Program Enrollments in Salesforce Programs

To track which contacts / attendees are registered for a particular event, program enrollment records are generated for each attendee.

  • Go to the Participation tab in the program

  • You'll see program enrollment records generated with the contact records associated

When you open the program enrollment record, you'll see that the mapped data populated on the proper fields.

Event Registration Status in Program Enrollments

To know if the attendee has already checked in to the event, you can look at the Status field in the program enrollment record. This field will show you the status of whether they are only registered for the event, if they've checked in, or if their ticket was refunded or deleted.

  • Applied - they have registered, but have not checked in to the event

  • Completed - they have checked in to the event

  • Withdrawn - the ticket has been deleted or canceled

Sessions in Benefits

The published sessions in your event will appear as benefit records in the Salesforce Program. The benefit will generate only if the session is published. If it's once published and changed to save as draft or is deleted, it will also be deleted in Salesforce.

The benefit will have the session's name, start and end date, full description, session type and session ID.

Session Registration and Attendance in Benefit Assignments

When an attendee registers for the session or attends a session, a Benefit Assignment record will generate under the Benefit. Go to the Related tab to see the Benefit Assignments.

When you open the Benefit Assignment record, you'll see that the record is associated to the attendee's Program Enrollment record.

Session Registration Status in Benefit Assignments

To know if the attendee has already checked in for the session, you can look at the Status field in the benefit assignment record. This field will show you the status of whether they are only registered for the session, if they've checked in, or if they unregistered from the session.

  • Enrolled - the attendee is registered to the session

  • Completed - the attendee joined the session

  • Withdrawn- the attendee was previously registered to the session or previously joined the session, but is now unregistered

Contact Creation Rules and Order Update Behavior

To understand more about when records are created or updated, check these other topics.

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