Salesforce for Event Management: Click & Pledge and more
Collect contact information automatically when people sign up for your events.
When you hold a special event – a fundraiser, volunteer recognition, or conference – you want your organization to shine. Let Salesforce help you track attendance, donors, and activities in the most efficient way possible and give you time to schmooze. This Bootcamp PLUS covers native Salesforce tools like Campaigns, as well as third-party apps. We will demonstrate well-known tools, including Click and Pledge Events and Eventbrite, and discuss their relative advantages. We will also walk you through the steps to install the free Eventbrite connector, so that the data you collect online will flow seamlessly into your Salesforce instance.
Leave with the confidence and knowledge to:
- Use Salesforce with third-party apps for event management
- Customize Campaigns
- Use Click and Pledge Events
- Install the Eventbrite Connector
Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Contact us at (978) 232-9200 if you have any questions about this requirement.
Register for Upcoming Sessions
Half-Day Workshop (Afternoon)
$99 Introductory Offer
Take The Whole Day!
DIY Salesforce Data Migration is offered in the morning.
$99 Introductory Offer per workshop