EVENT MANAGEMENT APP

STAKEHOLDER REQUIREMENTS

Primary Users need the ability to easily record and track

invitations, invitation responses, registrations, attendance, appeals, event details, and gifts

SecondaryReport on ROI, as well as automate communication, and make workflow

easier between teams like finance, marketing, and event planners

Invite list is created & imported

into Salesforce

Event is named,

budgeted, & venue

selected

Invitation & appeal is

sent

Response to invitation & appeal is recorded

Registration record is created dependent on

Response, food preference recorded, &

table assigned/ no response workflow

triggered

Appeal is associated with

Gifts & Pledges at Event

Event occurs& attendance

recorded

Invitation sent/response is reported on and tracked Event appeals and Gifts

are tracked

“Thank you” letters are

sent

(Campaign Begins)

*Expenses are recorded and tracked on custom object and rolled up to event object

Gifts & Pledges are reported on

EVENT TIMELINE

(Assumed)

DATA MODEL

Standard Objects:ContactsCampaignsCampaign Members

Custom Objects:EventEvent RegistrationVenueEvent ExpensesSpeakerAppealGifts

LIGHTNING EXPERIENCE

Built in the Lightning Experience for easy scaling across any screen size

EVENT INVITES & CAMPAIGN MEMBERS

EASY REGISTRATION PROCESS

PRIVATE SECURITY MODEL

ProfilesEvent Coordinator • Event Management default app • No access to objects outside of event• Full CRED access to all custom object fields• Read/Edit access to Standard fields• Event Coordinator role assigned ot users grants record

access

*Permission Sets created for Finance and Marketing profiles

WORKFLOWS W/ PROCESS BUILDER

Follow-up Task Reminder For GiftFollow up task fires when Gift record is created to

remind record owner a Thank You email needs to be sent to Constituent

Event Registration Record Creation Event Registartion record is created when campaign member reponse is updated with a

coming response

REPORTS, DASHBOARDS, & ROLLUPS

Information At Your Fingertipps(Reports/ Dashboards VS. Rollup Summaries)

Invitation Responses Registration Summary Total Gifts, Registrations & Check-Ins

EVENTS APP FROM APP EXCHANGE

Salesforce Events App downloaded for app exchange, and customized to JVS Events Coordination app

EVENT MANAGEMENT APP ON

SALESFORCE1On the fly, real time

attendance registration!

Navigation Menu Task to Constituent owner

Appeal on Invitation Event Invitation List

Event Related Lists Event Details