How to add event attendees in salesforce - Einstein Hub SalesForce Guide

Click on the desired event in C&P Event Management. In the dashboard of the event, click on “Attendee Information” under Reports section. …
Go to Auctions and select the desired Auction from the list. Then select “Auction Attendees” from the Campaigns to know the campaign ID.
Download the Import template: Import_CnP_AttendeeS_into_AuctionS.csv

Use the Salesforce Lookup Object to attach the Event to an Account on Salesforce. Fill in the form and create as many Attendees as you need by clicking “Add Attendees” and then “Add” to create a new entry. Use the Salesforce Lookup object to add Attendees from Salesforce contacts. Submit the form when it is completed.

Table of Contents

What is the attendees field in Salesforce?

This field is a look-up that links multiple Users and Contacts to an Event. The Attendees field can be used whether Salesforce’s Shared Activities are enabled or disabled and the behavior differences between these two settings will be examined more closely below. Need help?

What is the difference between Salesforce event and dayback event?

In Salesforce, the standard Event object supports a single owner by default. In DayBack, it’s typical to map the owner of the standard Event as the resource so individuals in the organization have their own row or column in DayBack’s resource scheduling grids.

How do I associate an event with multiple people or resources?

However, it’s common for organizations to want the ability to associate an event with multiple people or resources. One way to accomplish this is to use the standard Event’s Attendee field. This field is a look-up that links multiple Users and Contacts to an Event.

How do I create a skill in Salesforce scheduler?

Create Skills in Salesforce Scheduler 1 From Setup, enter Skills in the Quick Find box, then click Skills. 2 Click New and enter a name—for example, Wealth Manager or Client Associate. 3 Enter a description. 4 Click Save. More …

How do I add multiple contacts to an event in Salesforce?

Please follow these steps.Log into Salesforce.In lightening Go to setup page, In quick find box search for Activity Settings.Feature settings->Sales->Activity Settings.Check the box “Allow Users to Relate Multiple Contacts to Tasks and Events”.

Can you send meeting invites from Salesforce?

Reps can invite people to meetings and see meeting responses in Lightning Experience, Salesforce Classic, and the Salesforce mobile app. Reps can also accept meeting invites and create a Microsoft® Outlook® appointment for an event in Salesforce Classic.

How do I invite someone to a calendar event?

Add people to your eventOn your Android phone or tablet, open the Google Calendar app .Open the event you want to add people to.Tap Edit .Tap Invite people.Enter the name or email address of the person you want to invite.Tap Done. To find when your guests are available, swipe down or tap View schedulesTap Save.

How do you add meeting to Salesforce?

From Setup, enter Meetings in the Quick Find box, and then select Settings. Turn on Meetings. Assign the Salesforce Meeting permission set to users. Make sure that the event page layout has the right components for your reps.

What happens when you add a Salesforce user as an attendee?

When a Salesforce User is added as an Event’s Attendee, a new read-only copy of the original Event is created on their calendar automatically. This reflects in DayBack with an Event in each resource’s column.

Can you accept an invitation in Lightning?

Additionally, there is no native way to accept an invitation as a User in Lightning. Users can delete their copy of the Event in Lightning and this will update their Attendee status as declined, but that’s all you have when it comes to a user-confirmation flow.