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Getting Started with Event Creation

How to Use This Training

Creating a New Event Page

Event Naming Standards

Entering Mandatory Event Details

Managing Event Speakers

Attaching Speakers to Your Event

Knowledge Check

Quiz: Navigating to Events

Quiz: Starting a Record

Quiz: Searching for Contacts

Quiz: Final Review

Quiz: Naming the Event

Quiz: Cancelled Events

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Create polished event pages and manage speaker records in Salesforce with confidence. “Creating Salesforce Event Pages and Managing Speaker Records” is a practical, step‑by‑step course built for coordinators, marketers, and admins who need to launch events quickly and accurately. You’ll learn the exact navigation path to the Campaigns tab, how to start a new event record, and which record type to choose for a standard page. We’ll walk through entering mandatory details such as Event Name, Start Date, and Active status so your records save cleanly and sync with downstream workflows. Then, you’ll master speaker management: finding the Speaker related list, searching for the right Contact, and saving the association without duplicates or errors. Along the way, you’ll reinforce skills with quick quizzes and a fun terminology crossword, ensuring you can troubleshoot common issues fast. By the end, you’ll have a reliable, repeatable process to publish events and attach speakers in minutes—maintaining clean data, consistent branding, and seamless reporting. If you’re ready to move from guesswork to a proven checklist-driven approach, this course will give you the clarity, speed, and accuracy you need.

Creating Event Pages in Salesforce 

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            <p>Getting up to speed with Salesforce is one of the most important steps in launching a successful event. This course walks you through the essential process of building an event page from the ground up, starting with the Campaigns tab. You will learn exactly where to find the "New" button, how to pick the right record type for your specific needs, and which mandatory fields—like the Event Name and Start Date—are non-negotiable for getting your record saved correctly. Ensuring that "Active" checkbox is checked will become second nature as you establish a solid foundation for every new project.</p>

<p>Beyond the basic setup, managing the people who make your event special is a top priority. We will dive into the Speaker related list to show you how to search for and attach existing contacts to your event record seamlessly. Along the way, you'll get to test your knowledge with a crossword puzzle and several quick quizzes designed to sharpen your navigation and data entry skills. By the time you finish, you'll feel confident navigating the Salesforce interface and ready to manage speaker records like a pro, ensuring every detail is accurate and every record is perfectly linked.</p>
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