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Introduction to Registration 

Registration in Salesforce

Reviewing Online Registration

Reviewing Online Registration in Salesforce

Manual Registration in Salesforce

Manual Registration

Points to Keep in Mind

Tickets and Payments

Registration Groups in Accelevents

Creating a Registration Group

Adding New People to the Registration Group

Adding an Existing Attendee to a Registration Group

Quiz

Registration Process Knowledge Check 1

Registration Process Knowledge Check 2

Registration Process Knowledge Check 4

Registration Process Knowledge Check 6

Survey

Course Feedback 1

Course Feedback 2

Course Feedback 3

Master the end-to-end process of capturing, validating, and managing event registrations with Salesforce and Accelevents. Salesforce Registration Essentials: Online and Manual Workflows equips operations, fundraising, and events teams with a clear, repeatable playbook to review online submissions, create manual registrations, and manage registration groups—without data chaos. Through step-by-step guidance, you’ll learn how to verify key data points, prevent duplicate contacts, assign correct event roles, track payments accurately, and prepare polished nametags well before event day. You’ll also learn how to organize primary registrants and guests into registration groups, align payment status across group members, and work with sponsor bundles in Accelevents to keep attendee counts and entitlements accurate. Packed with practical tips, real-world conventions, and structured workflows, this course helps you streamline operations, keep your CRM clean, and produce reliable reports. If you manage attendees, reconcile payments, or need to keep event data audit-ready, this course will help you move faster with confidence.

Managing Online and Manual Registration in Salesforce

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            <p>Getting up to speed with how we handle event registrations is one of the most important steps in your journey as a new team member. Whether a supporter signs up through our website or reaches out to you directly, ensuring their information is captured correctly in Salesforce is what keeps our events running smoothly and our data clean. You will start by learning how to review and verify online entries, making sure every key data point is validated before it becomes a permanent part of our records. This process is about more than just clicking buttons; it is about making sure our guests feel recognized and valued from the very first moment they decide to join us.</p>

<p>As you move through the modules, we will dive into the manual side of the workflow, showing you exactly how to find specific events and create new attendee records from scratch. You will learn the ropes of connecting attendees to the right contact records, managing payment details, and even preparing for the big day by formatting nametags and noting important details like dietary restrictions. We will also explore how to use Accelevents to manage registration groups and sponsor bundles, ensuring that whether someone is coming solo or as part of a large corporate group, their experience is seamless. By the time you finish, you will have the confidence to navigate these Salesforce essentials and keep our event operations moving forward.</p>
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