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#Summit Events0 personne en discute

The Summit Events App appears to be most interested in managing people who have registered.  I can't find in the documentation much about the invitation process.  There is a recipe that ties a Campaign to an event, but I'd rather not have to use Campaigns for this. 

 

What is the best way to invite people to register?  I expect to build an HTML email with a button that takes them to the registration page.   I also want to know if they have chosen not to register; I could give them a "No thank you" button.  When they click that opt-out button, I want to know about it.   

 

What's the best way to do this?  Do I need to create a new Visualforce page on the registration site somewhere that will say something nice to the invitee and also notify the event organiser?  Is there something out of the box that will do this? 

 

#Summit Events

5 réponses
  1. 8 déc. 2025, 02:22

    @Ryan Blake | @Mike Walter | @Commons Project: Summit Events App

     

     

    I have built a solution that works quite well. 

     

    Answering the question: "

    What is the best way to invite people to register or opt out?

     

    Here is one way: 

    I have built a Screen Flow that inclues the basic questions (Name, Email, Phone) and creates a Summit Events Registration record where Status = Declined.   

     

    There's an input variable to accept the Summit Events Instance record from the URL; this is used to get the Instance record and save the new Registration record. 

     

    I also had to add an entry to the Status picklist field on the Summit Events Registration object: "Declined". 

     

    The flow runs in System Context Without Sharing, because a new record needs to be created and the Guest Site User cannot create records.   

     

    Best practice is to build the mail flow with a subflow that runs in System Context and only does the Create Records.  That way, the main flow can run in user context, although you need to make sure the Site Guest User can read from all the objects using the Site Guest Profile and a Site Guest Sharing Rule. 

     

    The flow is activated and deployed to a custom Visualforce page.  The Visualforce code is quite simple: 

     

    SummitEventsInstanceDecline.vfp

    <apex:page showHeader="false" sidebar="false" lightningStylesheets="true">

    <flow:interview name="Screen_Decline_Summit_Event_Invitation">

    <apex:param name="InstanceRecordID"

    value="{!$CurrentPage.parameters.InstanceRecordID}"

    />

    </flow:interview>

    </apex:page>

    As you can see, it's very basic.  To make it look more like you Summit Events Registration page, you can manually add CSS and HTML to this code, which isn't too difficult.  Note that you need to include a parameter (the Instance's record ID) in the URL when you go to this page. 

     

    This page needs to be added to the Summit Events Site definition  

    Setup > User Interface > Sites & Domains > Sites > Site Label > Events (or whatever you called your Summit Events site) 

    Scroll down to the Site Visualforce Pages list and add your new page from above. 

     

    Next, you need an email template that includes two buttons:  

    1. [Book Now] that takes you to the Instance Registration link (as found on the Summit Events Instance page)
    2. [Decline] that takes you to the new Visualforce page 
    <your URL>/events/SummitEventInstanceDecline?InstanceRecordID=<the record ID ofthe Summit Events Instance>

    You will need to ensure the email template can access the Instance record so it can insert these merge fields: <Registration Link> and <Id> 

     

    Finally, use that email template to send from a list view or campaign (or your favourite email sender tool like MCAE or MailChimp).

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I am wondering if anyone can let me know if something is possible. My goal is to create a custom registration link to be sent out to potential registrants of an event. I would like to append the contact Id in the custom link and so that even if they were not authenticated to the portal we would be able to pre-fill information about them.

An example. If I was to be doing a class reunion event I would want to send an email to all of the known contact with a link that would allow them to come into the registration portal and sign up for the event without having to authenticate or give us additional

information if we already knew them.

Thank you for any help or guidance.

#Summit Events
2 réponses
  1. 9 juin 2025, 13:36

    Hi @Reid Brownell

     

    SEA does not support this out of the box. This is a much requested feature, but some of the implications go beyond what security review would allow us to do in a guest user status.  

     

    I do think you could make this work from a template perspective. Remember, that you have full control of a custom Visualforce template if used in your event. The template could load with it's own apex class, grab the id out of the URL, make the query, and then inject, via JavaScript, the data in the correct fields. 

     

    Thanks!

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Salesforce’s annual Education Summit is the sector’s premier event bringing together institutions at all different stages of their respective technology journeys. Here are Cloud for Good’s highlights from the momentous occasion.

 

Click here to read on.Salesforce’s annual Education Summit is the sector’s premier event bringing together institutions at all different stages of their respective technology journeys. #Salesforce #Higher Education #Education Summit #Summit Events #Education Cloud

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The Summit Events team is looking for volunteers to help with the documentation for Summit Events.  No experience necessary!!  If you are using Summit Events or thinking about using it, it would be fantastic to have your help.  It's also a great way to get to learn the product.  Although we'd love it, no longer term commitment required.  Help as much or as little as you can.  We need help reviewing existing documentation and writing new documentation. Please consider giving a few hours to help make this already great App even better!  Comment on this post or reach out to me directly to find out how you can help.  #Summit Events

16 commentaires
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Hi, I'm very new to Summit Events App, so this might be a dumb question.

Is it possible to send a URL or place a QR code in an Email to a whole bunch of people who might be interested in an Event (e.g. alumni or previous event attendees), but who do not have access to the Salesforce instance, so they can register using Summit Event? 

We are using EDA but don't have Communities configured in this Ed institution in Ireland yet.

Thanks, Luison

@Ryan Blake  #Summit Events

3 réponses
  1. 30 août 2022, 13:35

    Great questions @Luison Lassala! This is exactly what the instance will do (image below).  After you create the Event Record, you have to create an instance which captures the date and time for event (amongst other things like capacity).  When that instance record is created, a QR code gets generated on the record as well as a hyperlink that says "Register".  Those are shareable to allow for anyone to complete the form.  Summit Events doesn't use Communities, but leverages Sites, so as long as that's configured, you can accept registrations non-community users.    Great questions ! This is exactly what the instance will do (image below).

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I'm having a problem with the admin profile, I think.

I've pulled down the admin profile, and I get a conflict with the dx_push task of the dev_org/qa_org flow. It's a pretty plain flow,. Make an NPSP org, custom add_currencies task, and load_dataset task. (I understand the source of the conflict as the dx_push is after the update_admin_profile task has already modified the admin profile)

- If I have the admin profile in my metadata, dx_push fails. I can force the sfdx push, and manually tun the add_currencies and load_dataset tasks with no issues.

- If I don't have the admin profile, dx_push task works but load_dataset task fails, due to a record type not being valid for the user:

"INVALID_CROSS_REFERENCE_KEY: Record Type ID: this ID value isn't valid for the user: (18char sf id):RecortTypeID --"

This is on a custom object with multiple record types.

As far as I can tell, the 18char SF record type id is correct in the sample.sql. I can see it in the record inserts, and the matching id in rt inserts.

4 réponses
  1. 10 sept. 2020, 20:56

    @Seth Vanderdrift​ The update_admin_profile task has an option for setting record type visibility. I'd recommend using that instead of including the whole Admin profile in your package metadata because it's a little more robust to differences that can exist between orgs in terms of which exact permissions are available (as well as to avoid the conflict). To specify the record types that update_admin_profile should make sure are visible, add a section like this to cumulusci.yml:

    tasks:

    update_admin_profile:

    options:

    record_types:

    - record_type: Custom_Object__c.RecordType1

    default: true

    - record_type: Custom_Object__c.RecordType2

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I've got a great dataset for @Community Project - Ombudsman Cloud Care​. But as the weeks go by the tasks we drop in as examples slip farther and farther into the past. Is there a way to put relative dates into the sample dataset?

This is going to be relevant for @Commons Project: Data Generation​ for sure. When I built a big Apex class for sandbox refreshes, I was able to make dates (and fiscal years) relevant to the moment of creation. But that doesn't look possible in the case of CCI datasets.

3 commentaires
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