Currently the data is captured in a spreadsheet and the registrations are made through another system.
The events will be hosted by a school which has an account on SF and will be run by a SF teacher contact. Attendees will be other SF teacher contacts and they will be bringing studfents with them; we don't need to capture the names of the students but we need to know how many students each teacher has booked in, and how many actually attend.
Am I right in thinking that a custom object that links to Contact and Account will be the best option?
This is what we want to achieve:
The SF user will get a call from the teacher requesting an event, and the user will log the details on SF with a status of For Approval,which fires a notification to another SF user to approve the event. They change the status to Approved or Not Approved and it fires a notification back to the original user.
We need to capture different sorts of details: the region the event is held in (from the account object), The name of the company hosting it (they will have their own SF account), the name of the SF user organising it, the contact who requested it, the contacts who register to attend, the number of students they register, whether they actually attended or not and some funding and costing details. These will all be entered manually, registrations will probably be coming in via email.
We want to be able to report on different aspects.
From the event side:
Number of events by region
Number of students attending
Cost details
Schools who attended and schools who didnt
From the account side:
How many events did this school attend and which ones
How many students did they take
From the contact side:
How many events did they organise
How many did they attend
How many students did they take
Many thanks in advance for any suggestions!
:)
2 risposte
Hi Sara,
At a very high level, looks like a good use case of using the Campaigns in Salesforce.
Camapign will be your Event, you will create a separate record type for Event type Campaigns and you will create an Approval Process for Approving/Rejecting an Events
Teachers will be your Campaign Members
Since you dont want to have the Student Details in Salesforce, just the numbers, you could create them as custom fields on the Campaign member Object (Total Student Enrolled, Total Students Attended), you can easily rollup Numbers from Campaign member to Campaign.
As per the Reporting goes, you can utilise most of the standard report types or you can create a custom report types
