{"id":19244,"date":"2024-06-14T10:26:00","date_gmt":"2024-06-14T14:26:00","guid":{"rendered":"https:\/\/extension.umaine.edu\/plugged-in\/?p=19244"},"modified":"2024-06-20T09:46:12","modified_gmt":"2024-06-20T13:46:12","slug":"crm-connection-event-access","status":"publish","type":"post","link":"https:\/\/extension.umaine.edu\/plugged-in\/2024\/06\/14\/crm-connection-event-access\/","title":{"rendered":"Event access in Salesforce is now available!\u00a0"},"content":{"rendered":"<p><em>\u2014 By Whitney Yorston, UMaine Extension CRM System Support Professional<\/em><\/p>\n<h3>We are now offering two levels of access, based on your level of need: basic and full.<\/h3>\n<p><span style=\"font-weight: 400\">Basic allows you to see your events, your registrants, and get the list of those registrants. The second level is full access, which will allow you to not only access registrants, but to create and manage your own events.<\/span><\/p>\n<p><span style=\"font-weight: 400\">For both levels we offer training videos and we recommend that both levels watch the first video (<\/span><a href=\"https:\/\/extension.umaine.edu\/plugged-in\/technology-marketing-communications\/technology\/salesforce\/training-videos\/#events\"><span style=\"font-weight: 400\">Events Walkthrough<\/span><\/a><span style=\"font-weight: 400\">), and if you\u2019d like full access, we ask that you watch all of them. The training videos are on our <\/span><a href=\"https:\/\/extension.umaine.edu\/plugged-in\/technology-marketing-communications\/technology\/salesforce\/training-videos\/#events\"><span style=\"font-weight: 400\">Plugged-In Page<\/span><\/a><span style=\"font-weight: 400\">. For <strong>basic<\/strong> access, just let us know when you\u2019ve watched the video and we will give you access in Salesforce. For <strong>full<\/strong> access, once you have watched all of the videos, we meet with you and set up your first event together. After that, we are always available for any questions and assistance!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Some quick highlights for some features on the different levels of access:<\/span><\/p>\n<h4><b>Basic Access:<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Access Events and Registrants<\/span><\/li>\n<\/ul>\n<h4><b>Full Access:<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Access Events and Registrants<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Setup and Manage all events<\/span>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">We&#8217;ve tried to make it easy, check out our <\/span><a href=\"https:\/\/extension.umaine.edu\/plugged-in\/resource\/events-faqs\/\"><span style=\"font-weight: 400\">Events FAQs Cheatsheet<\/span><\/a><span style=\"font-weight: 400\">!<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Fun Fact!<\/h3>\n<p><span style=\"font-weight: 400\">Getting your registrant list is really easy! On your main Programming Record, there\u2019s a button at the top called \u201c<\/span><b>Get Registration List<\/b><span style=\"font-weight: 400\">\u201d. If you click on it, it will pull your full registration list, with their statuses and all custom questions!<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19254\" src=\"https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-1024x61.png\" alt=\"Salesforce Screenshot of Event Programming Buttons\" width=\"1024\" height=\"61\" srcset=\"https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-1024x61.png 1024w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-300x18.png 300w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-768x46.png 768w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-1536x92.png 1536w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-2048x122.png 2048w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-105x6.png 105w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-317x19.png 317w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-423x25.png 423w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-634x38.png 634w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-846x50.png 846w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-951x57.png 951w, https:\/\/extension.umaine.edu\/plugged-in\/wp-content\/uploads\/sites\/54\/2024\/06\/Screenshot-2024-05-30-at-12.56.27\u202fPM-1268x76.png 1268w\" sizes=\"auto, (max-width: 320px) 85vw, (max-width: 768px) 67vw, (max-width: 1024px) 62vw,1024px\" \/><\/p>\n<h3>Don\u2019t want any access at all?<\/h3>\n<p><span style=\"font-weight: 400\">That\u2019s fine too! Just contact us at <\/span><a href=\"mailto:extension.events@maine.edu\"><span style=\"font-weight: 400\">extension.events@maine.edu<\/span><\/a><span style=\"font-weight: 400\"> and we\u2019re happy to help!<\/span><\/p>\n<h3>Resources<\/h3>\n<ul>\n<li style=\"font-weight: 400\"><a href=\"https:\/\/extension.umaine.edu\/plugged-in\/technology-marketing-communications\/technology\/salesforce\/training-videos\/#events\"><span style=\"font-weight: 400\">Plugged-In Events Videos<\/span><\/a><\/li>\n<li style=\"font-weight: 400\"><a href=\"https:\/\/extension.umaine.edu\/plugged-in\/resource\/events-faqs\/\"><span style=\"font-weight: 400\">Events FAQs Cheatsheet<\/span><\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u2014 By Whitney Yorston, UMaine Extension CRM System Support Professional We are now offering two levels of access, based on your level of need: basic and full. Basic allows you to see your events, your registrants, and get the list of those registrants. The second level is full access, which will allow you to not [&hellip;]<\/p>\n","protected":false},"author":70,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[226,227,229,5],"tags":[],"class_list":["post-19244","post","type-post","status-publish","format-standard","hentry","category-crm-connections","category-event-registration","category-general-updates-crm-connections","category-news"],"taxonomy_info":{"category":[{"value":226,"label":"CRM Connections"},{"value":227,"label":"CRM: Event Registration"},{"value":229,"label":"CRM: General Updates"},{"value":5,"label":"News"}]},"featured_image_src_large":false,"author_info":{"display_name":"msnowden","author_link":"https:\/\/extension.umaine.edu\/plugged-in\/author\/msnowden\/"},"comment_info":0,"category_info":[{"term_id":226,"name":"CRM Connections","slug":"crm-connections","term_group":0,"term_taxonomy_id":226,"taxonomy":"category","description":"","parent":0,"count":10,"filter":"raw","cat_ID":226,"category_count":10,"category_description":"","cat_name":"CRM Connections","category_nicename":"crm-connections","category_parent":0},{"term_id":227,"name":"CRM: Event Registration","slug":"event-registration","term_group":0,"term_taxonomy_id":227,"taxonomy":"category","description":"","parent":226,"count":9,"filter":"raw","cat_ID":227,"category_count":9,"category_description":"","cat_name":"CRM: Event Registration","category_nicename":"event-registration","category_parent":226},{"term_id":229,"name":"CRM: General Updates","slug":"general-updates-crm-connections","term_group":0,"term_taxonomy_id":229,"taxonomy":"category","description":"","parent":226,"count":4,"filter":"raw","cat_ID":229,"category_count":4,"category_description":"","cat_name":"CRM: General Updates","category_nicename":"general-updates-crm-connections","category_parent":226},{"term_id":5,"name":"News","slug":"news","term_group":0,"term_taxonomy_id":5,"taxonomy":"category","description":"","parent":0,"count":8,"filter":"raw","cat_ID":5,"category_count":8,"category_description":"","cat_name":"News","category_nicename":"news","category_parent":0}],"tag_info":false,"_links":{"self":[{"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/posts\/19244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/users\/70"}],"replies":[{"embeddable":true,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/comments?post=19244"}],"version-history":[{"count":9,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/posts\/19244\/revisions"}],"predecessor-version":[{"id":19293,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/posts\/19244\/revisions\/19293"}],"wp:attachment":[{"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/media?parent=19244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/categories?post=19244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/extension.umaine.edu\/plugged-in\/wp-json\/wp\/v2\/tags?post=19244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}