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Salesforce for Leadership Programs
AGLN
Managing Seminars
readings
Articles tagged:
readings
Add Seminar Readings
Updated on: Feb 15, 2022
AGLN
Managing Seminars
Overview
Add Seminar Readings
readings
campaigns
seminars
Topics
1. Overview
3
1.1 Seminar Checklist
1.2 Special Events and Special Event Attendees
1.3 Add Seminar Readings
2. Setup
2
2.1 Create a Seminar record
2.2 Add Seminar Participants
3. Logistics Notes
3
3.1 Setting up your logistics email template to send via Salesforce
3.2 Setting up your logistics email template to send via Cirrus
3.3 Setting up your logistics form
4. Seminar Materials
3
4.1 Materials: Bios, Ventures, Tent Cards, Badges
4.2 Seminar Readings Production Process
4.3 Shipping Seminar Readings
5. Surveys
6
5.1 Set up your Survey Form
5.2 Set up your Survey Email List
5.3 Set up your Survey Email Template
5.4 Send your Survey to your Campaign
5.5 Pulling your survey results
5.6 Including/Excluding Elements From Your Survey
6. Leading in an Era of Globalization
2
6.1 Globalization Timeline and Checklist - Salesforce
6.2 Special Event: Globalization Seminars
Other Resources
Introduction
Getting Started
Set Up Your Account
Navigating Salesforce
Help & Training
Getting Familiar
Learn about Standard Objects
Learn about Custom Objects
Hands-On Learning
Getting an Overview
Reports
Dashboards
General
Data Management
Relationship Management
Sending Emails
Form Assembly
Conga Composer
AGLN
Managing Seminars
Managing Nominations
Managing Ventures
Governance
McNulty Prize
Resnick Aspen Action Forum
Staffing the Action Forum
Executive Leadership Seminars
Seminars
Opportunity Records
Campaigns
Reports & Dashboards
Email Plug-In
SysAdmin
Security
Data Migration
Integration
Admin Setup
Dave's Transition Materials
Pardot
Recent Updates
Where to find class venture forms
Pull the Candidate Profile template
Key Definitions
Opportunity Types
Purpose
More
Tags
campaigns
5
contacts
3
readings
1
seminars
1