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Event Management by Persona
Find the Event Management topics that are most relevant to your role. Event Management serves administrators who configure the feature, sales representatives who run events, and compliance or medical teams who review event records.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Administrator
As an administrator, you configure Event Management so that sales representatives can plan, execute, and close events compliantly. Start with the mandatory setup tasks and then enable optional capabilities based on your organization’s event types.
- How Event Management Works
- Set Up Event Management
- Get Your Org Ready for Event Management
- Create a Lightning Record Page for Managed Events
- Configure Profile-Level Settings for Event Management
- Configure Org-Wide Settings for Event Management
- Configure Business Hours for Events
- Event Management Participant Setup
- Participant Recruitment (Attendee, Colleague, Expert, Write-In, Non-Profiled Attendee)
- Subject Assignment
- Compliance Management
- Monetary Cap Setup
- Expense Management
- Event Management Workflow
- Event Management Integrations (Email, Presentations, Calendar, Surveys)
- Event Management Considerations and Validations
Sales Representative or Event Organizer
As a sales rep or event organizer, you create and manage events from start to finish, coordinating participants, logistics, and compliance before, during, and after the event.
- How Event Management Works (for context on event lifecycle)
- Create a Managed Event
- Assign a Subject to the Event
- Add an Attendee Type Participant
- Add a Colleague to an Event
- Add an Expert Type Participant
- Add an Expert Via Account Search
- Create a Managed Event Resource
- Create a Managed Event Resource Preference
- Finalize the Event Location
- Send Emails to Participants
- Add Estimated Expenses
- Accept Compliance Statements
- Manage Event Attendance
- Add Write-In Attendees
- Add Non-Profiled Attendees
- Launch a Managed Event Presentation
- Launch a Managed Event Survey
- Allocate Actual Expenses
Compliance or Medical Affairs Reviewer
As a compliance or medical affairs reviewer, you go through event records to verify that regulatory requirements were met, that spending caps were not violated, and that compliance statements were accepted.
Developer
As a developer, you extend, customize, or integrate Event Management as part of a broader implementation. See the setup and workflow topics for configuration entry points, and the extensibility guide for supported customization approaches.
- How Event Management Works
- Set Up Event Management
- Event Management Workflow (workflow path structure and customization)
- Monetary Cap Setup (JSON structure and Apex integration)
- Integration with Surveys
- Integration with Presentations
- Integration with Email
- Integration with Calendar
