Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Event Execution

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Event Execution

            Launch the electronic sign-in sheet on the day of the event to capture attendee signatures and meal preferences.

            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.
            User Permissions Needed
            To capture attendance, add write-in attendees, and launch a presentation:

            Life Sciences Field Sales Representative user perm

            AND

            Life Sciences Core user perm

            Manage Event Attendance

            On the day of the event, capture participant sign-in information and meal preferences, if any. The sign-in sheet is available only on the iPad.

            Meal preferences denote transfer of value, and must be recorded for compliance purposes.

            1. From the iPad's homepage, go to the Managed Event tab in the top scroll bar, and select the event for which you want to record the attendance.
            2. On the bottom-right corner of the page, tap Quick action button, and tap Sign In Sheet.
            3. Tap Sign In next to an attendee and capture their signature.
            4. Select the meal preference.
            5. Save your changes.

            Add Write-In Attendees

            Capture attendance details for ad hoc participants in an event. For example, if a provider brings a colleague or a spouse to the event who wasn’t invited, create write-in type participant records that are automatically converted to an account or a non-profiled attendee, based on record type and reconciliation status.

            As a prerequisite, record ad hoc attendees who don’t have an account in Salesforce by creating a Party Profile record.

            Conversion to Attendee Records

            • If the attendee has an account in the system, the write-in attendee is reconciled with the account and converted into an attendee.
            • If the attendee doesn’t have an account in the system, the write-in attendee is converted into a non-profiled attendee.

            For information on how write-ins are converted to accounts and non-profiled attendees, see Write-In Participants.

            1. On the iPad, from the Managed Event record, go to the Attendee tab.
            2. Flick to scroll to the section that represents write-ins, and tap Update Write-Ins.

              The managed event type, participant role, and participant type are preselected. Keep them as is.

            3. Enter a name for the write-in.
            4. In Participant, tap to add a write-in participant.
              • If the participant has an account associated with it, select Account and then select the record. Use Advanced Search, if needed.
              • If the participant isn’t linked to an account or contact in Salesforce, select PartyProfile, and then select the corresponding record.
            5. Flick to scroll to the Participant Party Reconciliation Status field, and select a value, such as, Completed Profiled.
              • For a participant that has an account, choose Completed Profiled.
              • For a participant that isn't linked to an account or contact in Salesforce, choose Completed Non-Profiled.
            6. Save your changes.

            Launch a Managed Event Presentation

            Launch the presentation for the speaker by using the approved slide assigned to the topic. The presentations are filtered by the topic or subject aligned with the event and the user’s territory.

            1. On the iPad, go to the Managed Event record for which you want to launch a presentation, and navigate to its Presentation tab.
            2. In the Recommended section, view the list of recommended presentations that are related to the event’s subject.
              1. To preview individual presentations, tap Preview next to the recommended presentation.
                In the Intelligent Content Player, the Recommended section’s preview function shows all the recommended presentations.
              2. Tap Plusnext to the presentation that you want to add to the event.
                The presentation is added to the Selected section.
            3. In the Selected section, do the following steps.
              1. Tap Preview to see the presentation.
                In the Intelligent Content Player, the Selected section’s preview function shows only the selected presentation and its pages.
            4. To remove the selected presentation, tap Bin next to the presentation in the Selected section, or tap Checkmark next to the presentation in the Recommended section.

            See Also

             
            Loading
            Salesforce Help | Article