No Integrations Required: The Better Way to Manage Events in Salesforce☁️

Описание: Stop juggling external tools and messy CSV exports for your event registration! ✨

Join Cory Frey from Cloud Adoption Solutions as he walks you through how to build a custom-branded event microsite natively within Salesforce using the power of Experience Cloud (LWR). Tradeshow season is upon us, so we’re here to ensure that this is the most successful & plentiful season yet! By keeping your event data native, you eliminate lag, avoid complex integrations, and ensure your data stays exactly where it belongs: in your CRM.

What you’ll learn in this 3-step walkthrough:

Step 1: The Shell – Setting up your Experience Cloud site using the Lightning Web Runtime (LWR) template.

Step 2: Data Binding – How to pull data directly from Salesforce objects (like Campaigns) without complex CMS setups.

Step 3: The Flow – Creating a Screen Flow to handle registrations, check capacity, and create Campaign Members automatically.

Why go native? ⏰Real-time data (no syncing issues) 🫱🏻‍🫲🏼Better user experience 💻Simplified reporting and ROI tracking 🌟Total branding control


Let us know if you have any questions or if you have any requests for our next CAS Come and See Video! #lifesciences #trailblazers #ecosystem #qanda #comeandsee #cas #trailheadsalesforce #mustsee #webinar #opportunity #Discovery #Salesforce #SalesforceConsulting #Salesforce #ExperienceCloud #LWR #SalesforceAdmin #EventMarketing #MarketingOps #CloudAdoptionSolutions


VIDEO TRANSCRIPT:

Are you tired of event registration, headaches, juggling external tools, messy CSV exports and disconnected data? I'm Cory Frey with Cloud and Option Solutions. And today we're building a custom branded event, microsite natively in Salesforce. No integrations, no lag, just pure experience cloud power. Let's do it in three steps.

Step one is the shell and we're heading into experience folder. So I'm in setup under digital experiences. I've gone to all sites and I'm gonna make a new site and we'll see all the templates here for the digital experiences. And for this example, we're gonna build our own. So we're gonna choose the build our own LWR or Lightning Web Runtime, and then we'll click get Started.

So we'll just give it a name here and then click create.

And once the site is provisioned, we'll have a blank canvas, but this canvas is directly plugged into the Salesforce work. All right, so built our site. Step two is gonna be bringing in the data. And in the past you needed a complex CMS setup, but with enhanced LWR, we can bind directly to Salesforce objects.

So here's the dummy data that I brought into the campaign object. I'm reusing the campaign object as an event sessions object. Um, instead of creating a new object, um, just to reuse the campaign object for this demo, I added some custom fields and then I imported this data and back in the workspace. I'm gonna go into the builder and I'm going to drag a grid component.

And over in the right side under Data Source, we're going to select record list. An object is going to be campaign. And then under the record list we will select sessions. And this is just the list view I have of the sessions. . . . .


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Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.