How to add Info Sessions to Salesforce

Add Session to the Event

Event is the umbrella where the session falls and the session is the specific event that happened.

There are five types of events :

• Info Sessions

  • Corporate Outreach Arranged Employer Info Session for School Year Fall 2017, Spring 2018 and Summer 2018

• Accounting Events

  • All accounting events on campus including tabling, info sessions and speaker events.

• Student Engagements

  • These are events like Networking, Floor dinners for Lassonde, Meet the TEKs, HireU, Capstone Projects

• Employee Engagements

  • Corporate Outreach contacts an employer, alumni, or leader in the community to speak at conferences, Business Scholars Friday lecture series, Lassonde Studios events (hours with experts) panels, club speakers (if it is not a info session associated with a club).

• Site Visits

  • Corporate Outreach sets up site tours for students to companies.

Suppose we want to add info session to the event , then :

Step 1: Click on Events ; Press Go

Step 2: Click on the Event that you want to add your session

Step 4: Fill in the additional information

Note : For the Start Date Time : Please enter the time the session was held.

Do not Forget to Add the Session to the corresponding Organization

Step 1 : Click on New Session <>Organizations

Step 2: Fill up the required information

Step 3 : Fill up the required information and Click Save

You can add Session Attendee One by One or in a bulk :

Adding Session Attendee One by One

If Goldman Sachs GIR/Finance Club is the session that we want to add the session attendees .Then we will follow the following steps:

Step 1: Click on the required session that you want to add the attendees

Step 2: Click on New Session Attendee to add a session attendee /attendees

Step 3: Enter the Session attendee name

Step 4: Update the status ;Click Save

Step 2: Click on Cases

Step 3: Click "New"

Step 4: Select the New Record Type

Step 5 : Fill out the required information

Step 7: Make an Excel Sheet to Upload

Step 8 : Click Attach File

Step 9: Click Browse; Upload Excel File