Creating a Basic Event

The first step in setting up a brand new event is to create a Summit Event record and an Event Instance record. Summit Events are parent records to Summit Event Instance records. You cannot have a Summit Event instance without it being tied to a parent Summit Event record. Summit Event instance records inherit much of the information from the parent Summit Event record. This document covers the fields needed when creating a basic event.

Create the Event

Navigate to the Summit Events Application in the App Selector.

Navigate to the Summit Event tab and click on New.

Fill out the following fields on the Summit Event record. Many of the fields listed below are not required but drive functionality and appear on the registration page.

Object	Field	Section	Purpose
Summit Event	Event Label	Event Details	The Salesforce Record Name, should be populated otherwise will default to the record ID
Summit Event	Event Name	Event Details	Name of the Event is the title on the registration page.
Summit Event	Event Status	Event Details	If the status on the Event is Active, it will show in the Community Base URL calendar.
Summit Event	Template	Event Details	Creates the page style
Summit Event	Event Description	Event Details	Used for a short description on the registration page.
Summit Event	Event Confirmation Title	Page Details	Title on the confirmation page after the registration was submitted.
Summit Event	Event Confirmation Description	Page Details	Additional details on the confirmation page.

Save Summit Event record.

Create the Related Event Instance

Navigate to the Summit Event Instance Related List on the Event record and create a New Summit Event Instance.

Fill out the following fields on the Summit Event Instance record. Many of the fields listed below are not required but drive functionality and appear on the registration page.

Object	Field	Purpose
Summit Events Instance	Instance Title	Instance title appears under the Event Title on the Registration page
Summit Events Instance	Active Status	Instance needs to be “Active” for registration fields to be available.
Summit Events Instance	Event	Event to which this Instance is related.
Summit Events Instance	Capacity Control	Capacity field needs to be greater than 1 in order to see the registration fields and create a registration record.
Summit Events Instance	Instance Start Date	Needs to be in the future or possibly day of to register.
Summit Events Instance	Instance Start Time	Time Event is starting, appears on the registration page.
Summit Events Instance	Instance End Date	End Date appears on the registration page
Summit Events Instance	Instance End Time	End Time appears on the registration page.

Save Summit Event Instance record.

Review the Basic Event

On the newly created Event Instance record, click the Register link under the Registration Link in the record heading.

Navigate to the registration page and confirm registration fields are displaying and editable.

Congratulations, you’ve just created a basic event!

Create a Confirmation Email for your Event

• To create a confirmation email for the event, see Creating an Event Email.

Additional Features

• To add questions to an event registration form, see Standard Registration Questions.