The Salesforce Event Management Application combined with the Swiper1 mobile application offers a complete solution for managing events. The following are key features of the implementation:
- Swiper1 is available for both Android & IOS devices, including phones and tablets.
- Check-In / Check-Out may be performed with or without a network connection.
- Multiple devices may be used for Check-In / Check-Out and synchronized when the network is available.
- Messages may be viewed for each attendee being checked in. Messages may be set in Salesforce for viewing when the person checks in.
- Manual Check-In through Salesforce.
- Manual & rapid Check-In / Check-Out through Swiper1.
The following article illustrates the process of check-In & check-Out along with the registration of an attendee.
- How to connect Swiper1 with Salesforce for synchronization>
- Check-In & Check-Out the synchronized attendees
- Register an attendee for an event- Check List prior to the event
- To avoid Salesforce’s security features from blocking Swiper1’s connection to Salesforce, it is highly recommended that Salesforce’s Salesforce1 mobile application be installed on all devices being used for Check-In / Check-Out. Log into Salesforce1 and ensure proper connection. This step registers the IP address of the network being used with Salesforce and minimizes security issues that may arise.
- It is best to synchronize all devices prior to the start of the event.
How to connect Swiper1 with Salesforce for synchronization
Check-In & Check-Out the synchronized attendees