Plan participant expenses earlier in the event lifecycle by including projected costs in monetary cap checks. Prevent account overutilization with configurable attendance limits, preserve monetary cap totals after account merges, and use admin-controlled handlers to keep totals up to date.
- Support Faster Managed Event Record Creation with Fewer Clicks
Automatically classify a managed event based on its record type, instead of entering the same information twice. Use event type mappings to support more reliable reporting and eliminate data mismatches and inconsistencies in downstream workflows. - Streamline the Managed Event Participant Creation Process
Extend participant type assignments beyond the standard participant types to any Managed Event Participant record type of your choice. Specify a record type once instead of re-entering participant type and role details across multiple steps. Create records faster and with fewer errors by automatically populating the Event Management Participant Type, Event Management Participant Role, and the Event Management Participant Type Role Mapping fields in the Managed Event Participant records. - Gain Insights into Projected Costs by Using Monetary Caps
Improve spend governance by allocating estimated expenses to individual participants before incurring the actual costs for an event. Support compliance controls by checking monetary caps while adding an account to an event. Make more informed decisions with instant alerts for limit breaches, and provide transparency by flagging overages and discrepancies. - Stay Compliant by Limiting the Number of Events Each Account Can Attend
Spend less time checking event attendance counts before adding participants to an event. Get real-time warnings and blocks while adding attendees who exceed their limit. Log discrepancies automatically for audit and reporting purposes. Quickly assess utilization counts by processing accounts in bulk with the new Recalculate Account Utilization Count batch job. - Extend Account Merge to Include Estimated Expense Calculations
Streamline event planning by using Account Merge to combine duplicate records and related expense types, including estimated and committed expenses. Previously, you could use Account Merge to calculate only actual expenses. - Strengthen Data Monitoring by Using the New Event Management Trigger Handlers
Keep data consistent, accurate, and audit-ready by using the new trigger handlers. Ensure that utilization limits remain in sync with changes in Managed Event or Managed Event Participant records. Stay compliant by blocking or flagging record updates that bypass monetary caps. Make sure that event data stays current by automatically refreshing expense buckets when estimated expenses or participant allocations change.