Sessionboard for Salesforce
Salesforce
Sessionboard engagement on every Salesforce record
For associations and event teams on Salesforce, Fonteva or Nimble AMS. See what each person has done in your speaking, Review, awards, learning and events on the Contact and Account your staff already open, with the next step beside it.
Set up in one step from Apps › Salesforce in Sessionboard.
QUICK ANSWER
Sessionboard for Salesforce puts Sessionboard engagement on Salesforce Contacts and Accounts, including in Fonteva and Nimble AMS: an Engagement score with how it is scored, what each person did, suggestions to accept or dismiss, Speaker Finder, Flow and Agentforce actions, and opt-in write-back into Sessionboard's own objects. Setup is one step from Apps › Salesforce.
WORKS WITH
SalesforceWHAT YOUR TEAM GETS DONE
Each job is what someone on your staff is trying to get done, and what changes when Sessionboard is on the record.
MEMBERSHIP DIRECTOR
See who is engaged and who is drifting, right on the Contact and Account: the Engagement score, last activity and open items. Renewal rescue suggestions land on the record, and Accept drafts the next step in Sessionboard.
EDUCATION DIRECTOR
CE hours count on the engagement card. A CE gap suggestion proposes a course, and Suggest a course picks one from a list, right from the record.
PROGRAM OR MEETING DIRECTOR
Speaker Finder ranks people from your own history, with the evidence. Save them as suggestions, Accept, and Invite to speak creates the draft invitation.
AWARDS MANAGER
Award nominee suggestions point to the people worth nominating. Nominate from the record picks the award program from a searchable list.
EVERY STAFF MEMBER IN SALESFORCE
Talks, reviews, CE hours, award entries, events, webinars and courses on the record, with Open in Sessionboard one click away.
HOW THE DATA MOVES
Read-only on your records. Write-back goes only into Sessionboard's own objects, after a preview, and only for what you switch on.
FROM SALESFORCE · READ-ONLY
SESSIONBOARD
Engagement, activity and suggestions for each person, from speaking, Review, awards, learning and events.
INTO SALESFORCE · SESSIONBOARD'S OWN OBJECTS
It never edits your Contact or Account fields.
WHEN
SWITCHES, EACH OFF UNTIL YOU TURN IT ON
HOW IT WORKS
Accept always creates a draft in Sessionboard. Nothing is sent until your team sends it.
Speaker finder to invitation
Renewal rescue
CE gap to a course
WITH YOUR AI
Each action returns a plain-text summary an agent can quote, and an error never fails the Flow.
AGENTFORCE · FIND SPEAKERS
Example prompt: “Who should we invite to speak on AI in emergency care who hasn't spoken before?”
Find speakers ranks people from your own history, filtered to those who have never spoken, with the evidence for each.
AGENTFORCE · GET SESSIONBOARD ENGAGEMENT
Example prompt: “How engaged is Dr. Okafor?”
Get Sessionboard engagement returns the Engagement score, the counts, last activity, open items and the suggested next step.
AGENTFORCE · NOMINATE
Example prompt: “Nominate her for the Distinguished Educator Award”
Nominate creates a draft nomination for that award program in Sessionboard. Nothing is sent.
FLOW · ACCEPT OR DISMISS A SUGGESTION
Example prompt: “Accept the renewal rescue suggestion for this member”
The suggestion is accepted and a draft is created in Sessionboard; Invite to speak, Nominate and Enroll are actions too.
CLAUDE AND CHATGPT
Example prompt: “Show me all speakers who haven't completed their tasks”
The Sessionboard connector answers with your own permissions; publishing, opening calls, inviting reviewers and announcing winners wait for a person to approve.
ON THE CONTACT AND ACCOUNT
The Sessionboard engagement card sits on Contact and Account pages in plain Salesforce, Fonteva and Nimble AMS (on Person Accounts for Nimble AMS). It shows:
Under it, the activity list: Spoke, Reviewed, Attended, CE credit and Award entry. The card and the speaker finder can also be placed in Screen Flows.
SPEAKER FINDER
The Speaker Finder tab takes a topic and ranks people from your own history, with the evidence beside each name, for example “Spoke on 10 matching sessions, most recently …”. Filter to people who have never spoken, who are not reviewing this topic, or who are current members, then Save as suggestions.
REPORTS AND DASHBOARD
Three report types, Engagements, Activities and Suggestions, and reports ready to run: Top members, Activity by kind, Open suggestions by kind and Suggestions by status. The Engagement dashboard puts them on one page.
ENGAGEMENT SCORE
The Engagement score runs from 0 to 100. This is exactly what it counts.
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
SECURITY
Sessionboard data follows what each user can already open.
Every query runs as the person signed in, so they see Sessionboard data only for records they can already open.
Nothing is sent to Sessionboard for a record that user cannot open.
The Sessionboard API key is held in a Salesforce credential and never displayed.
Apps › Salesforce in Sessionboard: one button writes the key and region into the package, assigns permission sets and turns on write-back.
SEE IT ON YOUR RECORDS
Put Sessionboard engagement in front of your staff.
Tell us your Salesforce edition and AMS, and we will show it on records like yours.
Yes. Sessionboard for Salesforce puts Sessionboard engagement, suggestions and actions on Contacts and Accounts, adds a Sessionboard app with Speaker Finder, reports and an Engagement dashboard, and writes engagement back into Sessionboard's own objects. You set it up in one step from Apps › Salesforce in Sessionboard.
Yes. The engagement card works on Contact and Account pages in Fonteva, Sessionboard reads Fonteva subscriptions and event attendees, and write-back works in Fonteva the same way it does in plain Salesforce.
Yes. The engagement card works on Contacts and on Person Accounts in Nimble AMS, Sessionboard reads memberships (type, status, joined and renews dates) and registrations, and write-back works in Nimble AMS too.
Sessionboard's own objects: Sessionboard Engagement, Activity and Suggestion, in plain Salesforce, Fonteva and Nimble AMS. The optional Activity timeline adds one completed Task per talk, review, CE credit, award entry or event, and stays off until you turn it on. Each kind has its own switch, you preview first, only changed rows are sent, it runs daily, and suggestions arrive within about 15 seconds of a change.
Yes. Sessionboard adds Flow and Agentforce actions in the Sessionboard category: Get Sessionboard engagement, Find speakers, Invite to speak, Nominate, Enroll, and Accept or dismiss a suggestion. Each returns a plain-text summary an agent can quote, and an error never fails the Flow.
Contacts (name, email, Contact Id). With Fonteva, subscriptions and event attendees; with Nimble AMS, memberships (type, status, joined and renews dates) and registrations. Plain Salesforce has no membership to read. All of it is read-only.
No. Write-back writes Sessionboard's own objects, never your Contact or Account fields. The one standard object is the optional Activity timeline, which adds completed Tasks only if you switch it on.
No. Every query runs as the signed-in user, and nothing is sent to Sessionboard for a record that user cannot open. The API key is held in a Salesforce credential and never displayed.
No. Accept creates a draft in Sessionboard and tells you nothing was sent. Invite to speak, Nominate and Suggest a course also create drafts.
No. Salesforce stays your CRM, and Fonteva or Nimble AMS your AMS. Sessionboard runs the program, from calls for speakers and Review to awards, learning and events, and puts what each person did there on the record.
Each talk counts 10, each event attended 5, each review, course completed or award entry 4, each webinar attended 3 and each CE hour 1, plus 10 for activity in the last 90 days (5 within a year). The curve flattens out as it nears 100. It counts taking part, not money.
Updated
Salesforce and Agentforce are trademarks of Salesforce, Inc. Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Fonteva, Nimble AMS and other names are trademarks of their respective owners.
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