Overview

This article covers the process and best practices for sales users to nominate contacts or leads using Salesforce. Covering key aspects such as permissions, mobile app management, initiating the nomination workflow, and monitoring nominations, this comprehensive guide aims to empower sales users with the tools and knowledge to efficiently and effectively nominate contacts or leads for different events, while also keeping track of their progress.

Requirements

Sales users need the right permissions to nominate people. See App Roles and Permissions.

With Version 5.3 or greater, users can manage nominations from the Salesforce mobile app.

Nominations

To start the nomination workflow, a Sales user can begin on the contact/lead’s page or on an eligible event’s page. Sales users can nominate many people at once on the event’s page.

Nominate From Contact/Lead’s Page

To nominate someone from their page:

1. Log in to Salesforce and navigate to the contact/lead’s record and click the Nominate button.
2. Search for the event you want to nominate your contact/lead for and click the + button next to the contact/lead.
3. Add a comment to the nomination request to provide approvers with more information and click Save.
4. Click Nominate.

Nominate From Event’s Page

To nominate one or more people from the event’s page:

1. Login to Salesforce. Under Cvent Events, find the event and click its name. Click the Nominate button.

2. Search for the contact/lead you want to nominate based on their first name, last name, email address, or company, and click the + button.
3. Add a comment to the nomination request to provide approvers with more information and click Save.

4. Click Nominate.

Send Invitation Automatically After Approval

You can choose to automatically send an invitation email to approved nominations.

Once you submit a nomination, you can see the selected invitation configuration under the “Invitation Details” section on the Details page for the nomination.

Once the nomination receives final approval, this configuration takes effect and sends the invitation. The system disregards the configuration if the approvers reject the nomination.

Monitoring Nominations

You can keep track of approver comments under the “Approvers” Related page on a nomination.
The most recent approver comment appears on the Details page of a target nomination or directly from the list view.

Cancelling Nominations

You can cancel nomination requests if they’re no longer valid. To do this:

1. Go to the App launcher and search for “Nominations.”

2. Select the nomination you want to cancel. The cancel button appears on the “Related” tab.

3. Once a request is cancelled, the attendee gets the “Nomination Cancelled” status. All the approvers who haven’t made a decision will get “Skipped” status. No notifications about the cancellation is deployed to approvers.

Cancelling Nomination in Bulk

To cancel nominations in bulk:

1. Go to the App Launcher and search for Nominations.
2. You can cancel nomination requests in bulk from the nominations list view.

Email Notifications

After submitting a nomination, those involved receive notifications:

• The reviewers receive a notification when someone submits a nomination.
• The requester receives a notification after fully reviewing the request.
  • All reviewers approve the request, or
  • One of the reviewers declines the request