Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

SS&C Tier1 for Event Management

Differentiate your Corporate Access Program

No Ratings
Starting at $30   USD/user/month
Industries
Financial Services
Business Need
Event Management
Requires
None
Compatible With
Sales Cloud
Experience Cloud
Financial Services Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Experience Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Supported browsers https://docs.tier1fin.com/docs/supported-browsers-and-devices

App Details

Version
T1C AEM/Events 2024.2 1.844.0
Listed On
01/10/2022
Latest Release
08/02/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 85
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 18
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.844.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/21/2024

Additional Details

Tier1 Events is an advanced event management platform for capital markets & investment banking delivering comprehensive event workflows coupled with critical data & real-time collaboration to facilitate all your Corporate Access activities. Tightly integrated into your CRM with market data, make informed decisions on meeting allocation maximizing your events while seamlessly event marketing and organizing logistics. The Tier1 Events module: • Standardizes your event templates for easier and accurate consumption reporting • Provides a forward-looking calendar using smart filters & color-coding options with flexibility on booking & request rules • Seamlessly generates roadshow schedules & itineraries covering meetings and logistics • Provides robust virtual meeting capabilities accommodating all necessary inputs filtering into the schedules and itineraries disseminated to attendees • Utilizes your proprietary data, intra firm communications & broker vote to target effectively & make informed decisions on your allocations • Supports persona driven workflows to provide Sales constant event access & updates in the core CRM Request a demo: https://tier1fin.com/demo/

Need help?

Tier1 Financial Solutions

Toronto, Ontario, Canada

Support is provided by the Tier1 Financial Solutions Customer Success Team. https://support.tier1fin.com/ support@tier1fin.com