Statler Hotel Salesforce (Delphi) help articles provide clear, step‑by‑step guidance on using Salesforce Delphi for sales and event management. These resources cover key processes, everyday tasks, and best practices to help you manage accounts, bookings, and event details accurately and efficiently.
After a captain submits an Event Captain Report, it is reviewed in Delphi, the Statler Hotel's Salesforce, and then either Approved or Returned . Approving a report emails its PDF to the banquet captains and records who approved it and when.
The 3 Event Captain Report forms are in FormAssembly, meaning it can use existing Salesforce data to prepopulate parts of the form and automatically create the form input (Event Captain Report object in Salesforce). The forms are behind SSO via SAML, so require a netID login to complete the form. This form replaces a Qualtrics form.
Approving an Event Captain Report creates and emails its PDF automatically. Use Generate PDF when you need a new copy of the PDF afterwards, for example after correcting the report. The new PDF is attached to the Event Captain Report in Delphi, the Statler Hotel's Salesforce, but it is not emailed.
How to find Event Captain Reports in Delphi by status, such as those Ready for Review, open each one in its own tab to edit and save it, and refresh the list to see the changes.
The Event Captain Report is a form in FormAssembly that captains complete after an event. It is filled in with information from Delphi, the Statler Hotel's Salesforce: you pick the event's BEO Number first, and the form uses it to look up the booking and fill in parts of the report for you. The completed form creates an Event Captain Report record in Delphi.