Customer Relationship Management Platform for CCE Associations.

Videos and Guides to using the CCE People Platform System:

Ideal-Logic for Event Registration:

Access to Ideal-Logic

How to use Ideal-Logic

How to create events in Ideal-Logic (Word doc)

Tips and Tricks for more advanced events (Word doc)

Setting up Donation Forms and Invoice Payments (Word doc)

Ideal-Logic provided a series of videos to show each of the steps in creating an event. These are the steps:

1. Event Setup
2. Schedule and Staff
3. Registration Setup
4. Registration Form
5. Pricing setup
6. Consent and Confirmation
7. Activation and testing

There may be differences between the video and our setup but these provide a good overview.

Salesforce Customer Relationship Management:

Access to CCE Salesforce org

How to use the Salesforce system (Word doc)

Preview CCE Salesforce (13 minute recording)

How to navigate Salesforce (recorded for Small Farms)

Support

Support for CCE People Platform

Related information

CCE People Platform Project: status, timeline, and onboarding

Who can use this service/system?

Any CCE Staff member with a license, who has been onboarded. Request access here.