Top 7 Salesforce Event Management Apps Compared [2025]

Managers in event agencies have to deal with a ton of information every day: responding to dozens of clients, preparing commercial proposals, discussing programs with hosts, and drawing up contracts. Keeping everything in Excel turns into a mess—information gets forgotten or lost. That’s where event management apps come in handy. 

Are you looking to manage events in Salesforce? We’ve created a roundup of the best Salesforce event management software to help you organize and keep track of all your essential event data right in your CRM.

Key Takeaways

  • Event management apps help remove the stress of event preparation and execution by automating registrations, booking, contact outreach, venue management, and ticketing tasks while syncing all data within Salesforce.
  • SUMO Scheduler stands out as the best Salesforce native event scheduling app, providing a good value for the money. Its Customer Engagement Platform bundles robust event, course and appointment scheduling capabilities for healthcare, higher education, financial services, retailers, and nonprofits. Sales and marketing teams can easily launch branded event registration pages in no time thanks to its no-code, self-explanatory interface. Its seamless Salesforce sync and detailed analytics automate lead procession and ROI insights.
  • For event-heavy companies running multiple and frequent events, Blackthorn and Fonteva are two powerful native event management solutions packed with features.
  • For smaller teams and occasional events, Eventribe, RegFox, and Events by Salesforce are budget-friendly alternatives—each with certain limitations.

What are Event Management Apps in Salesforce?

Event management apps in Salesforce are software programs that help you handle the challenges of planning, executing, and evaluating the impact of your events. You can manage registrations, connect with attendees and view 360-degree analytics, all within the Salesforce platform. 

As more businesses turn to events as a key growth strategy, the need for robust, integrated event management solutions like these has never been greater. After experiencing a second after-pandemic breath, the global event marketing industry is projected to have a market size of $722.67 billion by 2028. Companies are seeking to scale efficiently by adopting event management software—particularly for recurring or large-scale events.

7 Best Salesforce Event Management Apps: Overview

NOTE: Our research is based on data available openly on the Internet, including providers’ websites, knowledge bases, AppExchange, Capterra, and G2 reviews. We aim to stay unbiased, helping you save time on research and not aiming to say one solution is better or worse than another. Rather, one solution may fit a particular business use case better than another.

SUMO Scheduler Events (SF Labs) Eventbrite Cvent Blackthorn Fonteva RegFox
Native Salesforce
In-person / Virtual
Hybrid Events
Recurring Events
Branded Event Pages
Custom Forms
Self-registration
Group Registration
Reminders & Follow-ups
QR / Mobile Check-in
Video Integration
Lead Attribution
Attendance Analytics
Flow Support
Payments
Refunds

Ratings and Pricing Comparison

Feature SUMO Scheduler Events by Salesforce Labs Eventbrite for SF Cvent Blackthorn Fonteva RegFox + Zapier
Rating (AppExchange)4.92 3.27 4.92 4.25 4.97 4.79 n/a
Subscription PlansMonthlyFreeMonthlyYearlyYearlyMonthlyFlat + % per attendee
PricingStarting at $10 user/moFreeStarting at $25 company/moStarting at $2,450 company/yearStarting at $4,800 Starting at $145 user/mo99¢ + 1% per paid attendee

Pricing tiers depend on the solution’s use cases and feature set.

SUMO Scheduler, Eventbrite for Salesforce, and Fonteva offer monthly subscription plans, providing more flexibility for organizations with changing needs.

Cvent and Blackthorn bill on a yearly basis, which can be more rigid but suits companies with long-term event strategies.

Events by Salesforce Labs is free to use, while RegFox (with Zapier integration) offers a flat fee plus per-attendee pricing model.

Salesforce Event Management Apps by Type

There are many tools and software available to event planners such as event schedulers, planners, registration and ticketing apps, venue management, budgeting and communication tools. While they all vary in features and functionality, in Salesforce the core difference between them that most event managers pay attention to is the type of the integration – native and API.

Native

Salesforce native event scheduling software like SUMO Scheduler is fully built on Salesforce CRM providing a smooth connection with all its objects (Contacts, Leads, Campaigns, Opportunities). This native architecture eliminates the need for third-party connectors or sync tools, reducing data silos and the risk of integration errors. You can manage events directly inside Salesforce without external tools.

  • Runs entirely on the Salesforce platform
  • Easily works with Flows, Process Builder, and other native tools
  • Faster setup and easier configuration for non techies
  • Security and data protection backed by Salesforce
  • Installable and customizable in minutes

API-integrated

API-integrated event management apps like Eventbrite or Cvent lets you connect specialized external platforms with Salesforce.

  • Requires more time on setup and customization
  • Less reliable, more failures in the external system
  • Data can get out of sync between the system and Salesforce
  • External APIs don’t plug as easily into Flows, Process Builder, or Apex triggers as native solutions do.

Core Features of a Salesforce Event Management App

Let’s take a look at the most common features that event managers are looking to integrate with Salesforce.

  • In-person / Virtual / Hybrid – Host different types of event formats.
  • Recurring Events – Set up events that repeat on a regular basis.
  • Branded event pages – Create event pages with your company’s look and feel.
  • Custom forms – Collect the exact info you need from attendees.
  • Registration tracking – See who’s registered for your events
  • Self-registration – Let attendees sign up online.
  • Group registration – Register multiple people at once.
  • Reminders / Follow-ups – Send event reminders and follow-up emails.
  • Personalized flows (MC/Pardot) – Create automated, tailored communication with Marketing Cloud or Pardot.
  • QR/mobile check-in – Use QR codes to check in attendees at the door.
  • Video Conferencing Integration– Host virtual events with Zoom or other tools.
  • Flows / Process Builder support – Automate tasks like follow-ups or lead creation using Salesforce tools.
  • Attendance Dashboards – See how many came and what the event delivered in value.
  • Lead Attribution – Track leads and link them to specific events or campaigns.
  • Payment Processing – Collect payments from attendees during online registration or at the door.
  • Refunds / cancellations – Manage cancellations and return payments if needed.

Advanced features of Salesforce event management apps include waitlists to auto-add attendees when slots open up, RSVP tracking to monitor who has accepted or declined an invite, badge printing and others.

You can not only automate scheduling, registration, and communication, saving yourself or your team hours of work and billions of neurons—you can also integrate with Salesforce CRM to track ROI and turn your events from hit-or-miss into a measurable marketing channel. 

7 Best Salesforce Apps For Event Booking & Management

#1. SUMO Scheduler – Best Event Scheduling Software for Salesforce

Best Fit For

  • Experiential events, event-driven revenue teams
  • Sales and marketing events, e.g. courses, webinars, product demos
  • Advanced native event scheduling automation within Salesforce 
  • Government, education, healthcare, nonprofits, and revenue teams

SUMO Scheduler is a Salesforce-native event scheduling app designed for appointment bookings, courses, conferences, and customer meetings. It’s a mature, module-based software kit that combines essential features for both experiential event marketing and appointment scheduling, making it more of a customer engagement platform rather than just a scheduling tool—a perfect fit for sales, service teams, and field sales.

Because SUMO is built natively on Salesforce, it allows users to automate scheduling workflows and sync all data directly in the CRM without external connectors. All scheduling logic, configurations, and user data remain within Salesforce, enabling event managers and organizations to track attendee engagement and manage follow-ups natively within Salesforce. It is commonly used by higher education institutions, healthcare, government, non-profits, and B2B companies.

Pros:

  • High AppExchange rating (4.92) with native Salesforce event scheduling 
  • Strong support for recurring group, in-person, and online events + appointment setting with a focus on customer engagement
  • User friendly interface and easy scheduling flows for those unfamiliar with Salesforce.
  • Supports complex event scheduling scenarios for any type – courses, webinars, sales demos, in-person/virtual 
  • Intuitive multi-calendar helps event managers to build, launch, view and filter events in one convenient interface.
  • Best value for money 

Try SUMO Scheduler today and see how easy event booking can be!

#2. Events – Free Basic Event Scheduler by Salesforce

Best for

  • Already having Professional, Enterprise, or Unlimited editions
  • Experienced Salesforce admins
  • Basic or internal event management needs
Source: AppExchange, Events By Salesforce Labs

Events by Salesforce Labs is a free, open-source app developed by Salesforce Labs and  available freely on AppExchange. To use this app, you need a Salesforce edition that supports custom apps and components, such as Professional, Enterprise, or Unlimited editions. 

If you do and look for basic event management capabilities Events can be a good add-on to help your team optimize event planning and tracking. While the app itself is free, keep in mind its tech and biz limitations: 

  • Salesforce doesn’t officially support Labs apps. 
  • In case of any issues you’re on your own, so it’s vital that you know Salesforce infrastructure in and out.  
  • Branding, customization, payments and integrations are either limited or require third-party tools. 
  • If you run internal or basic free events, Events can be your way-to-go. For commercial or large-scale events, consider more complete event management app alternatives.

Also Read: Choosing Best Native CRM Scheduling App—SUMO Scheduler vs Salesforce Scheduler

#3. Blackthorn – Best For Event-Heavy Organizations

Best Fit For: enterprise teams with complex event marketing needs and active calendars.​

Source: blackthorn.io

With an average 4.9 rating on AppExchange based on 255 reviews (the largest number of all), Blackthorn has rightfully earned its name as a leading event management platform with all the features you can think of. Event creation, registration management, payment processing, check-ins, and post-event analytics—you name it.

What users love most about Blackthorn is its ease of use, with an intuitive Event Wizard and prompt support ready to assist with any issue you may have when setting up your events. The only fly in the ointment is its cost and yearly subscription plan, which may be a consideration for smaller teams or organizations that are not heavy on events. It is commonly used by enterprise-grade companies that require detailed CRM reporting and event automation.

Pros:

  • Fully native Salesforce application.
  • User-friendly Event setup wizard
  • Offers features like event creation, registration management, payment processing, and mobile check-ins.
  • Regular updates and enhancements to the platform.​

Cons:

  • Some users complain about complex customization requiring technical expertise and lack of support.
  • Highest price with rigid early subscription

#4. Fonteva Events Salesforce App

Best Fit For: associations, nonprofits, and enterprises 

Source: AppExchange, Fonteva Membership

Fonteva Events is a native Salesforce event management app designed for associations, nonprofits, and enterprise customers. It allows users to manage all aspects of event planning from within Salesforce, including sessions, speakers, sponsors, registrations, payments, and venue logistics. Fonteva’s functionality supports both in-person and virtual events.

It is built on the Salesforce Lightning Platform, which allows users to customize their events experience with declarative tools. Fonteva is often part of a broader association management suite and includes features like member pricing tiers, engagement tracking, and real-time dashboards. It’s particularly suited for organizations running large-scale conferences and annual meetings.

Pros:

  • Fully native to Salesforce.
  • Supports in-person, virtual, and hybrid events with features like agenda builders and attendee management.
  • Solid features: hybrid events, automation, analytics, and branded pages
  • Great for multi-track events, registrations, and payments

Cons:

  • Annual license fee, which may be a consideration for smaller organizations.
  • Some users complain that features are incompatible together and customization may cause things to break.

#5. Cvent Salesforce App

Best Fit For: Enterprise-level organizations using Cvent for event management and seeking to integrate attendee data with Salesforce.​

Source: AppExchange, Cvent Salesforce App

Cvent is a standalone event management platform with a connector to Salesforce CRM. It allows users to push data such as registrations, attendance status, and session participation from Cvent into Salesforce contacts, leads, and campaigns. The app is not fully native to Salesforce but provides a two-way data exchange between platforms.

Cvent is often used for enterprise-level event planning including conferences, webinars, and trade shows. The Salesforce integration helps with aligning marketing and sales follow-ups post-event but does not offer deep customization within Salesforce itself. It is suited for organizations that already use Cvent and want to centralize attendee insights within their CRM.

Pros:

  • Allows syncing of attendee data and activities between Cvent and Salesforce.
  • Supports new attendee activities like ad views and clicks for enhanced engagement tracking.

Cons:

  • Not a fully native Salesforce application; functions as a connector.
  • Customization within Salesforce is limited compared to native solutions.
  • Some users complain about service quality, misleading and misinformed sales teams.
  • not fit for nonprofits

#6. Eventbrite – Best For Small Teams & Quick Launch

Best Fit For: Organizations already using Eventbrite for event management and seeking to sync data with Salesforce.​

Source: AppExchange, Eventbrite app

Eventbrite for Salesforce is an integration connector that allows users to sync attendee and event data from Eventbrite into Salesforce. It is not a native app but rather a middleware solution typically offered through third-party platforms like Zapier or integration services. This integration supports the transfer of registration information, contact updates, and ticketing history into Salesforce for further segmentation and engagement.

Since Eventbrite itself handles public-facing event promotion and ticket sales, it is often used for community events, webinars, and conferences. However, its Salesforce integration is typically limited in terms of automation or CRM-native capabilities compared to fully integrated Salesforce apps. Users commonly rely on additional customization or third-party tools for syncing and reporting.

Pros:

  • Facilitates the transfer of registration and attendee data from Eventbrite to Salesforce.

Cons:

  • Not a native Salesforce application; relies on integration.
  • Limited in terms of automation and customization within Salesforce compared to native apps.

#7. RegFox + Salesforce Integration

Best for: Budget-conscious teams

Source: regfox.com

RegFox is not a native Salesforce app but can be integrated with Salesforce using third-party middleware tools like Zapier or custom API setups. It is known for its flexible registration form builder, conditional logic, and payment features. The integration enables data such as attendee details and ticket purchases to be passed into Salesforce for CRM and marketing purposes.

RegFox is popular among event organizers looking for a highly customizable frontend for event registration, but the Salesforce integration typically requires technical setup. It is often used by independent event organizers with specific branding and checkout needs.

Pros:

  • Flexible registration form builder with conditional logic.
  • Supports self-registration, payments, and forms, but limited automation

Cons:

  • Not a native Salesforce application.
  • Integration requires third-party tools or custom API setups.

Event Management Apps Use Cases

Here are the most common use cases for event management software paired with Salesforce.

Healthcare: Patient appointment scheduling and follow-ups, Wellness webinars and workshops (e.g., diabetes management, mental health awareness), Continuing medical education (CME) events for practitioners, Community outreach programs, Vaccination drives.

Education: Student event scheduling, enrollment and admissions info sessions, open days, student orientation, alumni events, Online courses and webinar series, Parent-teacher meetings and faculty workshops.

Nonprofits: Nonprofit event scheduling, charity, fundraising, volunteer sign-ups, church events.

Retail: Retail appointment scheduling for exclusive in-store events and product launches.

Sales and Marketing: Product demos, webinars, event-based outreach, thought leadership panels, roadshows, partner events, customer success workshops.

Technology / SaaS: Developer conferences, meetups, product roadmap webinars, hackathons, investor pitching & networking events.

Why to Integrate Event Management Apps in Salesforce

While the majority (60%) of executives bet on events as the #1 marketing channel, 19% of event marketers do not have the right data or 18% do not have the right tools to measure the success of their events. Event management software solves the puzzle equipping you with tools to craft more impactful, engaging, and profitable events. Here are the advantages of using them:

  • Centralized data: Event management apps, especially those native to Salesforce, allow you to store all event-related information within your Salesforce database. 
  • Streamlined workflows: These apps automate various event management tasks, reducing manual effort and improving efficiency. 
  • Less stress, more focus. Event managers spend a great deal of time planning event campaigns. The stress doubles if you’re working on multiple events at the same time. Event management apps save time reducing manual tasks and help you focus on the human aspect of the event rather than operational one.
  • Lower risk of errors, better collaboration. Organizing events requires attention to detail and often team work. A proper software ensures all the different tasks and information associated with planning an event is stored in Salesforce CRM and synced between the responsible members. 
  • Data-backed decisions, more efficient events. Event management apps often include detailed analytics, allowing you to track key metrics and measure the success of your events.

Summing up

When choosing an event booking app for Salesforce, it’s essential to weigh the trade-offs between native and third-party solutions by focusing on your specific pain points, desired simplicity, customization needs, and long-term value. 

Non-technical event planners often struggle with fragmented tools and tech-related issues, making intuitive, scalable solutions especially valuable. Look for apps that support custom objects, offer role-based access, and can flexibly handle everything from small webinars to large conferences. 

To boost engagement, features like automated reminders are key to reducing no-shows and managing last-minute attendance. 

Explore how SUMO Scheduler can streamline your event planning process right inside Salesforce—designed for busy teams who need powerful scheduling without the hassle.

Manage Events in Salesforce with SUMO

SUMO vs Salesforce Scheduler: A Deep Dive Comparison

If you’re exploring Salesforce scheduling options, the first ones that come to mind are Salesforce Scheduler and SUMO for Salesforce. Both allow you to automate repetitive tasks, streamline customer service, increase lead conversion, and ultimately help your company achieve its goals. So, which one to choose?


In this post, we’ll provide an in-depth comparison of Salesforce Scheduler and SUMO for Salesforce highlighting their key features and capabilities to help you decide on the right CRM scheduling software.

Key Takeaways

  • Salesforce Scheduler and SUMO Scheduler are two scheduling solutions 100% native to Salesforce meaning you don’t need external API integrations to manage appointments in your CRM. The first one is built by Salesforce and comes as an add-on in its editions. The second one, SUMO, is built with Salesforce Lighting and deployed via the AppExchange managed package.
  • Salesforce Scheduler caters to users’ basic appointment booking needs. SUMO Scheduler enables advanced scheduling scenarios for mid-to-large enterprises across industries like healthcare, education, financial services, government, banking and service companies. 
  • Among SUMO’s advantages over Salesforce Scheduler are ease of use, powerful built-in features, extensive customization capabilities, in-depth meeting analytics, seamless integrations with most popular tools and dedicated team support. 
  • For all things customization, Salesforce Scheduler needs an experienced Salesforce admin. For organizations with complex availability rules, it requires extensive customization and doesn’t scale efficiently. In contrast, SUMO Scheduler is intuitive, easily adopted, and maintained no matter your tech level, providing a lower life cycle cost. Its module-based tools are easy to install, configure, and use out of the box without requiring customization.
  • Being a Customer Engagement Platform, rather than just a scheduling tool, SUMO provides event scheduling and field sales capabilities, which are lacking in Salesforce Scheduler and other solutions like Calendly.  

The Story Behind SUMO for Salesforce

On my first interview with Todd Adams, CRO at SUMO Scheduler, I had 5 minutes left to ask questions. I managed just one: How are you better than your competitors? With 16 years in sales, Todd knows his 3-minute elevator pitch. He said.

SUMO is the first Salesforce native scheduling solution on the AppExchange.  When compared to competitors, our advantage is that we are a fully native solution that is extremely powerful, easy to implement, simple to use and highly customizable. It’s extremely mature — we’ve been working on it for 12 years. Salesforce often recommends SUMO for complex scheduling needs — and we’re still ahead of the competition when it comes to native features and overall value.”

Working on a product with a real competitive edge is a marketer’s dream coming true. But for Salesforce consultants and organizations searching for a powerful native CRM scheduling tool, choosing the right solution means considering many factors. So, let’s see what SUMO and Salesforce Scheduler have to offer in terms of features, integrations, and customization capabilities.

Salesforce Scheduler vs SUMO: Side-by-Side Comparison

Salesforce Scheduler and SUMO Scheduler for Salesforce are two native appointment scheduling platforms designed to efficiently collect, manage and moderate incoming booking requests in Salesforce. Here, we state the key feature differences between the two. 

✅ – fully available and ready-to-use without coding or external software needed.
❌ – limited or not supported out-of-the-box and requires either manual setup thought coding or external software add-on.

SUMO SchedulerSalesforce Scheduler
Salesforce Native✅ Built on Salesforce✅  Built by Salesforce
Appointment Types
✅ (1-1, 1-many, many-many, recurring, on-demand)✅ (1-1, 1-many, many-many, recurring)
Event Types✅ (1-1, 1-many, many-many, recurring, on-demand)✅ Requires config & capacity logic for group appointments, no recurring
Assignment Logic✅ Round robin, priority based, load balancing & custom❌ Round robin only 
Multi-Resource Scheduling
Meeting Temples ✅ 1h, 30-min & custom ✅ less granular
Smart Reminders✅ Automated, SMS+Email, with custom reminder logic❌ Email only, manual setup
Self-Scheduling Portal✅ Via website, email, text, social media. Works with any Enterprise license❌ Requires customization & an Experience Cloud licenses
Self Service Scheduling with Travel Time✅ Built-in❌ Not available
Appointment Flow Customization✅ Custom booking flows, branding❌ Requires coding
Reporting & Analytics✅ Advanced Dashboards & Meetings Stats❌ Limited to Salesforce reporting analytics guardrails 
External Calendar Sync✅ Google, Outlook, Exchange, Salesforce Calendar❌ Salesforce Calendar only
Video Conferencing✅ Zoom, MS Teams, multi platform integration❌ Amazon Chime only
Mobile Friendly✅ fully responsive✅ fully responsive 
Best For Advanced appointment, event and field sales scheduling

Healthcare, EdTech, Retail, Service Companies, Filed Sales, Government, Nonprofits, Legals, Banks, Sales teams.
Basic appointment scheduling
 
Finance, Sales and Marketing teams, companies already using Salesforce with dedicated tech resources.
Free Trial ✅ 14-day sandbox trial, expertly led & guided ✅ Self-paced trailhead

Try SUMO Scheduler today and see how easy scheduling can be!

Both Schedulers come packed with features and most likely you don’t need them all at once. So, which one fits your business best? Let’s break them down by core features and state the key differences between the two solutions.

Appointment Booking: SUMO vs Salesforce Scheduler

Appointment booking is the cornerstone of any scheduling software. Even small features can make a big difference—so let’s break them down one by one, checking off how SUMO and Salesforce Scheduler help you automate appointments and meetings inside your CRM.

FeatureSUMO for SalesforceSalesforce Scheduler
Direct Calendar Integration ✅ Google, O365, Exchange & Salesforce Calendar❌ Requires 3rd party connector
1 to 1 Appointments
1 to Many Appointments
Concurrent Scheduling (Many to Many)
Recurring Appointments
Round Robin
First available, Priority based & Load balanced Appointments
Meetings Templates
Reminders✅ (Email + SMS) ✅ (Email Only)
Reschedule / Cancel ✅ (Email + SMS)✅ (Email Only)
Real-Time Scheduling
Personal Meeting Links✅ ✅ 
Group Booking Links✅ (requires customization) 
Schedule from Any Website
Schedule on behalf
Buffer Times✅ custom for each user✅ one for all users
Upload / Attach Documents

Both SUMO & Salesforce Scheduler supports:

  • Online appointment bookings
  • Different appointment types (1-1, 1-many, many-many, recurring)
  • Round Robin appointments
  • Email reminders with option to reschedule or cancel
  • Self-Scheduling Portal: Salesforce Scheduler can embed their portal links in a website, mobile or widgets but needs customization. The main difference lies in the branding/theming and the type of users you want to access the portal. In SUMO, regardless of the users, it’s a free-pass portal. For example, SUMO’s education scheduling software lets you embed a self-scheduling portal on your website that doesn’t require students to log in to book campus tours or advising sessions, improving accessibility and reducing drop-off. With Salesforce Scheduler, authenticated users (requires login) is native to them but unauthenticated users are not.
  • Meeting buffer time: In Sumo Scheduler, you can set different buffer times for each user, while in Salesforce Scheduler, you can only set one buffer time for all users. This flexibility is especially useful for teams with varying schedules or appointment types, such as in healthcare, education, or field sales, where prep or follow-up time may differ by role. For example, in medical appointment scheduling, a doctor might need a 15-minute buffer between patients, while a nurse might only need 5 minutes to prep for the next visit. Sumo Scheduler lets you set these buffer times individually, adapting the scheduling process to each role.

Appointment scheduling features only available in SUMO:

  • First available, Priority based & Load balanced Appointments: SUMO includes build-it appointment assignment logic flows allowing you to automatically distribute appointments among team members without conflicts. Salesforce Scheduler does not offer them as a standard feature. To enable custom appointment flows, you need to code in Flow Builder. 
  • Real-Time Scheduling: SUMO lets you instantly update and adjust schedules based on live changes, e.g. reschedules, late-minute cancellations. 
  • Meeting Links: SUMO provides custom links for any appointment types be it a 1:1 personal meeting link in your email or event registration link on your site for many attendees. In Salesforce Scheduler, you can’t directly generate a link that someone can use to schedule a meeting with you and have it automatically create a Salesforce event. 
  • Schedule on behalf: SUMO lets you book meetings for other team members. It’s especially useful in government appointment scheduling, healthcare, or sales teams where one person handles bookings for others.
  • Upload / Attach Documents: With SUMO, people can upload documents along with appointment setting up. In Salesforce, it requires coding.

Event Booking: SUMO vs Salesforce Scheduler

FeatureSUMO for SalesforceSalesforce Scheduler
1 to Many Event Booking✅  Unlimited✅ 25 participants max /per appointment
Many to Many Event Booking
Online Event Registration Sites
Multi-Event Links
Paid Events
Event Desk with QR Code Support

SUMO Scheduler includes a well-rounded event management kit. You can enable online booking for courses, classes, webinars, or in-person sessions, making it easy for participants to register and manage their schedules. Built-in features like waitlists, automated reminders, capacity limits, and multi-session scheduling help organizers run smooth, scalable events.

Salesforce Scheduler primarily focuses on one-on-one appointment scheduling and does not offer dedicated event booking features. While it does support multi-resource and concurrent scheduling, they better suit individual appointments rather than large-scale events. For handling registrations, payments, ticketing, or managing large attendee groups, you’ll need third-party integrations.​

Field Sales: SUMO vs Salesforce Scheduler

FeatureSUMO for SalesforceSalesforce Scheduler
Self Service Scheduling with Travel Time Automation
Travel Time Calendar Sync (Google, Office365, Exchange)
Assign Users by Zones & Areas

SUMO Scheduler provides a solid kit for managing Field Service and Sales appointments. With real-time calendar sync, intelligent time buffers calculated based on the route, and customizable booking flows, teams can schedule faster and respond to customer needs without delay.

Salesforce Scheduler can factor in travel time between appointments if you customize it or integrate with Salesforce Maps. Native support is limited. You can define Service Territories (zones/regions) and assign resources (field reps) accordingly. Scheduler respects territory-based assignment.

Customization: SUMO vs Salesforce Scheduler 

Customization features help you maximize brand presence, enable the booking flow that meets your and your audience needs. 

SUMO for SalesforceSalesforce Scheduler
Custom Booking Flows
Custom Meetings Links
Branded Booking Pages & Portals
Custom CSS
Time Zone Sync

SUMO Scheduler gives you complete freedom to create any scheduling flow no-code: multi-location, multi-user and multi-service. The interface is intuitive and user-friendly, with drag-and-drop functionality and minimal setup requirements. You can create fully branded booking portals without extensive training or technical expertise.

Salesforce Scheduler requires admins and pro-level users to customize the flows, looks, and features. If you’re on a business side and don’t feel like mastering coding, it will take days if not weeks to set up the scheduling flow you need.

Integrations

FeatureSUMO for SalesforceSalesforce Scheduler
Google, Office365, Outlook & Salesforce Calendars
Payments with Stripe
Zoom, Microsoft Teams 
Google Analytics
Open Scheduling API for Easy Integration

SUMO Scheduler integrates with a variety of tools you use everyday. You may enable or disable the ones you need. Google Calendar, Microsoft Office365, Microsoft Exchange, Microsoft Teams & Google Meet. For paid events SUMO integrates with Stripe.

Salesforce integrates with a ton of apps but those integrations aren’t included in the Scheduler. Salesforce Scheduler’s only native video conferencing integration is Amazon Chime. If you want to book a Zoom meeting via Salesforce Scheduler, you’ll need to manually copy and paste the meeting link into the event’s location field.

Calendar Syncs

SUMO Scheduler offers a no-code, user-friendly integration with Outlook and Google Calendar. Just connect your accounts, set your sync preferences, and you’re done. Non-technical users can easily adopt SUMO, making setup simpler and more intuitive than Salesforce.

Salesforce Scheduler only pulls availability from the Salesforce Calendar. To sync with Microsoft or Google calendars, you need API setup or Einstein Activity Capture.

Analytics

SUMO Scheduler offers built-in meetings analytics to help teams track, measure, and optimize appointment scheduling performance. Users can access real-time dashboards and reports directly within Salesforce, covering metrics like booking volume, agent utilization, and no-show rates. 

Salesforce Scheduler doesn’t come with out-of-the-box reporting or dashboards; admins have to manually build them. 

Pricing

Salesforce Scheduler price is $25/user/month billed annually on top of the cost of Salesforce licenses. Available within Enterprise and Unlimited Sales Cloud and Service Cloud.

Discounts: no

Partnership program: no

SUMO Scheduler is subscription-based per user or per feature starting from $31 user/month.

Discounts: yes, nonprofits

Partnership program: yes

What are Salesforce Scheduler Alternatives? 

On Reddit threads about Salesforce Scheduler users underdeveloped features and complicated customization. Users are either looking for Salesforce Scheduler alternatives or recommending one. 

Among the most common suggestions is Calendly. But how is it different from Salesforce Scheduler and SUMO? In many ways. First, let’s break down the general approach to managing scheduling in Salesforce.

Native Software

Scheduling from any Salesforce object with all data syncing in your CRM.

Pros

  • ‘Plug and play’ functionality
  • Minimal setup
  • Enterprise-grade security backed by Salesforce
  • No access to customer data, Salesforce stores all information
  • Extensive customization options

Speaking the business language, Salesforce native scheduling saves your budget on custom dev, speeds up implementation time meaning sooner lead flow, meaning higher profits.

API integration

Requires more initial setup, as you’ll need to configure and integrate an external API with Salesforce. It may involve more complex coding or using third-party integration tools (like Zapier, MuleSoft, or custom-built connectors).

If the third-party scheduling tool is not fully Salesforce-native, the integration might involve data synchronization issues or maintenance challenges.

Unlike Calendly, SUMO Scheduler is built natively on Salesforce, meaning it works seamlessly within your CRM without the need for external integrations. This native approach keeps your data secure, streamlines scheduling workflows, and delivers a smoother, more consistent user experience for both your team and customers.

Read more: Salesforce Native Scheduling: Why a Managed Package is the Best Choice

Salesforce vs SUMO: Which Scheduler to Choose

Salesforce Scheduler (aka Lightning Scheduler) is a paid add-on built in Salesforce CRM. Released back in 2020, it enables you to schedule meetings and appointments with basic flow. 

Well-embedded in most Salesforce workflows due to its “in-built” nature, it allows users to book rooms, manage schedules, and confirm meeting times. Still, you’ll face many limitations when it comes to external integrations or client-specific customizations. 

Consider Salesforce Scheduler if you

  • Need basic appointment booking
  • Have a bunch of experience with Salesforce 
  • Ready to invest time & resources in development and configuration

Built on Salesforce’s Lightning Platform, SUMO Scheduler provides a native Salesforce scheduling app that is secure, reliable and enables automatic logging of activities and appointments directly in Salesforce records. This ensures your sales and customer support teams have a 360-degree view of customer interactions without needing to toggle between platforms. 

As part of the Salesforce ecosystem, SUMO Scheduler benefits from the robust security features and compliance measures already in place within Salesforce. 

Choose SUMO Scheduler if you

  • Look for a better Salesforce Scheduler alternative while keeping it native to Salesforce 
  • Need advanced scheduling tool with custom flows
  • Prioritize ultimate control and flexibility
  • For group booking, event booking, course scheduling, panel interviews
  • Have low tech capacity
  • Plan to scale in future (and you will)
  • Need a quick launch

Experience the difference firsthand!

Schedule Easily in Salesforce with SUMO