We’re excited to announce the release of Cvent Salesforce App v6.3!
Lightning Web Security compatibility: With data security a top priority, we have updated the app to be compatible with Lightning Web Security, the new Salesforce security standard.
Choose which Cvent custom fields to sync into SF: You can now choose which Cvent custom event and contact fields to sync to Salesforce. This will reduce clutter, limit storage concerns, and ensure that only the required essential fields are synced.
Customize condition logic for record matching: The app’s previous versions allowed only AND criteria when matching records. With this update, you can create OR criteria, allowing more flexibility, increasing the likelihood of finding matched Salesforce contact/lead/person account records, and decreasing the likelihood of Cvent creating duplicates.
Choose the direction data flows with field mapping is applied to: Previous versions of the app defaulted to bi-directional sync of mapped fields. With this release, you can now choose the direction fields are mapped: only Salesforce to Cvent; only Cvent to Salesforce; or bidirectional. An example of this utility is you can now insert fields into Cvent, but changes to the field in Cvent will not be overwritten in Salesforce.
NOTES:
- You’ll need to manually update metadata if you’ve upgraded the app from version 6.1 or below. (New installations don’t require this manual update.) Go to Setup > Visualforce Pages and open “App Configuration Page” in preview mode. Find the “Update Metadata after Package Upgrade” section and click the “Update Metadata” button.
- You’ll need to retrieve Cvent fields if you’ve upgraded the app from version 5.6 or below. To do so, go to Cvent Admin and click the “Retrieve Cvent Fields” button. This step is not needed if you don’t use Cvent custom fields.