Installation Steps
Follow the steps below if you want to install or whenever you want to upgrade the App.
- Log in to your Salesforce org in your browser, then click one of the following installation links for the latest version:
- Production link
- Sandbox link
- For a My Domain specific URL, click one of the links above and copy the snippet of the URL
/packaging/installPackage.apexp?p0={code}
Append the copied URL to your domain:<mydomain url>/packaging/installPackage.apexp?p0={code}
.
- Select the option to “Install for Admins Only”
- Select the checkbox “I acknowledge…”
- Click Install.
The installation may take a while to complete. Once the package installs, you’ll get an email notification.
Notes:
- The Salesforce System Administrator user should install the App. If another user installs it, the App restricts access to that user’s profile.
- The package creates a few custom fields in the Salesforce org during installation. If the installation fails due to a lack of space for custom fields, permanently delete some unused custom fields and try again.
- You can’t upgrade from the Cvent Events App for Salesforce (version 3.x or below) to the Cvent Salesforce App (version 4 and above). Migration tool provides convenience.
- When upgrading the Cvent Salesforce App from an older version (4.0 and above), perform the manual post-upgrade steps listed in the release notes for the version you upgrade onto.
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