Installation Steps

Follow the steps below if you want to install or whenever you want to upgrade the App.

1. 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}.
2. Select the option to “Install for Admins Only”
3. Select the checkbox “I acknowledge…”
4. 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.