Overview

This article provides a comprehensive guide on configuring user permissions and sharing the Cvent Salesforce App with other Salesforce users. It details the steps necessary to set up user permissions and share the app effectively.

Included Permission Sets

You can use the following permission sets with the Cvent Salesforce App:

  • Cvent - Event Admin: Can configure, manage, and use event-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.

  • Cvent - Survey Admin: Can configure, manage, and use survey-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.

  • Cvent - Event User: Can use event-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.

  • Cvent - Survey User: Can use survey-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.

  • Cvent - Event Invitations: This permission set extends the Cvent - Event User to allow invite contacts or leads to an event.

  • Cvent - Event Registrations: This permission set extends the Cvent - Event User to allow register on behalf of contacts or leads.

  • Cvent - Event Nominations: This permission set extends the Cvent - Event User to allow submit and manage nominations for an event.

  • Cvent - Campaign Management: This permission set extends the Cvent - Event User to allow manage App workflows from the Campaigns page.

  • Cvent - Custom Fields Permissions: Maintains field-level security for Cvent custom contact/event fields. Assign this to all users of the App, including Cvent Admins.

Primary User Roles

Four primary user roles exist, represented by the following permission sets:

  • Cvent — Event Admin
  • Cvent — Survey Admin
  • Cvent — Event User
  • Cvent — Survey User

Assign these permissions to provides full access to the entire App:

  • Cvent - Event Administrator
  • Cvent - Survey Administrator

You can mix permissions to get a hybrid role. For example, to grant administrator-level access to all event-related features, but only limited access to the survey-related ones, assign:

  • Cvent - Event Administrator
  • Cvent - Survey User

System and Object Permissions

You can assign more System and Object permissions to users depending on the features they’ll use. Assign system permissions and object permissions based on the requirements below.

App FeatureAssign ToPermission TypePermissionDescription
Lightning ExperienceEvent Admin, Event User, Survey Admin, Survey userSystem PermissionLightning Experience User-
Event VisibilityEvent AdminSystem PermissionManage UserRequired for Event Filtering configuration: filter creation, edit, copy and delete. Not required for further operations such as activation and deactivation of the filter.
Attendee Data SyncEvent AdminObject PermissionRead/Create/Edit access to Contact object-
Attendee Data SyncEvent AdminObject PermissionRead/Create/Edit access to Lead object-
Attendee Data SyncEvent AdminObject PermissionRead access to Account object-
Attendee Data SyncEvent AdminObject PermissionRead/Create/Edit access to Account objectIn case of person Account feature enabled
Attendee Data SyncEvent AdminField PermissionRead access to ALL Account, Contact, Lead fields used in Record Matching-
Attendee Data SyncEvent AdminField PermissionRead/Edit access to ALL Contact, Lead fields used in Field Mapping-
Attendee Data SyncEvent AdminField PermissionRead/Edit access to Account Name field on Contact object-
Attendee Data SyncEvent AdminField PermissionRead access to ALL Person Account fields used in Record MatchingIn case of person account feature enabled
Attendee Data SyncEvent AdminField PermissionRead/Edit access to ALL Person Account fields used in Field MappingIn case of person account feature enabled
Automatic Task CreationEvent Admin & Event UserSystem PermissionEdit Tasks-
Automatic Task CreationEvent Admin & Event UserField PermissionRead/Edit access to Name, Comments, Due Date, Type fields on Task object-
Automatic Task CreationEvent Admin & Event UserField PermissionRead/Edit access to Related To field on Task objectIn case of attendee activity feature enabled
Automatic Opportunity CreationEvent Admin & Event UserObject PermissionRead/Create/Edit access to Opportunity object-
Automatic Opportunity CreationEvent Admin & Event UserObject PermissionRead access to Campaign object-
Automatic Opportunity CreationEvent Admin & Event UserField PermissionRead/Edit access to Account Name, Amount, Description, Lead Source, Private, Type, Primary Campaign Source fields on Opportunity object-
NominationEvent Admin & Event UserField PermissionRead access to ALL fields used in Nomination Process filters-
Invitation / Registration / NominationEvent Admin & Event UserObject PermissionRead access on Account, Contact, Lead objects-
Invitation / Registration / NominationEvent Admin & Event UserField PermissionRead access to ALL Contact, Lead fields used in Field Mapping-
Invitation / Registration / NominationEvent Admin & Event UserField PermissionRead access to Account Name field on Contact object-
Invitation / Registration / NominationEvent Admin & Event UserField PermissionRead access to ALL Person Account fields used in Field MappingIn case of person account feature enabled
Campaign ManagementEvent Admin & Event UserObject PermissionRead access to Contact, Lead, Campaign objects-
Campaign ManagementEvent Admin & Event UserObject PermissionCreate access to Campaign objectTo work with Sessions
Campaign ManagementEvent Admin & Event UserField PermissionRead/Edit access to ALL Campaign fields used in Field MappingTo work with Sessions
Campaign ManagementEvent Admin & Event UserField PermissionRead/Edit access to Parent Campaign field on Campaign objectTo work with Sessions
Automatic Campaign ManagementEvent AdminObject PermissionRead/Edit/Create access to Campaign objectRead/Edit/Create access to Campaign object
Automatic Campaign ManagementEvent AdminField PermissionRead/Edit access to ALL Campaign fields used in Field MappingRead/Edit access to ALL Campaign fields used in Field Mapping
Automatic Campaign ManagementEvent AdminField PermissionRead/Edit access to ALL Campaign Member fields used in Field MappingRead/Edit access to ALL Campaign Member fields used in Field Mapping
Respondent Data SyncSurvey AdminObject PermissionRead/Create/Edit access to Contact object-
Respondent Data SyncSurvey AdminObject PermissionRead/Create/Edit access to Lead object-
Respondent Data SyncSurvey AdminObject PermissionRead access to Account object-
Respondent Data SyncSurvey AdminObject PermissionRead/Create/Edit access to Account objectIn case of person Account feature enabled
Respondent Data SyncSurvey AdminField PermissionRead access to ALL Account, Contact, Lead fields used in Record Matching-
Respondent Data SyncSurvey AdminField PermissionRead/Edit access to ALL Contact, Lead fields used in Field Mapping-
Respondent Data SyncSurvey AdminField PermissionRead/Edit access to Account Name field on Contact object-
Respondent Data SyncSurvey AdminField PermissionRead access to ALL Person Account fields used in Record MatchingIn case of person Account feature enabled
Respondent Data SyncSurvey AdminField PermissionRead/Edit access to ALL Person Account fields used in Field MappingIn case of person Account feature enabled
Survey Program Data TransferSurvey AdminObject PermissionRead/Edit/Create access to object selected in “Create New” data transfer setting-
Survey Program Data TransferSurvey AdminObject PermissionRead/Edit access to object selected in “Update Existing” data transfer setting-
Survey Program Data TransferSurvey AdminField PermissionRead access to ALL fields used in Filters section-
Survey Program Data TransferSurvey AdminField PermissionRead/Edit access to ALL fields used in Field Mapping section-
Last updated on