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:
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Cvent - Event Admin: Can configure, manage, and use event-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.
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Cvent - Survey Admin: Can configure, manage, and use survey-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.
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Cvent - Event User: Can use event-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.
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Cvent - Survey User: Can use survey-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.
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Cvent - Event Invitations: This permission set extends the Cvent - Event User to allow invite contacts or leads to an event.
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Cvent - Event Registrations: This permission set extends the Cvent - Event User to allow register on behalf of contacts or leads.
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Cvent - Event Nominations: This permission set extends the Cvent - Event User to allow submit and manage nominations for an event.
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Cvent - Campaign Management: This permission set extends the Cvent - Event User to allow manage App workflows from the Campaigns page.
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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 Feature | Assign To | Permission Type | Permission | Description |
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Lightning Experience | Event Admin, Event User, Survey Admin, Survey user | System Permission | Lightning Experience User | - |
Event Visibility | Event Admin | System Permission | Manage User | Required 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 Sync | Event Admin | Object Permission | Read/Create/Edit access to Contact object | - |
Attendee Data Sync | Event Admin | Object Permission | Read/Create/Edit access to Lead object | - |
Attendee Data Sync | Event Admin | Object Permission | Read access to Account object | - |
Attendee Data Sync | Event Admin | Object Permission | Read/Create/Edit access to Account object | In case of person Account feature enabled |
Attendee Data Sync | Event Admin | Field Permission | Read access to ALL Account, Contact, Lead fields used in Record Matching | - |
Attendee Data Sync | Event Admin | Field Permission | Read/Edit access to ALL Contact, Lead fields used in Field Mapping | - |
Attendee Data Sync | Event Admin | Field Permission | Read/Edit access to Account Name field on Contact object | - |
Attendee Data Sync | Event Admin | Field Permission | Read access to ALL Person Account fields used in Record Matching | In case of person account feature enabled |
Attendee Data Sync | Event Admin | Field Permission | Read/Edit access to ALL Person Account fields used in Field Mapping | In case of person account feature enabled |
Automatic Task Creation | Event Admin & Event User | System Permission | Edit Tasks | - |
Automatic Task Creation | Event Admin & Event User | Field Permission | Read/Edit access to Name, Comments, Due Date, Type fields on Task object | - |
Automatic Task Creation | Event Admin & Event User | Field Permission | Read/Edit access to Related To field on Task object | In case of attendee activity feature enabled |
Automatic Opportunity Creation | Event Admin & Event User | Object Permission | Read/Create/Edit access to Opportunity object | - |
Automatic Opportunity Creation | Event Admin & Event User | Object Permission | Read access to Campaign object | - |
Automatic Opportunity Creation | Event Admin & Event User | Field Permission | Read/Edit access to Account Name, Amount, Description, Lead Source, Private, Type, Primary Campaign Source fields on Opportunity object | - |
Nomination | Event Admin & Event User | Field Permission | Read access to ALL fields used in Nomination Process filters | - |
Invitation / Registration / Nomination | Event Admin & Event User | Object Permission | Read access on Account, Contact, Lead objects | - |
Invitation / Registration / Nomination | Event Admin & Event User | Field Permission | Read access to ALL Contact, Lead fields used in Field Mapping | - |
Invitation / Registration / Nomination | Event Admin & Event User | Field Permission | Read access to Account Name field on Contact object | - |
Invitation / Registration / Nomination | Event Admin & Event User | Field Permission | Read access to ALL Person Account fields used in Field Mapping | In case of person account feature enabled |
Campaign Management | Event Admin & Event User | Object Permission | Read access to Contact, Lead, Campaign objects | - |
Campaign Management | Event Admin & Event User | Object Permission | Create access to Campaign object | To work with Sessions |
Campaign Management | Event Admin & Event User | Field Permission | Read/Edit access to ALL Campaign fields used in Field Mapping | To work with Sessions |
Campaign Management | Event Admin & Event User | Field Permission | Read/Edit access to Parent Campaign field on Campaign object | To work with Sessions |
Automatic Campaign Management | Event Admin | Object Permission | Read/Edit/Create access to Campaign object | Read/Edit/Create access to Campaign object |
Automatic Campaign Management | Event Admin | Field Permission | Read/Edit access to ALL Campaign fields used in Field Mapping | Read/Edit access to ALL Campaign fields used in Field Mapping |
Automatic Campaign Management | Event Admin | Field Permission | Read/Edit access to ALL Campaign Member fields used in Field Mapping | Read/Edit access to ALL Campaign Member fields used in Field Mapping |
Respondent Data Sync | Survey Admin | Object Permission | Read/Create/Edit access to Contact object | - |
Respondent Data Sync | Survey Admin | Object Permission | Read/Create/Edit access to Lead object | - |
Respondent Data Sync | Survey Admin | Object Permission | Read access to Account object | - |
Respondent Data Sync | Survey Admin | Object Permission | Read/Create/Edit access to Account object | In case of person Account feature enabled |
Respondent Data Sync | Survey Admin | Field Permission | Read access to ALL Account, Contact, Lead fields used in Record Matching | - |
Respondent Data Sync | Survey Admin | Field Permission | Read/Edit access to ALL Contact, Lead fields used in Field Mapping | - |
Respondent Data Sync | Survey Admin | Field Permission | Read/Edit access to Account Name field on Contact object | - |
Respondent Data Sync | Survey Admin | Field Permission | Read access to ALL Person Account fields used in Record Matching | In case of person Account feature enabled |
Respondent Data Sync | Survey Admin | Field Permission | Read/Edit access to ALL Person Account fields used in Field Mapping | In case of person Account feature enabled |
Survey Program Data Transfer | Survey Admin | Object Permission | Read/Edit/Create access to object selected in “Create New” data transfer setting | - |
Survey Program Data Transfer | Survey Admin | Object Permission | Read/Edit access to object selected in “Update Existing” data transfer setting | - |
Survey Program Data Transfer | Survey Admin | Field Permission | Read access to ALL fields used in Filters section | - |
Survey Program Data Transfer | Survey Admin | Field Permission | Read/Edit access to ALL fields used in Field Mapping section | - |