Overview
This article explains how to enable Salesforce Metadata API access to use features like retrieving Cvent custom fields and event questions in the Cvent Salesforce App. It also provides information on the required user permissions, authorizing Metadata API, and defining OAuth restrictions.
Authorize Metadata API
To use features like retrieving Cvent fields and event questions in the Cvent Salesforce App, you need to enable Salesforce Metadata API access. You can enable Salesforce Metadata API access by setting up the OAuth flow and authorizing the App to access system permissions on behalf of the Salesforce Admin. The tokens generated during the flow remain securely stored in Salesforce custom settings, and only the Cvent Salesforce App’s Apex code can access them.
Required User Permissions
A Salesforce System Administrator should perform the Salesforce Metadata API access steps. If an system administrator isn’t available or can’t perform the steps, make sure to assign the required system permissions and permission sets to the user performing this step describe in the table below. Follow your company policies when assigning permissions to users.
| Permission Type | Permission | Required to |
|---|---|---|
| System Permission | Customize Application | Manage Salesforce custom fields created during Cvent custom field retrieval. |
| System Permission | Manage Connected Apps | Create Cvent Salesforce connected App. |
| System Permission | API Enabled | Make API calls. |
| System Permission | Update Metadata Through Metadata API Functions | Access Salesforce metadata through the Metadata API. |
| System Permission | Manage Profiles and Permission Sets | Update Cvent - Custom Fields Permissions permission set. |
Navigate to Setup > Visualforce Pages > App Configuration Page and click the Preview button. In the Authorize Metadata API section, click Create Connected App. After setting up the connected app, click Allow Access to grant the Cvent Salesforce App access to the Salesforce Metadata API. Continue with the OAuth login workflow.
To see the “Cvent Salesforce” connected App, go to Setup > Manage Connected Apps. Based on your organization’s security requirements, you can choose to define the OAuth restriction policy. To do so, click Cvent Salesforce, then click Edit Policies. Make the necessary changes, then click Save.
Once you set up the App, you can also delete it from the Salesforce org as a part of the “Remove Configuration” flow.