Cvent Salesforce App
The Cvent Salesforce App provides insight into your events managed in Cvent, as well as bi-directional access to events, such as allowing your team to add attendees to your organization’s events directly from Salesforce. In the App, users can see all the Cvent events scheduled for their organization, along with event-related activities for their contacts and leads, such as registration, attendance, and feedback. The App provides automated workflows for managing Salesforce campaign members, tasks, and opportunities and stores event and attendee data in objects accessible to native Salesforce tools, like Flows.
Licenses
Three license types are available for the Cvent Salesforce App. Compare the license types below, then contact your Account Manager for more information.
| Feature | Data | Standard | Premium |
|---|---|---|---|
| View event details | x | x | x |
| View list of attendees | x | x | x |
| View attendee details (including status and activities) | x | x | x |
| Create/update Salesforce Contacts | x | x | x |
| Create/update Salesforce Leads | x | x | x |
| Link Salesforce campaigns to Cvent events | x | x | x |
| Create and manage campaigns for sessions | x | x | x |
| Add members to Salesforce campaigns based on attendee status and activities | x | x | x |
| Create new Salesforce tasks based on attendee status and activities | x | x | x |
| Create new Salesforce opportunities based on attendee status | x | x | x |
| Add to invitation list - campaign page | x | x | x |
| Send invitation email - campaign page | x | x | |
| Add to invitation list - from event page, contacts/leads page | x | x | |
| Send invitation email - from an event page, contact/lead page | x | x | |
| Personalize invitation email with sales user information | x | x | |
| Register on behalf of contacts/leads | x | x | |
| Modify registration of contacts/leads | x | x | |
| Event recommendations for contacts/leads | x | x | |
| Nominate contacts/leads for event | x | ||
| Manage nomination requests | x | ||
| Dynamic nomination approvers based on event, contact/lead, or Salesforce user | x | ||
| Get notified when a nomination request is approved/denied | x | ||
| Sync event feedback survey responses | x | ||
| Manage stand-alone survey programs | x |
System Requirements
The Cvent Salesforce App supports the following Salesforce editions:
- Developer
- Unlimited
- Enterprise
- Professional (Restricted features are supported in the Professional edition due to Salesforce limitations.)
For most of the features, both Lightning Experience and Salesforce Classic user interfaces are supported.
User Requirements
A Salesforce System Administrator user should install and set up the App. Once your Salesforce System Admin sets up the App, they can delegate the App management to another user through the App’s permission sets. If a Salesforce System Administrator doesn’t configure the App, certain features and capabilities may be missing, or the App may not function as intended.
A Cvent user with Administrator privileges or Integrations Permissions can configure all settings in Cvent. Salesforce System Administrators needing credentials for the Cvent platform should connect with their Cvent Administrator.
GDPR and CCPA Compliance
The Cvent application is fully compliant with GDPR and CCPA regulations. Once the App syncs data to Salesforce, it’s your responsibility to comply with regulations related to that data.
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Cvent Salesforce App interacts with standard Salesforce objects, such as contacts, leads, tasks, opportunities, and campaigns.
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The Cvent Salesforce App stores PII (Personally Identifiable Information) in a new object, Attendee Temp Records.
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Cvent logs may also contain some PII data. Your Salesforce Admin can schedule automatic deletion of the logs.