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.

FeatureDataStandardPremium
View event detailsxxx
View list of attendeesxxx
View attendee details (including status and activities)xxx
Create/update Salesforce Contactsxxx
Create/update Salesforce Leadsxxx
Link Salesforce campaigns to Cvent eventsxxx
Create and manage campaigns for sessionsxxx
Add members to Salesforce campaigns based on attendee status and activitiesxxx
Create new Salesforce tasks based on attendee status and activitiesxxx
Create new Salesforce opportunities based on attendee statusxxx
Add to invitation list - campaign pagexxx
Send invitation email - campaign pagexx
Add to invitation list - from event page, contacts/leads pagexx
Send invitation email - from an event page, contact/lead pagexx
Personalize invitation email with sales user informationxx
Register on behalf of contacts/leadsxx
Modify registration of contacts/leadsxx
Event recommendations for contacts/leadsxx
Nominate contacts/leads for eventx
Manage nomination requestsx
Dynamic nomination approvers based on event, contact/lead, or Salesforce userx
Get notified when a nomination request is approved/deniedx
Sync event feedback survey responsesx
Manage stand-alone survey programsx

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.

  • Cvent Salesforce App interacts with standard Salesforce objects, such as contacts, leads, tasks, opportunities, and campaigns.

  • The Cvent Salesforce App stores PII (Personally Identifiable Information) in a new object, Attendee Temp Records.

  • Cvent logs may also contain some PII data. Your Salesforce Admin can schedule automatic deletion of the logs.

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