Retrieve Cvent Custom Fields
Overview
In this article, learn how to create and sync custom fields between Cvent and Salesforce. You'll find step-by-step instructions on retrieving Cvent custom fields, selecting the fields you want to sync, and verifying the sync status. Additionally, the article covers how to change field types and provides a table of supported Cvent custom field types and corresponding Salesforce field types.
Retrieve Custom Fields#
If you want to consume the data from Cvent custom fields, the fields must be created in your Salesforce org. To create the fields in your Salesforce account, follow this process:
- go to Setup > Visualforce Pages > App Configuration Page and click the Preview button.
- In the Cvent App Configuration section, toggle Retrieve Cvent Custom Fields to blue. You'll also need to Authorize Metadata API if you haven't done it yet.
- Navigate back to the Cvent Salesforce App and open the Cvent Admin tab. Then click the Retrieve Cvent Fields button in the top-right.
- Select the custom fields you want to sync. Check the boxes next to the fields you want to sync, then click Retrieve.
Verifying Custom Field Sync#
To verify the status of the sync, go to Setup > Apex Jobs and check if the most recent "CreateCustomFieldsBatch" job has been completed. To check for any errors, go back to the Cvent Salesforce App and open Cvent Logs tab.
After a successful sync, your custom event and contact fields will be created correspondingly on the Cvent Event, and Attendee/Respondent Temp Record objects. Cvent Event, Attendee Temp Record and Respondent Temp Record are new objects created by the Cvent Salesforce App. Custom event fields created on Cvent Event can be used in Event Visibility configurations. Custom contact fields created on Attendee/Respondent Temp Record can be used in Field Matching and Field Mapping configurations.
Supported Custom Fields#
The table below shows supported Cvent custom field types and types of fields created in Salesforce by default on custom field retrieval.
Cvent Field Type | Cvent Field Subtype | Salesforce Field Type |
---|---|---|
Open Ended Text - Date/Time | Date and Time (Month first, 12-hour time) | DateTime |
Open Ended Text - Date/Time | Date and Time (Month first, 24-hour time) | DateTime |
Open Ended Text - Date/Time | Date (Month first) | DateTime |
Open Ended Text - Date/Time | Date and Time (Day first, 12-hour time) | DateTime |
Open Ended Text - Date/Time | Date and Time (Day first, 24-hour time) | DateTime |
Open Ended Text - Date/Time | Date (Day first) | DateTime |
Open Ended Text - One Line | General | Text |
Open Ended Text - One Line | Number | Text |
Open Ended Text - One Line | Currency | Text |
Open Ended Text - One Line | Decimal | Text |
Open Ended Text - One Line | US Phone Number | Text |
Open Ended Text - One Line | Email Address | Text |
Open Ended Text - Comment Box | - | Text |
Choice - Single Answer (Drop-Down) | - | Picklist |
Choice - Single Answer (Vertical) | - | Picklist |
Choice - Single Answer (Horizontal) | - | Picklist |
Choice - Multiple Answers (Multi-Select Box) | - | MultiselectPicklist |
Choice - Multiple Answers (Vertical) | - | MultiselectPicklist |
Choice - Multiple Answers (Horizontal) | - | MultiselectPicklist |
Consent | - | MultiselectPicklist |
Changing Field Types#
Change the field types, if necessary. You can change the Salesforce field type when syncing Cvent text and single-choice fields.
For Cvent Open Ended Text fields, use the Type dropdown to choose between the Salesforce Text and Text Area (Long) field types. Syncing the Cvent text field as a Salesforce Text Area (Long) type can help avoid field value truncation if the length exceeds 255 characters. However, Text Area (Long) type fields cannot be used in record matching or with any conditions such as event filtering or nomination rules.
For Cvent Choice - Single Answer fields, use the Type dropdown to choose between the Salesforce Text and Picklist field types. Syncing the Cvent choice field as a Salesforce Text field can help avoid Salesforce picklist constraints, such as the maximum number of options (1000). However, the Salesforce Picklist field type provides a better experience in setting up the conditions allowing one to choose the value from the predefined list.