Cvent Software to Salesforce Integration – A 2022 Guide : Cloudsquare

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July 26, 2022
Cvent Software to Salesforce Integration – A 2022 Guide
by: Cloudsquare
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Thousands of businesses are getting their operations back to the office, and conferences, seminars, and other live events are making their triumphant comeback. Companies understand this is a vital part of their organization, and they must make sure they have the best event management software to help them plan in the most effortless and productive way. Cvent Salesforce App is the software to achieve that.

This Salesforce integration reflects your contact’s event activity automatically in your everyday work platform, Salesforce. Invite and register prospects, view attendee status, modify registrations, increase your sales pipeline, and learn how successful your event was without ever leaving the system you work with every day. Do you want to know about more benefits and what steps to follow to integrate these two systems? Keep on reading below!

How Cvent Salesforce Apps Works and its Benefits

Cvent Software integration to Salesforce facilitates your team end-to-end access to the complete Cvent events cycle, all in Salesforce, without needing to log in to your Cvent accounts. Your Salesforce expert can fully customize this integration to fit your organization’s individual needs. The App provides your team with a privileged view of your events and attendees’ data in Salesforce, which can help your organization understand better where leads are coming from and if a prospect has participated in any related past events. You can use this information to have a more effective conversation with prospects and understand how your events contribute to your business.

Cvent Salesforce App includes many features, but they would depend on the three types of licenses you acquire. You can check the list of features and licenses below.

Salesforce App

Every year new versions of the Cvent Salesforce App are released. As of October 2021, the latest to be released is version 5.6. This one includes:

  1. Automatic Campaign Management: Automatically create or update Salesforce Campaigns for your Events.
  1. Manage Nomination Notification: Flexibility to manage automatic email and chatter notifications.
  1. Support for new Cvent event and attendee level fields: Get access to the data about your event format and attendees’ registration path and format.

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How to Integrate Cvent Software into Salesforce?

To use this application, you need to acquire one of the three licenses mentioned above. You can purchase them here. Once you are ready, you can continue to the following steps:

Before Setting up

As the App provides full customization capabilities, you need to define your company’s requirements before setting it up. You need to determine:

  1. Field Mapping: define the data that you would like to integrate between Salesforce and Cvent.
  1. Record Matching Criteria: what criteria should be used to match contact and lead records between Salesforce and Cvent data.
  1. Record Matching Settings: what level of control should the app have to impact your Salesforce contacts database.
  1. Event Filtering: type of events that would be accessible to different users.
  1. Permissions: allows selection of specific workflows to be available to sales users.
  1. Data refresh and purge: how often should Cvent data be updated in Salesforce and how long it should stay available.

Setting up

Step 1  

  1. You can install Cvent using the Direct Package Link 
  1. Log in to your Salesforce org in your browser, then click on one of the installation links for version 5.6:
  1. Select the option to “Install for Admins Only.”
  1. Select the checkbox “I acknowledge…”.
  1. Click Install.
Salesforce org
  1. You will then see the following processing screen:
Direct Package Link
  1. If this takes a while, Salesforce will show the following message that an email notification will be sent once the installation is complete:
email notification
  1. Once the package is installed, you will get the following success notification in your inbox:
installed packages

Step 2

Once the app is installed, contact your Cvent representative to enable your license for the app. You can choose from one of the three licenses shown above.

Post Installation Steps

Package Configuration

Complete the package configuration by going to Setup > Installed Packages and looking for Cvent Events.

  1. Click the Configure link to the left of the Cvent Events package to perform the post-installation steps.
  1. Click Create Remote Site Setting. If you get an error that a remote site with the same name already exists, then you can create a remote site manually with a new name and the value shown in the description. To do this, go to Set Up and search for Remote Site Settings in the quick find box.
  1. If you upgraded the package from a previous version, perform the upgrade steps mentioned here: Upgrade Steps
  1. This completes the installation process. Your app is now ready to be customized.

dont miss out iconCheck out another amazing blog by Cloudsquare here: Why Work With a Salesforce Partner? Here are All the Reasons

Assign User Permission Sets 

There are 7 permission sets included with the app.

  1. Cvent Admin. When this set is assigned to a Salesforce system admin, the admin will have full rights to set up and manage the app.
  1. Cvent Event App – Sales User.  This permission set includes access to custom objects and the pages where sales users will choose the leads and contacts they want to invite to events.
  1. Cvent Custom Fields Permission. This new set will be created after the package installation.
  1. Cvent – Event Invitations. Required to invite contacts for an event.
  1. Cvent – Event Registrations. Required to register on behalf of contacts.
  1. Cvent – Event Nominations. Required to submit and manage nominations.
  1. Cvent – Campaign Management. To manage app workflows from the Campaigns page.

To assign a permission set, follow these steps:

  1. Once the app is installed, go to Setup > Manage Users > Permission Sets.
  2. Select a permission set.
  3. Click Manage Assignments.
  4. Click Add Assignment to start selecting users and assigning them the permission set.

Now you are ready to start enabling your desired Cvent components, inviting, registering attendees, connecting campaigns to the Cvent events, and creating sales user’s workflow. You can find this and more about the Cvent Salesforce App in the sourced link below.

Source: https://ift.tt/hc5bdGZ

The post Cvent Software to Salesforce Integration – A 2022 Guide appeared first on Forcetalks.


July 26, 2022 at 11:07PM
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