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  • 1.  Saleseforce Integration

    Posted 03-26-2024 10:38

    Hi All -

    We looked at the Cvent > Salesforce integration that Cvent provided about 6 years ago. At the time, I tested it and it was just not up to the standards we needed as far as keeping the data updated and bringing over the fields/data needed. We are thinking of revisiting the Cvent provided integration - does anyone who is using the integration have any feedback - are you happy with it and does it meet your needs?  We are specifically needing to bring over Contact & Registration/Opportunity data with custom fields & registration questions, and where if a registration changes - it fully updates over to Salesforce again.  Any feedback appreciated! Thank you!


    #Integrations

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    Leigh Anna Geraghty
    National Investment Center
    Annapolis, MD
    Manager, Marketing & Sales Technology
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  • 2.  RE: Saleseforce Integration

    Posted 03-27-2024 11:44

    Hi Leigh,

    The Salesforce Integration with Cvent has had a lot of changes over the last few years and has definitely had some upgrades to functionality since the last time you would have interacted with it. The current integration is installed as a Managed App in Salesforce and allows for more integration points than we previously had. We have the ability to map custom fields, event questions and create opportunities, alongside much more. For more details I suggest getting in touch with your account team to setup a demo of functionality for your specific use-case.



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    Carl Robinson
    Senior Solutions Specialist
    Cvent
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  • 3.  RE: Saleseforce Integration

    Posted 21 days ago
    Edited by Tom Methews 21 days ago

    We recently revisited the Cvent–Salesforce integration for a client, and it's definitely more capable than it was a few years ago. That said, the overall experience still depends on your business requirements, field mappings, and how much customization you need.

    If your goal is to keep Contacts, Registrations/Opportunities, custom fields, and registration responses fully synchronized, I'd recommend thoroughly testing how the integration handles updates, cancellations, and repeat registrations. It's also worth reviewing how it interacts with Salesforce validation rules, duplicate management, and custom automation, as these can affect synchronization.

    For organizations with more complex requirements, some teams still supplement the native integration with middleware or custom automation to ensure data consistency and real-time updates.

    Salesforce Consulting Services can also be a useful resource for evaluating integration architecture and implementing best practices for Cvent–Salesforce synchronization.

    I'd be interested to hear from others who are using the latest version in production, particularly how well it handles registration updates and custom field synchronization over time.



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    Tom Methews
    GirikonUnited States
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