Open Forum

 View Only
  • 1.  Salesforce Integration Report

    Posted 18 days ago
    I would like to run a Salesforce Integration Report yet such a report does not seem to be available in our Cvent instance. I presume there is an Admin setting to activate this type of report?
    #ReportingandInsights

    ------------------------------
    Edward Boone
    Director Knowledge Management
    Forum for Theological ExplorationUnited States
    ------------------------------


  • 2.  RE: Salesforce Integration Report

    Cvent Staff
    Posted 16 days ago
    Hi Edward,

    If you are using the Salesforce App, there is no reporting in Cvent, it would all be in Salesforce.

    Article - https://developers.cvent.com/documentation/salesforce/reporting/

    ------------------------------
    Megan Clark
    Assistant Team Lead, Online Community Marketing
    Cvent
    ------------------------------



  • 3.  RE: Salesforce Integration Report

    Posted 16 days ago
    I have been using that as well, I am fairly new to Cvent Admin so I didn't know if there was a report unique to Cvent Admin.  

    Thank you.

    ------------------------------
    Edward Boone
    Director Knowledge Management
    Forum for Theological ExplorationUnited States
    ------------------------------



  • 4.  RE: Salesforce Integration Report
    Best Answer

    Cvent Staff
    Posted 16 days ago
    Hi Edward,

    Are you using the Cvent Salesforce App? If so, all of the reporting for this is done in Salesforce directly. Cvent Salesforce App Reporting walks through this further.

    ------------------------------
    Julia Plymack
    Client Success Manager
    Cvent
    ------------------------------



  • 5.  RE: Salesforce Integration Report

    Posted 16 days ago
    I have been using that as well, I am fairly new to Cvent Admin so I didn't know if there was a report unique to Cvent Admin.  

    Thank you.

    ------------------------------
    Edward Boone
    Director Knowledge Management
    Forum for Theological ExplorationUnited States
    ------------------------------



  • 6.  RE: Salesforce Integration Report

    User Group Member
    Posted 12 days ago
    As many others have said, Salesforce will hold all your reports. But depending on what data you're looking for, some information that comes over from your Salesforce instance will appear in your Cvent reporting in custom fields.

    ------------------------------
    Beth Vriesen
    Events Registration Admin
    Associated Bank Corporation
    ------------------------------