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  • 1.  Salesforce and Cvent Integration

    Posted 05-09-2022 16:08

    Hello!

    I could use some advice and help.

    Recently, I have been assigned to take over our Cvent and Salesforce platforms. I have limited knowledge of Salesforce and Cvent integration. 

    Before, we were able to link Cvent contacts to Salesforce contacts. Meaning, that when an individual registered for a Cvent event, the contact information in Cvent would be updated to the information already in Salesforce.

    For example, if Jim Jones registered for an event and typed his information as "jim jones" in Cvent, Salesforce would automatically change it back to "Jim Jones". Additionally, if Jim Jones entered an email that was not in Salesforce, it would NOT let him register for the event.

    I cannot find out how to replicate this process. I have Salesforce Integration turned on. Cvent cannot locate any of my Salesforce campaigns, for some reason. 

    Please help. Thank you!


    #Flex-Creating/ManagingEvents
    #ReportingandInsights
    #CommunityUserGroups

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    Dani A
    E-Learning Specialist
    Valmont
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  • 2.  RE: Salesforce and Cvent Integration

    Cvent Staff
    Posted 05-11-2022 10:42
    Hi Dani,

    To best assist you, we will need to review your setup.

    Please contact support at 1-866-318-4357.

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    Megan Clark
    Assistant Team Lead, Online Community Marketing
    Cvent
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