Open Forum

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Weird I know for us, that a new attendee that is not matched to an object sometimes ends up in our leads. We use the non profit success pack. Which app does your have. Synching Custom contact fields has helped us with them showing up albeit sometimes in the wrong place.

------------------------------
Melissa Scott
Post Closing Specialist - Mortgage
Forum for Theological Exploration
------------------------------

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

We also run the NPSP.
Wonder if that is the connection.
Our Rep tells us we have to go into the event and toggle attended on and off. And that does appear to get the orphaned ones to come over.
There are no failed Temp Attendee records or error logs.

So you really have no way of knowing the attendee is stuck until it becomes a customer relations issue.
It would seem an integration would have a success flag on records that only gets set when the records was successfully sent over.

------------------------------
Tim Jones
Familylife
------------------------------

Original Message:
Sent: 02-15-2022 18:11
From: Melissa Scott
Subject: Salesforce Connector App Orphaned Invitees not coming over

Weird I know for us, that a new attendee that is not matched to an object sometimes ends up in our leads. We use the non profit success pack. Which app does your have. Synching Custom contact fields has helped us with them showing up albeit sometimes in the wrong place.

------------------------------
Melissa Scott
Post Closing Specialist - Mortgage
Forum for Theological Exploration

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

1. Attendee Temp Records: This object contains details for every attendee data sync record from Cvent. Use the fields for Process Status (Pending, Processed, and Failed) and Message (shows the error message in case of failure).



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

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Thanks Megan!
We have debug mode enabled since we have been monitoring the new integration. 
I also have a list view and subscribed report monitoring the temp attendee object for failed records.
No logs or failed attendee records have been generated to explain the records stuck in Cvent.
The best I can tell they were just never sent to fail.

While this is not a 100% audit the two examples I found this morning were both from Guests.
My method for finding them is to pick an active event, and export the attended list.
Then look for the confirmation number or attendee stub in Salesforce.
When I can search for both of those and find no record of either in Salesforce then it indicates it never came over.
At the minimum we should have a temp attendee record with the confirmation number or attendee stub.

------------------------------
Tim Jones
Familylife
------------------------------

Original Message:
Sent: 02-16-2022 11:29
From: Megan Clark
Subject: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The team had fixed this by performing the data sync, then the support case was closed. Since you are facing this issue again we will have our support team engage to investigate the root cause.

To the second part of your question, in the Cvent SF App, you can access the failure records from the following objects. Salesforce list view provides excellent capabilities to view, sort, and filter records as per your needs.

1. Attendee Temp Records: This object contains details for every attendee data sync record from Cvent. Use the fields for Process Status (Pending, Processed, and Failed) and Message (shows the error message in case of failure).

2. Cvent Logs: This object shows errors related to the actions that happen on Salesforce objects – opportunities, tasks, campaign etc. The logs can further be extended by enabling debug mode to find more information and troubleshoot issues.

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

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Hi Tim,

The missing attendee records are for the guests that are not linked to your Cvent contacts. As mentioned within the Cvent application, guest sync is supported for the linked guests only. Hence, you do not see them in Salesforce. This is the intended behavior by design.


Thank you.

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

Original Message:
Sent: 02-16-2022 11:42
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Thanks Megan!
We have debug mode enabled since we have been monitoring the new integration. 
I also have a list view and subscribed report monitoring the temp attendee object for failed records.
No logs or failed attendee records have been generated to explain the records stuck in Cvent.
The best I can tell they were just never sent to fail.

While this is not a 100% audit the two examples I found this morning were both from Guests.
My method for finding them is to pick an active event, and export the attended list.
Then look for the confirmation number or attendee stub in Salesforce.
When I can search for both of those and find no record of either in Salesforce then it indicates it never came over.
At the minimum we should have a temp attendee record with the confirmation number or attendee stub.

------------------------------
Tim Jones
Familylife

Original Message:
Sent: 02-16-2022 11:29
From: Megan Clark
Subject: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The team had fixed this by performing the data sync, then the support case was closed. Since you are facing this issue again we will have our support team engage to investigate the root cause.

To the second part of your question, in the Cvent SF App, you can access the failure records from the following objects. Salesforce list view provides excellent capabilities to view, sort, and filter records as per your needs.

1. Attendee Temp Records: This object contains details for every attendee data sync record from Cvent. Use the fields for Process Status (Pending, Processed, and Failed) and Message (shows the error message in case of failure).

2. Cvent Logs: This object shows errors related to the actions that happen on Salesforce objects – opportunities, tasks, campaign etc. The logs can further be extended by enabling debug mode to find more information and troubleshoot issues.

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

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Original Message:
Sent: 2/25/2022 10:52:00 AM
From: Megan Clark
Subject: RE: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The missing attendee records are for the guests that are not linked to your Cvent contacts. As mentioned within the Cvent application, guest sync is supported for the linked guests only. Hence, you do not see them in Salesforce. This is the intended behavior by design.

Thank you.

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

Original Message:
Sent: 02-16-2022 11:42
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Thanks Megan!
We have debug mode enabled since we have been monitoring the new integration. 
I also have a list view and subscribed report monitoring the temp attendee object for failed records.
No logs or failed attendee records have been generated to explain the records stuck in Cvent.
The best I can tell they were just never sent to fail.

While this is not a 100% audit the two examples I found this morning were both from Guests.
My method for finding them is to pick an active event, and export the attended list.
Then look for the confirmation number or attendee stub in Salesforce.
When I can search for both of those and find no record of either in Salesforce then it indicates it never came over.
At the minimum we should have a temp attendee record with the confirmation number or attendee stub.

------------------------------
Tim Jones
Familylife

Original Message:
Sent: 02-16-2022 11:29
From: Megan Clark
Subject: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The team had fixed this by performing the data sync, then the support case was closed. Since you are facing this issue again we will have our support team engage to investigate the root cause.

To the second part of your question, in the Cvent SF App, you can access the failure records from the following objects. Salesforce list view provides excellent capabilities to view, sort, and filter records as per your needs.

1. Attendee Temp Records: This object contains details for every attendee data sync record from Cvent. Use the fields for Process Status (Pending, Processed, and Failed) and Message (shows the error message in case of failure).

2. Cvent Logs: This object shows errors related to the actions that happen on Salesforce objects – opportunities, tasks, campaign etc. The logs can further be extended by enabling debug mode to find more information and troubleshoot issues.

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

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Hi Tim,

A support case is in progress for all your queries and the concerned team is connected with you on the progress. You will be updated on the progress of the case. 

Thank you and stay connected with your industry peers through Cvent Community :) 

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

Original Message:
Sent: 02-25-2022 11:35
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Except not all the records that get hung up are guests.

We have had primary ones hang as well.

How does cvent allow an Attendee to be created without a contact?

Seems that would be a requirement.

I know they delete the Salesforce attendee if the salesforce contact is deleted.

Why not the same behavior in Cvent?

Original Message:
Sent: 2/25/2022 10:52:00 AM
From: Megan Clark
Subject: RE: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The missing attendee records are for the guests that are not linked to your Cvent contacts. As mentioned within the Cvent application, guest sync is supported for the linked guests only. Hence, you do not see them in Salesforce. This is the intended behavior by design.

Thank you.

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

Original Message:
Sent: 02-16-2022 11:42
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Thanks Megan!
We have debug mode enabled since we have been monitoring the new integration. 
I also have a list view and subscribed report monitoring the temp attendee object for failed records.
No logs or failed attendee records have been generated to explain the records stuck in Cvent.
The best I can tell they were just never sent to fail.

While this is not a 100% audit the two examples I found this morning were both from Guests.
My method for finding them is to pick an active event, and export the attended list.
Then look for the confirmation number or attendee stub in Salesforce.
When I can search for both of those and find no record of either in Salesforce then it indicates it never came over.
At the minimum we should have a temp attendee record with the confirmation number or attendee stub.

------------------------------
Tim Jones
Familylife

Original Message:
Sent: 02-16-2022 11:29
From: Megan Clark
Subject: Salesforce Connector App Orphaned Invitees not coming over

Hi Tim,

The team had fixed this by performing the data sync, then the support case was closed. Since you are facing this issue again we will have our support team engage to investigate the root cause.

To the second part of your question, in the Cvent SF App, you can access the failure records from the following objects. Salesforce list view provides excellent capabilities to view, sort, and filter records as per your needs.

1. Attendee Temp Records: This object contains details for every attendee data sync record from Cvent. Use the fields for Process Status (Pending, Processed, and Failed) and Message (shows the error message in case of failure).

2. Cvent Logs: This object shows errors related to the actions that happen on Salesforce objects – opportunities, tasks, campaign etc. The logs can further be extended by enabling debug mode to find more information and troubleshoot issues.

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

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------

Honestly - this is the first time I've come across a community thread that's relevant to our issues. 
We have Cvent integration specialists escalating tickets, they've had access to our environment for like 4 months straight, and we don't seem to be any closer to figuring out what the core issues are. 
I'm just commenting here in hopes that as this thread develops, hopefully some notifications come through and I can find it again.

------------------------------
Johanna Drzyzga
Manager, Customer Relations
Keystone Dental
------------------------------

Original Message:
Sent: 02-15-2022 17:40
From: Tim Jones
Subject: Salesforce Connector App Orphaned Invitees not coming over

Afternoon everyone.
We continue to struggle with the Salesforce App.
In many ways this is a transformative tool and well designed. 
But it is just buggy enough to prevent us from moving on from implementation.
Our integration is running, and I am monitoring 6 reports to keep an eye on the integration and post processing operations.

But, there are Attendees in the Attendee list, that are not being picked up by the integration.
So they just sit there until it becomes a customer issue and is escalated. Then we investigate and find the record orphaned in Cvent.
Our integration representative, gave us a solution to force them over.
And that works.

But how do you know they are stuck before it impacts customers?
Apparently the older integration had a report you could run from Cvent called the Salesforce Integration report.
But that is not available with the new Connector app.

Is there any other tool we could use to find these failed records?
What is Cvent doing to address the issue?


#Miscellaneous

------------------------------
Tim Jones
Familylife
------------------------------