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  • 1.  Salesforce Integration - Matching Records Criteria

    Posted 12-03-2019 13:56
    When setting up several matching record criterias, will Cvent attempt to match all of the criteria to then complete a pre-assigned task or does it only need to match one of the several I've selected?

    https://developers.cvent.com/documentation/salesforce-integration-user-guide/setting-up-your-configuration/editing-the-record-matching-criteria/
    #Classic-Creating/ManagingEvents

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    Linda
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  • 2.  RE: Salesforce Integration - Matching Records Criteria

    Posted 12-10-2019 16:13
    It limits you to two criteria, and both have to match.

    I have tinkered with using the Salesforce Contact/Lead ID as a matching criteria, but Salesforce Lightning has added 3 extra characters and I don't quite trust the syncing because of that, so we use Last Name and Email. The downside is that we are now cleaning out duplicates due to companies changing their email naming conventions or if someone registers with a different email address than what you already have in Salesforce (such as their personal email instead of their work email). If both don't match exactly, it will create a Lead. If that Lead is a duplicate of a Contact, you'll then need to convert the Lead in Salesforce to the matching Contact, and also merge the two in Cvent, being careful to save the right information. I have added the Salesforce Contact/Lead ID as a custom field so that I can ensure I'm syncing to the right Contact, as we seem to have a problem with staff accidentally creating duplicates... in addition to the issue with email not matching.

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    Lori Wildman
    Senior Marketing Manager
    DuCharme McMilllen & Associates
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    Original Message


  • 3.  RE: Salesforce Integration - Matching Records Criteria

    Posted 12-11-2019 10:30
    Lori,

    Thank you for the reply.  We have the exact same scenario happening.  Existing clients using new email addresses are creating new leads which triggers a "Welcome Letter".    It is difficult to manage all the duplicate records this is creating and whether this is worth the integration hassle.

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    Linda
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    Original Message


  • 4.  RE: Salesforce Integration - Matching Records Criteria

    Posted 12-12-2019 13:05
    This is possible in Classic Events but not Flex.

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    Chelsea Benge
    Events Software Specialist
    Leading Real Estate Companies of the World
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    Original Message


  • 5.  RE: Salesforce Integration - Matching Records Criteria

    Posted 02-12-2024 14:26

    We're having a ton of issues with Attendee Temp Records/Duplicates in Salesforce from Cvent. I'm wondering if anyone knows if Cvent matches on Converted Leads or only open Leads? I'm wondering if that's perhaps our problem. 



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    Sarah Orens
    Salesforce Administrator
    Foundation SoftwareUnited States
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    Original Message