Happy Tuesday, Cvent Community! For #EventCloud, we've got some updates to share across #Event(Flex) / #Event(Classic) Salesforce integration, #MeetingsManagement, and #Passkey.-------------------------------------------------------------------------------------------
We're excited to announce the release of version 4.1 of the Cvent Salesforce App!If you're currently using version 4.0, you can easily install this latest version. No manual post-installation steps are required. If you're using version 3.3 or below, you can use our new migration tool to upgrade to the latest version.Map Cvent attendee fields to Salesforce campaign member custom fields: Keep your Salesforce campaign member records up to date with event-related details. You can now automatically add Cvent attendee data to your campaign member custom fields when members are created from a Cvent event. In the Salesforce app, go to Cvent Admin > Field Mappings to configure the mappings.Cvent connection status update: Now, if a Cvent token expires, the connection to Cvent will be marked as inactive in the app and an error will be logged under Cvent logs. This allows you to see the true state of the connection and take any required actions.Update to conditions for filters: Conditions can now have values of up to 4000 characters and the values can include semicolons.Debug mode updates: All workflows in the app can now be tested using the Salesforce debug mode. Just make sure debug mode is turned off after troubleshooting is complete.Migration tool: The new migration tool helps you transfer your data and configurations from the old Cvent Events App for Salesforce (version 3.2.8 and above) to the brand new Cvent Salesforce App (version 4.1).
Default Answers: You can now specify a default answer that will show on the meeting request form. This is available for questions (text, number, comment box, and choice) and custom fields. This helps simplify the response process for requesters, while helping to make sure administrators are getting the type of data they're looking for.Placeholder Text: You can now use placeholder text on a request form field that will appear before the requester enters in their answer. This allows the administrator to guide the requester to the right answer format, streamline the response process, and improve data accuracy. Some examples include: "Phone Format 555-555-5555" or "Please enter your name as it appears on ID"Question Tags: Question tags were carried over from Legacy and are now available for new MRF. They allow administrators to tag and report on multiple questions across different forms and pages within Cvent. The tagged questions will appear together in a grid within the report.
Filter by Requester: There's now the option to "filter by requester" while adding users to an Access Portal and to Access Portal user groups. This helps administrators transition their users from legacy meeting request websites to Access Portal.
Custom Date Selection for the Wash Inventory Task: We introduced a new custom date option for the Wash Inventory task. Previously, the custom date option was only available for the Sell Primary Inventory task. Also, inventory scheduled tasks will now run on the Event Cutoff date for Citywide events. Previously, the tasks ran on the hotel-level Reservation Access date.Improvements to Attendee Booking Website - Modern Layout: