@Jeff Comeau @Tim JonesI went through all of these same issues earlier this year and there are still some problems. This is the full response I eventually received from our Success person at Cvent:
Regarding the issue with attendees in Invitation Pending status not updating, our technology team and developers were able to find the root cause. These invitees used to have a contact in the Cvent address book before, but at some point, their contact record was deleted in the Cvent address book. However, the Salesforce contacts and leads still exist with the old contact stub. When the new contact was created in Cvent by being invited to the event, the app couldn't sync the status properly because the attendee records in Salesforce still have the old contact stubs.
Per our developer, this is a known limitation when planners delete contact records in the Cvent address book. In the most recent release, package version 6.1, there is a new "Cvent contact delete" field to indicate if a Cvent contact has been removed from the address book: https://developers.cvent.com/cvent-salesforce-app-6-1-release/. Our team also provided a list of all email address from all contacts that have been deleted from your account that I can provide if you'd like.
There are two options moving forward:
- Keep the existing Salesforce leads/contacts with the old Cvent contact stub, knowing this limitation moving forward and manually update the contact stub if needed
- Delete the Salesforce leads/contacts so new leads/contacts can be created with the new/valid contact stub
Onto the next issue:
The other "Cvent event was not found during record matching" attendees were also part of that group of deleted contacts, just like the "Invitation Pending" attendees. Therefore, you can follow the same process that we talked about on Tuesday for updating their contact stubs and re-syncing the data.
Onto the next,next issue and after this paragraph from her - the conversation never came to a conclusion:
For the other three, it looks like they weren't created because of duplicate rules for your Salesforce instance. I checked the Attendee Temp Records for XXXX, and it looks like he got the message "Use one of these records?". For XXXX it looks like their attendee temp records each have a message of "You're creating a duplicate record. We recommend you use an existing record instead." Do they have more than one contact or lead?
I can say - as the person in charge of investigating these issues that we don't have duplicate contacts or leads as I merge them as I find them. What Cvent is severely lacking is a way to RESOLVE duplicates manually within the Attendee Temp Record Object. If I know there are duplicates based on our matching field (email), I know which Contact Stub I want to keep from Cvent and have matched it to it's Contact/Lead record, there should be no reason not to Merge them in order to push through the Attendee record. This is especially true if they were Attendees at more than one event and you want to keep both pieces of information. Alas, this simple logic goes unheard no matter who I'm talking to.
#salesforceintegration #salesforce #syncissue
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Johanna Drzyzga
Manager, Customer Relations
Keystone DentalUnited States
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Original Message:
Sent: 06-28-2022 12:07
From: Jeff Comeau
Subject: Salesforce Integrtion
We are using the Salesforce App, we are new to Cvent, so I'm not familiar with the legacy connector.
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Jeff Comeau
Principal Web Application Developer
Alvaria, Inc.United States
Original Message:
Sent: 06-27-2022 18:22
From: Nadine Demyanovich
Subject: Salesforce Integrtion
Hi,
do you have the Salesforce App or the legacy Connector integration?
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Nadine Demyanovich
Marketing Analyst
Illumina, Inc.
Original Message:
Sent: 05-19-2022 16:13
From: Jeff Comeau
Subject: Salesforce Integrtion
I have Salesforce integration set up, and some data is coming through, but we aren't getting all of it. We have an event that has over 160 registrants, and only 42 attendees are showing in the Attendee list. In the event campaign that was created, it's only showing 14 campaign members.
Has anyone had success is connecting to Salesforce and getting accurate results?
#Miscellaneous
#ReportingandInsights
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Jeff Comeau
Principal Web Application Developer
Alvaria, Inc.United States
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