Quick summary
The Cvent Salesforce integration is installed directly through Salesforce AppExchange, connecting event management data to your CRM in minutes. This step-by-step walkthrough covers everything from finding the Cvent app on AppExchange to confirming it appears under Installed Packages in your Salesforce settings.
Steps
- Go to Salesforce AppExchange and search for the Cvent Salesforce App.
- Click the Try It Free button on the app listing page.
- Select Try in your sandbox to begin a sandbox installation.
- Verify your account information is correct, then click Continue to Installation.
- Click Log In & Install to proceed to your Salesforce login screen.
- Click Use Custom Domain to enter your Salesforce org's custom domain.
- Enter your custom domain name and click Continue.
- Choose who you are installing the app for and click Install.
- Grant Third Party Access and click Continue to finalize permissions.
- Confirm the installation by locating your app under Settings > Advanced Setup > Installed Packages.
