Financial Data Sync (App v8.8)

Customers using the Cvent Salesforce App have been unable to access financial data — orders, payments, taxes, discounts, and more — directly in Salesforce. This has forced teams to resort to manual workarounds: downloading attendee lists from Cvent and sharing them across departments, stitching together the Salesforce App and the API just to generate invoices, and manually calculating tax-deductible amounts from donations for fundraising reconciliation. This release eliminates those manual processes.

Who is this for?

Cvent customers using the Cvent Salesforce App (package version 8.8) who need attendee financial data available in Salesforce for reporting, reconciliation, invoicing, or analytics.

What's new?

Financial data from Cvent will now automatically sync to Salesforce as part of the existing attendee sync process. Whenever the attendee sync runs — manually or on a scheduled frequency — the financial data sync will queue and run alongside it. The following data will sync:

• Orders — Including order items (with taxes), order discounts, and order item discounts

• Transactions — Including transaction items and transaction orders

• Discounts — Discount code, value, type, and owner

• General Ledgers — Including general ledger items

Several new Salesforce custom objects will be created in your org to store this data, all linked to the Attendee object: Cvent Order, Cvent Order Items, Discounts, Order Discounts, Order Item Discounts, Transactions, Transaction Items, and Transaction Orders.

Setting up Financial Data Sync requires the Salesforce App package version 8.8 and is disabled by default. To enable it, a Salesforce admin should navigate to Visualforce Pages → App Configuration Page → Cvent App Configuration and toggle on "Sync Financial Data."

Note: Fresh installs must complete the External Client App setup before enabling Financial Data Sync.

A few things to know:

• Upon the first sync after setup, all historical financial data will sync — this initial sync may take some time depending on data volume. Subsequent syncs will be much faster because they pull only data updated since the last sync date.

• Sensitive payment credentials (e.g., credit card numbers, CVV codes, and expiration dates) are intentionally excluded from the sync.

Cvent Salesforce App Developer Portal

• You can download the latest version of the Cvent Salesforce App from the Installation Steps page.

• To see a full version history of this and all past releases of the Cvent Salesforce App, visit the Release Notes page.

Release Date: May 6, 2026.