Creating Cvent Field Mappings

Field Mapping records define the relationship between fields and questions in Cvent and fields in CRM. There are two types of Field Mapping Records that must be created for every linked Cvent instance:

  • Form Mapping – Maps Meeting Request Form Questions to Event fields in CRM. Every record looks up to a Meeting Request Form record in CRM.
  • Object Mapping – Maps fields from other objects in Cvent to fields on objects in CRM. Every record looks up to an Object Mapping record in CRM.

Do not create duplicate Field Mapping records.

Form Mappings

Form Mapping-type records map fields on the EM_Event_vod object to questions on Meeting Request Forms. The mappings are used to create and update Meeting Requests in Cvent with data from CRM.

To create form field mappings:

  1. Navigate to the appropriate Cvent Request Form record.
  2. Navigate to the Cvent Field Mappings related list.
  3. Select New.
  4. Select a record type of Form Mapping.
  5. Select Continue.

  6. Enter the following information:

    • Cvent Field – The name of the Cvent Request Form field

    • Cvent Field ID – The ID of the Cvent Request Form field. This is only required when mapping a custom Cvent Request Form field.

      The Fields and Field IDs for a specific Cvent Request Form can be retrieved by calling the following Cvent endpoint:
      https://developer-portal.cvent.com/documentation#operation/getMRFById

      See Compatible Form Field Types for a list of compatible Cvent question types and CRM field types.

    • Salesforce Field API Name – The API name of the EM_Event_vod field
    • Sync Direction – Select Outbound

  7. Select Save.

Compatible Mappings for Meeting Request Form Questions

Each Meeting Request Form question has a type in Cvent. Meeting Request Form question types are compatible with certain CRM field types. The following table, when expanded, defines compatibility between CRM field types and Cvent question types.

Fields in bold require additional configuration to map field values.

CRM Field Type

Compatible Cvent Question Types

AutoNumber
  • Freetext
  • General

Checkbox
  • ConsentQuestion
  • Freetext
  • General
  • MultiSelect
  • SingleSelect

Currency
  • Currency
  • Decimal
  • Freetext
  • General

Date
  • Date
  • Freetext
  • General

Date/Time
  • Date
  • Date/Time
  • Freetext
  • General

Email
  • Email
  • Freetext
  • General

Lookup
  • Freetext
  • General
  • MultiSelect
  • SingleSelect

Number
  • Currency
  • Decimal
  • Freetext
  • General
  • Number

Percent
  • Decimal
  • Freetext
  • General
  • Number

Phone
  • Freetext
  • General
  • USPhone

Picklist
  • ConsentQuestion
  • Freetext
  • General
  • MultiSelect
  • SingleSelect

Multi-Picklist
  • Freetext
  • General
  • MultiSelect

Roll-up Summary
  • Currency
  • Decimal
  • Freetext
  • General
  • Number

Text (all types)
  • Freetext
  • General

URL
  • Freetext
  • General

The following field types and question types cannot be mapped:

  • CRM
  • Geolocation
  • Cvent
  • FileUpload
  • Unknown

Object Mappings

Object Mapping-type records are used to store relationships between fields on Cvent objects and fields on CRM objects

To create an Object mapping:

  1. Navigate to the appropriate Object Mapping record.
  2. Navigate to the Field Mappings related list.
  3. Select New.
  4. Select a record type of Object Mapping.
  5. Select Continue.

  6. Enter the following information:

    • Cvent Field – The mapping code for the Cvent Field. See Cvent Object Field Mapping Codes for more a complete list of mapping codes for each supported Cvent object.
    • The ID of the Cvent Request Form field – This is only required when mapping a custom field
    • Salesforce Field API Name – The API name of the CRM field
    • Sync Direction – Select either Inbound or Outbound depending on the Cvent object:
    • Event – Inbound
    • Attendee – Inbound
    • Contact – Outbound

    Currently, Inbound Sync Direction mappings do not import information from Cvent into CRM.

  7. Select Save.