Create and update any Salesforce object (by default, the integration works with leads and events, but this is customizable).What the package doesĬalendly’s Salesforce integration can automatically create and update Salesforce records as invitees schedule meetings, send and store Calendly routing form responses in Salesforce, and send Calendly profile and managed event links to Salesforce mapped to the correct Salesforce user - enabling merge fields for sharing the right person's Calendly link in automations/email templates.Īs Calendly meetings are created or canceled, you can: Tip: To test and customize your setup before going live, connect your Salesforce sandbox.
#Lightning scheduler salesforce help how to
How to upgrade your Calendly Salesforce package from version 1 to version 2.Review your service appointment details, click Next, and then click Finish.This article will outline ways you can get started with Salesforce: installing the package, what to expect from the package, customizing your package, and scheduling meetings from Salesforce.On the record page, click Modify Service Appointment.On the Service Appointments tab, click the service appointment that you want to modify.Drag the Modify Service Appointment action to the top of the Salesforce Mobile and Lightning Experience Actions section.If you see a link to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section of the layout editor, click the link. Select Mobile & Lightning Actions in the palette.Select Page Layouts and select the page layout that you want to add the Modify Service Appointment action to.In Setup, click Object Manager, and select Service Appointment.Here’s what Matt does to make it possible. For Fola to be able to modify the appointment, a Modify Service Appointment action must be available on the Service Appointment page layout. Just a few days prior to the appointment, Fola gets a call from Kiara asking for the appointment date to be scheduled the week after. But in the real world… umm… you can expect to make changes (to appointments). In an ideal world, the food is always great when you eat out, you stay happily ever after with your better half, and your appointments stay on schedule. So Fola adds Sri as an optional attendee and adds a comment for Ryan in the Description field. The Review Appointment page summarizes all the choices Fola made, and allows her to add a few additional details after she’s set up the appointment. She goes for the Monday that’s coming up, at 1:45 PM. Fola wants to set this up at the earliest convenient time for Kiara. Fola finds Ryan’s name in the list of resources and picks him. The Maps and Location Services permission is enabled in Enterprise editions by default.
You see a list of all active service territories that are associated with the appointment topic, including the branch name, address, and operating hours. Select the radius the range is 5–100 miles.
Select an appointment type, whether in person, by phone, or video.Fola selects Wealth Management, then Private Banking. So, she selects By work type group, appointment type, or service territory. (You can select an attendee by name or search for an attendee by specialty, appointment type, or location.) Fola knows she wants Ryan for this job, but she also wants to test-drive Salesforce Scheduler’s groovier appointment scheduling capabilities. Select the attendee (service resource) for the appointment.Click the Schedule Appointment Quick Action.Fola selects Kiara Shah’s Person Account record. Navigate to the record that the appointment is associated with.Fola wants Ryan to convince Kiara to let Cumulus manage this money. She’s cashed in on her company stock and come into some pretty considerable surplus funds. Kiara, a valued, long-time customer, recently called the bank about Private Banking options. With Salesforce Scheduler, Ryan and Sri are empowered to precision-schedule appointments, and Fola can associate appointments with opportunities, leads, or accounts.įollow along as Fola creates an appointment for Ryan called Wealth Management Review with Kiara Shah. At its heart, Salesforce Scheduler allows people like Ryan and Sri to provide personalized experiences to Cumulus Bank’s customers. Now that everything is set up, Fola’s pumped about trying out the Salesforce Scheduler.
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