Calendly Salesforce package version 2 components

Updated Mar 20, 20266 min read

Available to Owners and Admins on Teams and Enterprise plans.View plans

Overview

This article outlines all of the components of the version 2 Calendly Salesforce package.

To migrate from our unmanaged Salesforce package version (v1) to our managed package version (v2), check out this Help Center article for additional information on how to upgrade.

Otherwise, if you are on a managed package version (v2 or higher), you can upgrade to the current version by visiting your Salesforce integrations page and selecting the banner to upgrade.

If you're unsure what version you currently use, visit your Salesforce integrations page to confirm your version.

Note: The components detailed in this article are as of package version 2.4. If you're currently on a lower version of the package, some of the components outlined will not apply. For further details on the objects included in each version, check out this article.

Custom parent objects

When you install the Calendly Salesforce package, the custom objects listed below are created in your Salesforce instance.

For additional information about custom objects, check out this Salesforce article.

The CalendlyAction custom object is used to hold event data.

When a meeting is scheduled or canceled, Calendly sends meeting data to Salesforce. Salesforce creates a new CalendlyAction record, which triggers the default CreateEvent flow or CancelEvent flow to run.

For additional information, check out this Help Center article.

Component Name	Type
CalendlyAction Layout	Page Layout
Object Id	Custom Field
Event Uuid	Custom Field
Event Created At	Custom Field
Event Start Time	Custom Field
Event End Time	Custom Field
Event Subject	Custom Field
Event Description	Custom Field
Event Primary Publisher Name	Custom Field
Event Primary Publisher Email	Custom Field
Event Type Name	Custom Field
Event Type Duration	Custom Field
Event Type Kind	Custom Field
Event Type Slug	Custom Field
Event Canceled	Custom Field
Event Cancel Reason	Custom Field
Event Canceler Name	Custom Field
Invitee Created At	Custom Field
Invitee Timezone	Custom Field
Invitee Email	Custom Field
Invitee Name	Custom Field
Invitee First Name	Custom Field
Invitee Last Name	Custom Field
Invitee Uuid	Custom Field
Invitee Canceled	Custom Field
Invitee Canceler Name	Custom Field
Invitee Cancel Reason	Custom Field
Invitee Canceled At	Custom Field
Additional Guests	Custom Field
Additional Hosts	Custom Field
Group Name	Custom Field
FormSubmissionUUID	Custom Field
UtmCampaign	Custom Field
UtmContent	Custom Field
UtmMedium	Custom Field
UtmSource	Custom Field
UtmTerm	Custom Field
CustomQuestion1	Custom Field
CustomQuestion2	Custom Field
CustomQuestion3	Custom Field
CustomQuestion4	Custom Field
CustomQuestion5	Custom Field
CustomQuestion6	Custom Field
CustomQuestion7	Custom Field
CustomQuestion8	Custom Field
CustomQuestion9	Custom Field
CustomQuestion10	Custom Field
CustomResponse1	Custom Field
CustomResponse2	Custom Field
CustomResponse3	Custom Field
CustomResponse4	Custom Field
CustomResponse5	Custom Field
CustomResponse6	Custom Field
CustomResponse7	Custom Field
CustomResponse8	Custom Field
CustomResponse9	Custom Field
CustomResponse10	Custom Field
Location	Custom Field
All	List View

The CalendlyLink custom object stores Calendly users email addresses, their Calendly link, and information about the link.

In Salesforce, Calendly will create a CalendlyLink record for every link we send. Once a record for a specific user's link is created, Calendly will update that record on the next hourly sync if necessary.

When the CalendlyLink record is created or updated for a profile link, this triggers the MapCalendlyLinkTemplate flow.

For additional information, check out this Help Center article.

Component Name	Type
CalendlyLink Layout	Page Layout
Url	Custom Field
Type	Custom Field
Email	Custom Field
Name	Custom Field
External Id	Custom Field
All	List View

The CalendlyRoutingFormSubmission custom object is used to store information, including the name of the form submitted, any UTM parameters or Salesforce ID associated with the form, and the result of the routing rules behind the form.

When a Calendly routing form is submitted, the Salesforce integration creates a CalendlyRoutingFormSubmission record and a CalendlyRoutingFormQuestionsAnswers record for each question asked on the form. The creation of the CalendlyRoutingFormSubmission record triggers the flow CreateRoutingFormLeadTemplate.

For additional information, check out this Help Center article.

Component Name	Type
CalendlyRoutingFormSubmission Layout	Page Layout
UtmTerm	Custom Field
UtmContent	Custom Field
UtmCampaign	Custom Field
UtmSource	Custom Field
UtmMedium	Custom Field
ResultValue	Custom Field
ResultType	Custom Field
SubmissionUUID	Custom Field
SalesforceId	Custom Field
FormName	Custom Field
Email	Custom Field
Lead	Custom Field
Contact	Custom Field
FormSubmittedAt	Custom Field
All	List View

The CalendlyRoutingFormQuestionsAnswers custom object is used to store form questions and answers, and relation to the CalendlyRoutingFormSubmissions object the question/answer is for.

For additional information, check out this Help Center article.

Component Name	Type
CalendlyRoutingFormQuestionsAnswers Layout	Page Layout
CalendlyRoutingFormSubmission	Custom Field
Question	Custom Field
Answers	Custom Field
Type	Custom Field
All	List View

Custom fields on standard objects

Component Name	Type
CalendlyLink	Custom Field

Component Name	Type
CalendlyCreated	Custom Field

Component Name	Type
Is Rescheduled	Custom Field
InviteeUuid	Custom Field
Is No-Show	Custom Field

Flow templates

When you install the Calendly Salesforce package, the flow templates listed below are provided in your Salesforce instance. These flows are fully customizable.

For additional information, check out this Help Center article.

Component Name	Type
CreateEventTemplate	Flow Definition

For additional information, check out this Help Center article.

Component Name	Type
CancelEventTemplate	Flow Definition

When an event is scheduled, the CreateEventTemplate uses the Get Event Attendee Template flow to create a list of attendees in Salesforce.

For additional information, check out this Help Center article.

Component Name	Type
Get Event Attendee Template	Flow Definition

When an event is scheduled, the CreateEventTemplate uses the Create Event Attendee Template flow to create a list of attendees in Salesforce.

For additional information, check out this Help Center article.

Component Name	Type
Create Event Attendee Template	Flow Definition

When the CalendlyLink record is created or updated for a profile link, this triggers the MapCalendlyLinkTemplate flow.

For additional information, check out this Help Center article.

Component Name	Type
MapUserCalendlyLinkTemplate	Flow Definition

For additional information, check out this Help Center article.

Component Name	Type
CreateRoutingFormLeadTemplate	Flow Definition

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Salesforce package release notes

How to upgrade your Calendly Salesforce package to version 2

How to integrate Calendly with Salesforce

Calendly + Salesforce

Calendly Salesforce package version 2 components

Overview

Custom parent objects

Custom fields on standard objects

Flow templates

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