How to limit Salesforce integration by group
Updated Mar 20, 20261 min read
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By default, Salesforce integration applies to your entire organization. You can limit it to specific groups in Calendly to control which user data is shared.
What are groups?
Groups help owners and admins organize users by properties like department or region. If your organization uses SCIM provisioning, new users are automatically assigned to the right group.
What data is shared with Salesforce?
Calendly sends event data for all included users and their booking links.
Learn more: What data is sent to Salesforce?
Limit Salesforce by group
To apply the integration to selected groups:
- Go to your Integrations page in Calendly.
- Select Salesforce.
- Check Apply integration to specific groups.
- From the dropdown, select which groups to include. You can add or remove groups at any time.
- Select Save.
Only the selected groups' scheduling activity will now sync to Salesforce.
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