Salesforce
34 articles
Calendly + Salesforce
Learn how to effectively integrate Calendly with Salesforce to enhance your CRM processes. Discover setup steps, customizations, and how to automate scheduling, streamline lead qualification, and manage meetings directly within Salesforce.
Calendly Salesforce package v2 post-install steps
Learn post-install steps for the Calendly Salesforce package v2.3 or higher, including how to activate deactivated flow templates, create copies of templates, and test bookings to ensure proper integration functionality.
Calendly Salesforce package version 2 components
This article details version 2 components of the Calendly Salesforce package, including how to migrate from version 1 and upgrade to the latest version. Learn about custom objects like CalendlyAction that manage event data in Salesforce.
Default behavior of the Salesforce package
This article explains how Calendly integrates with Salesforce to streamline meeting management. It outlines the default behaviors for scheduling, canceling, and rescheduling meetings, including record creation and management based on unique Salesf...
How to add a lead owner's Calendly link to Salesforce email templates
Learn how to integrate a lead owner's Calendly link into Salesforce email templates using merge fields. Discover steps for customizing templates, creating formula fields, and adding scheduling buttons to enhance your email communication.
How to assign leads to a specific Salesforce user
Learn how to customize your Salesforce flow to assign leads to specific users instead of the default system admin. Follow steps to edit user assignments and ensure leads are accurately assigned based on email or user ID for efficient management.
How to automatically categorize Calendly events in Salesforce
Learn how to automate meeting categorization in Salesforce using Calendly links. By utilizing URL slugs, you can classify events by type and subtype, enhancing reporting and organization of meetings across departments.
How to change the authenticated Salesforce user
Learn how to change the authenticated Salesforce user linked to your account. This guide details the necessary permissions, steps to disconnect the old user, and connect the new one, ensuring a smooth transition for your Salesforce integration.
How to create a contact, opportunity, or other object record in Salesforce
Learn how to modify Salesforce flows to create a contact, opportunity, or any object record instead of a lead. This guide details step-by-step instructions for customizing the Create Records element, ensuring efficient record management.
How to create a task or case in Salesforce
Learn how to customize Calendly's Salesforce flow to create tasks or cases alongside events. Follow step-by-step instructions to modify your flow, add necessary elements, and activate your new setup for improved task management.
How to delay the sync between Calendly and Salesforce
Learn how to delay the sync between Calendly and Salesforce, ensuring workflow tasks occur in the desired order. Tailor your setup using either the flow or Process Builder, depending on your Salesforce version, to optimize your integration.
How to delete an event record in Salesforce when a Calendly event is canceled or rescheduled
Learn how to automate the deletion of canceled or rescheduled Calendly events in Salesforce by modifying your CancelEvent flow. Follow step-by-step instructions to replace the UpdateEvent element with a Delete Records function for seamless event m...
How to filter the Salesforce flow to run on certain conditions
Learn how to filter Salesforce flows to synchronize event data for specific users or event types. This guide covers setup differences between package versions and step-by-step instructions for customizing flows or processes in Salesforce Integrati...
How to give credit to the Salesforce user who shares your booking link
Learn how to credit Salesforce users for shared booking links by adding UTM source parameters and dynamic variables. Follow steps to integrate this into your scheduling process and track user contributions effectively.
How to import missing data from Calendly into Salesforce
Learn how to manually import missing Calendly meeting data into Salesforce. Follow step-by-step instructions to export meetings, prepare a CSV file, and utilize the Data Import Wizard for seamless integration and data recovery.
How to include the rescheduled status on your Salesforce event
Learn how to display the rescheduled status on Salesforce events by modifying the page view. Follow step-by-step instructions to add the Is Rescheduled field, ensuring you keep track of event changes effectively.
How to install and test the Calendly package in your Salesforce sandbox
Learn how to install and test the Calendly package in your Salesforce sandbox before moving to production. Follow step-by-step instructions for setup, testing scheduling features, and connecting seamlessly to your production environment.
How to integrate Calendly with Salesforce
Learn how to integrate Calendly with Salesforce effectively. This article guides Salesforce admins through the installation, customization, and scheduling of meetings while enabling streamlined record management and tracking within Salesforce.
How to limit Salesforce integration by group
Learn how to limit Salesforce integration in Calendly by organizing users into groups. Control shared data by selecting specific groups for integration and manage settings easily to ensure only relevant scheduling activity syncs to Salesforce.
How to map Calendly data to Salesforce fields
Learn how to effectively map Calendly event data to Salesforce fields, enhancing your lead management. Discover the integration steps for customizing data flows and utilize invitee details for better insight within your Salesforce records.
How to map Routing Form responses to a Salesforce lead record
Learn to streamline your sales process by mapping Calendly Routing Form responses to Salesforce lead records. This guide walks you through creating and customizing a Salesforce Flow for efficient lead data management.
How to reference Calendly links as merge fields in HubSpot emails
Learn how to incorporate Calendly links as merge fields in HubSpot emails using the Salesforce package. Follow step-by-step instructions for mapping fields, personalizing emails, and ensuring proper link functionality for better engagement.
How to reference Calendly links as merge fields in Marketo emails
Learn how to integrate Calendly links into Marketo emails using merge fields. This guide provides step-by-step instructions to sync Salesforce with Marketo and personalize emails, enhancing your scheduling capabilities seamlessly.
How to reference Calendly links as merge fields in Pardot emails
Learn how to reference Calendly links in Pardot emails by using merge fields. This guide details the necessary steps for integrating Calendly links via custom formula fields, ensuring seamless email personalization.
How to schedule Calendly meetings from Salesforce
Learn how to streamline your meeting scheduling in Salesforce with Calendly. Discover step-by-step instructions to create custom buttons for scheduling and emailing your Calendly links directly from Salesforce, enhancing client interactions and ef...
How to sync Calendly links to Salesforce
Learn how to seamlessly sync Calendly links to Salesforce for better automation. This guide covers setup, flow customization, and sync frequency, enabling efficient link management in Salesforce for enhanced productivity.
How to sync Calendly routing responses to Salesforce
Learn how to sync Calendly routing form responses to Salesforce, automating updates and enhancing lead tracking. Ensure you have package version 2.4 or higher for compatibility and discover how to customize the routing response flow for optimal in...
How to sync additional meeting guests and co-hosts to Salesforce
Learn to sync meeting guests and co-hosts to Salesforce using Calendly, ensuring accurate event records. This guide outlines the setup process, including upgrading your package and activating necessary flows for seamless integration.
How to update Salesforce users with managed event links
Learn how to link managed event URLs with Salesforce users using merge fields. Customize the MapCalendlyLinkTemplate flow to streamline scheduling, map multiple managed events, and enhance automation for improved lead management.
How to update a Salesforce record with Calendly booking flow responses
Learn how to update Salesforce records using Calendly bookings by customizing your flow. This guide provides step-by-step instructions to map invitee information, ensuring accurate contact updates in Salesforce.
How to update the Salesforce lead owner to match the event owner
Learn how to update Salesforce lead owners to match event owners by customizing flows. This guide details steps to create and modify flows, including adding Decision and Update Records elements to ensure seamless lead management.
How to upgrade your Calendly Salesforce package to version 2
Upgrade your Calendly Salesforce package to version 2 while preserving customizations. Learn about key improvements, how to identify your current version, and steps to rebuild any custom features for a seamless transition to the managed package.
Salesforce package release notes
This article details updates to the Calendly Salesforce package, highlighting version 2.6's new no-show tracking feature and version 2.5's attendee email syncing. It guides users on upgrading packages and confirms their current version for seamles...
Troubleshooting Salesforce integration
Learn how to troubleshoot Salesforce integration issues with Calendly. This guide provides clear steps to resolve syncing problems, ensure active flows, and verify event bookings, helping you get your integration back on track efficiently.