Connecting to Salesforce

In this article, you will learn how to connect your ScheduleOnce application to your Salesforce account. 

If you are an administrator, you can also setup the connector after connecting to your Salesforce account. Each ScheduleOnce User will be connecting to their personal Salesforce account.

Connect to Salesforce

  1. Open ScheduleOnce. Then, go to Setup -> Open left sidebar -> Integrations -> CRM integration.

  2. From the Salesforce box, click the Connect button.

    You will be redirected to the Salesforce login page and asked to enter your Username and password. Once you enter your credentials, ScheduleOnce will establish the connection to Salesforce and you will be redirected to the CRM page.

  3. On the CRM page, you can see that you are connected to your Salesforce account and also view the connector status (see Figure 1).

Figure 1: Connected to Salesforce

Congratulations! You can now enjoy the full benefits of Salesforce integration. Next, you should configure the Salesforce connector settings for Booking pages you own.

Was this article helpful?
Thank you for your feedback!