Salesforce

The OnceHub connector for Salesforce enables complete scheduling integration through all phases...

The ScheduleOnce connector for Salesforce is an official app in the Salesforce AppExchange and was a...

When scheduling with existing Salesforce records, you can use the Salesforce Lead, Contact, Person A...

When you schedule with existing Salesforce records, you can decide to prepopulate the Booking form step with Salesforce record data, or completely skip the Booking form step.  Recognizing the Customer by the Salesforce Record ID provides two k...

When scheduling with existing Salesforce Leads, Contacts, or Case records, you can use our Personali...

Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer. Bookings made via these buttons are automatically added to the Salesforce record that the booking is scheduled from.  Figure 1: Salesforce scheduling...

Salesforce scheduling buttons provide quick access to a Personalized link using the Salesforce Recor...

Salesforce scheduling buttons for Person Accounts provide quick access to Personalized links (Salesf...

A schedule button on the Opportunity record allows quick scheduling with the Opportunity’s related c...

You can use the Salesforce Record ID to personalize the booking process in your landing pages. Rea...

When booking appointments is part of your email marketing campaigns, optimizing your booking rates becomes critical. In this article, you'll learn how to configure Salesforce Campaigns so that you track both bookings made, and more importantly...

In this article, you'll learn how to connect OnceHub to your Salesforce account.  Each OnceHub User connects to their personal Salesforce account. If you're a OnceHub Administrator , you can also set up the connector after connecting ...

The Salesforce connector settings section enables you to map the Salesforce Record Types, configure ...

If you have chosen to set up Person Accounts in your Salesforce organization, you cannot work with the Standard Contact object. Instead, the Person Accounts record stores the information you’d typically save for business contacts, such as fi...

The Salesforce Lightning Experience is the name for the all new Salesforce desktop app, with over 25 new features, built with a modern User interface and optimized for speed. The OnceHub connector for Salesforce is Lightning Ready and enab...

The Salesforce setup process includes 5 phases: API connection, Installation , Field validation , Field mapping , and Creation rules .  Since the OnceHub connector can create new standard records when a booking is made, it is critical that...

A Salesforce Sandbox environment is a copy of your production environment and enables you to test th...

The Salesforce setup process includes 5 phases: API connection , Installation, Field validation , Field mapping , and Creation rules . Installation is a three   step process. In this article, you will learn about the first step: installing...

The Salesforce setup process includes 5 phases: API connection , Installation , Field validation , Field mapping , and Creation rules .  In this article, you'll learn how to assign the OnceHub Permission Set to the API User in Sales...

The Salesforce setup process includes 5 phases:   API connection , Installation , Field validation , Field mapping , and Creation rules . In this article, you'll learn how to add the Event status  and the Cancel/reschedule reaso...

The Field validation mapping step in the Salesforce connector setup process includes all Salesforce universally required fields that do not have a default value for the five standard objects in your Salesforce account: Lead, Contact, Account, Even...

The Salesforce setup wizard includes 5 phases: API connection, Installation, Field validation, Field...

The OnceHub connector for Salesforce allows you to map any OnceHub System field or Custom field to Salesforce fields. If you want to add an additional layer of Salesforce fields update logic, you can create Salesforce Workflow Rules . In this arti...

The Salesforce setup process includes 5 steps: API connection , Installation , Field validation , Field mapping , and Creation rules. In this article, you'll learn about how to define the way Leads, Contacts, and Cases will be created, upd...

In this article, you'll learn about all of the supported and non-supported field types in our Salesforce integration . Field validation and Field mapping In the Field validation step of the Salesforce setup process , you must map OnceHub f...

When a booking is made, a calendar event is always created and added to your connected calendar. Whe...

Record Types allow the Salesforce Administrator to manage multiple business processes , show different picklist values, and Page Layouts to different Salesforce Users. Learn more about creating Record Types Record Types can be used in various wa...