Salesforce [Legacy]

The OnceHub 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 key ...

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 bu...

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...

Salesforce scheduling buttons for Opportunities. A schedule button on the Opportunity record allows quick scheduling with the Opportunity’s related Contact record.

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. This  Each OnceHub user connects to their personal Salesforce account. If you're a OnceHub Administrator , you can also set up the connector after connecting to you...

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 first ...

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 enables...

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 th...

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 Salesforce. ...

How to add and create Custom fields to the Salesforce Activity Event Page Layout. Learn how to add the Event status and the Cancel/reschedule reason. Oncehub

How to find & handle required Salesforce fields in the Field validation step& how to make a field not required in salesforce. Oncehub

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

Salesforce Workflow Rules to update fields. Create Workflow Rules and update Salesforce workflow fields when the Customer schedules or reschedules. Oncehub

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, updat...

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 fie...

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

how to change and edit record type in salesforce. learn how to configure Salesforce Record Types for Booking pages via Oncehub