Salesforce

Articles

 The ScheduleOnce connector for Salesforce
The ScheduleOnce connector for Salesforce enables complete scheduling integration through all phases...
Salesforce connector security
The ScheduleOnce connector for Salesforce is an official app in the Salesforce AppExchange and was a...
Salesforce scheduling buttons
Salesforce scheduling buttons provide quick access to a Personalized link using the Salesforce record ID . Bookings made via this link are automatically added to the record and the customer making the booking does not have to provide any informatio...
Using Salesforce Record ID to identify Customers during the booking process
When scheduling with existing Salesforce records, you can use the Salesforce Lead, Contact, Person A...
Prepopulating or skipping the Booking form step in Salesforce integration
When scheduling with existing Salesforce records, you can decide to pre-populate 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 benefi...
Using Personalized links (Salesforce ID)
When scheduling with existing Salesforce Leads, Contacts, or Case records, you can use our Personali...
Salesforce scheduling buttons for contacts, leads and cases
Salesforce scheduling buttons provide quick access to a Personalized link using the Salesforce Recor...
Salesforce scheduling buttons for Person accounts
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 c...
Using the Salesforce Record ID to personalize scheduling in landing pages
You can use the Salesforce Record ID to personalize the booking process in your landing pages. Rea...
How to maximise Booking rates in Salesforce Campaigns
When booking appointments is part of your email marketing campaigns, optimizing your booking rates becomes critical. In this article, you will learn how to configure Salesforce Campaigns , so that you track both bookings made, and more importantly,...
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...
Configuring Salesforce connector settings on the Booking page
The Salesforce connector settings section enables you to map the Salesforce Record Types, configure ...
Working with Salesforce Person accounts
If you have chosen to setup Person Accounts in your Salesforce organization, your Salesforce Accounts are Person Accounts and you cannot work with the Standard Contact object. Instead, the Person Accounts record stores the information you’d ty...
Salesforce Lightning experience
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 ScheduleOnce connector for Salesforce is Lightning Read...
How to connect a Salesforce API User
The Salesforce setup wizard includes 5 phases: API connection, Installation , Field validation , Field mapping , and Creation rules . In this article, you will learn how to connect ScheduleOnce to an API user created in your Salesforce productio...
Connecting ScheduleOnce to a Salesforce sandbox environment
A Salesforce Sandbox environment is a copy of your production environment and enables you to test th...
How to install the ScheduleOnce connector for Salesforce
The Salesforce setup wizard includes 5 phases: API connection , Installation, Field validation , Field mapping , and Creation rules . The  Field mapping step includes a default mapping and the option to map any ScheduleOnce fields to non-...
How to assign the ScheduleOnce permission set to the Salesforce API user
The Salesforce setup wizard includes 5 phases: API connection , Installation , Field validation , Field mapping , and Creation rules . In this article, you will learn how to assign the ScheduleOnce permission set to the API user in Salesforce. ...
How to customize the API User's Profile when working in advanced secure mode
When you are working in advanced secure mode , you do not need to use the ScheduleOnce permission set and can control the permissions assigned to the connected API User . In this case, you must ensure that the API User’s assigned profile h...
Adding Custom fields to the Salesforce Activity Event layout
The Salesforce setup wizard includes 5 phases:   API connection , Installation , Field validation , Field mapping , and Creation rules . In this article, you will learn how to add the Event status  and the Cancel/reschedule reason&n...
Handling required Salesforce fields in the Field validation step
The Field validation mapping step in the ScheduleOnce setup wizard includes all universally required Salesforce fields that do not have a default value for the five standard objects in your Salesforce account: Lead, Contact, Account, Event, and Case...
Mapping ScheduleOnce fields to non-mandatory Salesforce fields
The Salesforce setup wizard includes 5 phases: API connection, Installation, Field validation, Field...
Using Salesforce workflow rules to update fields based on ScheduleOnce data
The ScheduleOnce connector for Salesforce allows you to map any ScheduleOnce System or Custom fields to Salesforce fields. If you want to add an additional layer of Salesforce fields update logic, you should configure Salesforce workflow rules . I...
Salesforce record creation, update, and assignment rules
The Salesforce setup wizard includes 5 steps: API connection , Installation , Field validation , Field mapping , and Creation rules. Only OnceHub administrators can setup the ScheduleOnce connector for Salesforce. In this article, you will de...
Supported and non-supported field types in the Salesforce integration
This article lists all the supported and non-supported field types in our Salesforce integration. In the Field validation step of the Salesforce setup wizard , you must map ScheduleOnce fields to Salesforce required fields. In the Field mapping s...
The Salesforce Activity event
When a booking is made, a calendar event is always created and added to your connected calendar. Whe...
Working with Salesforce Record types
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...