Articles
Salesforce integration
The OnceHub connector for Salesforce enables complete scheduling integration through all phases...
Salesforce integration security
The OnceHub connector for Salesforce is an official app in the Salesforce AppExchange and was a...
Using Salesforce Record IDs 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 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...
Using Personalized links (Salesforce ID)
When scheduling with existing Salesforce Leads, Contacts, or Case records, you can use our Personali...
Introduction to Salesforce scheduling buttons
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 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
Salesforce scheduling buttons for Opportunities. A schedule button on the Opportunity record allows quick scheduling with the Opportunity’s related Contact record.
Using Salesforce Record IDs to personalize scheduling on 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'll learn how to configure Salesforce Campaigns so that you track both bookings made, and more importantly...
Connecting to Salesforce
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 ...
Configuring Salesforce connector settings on a 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 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...
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 OnceHub connector for Salesforce is Lightning Ready and enab...
How to connect a Salesforce API User
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...
Connecting OnceHub 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 OnceHub connector for Salesforce
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...
How to assign the OnceHub permission set to the Salesforce API user
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...
Adding Custom fields to the Salesforce Activity Event Page Layout
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
Handling required Salesforce fields in the Field validation step
How to find & handle required Salesforce fields in the Field validation step& how to make a field not required in salesforce. Oncehub
Mapping OnceHub 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 OnceHub data
Salesforce Workflow Rules to update fields. Create Workflow Rules and update Salesforce workflow fields when the Customer schedules or reschedules. Oncehub
Salesforce record creation, update, and assignment rules
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...
Supported and non-supported field types in the Salesforce integration
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...
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
how to change and edit record type in salesforce. learn how to configure Salesforce Record Types for Booking pages via Oncehub