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 information that already exists for this record.
Salesforce scheduling buttons can be used in two ways:
- The Booking page link can be copied and sent to the customer
- The Salesforce user can schedule on behalf of the customer
Salesforce scheduling buttons can be configured to prepopulate the booking form, or skip it altogether. This is enabled by the optional mapping step in the ScheduleOnce Salesforce setup wizard, where you can define the mapping between Salesforce record fields and ScheduleOnce booking form fields.