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. In this article, you will learn how to create a Salesforce schedule button and add it to the Lead, Contact or Case page layouts in Salesforce.
To add the button to the Lead, Contact, or Case Page layouts in Salesforce, you will need:
- A Salesforce Administrator for your organization.
- A completed Salesforce connector setup in ScheduleOnce.
- A ScheduleOnce User connected to Salesforce.
A) Creating the button in Salesforce
Salesforce provides a simple editor to create buttons for Standard objects. To create a button and add it to the page layout:
- Log in to Salesforce.
- In your Salesforce Setup page, go to Customize.
Select the Lead, Contact, or Case object and then Buttons, Links, and Actions (see Figure 1).
Figure 1: New Button or Link for the Lead standard object
- Enter the following information (see Figure 2):
- Label: The text displayed on the button
- Name: A unique name for the button
- Description: A description for the button
- Display Type: Detail Page Button
- Behavior: Select how you would like the booking page to open. New Window is recommended as it also allows you to copy the link.
- Content Source: URL
- Large text box: This large text box should include the Personalized links (Salesforce ID) for the Booking page or Master page that you would like to use. Learn more about Personalized links (Salesforce ID)
window.open("COPY AND PASTE YOUR PERSONALIZED LINK (SALESFORCE ID)", "_blank", "toolbar=yes, scrollbars=yes, resizable=yes, top=200, left=200, width=900, height=600")
Figure 2: New Button or Link
- Click Save
B) Add the button to Standard Objects Page layouts
Now you need to add the button to the relevant Salesforce Page layouts.
Note Page layouts control which buttons are visible. If you want to display the buttons only to specific Salesforce Users, you can assign your Page layouts to specific Users. Learn more
- In your Salesforce Setup page, go to App Setup > Customize
- From the object where you have previously created the Custom button, select Page Layout (see Figure 3).
- On the Page Layout page, select Buttons.
- Click and drag the Schedule Now button to the Custom buttons area (see Figure 3)
Figure 3. Lead Page layout
- When you have completed your edits, click the Save button.
You are done. You can open any record for the object to which you have added the button to, click the button and make a test booking.