You can use Salesforce Record IDs to personalize the booking process on your landing pages. Recognizing the Customer by their record ID provides two key benefits:
- On the User side, it allows you to update the correct record, eliminating any chances of updating the wrong record.
- On the Customer side, it allows you to prepopulate the Booking form step with Salesforce record data or completely skip the Booking form step. This eliminates the need to ask Customers for information you already have, improving conversion rates and moving leads through the funnel more efficiently.
In this article, you'll learn how to pass the Salesforce Record ID to your landing pages. Then, you'll learn how to generate the personalized website embed, widget, or button code for your landing pages.
Note If the Customer is not recognized based on the Salesforce Record ID, ScheduleOnce will use the Customer's email address to check if the record already exists in your CRM. Learn more about integrating with Salesforce
To use Salesforce Record IDs with your landing pages, you must:
- Be a OnceHub Administrator.
- Have a completed Salesforce connector setup in ScheduleOnce.
- Have a ScheduleOnce User connected to Salesforce.
NoteFor security and privacy reasons, using CRM record IDs to skip or pre-populate the Booking form is not compatible with collecting data from an embedded Booking page or redirecting booking confirmation data.
ScheduleOnce parameters for Salesforce
To recognize the Customer by the Salesforce Record ID, you need to pass the ScheduleOnce parameters for Salesforce to your landing page:
- Lead Record ID: sosfleadid
- Contact Record ID: sosfcontactid
- Case Record ID: sosfCaseId
You can also add an additional variable to your landing page to skip the Booking form step:
- Hiding the Booking form: soSkip=1
ImportantWhen working with Salesforce Person Accounts, you will need to pass the related Contact Record ID and ensure that the Person Account includes a Contact ID lookup field.
Step 1: Constructing the landing page's URL parameters
There are different operators used in the syntax of your URL:
- ? - You must add the question mark to separate your URL from the variables.
- & - You can pass multiple variables by separating the variables with the ampersand
- = - The equal sign separates the variable from the value assigned to that variable.
Take the following example landing page link:
If you wanted to pass a Salesforce Lead Record ID with a value which is E9888900, you can add the following to the webpage link:
If you wanted to pass the variable to skip the Booking form step as well, you could add the skip variable to the link:
Step 2: Generate the personalized code for your landing pages
- In ScheduleOnce, go to Share & Publish.
- Select the Website widget tab, Website embed tab, or Website button tab.
- Select Customer data is passed using the Salesforce record ID (web form integration) from the Customer data step.
- Copy and paste the relevant code in your landing page.