Once your Salesforce Account ist connected to Demodesk, you can set up the integration in any way you wish:
Go to the Internet Accounts page and click on Integration settings for all options.
Demodesk can create two things:
- An event, whenever a meeting is scheduled through Demodesk
- A Contact/Lead whenever an invitee is not yet in your Salesforce
For the Event, you can relate it to a Lead, to a Contact and an Opportunity OR a Contact and an Account.
If both exist, you can either prefer the Lead or the Contact.
For creating a new Contact/Lead, there are different options as well:
You can either create a Lead, or a Contact and an Opportunity OR a Contact and an Account.
To set which fields in Demodesk should map to which fields in Salesforce, please take a look at the Tokens: