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:

  1. An event, whenever a meeting is scheduled through Demodesk
  2. 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:

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