Once your Salesforce account is connected to Demodesk, you can set up the integration on the Internet Accounts page, so that it smoothly works with your Salesforce setup.
In essence, you can control whether Demodesk should create the following objects:
If you turn the creation of these objects on, we first check if the objects already exist for the given email address to avoid their duplication.
Some of these objects require some fields to be filled as they are created. E.g. you need to set an Expected Close Date and a Stage in order to create an Opportunity.
Precisely that means when scheduling a meeting through a booking page, the integrations first checks if a Lead or Contact for the customer's email address exists already in your Salesforce.
If the creation of an Opportunity and/ or Account is enabled, the integration also checks if a respective object already exists for the Contact/ Lead, and only creates a new one if that is not the case.
If you do not want to create new objects, but only want to update them, disable the creation of new objects, and connect Demodesk tokens to the relevant field in Salesforce. Make sure every user has permission to update this field in Salesforce.
For notes taken during a meeting, you can specify whether they should be synced to the event's description (plain text) or if Demodesk should create an event-related note and add the notes there (rich text). Learn more.
By default, we connect some of the system tokens in Demodesk to standard fields in Salesforce. Thus, we sync Guest First Name with Contact/ Lead First Name.
To define a custom connection, you can connect custom tokens in Demodesk to any field of the above objects in the token settings.