Once your Salesforce account is connected to Demodesk, you can set up the integration on the Integrations page so that it smoothly works with your Salesforce setup.
In essence, you can control whether Demodesk should create the following objects:
Events
Leads/ Contacts
Opportunities
Accounts
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 to create an Opportunity.
Example: Precisely that means when scheduling a meeting through a booking page, the integration first checks if a Lead or Contact for the customer's email address exists already in your Salesforce.
If creating 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.
Tokens
Moreover, you can connect Tokens to Salesforce. If you connect Tokens to booking questions, you can sync the information you collect directly to Salesforce fields.
By default, we connect some of the system tokens in Demodesk to standard fields in Salesforce. A detailed list of the default connection, you find here.
More on that Tokens and the connection to a CRM, you can find here.
Sync your meeting notes to Salesforce
Sync all your notes directly to the correct fields in Salesforce. After you have properly set up, connected, and integrated your custom tokens within your playbook, you can use them in the speaker notes and update them after the meeting has ended.
There are two possible destinations for syncing notes to Salesforce (for selection in the Integration Settings in Demodesk).
Event description
Event-related Note
By default, your notes are synced to the Event's description field. This field only supports plain text.
Alternatively, you can also select to create a Note that is related to the Event. Notes are capable of rich text. If you format your meeting notes in Demodesk, the formatting is also visible in Salesforce.
Note: We recommend event-related notes if you sync between your email/calendar provider and Salesforce enabled. In that case, this option prevents your meeting notes from being synced to the calendar description, which is also visible to your guest(s).
Note: If you are using this option, please make sure to enable Notes in your Salesforce settings.
Default Token Connections
By default, we connect some system tokens in Demodesk to standard fields in Salesforce (see below for more details).
Demodesk Token Names and Slugs | Salesforce fields |
Participant company name (customer_company_name) | Account > Account Name |
Participant email (customer_email) | Contact > Email |
Participant first name (customer_first_name) | Contact > First Name |
Participant last name (customer_last_name) | Contact > Last Name |
Participant email (customer email) | Lead > Email |
Participant first name (customer_first_name) | Lead > First Name |
Participant last name (customer_last_name) | Lead > Last Name |
Participant company name (customer_company_name) | Lead > Company |
Participant company name (customer_company_name) | Opportunity > Opportunity Name |
Static value specified in the integration settings | Opportunity > Stage |
Static time offset specified in the integration settings | Opportunity > Close Date |
No Event Type used: Scheduled meeting Instant Meetings: Instant meeting | Event > Type |
Salesforce account if the demo host | Event > Owner |
(host_company_name): Demo with (host_name) | Event > Subject |
Link to demo (demo_link) | Event > Location |
Meeting (demo_date) | Event > Start Date Time |
Demo scheduled duration in minutes | Event > DurationInMinutes |
Matched by email | Event > WhatId |
Meeting status (demo_status) | Status of the meeting. "Scheduled", "In progress", "No show", "Held", "Canceled" |
Booker name (booker_name) | Event > Booked By |
Meeting Status API Names
To avoid disruptions, kindly enter the meeting status in your CRM, as presented below.
Meeting Status | Meeting API Name |
Scheduled | scheduled |
In progress | in_progress |
No show | no_show |
Held | held |
Canceled | canceled |
FAQs
Here are some of our frequently asked Salesforce questions:
When does Demodesk create a new meeting, contact/lead, account or opportunity?
When does Demodesk create a new meeting, contact/lead, account or opportunity?
Meeting: A meeting is always created unless you disable this function in the integration settings or configure Demodesk to exclusively update meetings originating from your calendar.
Lead/Contact: Demodesk first verifies if a lead or contact with the provided email address already exists. If it doesn't, we proceed to create a new lead or contact, according to the integration settings.
Account: Demodesk examines whether the associated lead or contact has an existing account linked to it. If no account is associated, we create one, unless alternative specifications are outlined in the integration settings. It's important to note that Demodesk does not conduct duplicate checks, such as verifying the existence of an account with the same name or domain.
Opportunity: Demodesk checks whether the corresponding account has any open or closed-won opportunities associated with it. If no opportunities exist, or if only closed-lost opportunities are present, Demodesk creates a new opportunity, unless different instructions are provided in the integration settings.
When does Demodesk sync the meeting notes & tokens after the meeting?
When does Demodesk sync the meeting notes & tokens after the meeting?
When you click the sync button in the meeting review screen following a meeting, Demodesk synchronizes both meeting notes and tokens. However, if you do not click sync and simply close the meeting, such as by closing the tab, the meeting object is updated. This update includes information such as meeting participants, status (whether it was a no-show or not), recording links, and notes whereas other data is not synced.
When does Demodesk update objects?
When does Demodesk update objects?
We perform updates on all objects (Event, Lead/Contact, Opportunity, and Account) under the following circumstances:
When a customer books a meeting
When an Account Executive (AE) books a meeting
When an AE updates a meeting, whether through the meeting detail view or the meeting review screen
For any other situations, such as rescheduling, we solely update the Event object and do not make updates to the Lead, Contact, Opportunity, or Account objects.
I want to connect a Salesforce Sandbox to Demodesk to test my setup
I want to connect a Salesforce Sandbox to Demodesk to test my setup
This is possible and to proceed, kindly get in touch with Demodesk Support using the chat located at the bottom right of the help center or by reaching out to us at support@demodesk.com.
Troubleshooting
The following are some Salesforce troubleshooting tips:
Did you check our help center for help?
Did you check our help center for help?
A good first step is to check our help center for Salesforce articles where you can find a lot of helpful articles
I have meeting duplicates on Salesforce
I have meeting duplicates on Salesforce
This situation typically arises when there is synchronization between your calendar and Salesforce, along with a synchronization between Demodesk and Salesforce. In this scenario, Demodesk creates a meeting in the CRM, while the calendar also synchronizes a meeting to the CRM, resulting in duplication. To resolve this issue, consider disabling one of the syncs. If you choose to disable the Demodesk sync, ensure it is set to "Update only" so that it can still make necessary updates to the meeting event.
My meetings are not synced to Salesforce, even though I have connected my Salesforce account
My meetings are not synced to Salesforce, even though I have connected my Salesforce account
This typically arises when synchronization is enabled at the company level, but individual users haven't activated calendar-to-CRM syncing. Consequently, meetings aren't synchronized with the CRM, and Demodesk only updates existing records to prevent duplication. To resolve this issue, each individual user should enable calendar-to-CRM syncing.
I get an error message when connecting Salesforce on Demodesk
I get an error message when connecting Salesforce on Demodesk
The initial step should always be attempting a reconnection, but it is crucial to confirm that there are no ongoing Salesforce outages. If you still encounter difficulties, please reach out to Demodesk Support for prompt assistance.