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) | Event > Meeting Status |
Booker name (booker_name) | Event > Booked By |