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).

  1. Event description

  2. 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

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