Demodesk allows you to schedule directly out of Salesforce. This makes it even easier to have all your information on hand during the scheduling process already. You will get to know everything about the scheduling automation with Salesforce here:
Schedule a meeting from a contact page
Go to a Contact view
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field
Select "Formula" as Data Type
Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Contact&objectId=" + Id, "Schedule meeting")
Go to "Compact Layout", choose an existing one or click "New", click "Edit," and add your custom field to the layout.
Note: Make sure you edit the custom field to an existing layout that is selected as the primary
Schedule a meeting from a lead page
Go to a Lead view
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field
Select "Formula" as Data Type
Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Lead&objectId=" + Id, "Schedule meeting")
Go to "Compact Layout", choose an existing one or click "New", click "Edit" and add your custom field to the layout.
Note: Make sure you edit the custom field to an existing layout that is selected as the primary
Schedule a meeting from an opportunity page
Go to a Contact view#
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field
Select "Formula" as Data Type
Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Opportunity&objectId=" + Id, "Schedule meeting")
Go to "Compact Layout", choose an existing one or click "New", click "Edit" and add your custom field to the layout.
Note: Make sure you edit the custom field to an existing layout that is selected as the primary
Example: Lightning View
Schedule a meeting with multiple guests
To schedule a meeting with multiple guests, edit the hyperlink in the Content object of your Salesforce Lightning account.
Navigate to the contact page for which your wish to change the scheduling page link. Under the Set up this contact, click on Edit Object.
Then, click on Fields and Relationships, and thus on Advanced booking.
At this point, you will be able to change the hyperlink from within the formula:
The following syntax allows adding multiple guests by having comma-separated lists of object types, that can be Contact, Lead or Opportunity, and Ids for those objects.
Things you need to consider:
Another easy way to schedule a meeting with a Salesforce contact is to go onto the scheduling page in Demodesk and import the information from your Salesforce account when adding a new participant.
