Demodesk allows you to schedule directly from Salesforce. This article explains how to add a Scheduling or Handoff Link to your Salesforce account that will take you to the Demodesk Scheduler. You can hand use any Salesforce field to customize invites and use any Salesforce value to set up routing rules based on your needs.
Schedule a meeting from a lead or contact page
Go to a Contact view or Lead view
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field (refer to Salesforce helpcenter for more information here)
Select "Formula" as Data Type
Add the following formula for the Contact object:
HYPERLINK("https://demodesk.com/manage/schedule?objectType=Contact&objectId=" + Id, "Schedule meeting")
Add the following formular for the Lead object:
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
Example: Lightning View
Schedule a meeting from an opportunity page
Go to a Opportunity view
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field (refer to Salesforce helpcenter for more information here)
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
Handoff and automatically route to the right meeting type
To handoff meetings by automatically routing to the right meeting type, follow the steps above to create another scheduling link in Salesforce. Then edit the hyperlink in the object of your Salesforce Lightning account:
Go to the right Object view (e.g. Contact)
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field (refer to Salesforce helpcenter for more information here)
Select "Formula" as Data Type
Add the following formula (refer to the video below for instructions on how to accomplish that in Salesforce). Here we use the same link as above but add the parameter "template" to the link, which automatically preselects a Meeting Type when opening the Demodesk Scheduler:
HYPERLINK("https://demodesk.com/manage/schedule?objectType=Contact&objectId="+ Id + "&template="+ IF( NumberOfEmployees > 1000, "Enterprise", IF( NumberOfEmployees > 200, "MM", IF( NumberOfEmployees > 100, "SMB","Startup"))), "Handoff")In the example above the names of our templates are Enterprise, MM, SMB, and Startup. You can find the template name of your meeting type in your dashboard, scrolling down to the Booking Link section. Note that the Meeting Type Name and the template name can differ, make sure to always use the template name like in this example below. The following video demonstrates how to configure formula fields within Salesforce to pass or pre-fill the UTM queries:
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
Handoff and route to the right meeting type by using a routing form
Create a Demodesk Routing Form based on desired criteria (e. g. country, number of employees)
Use"https://demodesk.com/manage/schedule?template=XYZ as the destination of the routing form (In other words, use a website routing and not meeting type)
Click on "Setup" -> "Edit Object"
Go to "Fields & Relationships" and click "New" to add a custom field (refer to Salesforce helpcenter for more information here)
Select "Formula" as Data Type
Add the following formula to pre-fill the routing questions (as demonstrated in the video here):
HYPERLINK(https://demodesk.com/select/demodesk-gmbh/m0p7in1w?objectType=Contact&objectId="Id"&numberofemployees="value"&country="value"&autoRoute=true)
Use Salesforce object information in the Demodesk Scheduler without the Salesforce redirect
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.
Schedule a meeting with multiple guests
To schedule a meeting with multiple guests, add more contacts or leads to the hyperlink in the 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 select the field you've set up using one of the steps before..
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.
E.g.
HYPERLINK("https://demodesk.com/manage/schedule?objectType=Contact, Contact&objectId=" + Id, "Schedule meeting")
⚡ Pro Tip: You can add more tokens to personalize your invites, confirmation and reminder emails. All Default tokens can be found here
A quick how to schedule from Salesforce video
The video below outlines the steps required to schedule out of Salesforce. Please be aware that the Demodesk interface shown, in the video, is outdated.