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:

  1. Schedule a meeting from a contact page

  2. Schedule a meeting from a lead page

  3. Schedule a meeting from an opportunity page

  4. Schedule a meeting with multiple guests


Schedule a meeting from a contact page

1 - Go to a Contact view
2 - Click on "Setup" -> "Edit Object"
3 - Go to "Fields & Relationships" and click "New" to add a custom field
4 - Select "Formula" as Data Type
5 - Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=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

6 - 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

1 - Go to a Lead view
2 - Click on "Setup" -> "Edit Object"
3 - Go to "Fields & Relationships" and click "New" to add a custom field
4 - Select "Formula" as Data Type
5 - Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Lead&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.

6 - 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

1 - Go to a Contact view
2 - Click on "Setup" -> "Edit Object"
3 - Go to "Fields & Relationships" and click "New" to add a custom field
4 - Select "Formula" as Data Type
5 - Add the following formula: HYPERLINK("https://demodesk.com/manage/schedule?objectType=Opportunity&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.

6 - 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

4. 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.

https://demodesk.com/manage/schedule?objectType=Contact,Contact,Contact&objectId=xxx,yyy,zzz

Workaround: another easy way would be to go onto the scheduling page in Demodesk and import the information from your Salesforce account when adding a new participant.

If you have questions on additional tokens or streamlining the process, don't hesitate to reach out to us:

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