--- title: "Using the ChiliCal Chrome Extension in Salesforce" source_url: https://help.chilipiper.com/hc/en-us/articles/26138596478355-Using-the-ChiliCal-Chrome-Extension-in-Salesforce article_id: 26138596478355 updated_at: 2026-04-22T14:58:37Z --- ## Who can use this feature? Available on All Products or Routing & Scheduling Available to All Users [Billing Center](https://fire.chilipiper.com/fire/admin/billing/overview) [Get a Demo](https://www.chilipiper.com/request-demo?utm_source=zendesk&utm_medium=help-center&utm_campaign=chili-hub) Our robust Salesforce integration makes measuring and improving your appointment booking and lead conversion easy with automated reminders and custom fields for advanced triggers that a Salesforce administrator can set up! Track every stage of the meeting process, including bookings, meetings held, no-shows, reschedules, and cancellations. * * * #### Table of Contents * Extension Download * [Schedule a Meeting with a Lead or Contact](https://help.chilipiper.com/hc/en-us/articles/undefined#h_01HP70PT98DPG8X02838PE1WT8) * [Insert Suggested Times](https://help.chilipiper.com/hc/en-us/articles/undefined#h_01HP711NF0Y11QDYK46J33HMG4) * Priority availability * [Insert Booking Link](https://help.chilipiper.com/hc/en-us/articles/undefined#h_01HP6Z9R24YGA93RNZT5Q6XE5G) * Handoff Scheduler or ChiliCal Scheduler View * [ChiliCommand Functionalities](https://help.chilipiper.com/hc/en-us/articles/undefined#h_01HP71GR6WY7K1A7V49GWVKBGH) * * * ## Extension Download The functionalities shown in this document require the ChiliCal extension (Co-Pilot) to be downloaded and installed in your browser. Before proceeding, we suggest downloading it [**here**](https://chromewebstore.google.com/detail/chilical-co-pilot-smart-s/chngjgginikejcpaejphfoglpppmjfne?pli=1) if you haven't yet. * * * ## Schedule a Meeting with a Lead or Contact In a Lead or Contact page in Salesforce, you should find the Chili Cal icon right next to their e-mail in the header: ![](https://help.chilipiper.com/hc/article_attachments/26138605069331) Click on the icon, and ChiliCal's Scheduler will open. The booking process will start with the selected Lead/Contact already included as the main Guest. Over there, you can select the meeting host (yourself or a colleague), update/include guests, and adjust your meeting details, such as the template, duration, description, timezone, and so on. [**Click here**](https://help.chilipiper.com/hc/en-us/articles/32832883383443/)**** to learn more about the ChiliCal Scheduler. * * * ## Insert Suggested Times We also recommend checking our [**dedicated article**](https://help.chilipiper.com/hc/en-us/articles/26406525489299/) for the Suggested Times functionality to learn more about this functionality and its settings in more detail. While composing a new e-mail in Salesforce's **Activity** tab, ChiliCal's extension understands you are replying to or composing an email and allows you to propose times to a specific prospect. Click on the ChiliCal icon, and ChiliCal's Scheduler will open to start the Suggested Times process. ![](https://help.chilipiper.com/hc/article_attachments/26518751726355) You will be able to include multiple guests and update your meeting details, such as meeting type, duration, description, priority calendar, and so on, over there. After adjusting the above-mentioned settings, click the "Insert Availability" button, and the slots will be included in the composer. That's it, ready to be sent! ![](https://help.chilipiper.com/hc/article_attachments/26510057919635) Once the prospect receives the e-mail, they can select the slot and finish the booking process in one click. If your prospect selects a slot that became busy after it was initially sent, we will redirect them to select a new one. ### Priority availability While including suggested times, you probably noticed the "Priority availability" toggle on the Scheduler's screen. If it's toggled on in the bottom right, your guest can book meetings over those you marked as flexible on your Priority Scheduling. [Click here](https://help.chilipiper.com/hc/en-us/articles/26318895256211/) to learn more about the Priority Scheduling functionality. * * * ## Insert Booking Link If you prefer sending your booking link instead of the suggested times, no problem; this is possible as well. To do that, you need to click on the "Insert scheduling link" button, and your personal booking link will be populated in the e-mail. ![](https://help.chilipiper.com/hc/article_attachments/26138605100691) * * * ## Handoff Scheduler or ChiliCal Scheduler View If you are also a Handoff user, you can use the Switch button the top-right to switch to a Handoff Router view, where you will be able to route the prospect/Guest based on your Rules. ![](https://help.chilipiper.com/hc/article_attachments/35877674899987) If your initial view is directly the Handoff Scheduler (we open it based in your last choice), you can do the same steps to switch back to ChiiCal's Scheduler. Click [here](https://help.chilipiper.com/hc/en-us/articles/29799610851219-Demand-Conversion-Platform-s-Handoff-Scheduler) to learn more the Handoff Scheduler and [here](https://help.chilipiper.com/hc/en-us/articles/32832883383443-ChiliCal-Co-Pilot-Extension-s-Scheduler) about ChiliCal's Scheduler! * * * ## ChiliCommand Functionalities Also, while composing a new e-mail in Salesforce, you should be able to use ChiliCommand's functionalities (more details [**here**](https://help.chilipiper.com/hc/en-us/articles/25737274874643-ChiliCommand-Draft#:~:text=be%20viewed%20once.-,Composer%20Open%20Mode%C2%A0,-Insert%20Auto%2DSuggested)in the "Composer Open Mode" section) to facilitate the booking process with the Lead or Contact.