---
title: "Creating a Custom Button in Salesforce for Rescheduling or Canceling a Meeting"
source_url: https://help.chilipiper.com/hc/en-us/articles/37422949079955-Creating-a-Custom-Button-in-Salesforce-for-Rescheduling-or-Canceling-a-Meeting
article_id: 37422949079955
updated_at: 2026-07-24T18:56:01Z
content_hash: daea7afa
---

## Who can use this feature?

Available on All Products or Routing & Scheduling

Available to Admins and SF Admins

[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)

Creating a button on the page layout to launch a Reschedule or Cancel link is an easy way to use Chili Piper inside Salesforce. This allows your reps to make meeting changes directly from the Meeting Event in Salesforce.

This article will focus on instructions for building a custom button in Salesforce to mark a Meeting as Cancelled or Rescheduled. This will automatically update the custom fields in Salesforce Canceled_CP and Rescheduled_CP (if you have them set up more details [here](https://help.chilipiper.com/hc/en-us/articles/34424043095443-Demand-Conversion-Platform-Custom-Salesforce-Fields)), facilitating your reporting and allowing you to credit a rep when a Cancel or Reschedule occurs.

#### Table of Contents

- [How to Create a Custom Button in Salesforce](#h_01JHNY3WC0535PTCP49RGN5E9E)

- [Adding the Button to the Page Layout](#h_01JHNYF3GME08B1K8EPPPZTK3Q)

- [Test your Button](#h_01JHNYMFNPTSKEBC0BR7GYM6SV)

## Things to Know

- The Cancel button URL that loads will also show the Reschedule button, meaning if you only want to create one button for both, you could use only the Cancel Button and name it Cancel & Reschedule

- The Cancel and Reschedule buttons will only work for Meetings booked with Chili Piper

- The Cancel and Reschedule URLs can also be used as a custom field or page linkThis could be useful if you wanted to feed the Link from the Event to the Lead or Contact to sync it with a sales automation tool to begin automated cadences

## Creating a Custom Button in Salesforce

- Navigate to **Setup** → **Object Manager** → **Event** → **Buttons, Links, and Actions**

- Click the **New Button** and configure it as:

**Label**: “Cancel Meeting" or ‘Reschedule Meeting” (the label can be any value you choose for your team)

- **Display Type** = Detail Page Button

- **Behavior** = Display in New Window

- **Content** **Source** = URL

- **URL to Input** =Make sure to update the domain

**Reschedule URL**

```
https://DOMAIN.chilipiper.com/reschedule/{!CASESAFEID(Event.Id)}
```
**Cancel URL**

```
https://DOMAIN.chilipiper.com/cancel/{!CASESAFEID(Event.Id)}
```
You can find your company domain in **Branding & Language** in the **Command Center**

![](https://help.chilipiper.com/hc/article_attachments/51289951451795)

 

Your button setup should look something like this in Salesforce:

![Custom-reschedule-button.jpg](https://help.chilipiper.com/hc/article_attachments/37422949066003)

 

## Adding the Button to the Page Layout

Now that the Custom Button is available, navigate to a real Event record, click the **Gear Icon** on the page → "**Edit Page**"

Click on the **Highlight Panel,** then click**Add Actions** on the right panel. Search for the name of the Button you created and Add it to the Page.

![Add-ButtonPageLayout.gif](https://help.chilipiper.com/hc/article_attachments/37422904520211)

## Test Your Button

Once the button has been added, it's best to test whether the behavior works as expected. You can schedule a test meeting with a test lead or contact in Salesforce using your Chili Piper link or the ChiliCal Scheduler. 

Find the test **Event** Record in Salesforce and click the Cancel or Reschedule Button.

Wait a few seconds, refresh the page, and check if the Cancel or Reschedule custom fields have been updated. If they have, the button will work correctly for your users within Salesforce. 

 

For example, the Reschedule button would function as below