Please review the Migration Overview for Admins prior to reading this article, as it assumes some prior knowledge covered.
This guide will give admins of Chili Piper's ChiliCal product (formerly known as "Instant Booker") a walkthrough of what to expect in the Demand Conversion Platform (DCP) and the new Fire UI. This includes live comparisons to the Legacy product as well as detailed explanations of key new features.
Full In-Depth Walkthrough
Salesforce Actions and Buttons
If you relied on Salesforce actions combined with our APIs to automate certain processes such as marking No Shows, Cancelations or even booking meetings, you must update your APIs setup since the new Demand Conversion Platform ones are different than Legacy ones.
Navigate to each article below to collect the new data and ensure your process runs smoothly in DCP:
- Adding Custom Buttons in Salesforce to Book Meetings
- Custom Button for Marking a No Show via Salesforce Event
- Delete a meeting from a Salesforce Button
More Product Walkthroughs
We also have other product-specific guides for admins who want to understand the differences between the old and new platforms:
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