Adding a Custom Button in Salesforce to Book Meetings

Creating a button on the page layout to launch Chili Piper's ChiliCal is an easy way to take advantage of Chili Piper inside Salesforce.

While "Links" can also be created and used in some situations to book or share via email or API, this article will focus on the instructions for creating a Custom Button within Salesforce Setup that loads ChiliCal and/or Handoff.

It is also possible to use a Salesforce Screenflow to load Chili Piper, should you need the User to take some action or update fields before the User loads Chili Piper to book a meeting. The URLs for the buttons listed below will also work and be supported via Screenflows. 

This article is dedicated to users who have migrated and are working with our Demand Conversion Platform instance. If you are still a Legacy user, check this article instead.

Table of Contents

• Creating a Salesforce Custom Button
• Choose the Correct URL to add to Salesforce
• Routing by and Relating to Opportunity, Case, and Custom Objects
• Add the button to the layout
• Visualize Page

Creating a Salesforce Custom Button

1. Navigate to "Object Manager" in Salesforce Setup
2. Search for the Object you wish to create the button
3. Click Into "Buttons, Links, and Actions" → "Add Button or Link"
4. Name the Label, add a description (optional), and select the following:
   • Display Type: "Detail Page Button"
   • Behavior: "Display in a new window"
   • Content Source: "URL"

Choose the Correct URL to add to Salesforce

Chili Piper requires one of three types of values from within Salesforce to find an email address to be able to schedule a meeting on the calendar:

• Lead Id
• Contact Id
• Email Address

Chili Piper accepts both 15-digit and 18-digit Salesforce IDs for passing the value. Differently from Legacy, the URLs below can be used to open the ChiliCal's and Handoff's Scheduler, as you can switch between both in the Demand Conversion Platform.

Click the articles below to learn more about the above-mentioned Schedulers:

• ChiliCal Co-Pilot Extension's Scheduler
• Handoff Scheduler

Now, let's check the URLs that can be added to Salesforce per object:

 https://fire.chilipiper.com/chilical-scheduler/?crmRecordType=Lead&crmRecordId={!Lead.Id}

Example:

https://fire.chilipiper.com/chilical-scheduler/?crmRecordType=Contact&crmRecordId={!Contact.Id}

Example:

Route by and Relating to Opportunity and Case

https://fire.chilipiper.com/chilical-scheduler/?crmRecordType=Contact&crmRecordId={!Opportunity.Primary_Contact__c}&opportunityId={!CASESAFEID(Opportunity.Id)}

https://fire.chilipiper.com/chilical-scheduler/?crmRecordType=Contact&crmRecordId={!Case.ContactId}&caseId={!CASESAFEID(Case.Id)}