Custom Button for Marking a No Show via Salesforce Event

You can build a custom button in Salesforce that allows you to mark a Meeting as a No Show.

If you are using O365/Outlook and want to mark a no show, you will need to use a button such as this, or use the Chili Piper dashboard. Creating a button in Salesforce is an easy way to accommodate a no show toggle.

To do this, you’ll need to make sure you have at least the following Custom Salesforce Fields installed on the relevant objects, Meeting_Type_CP and No_Show_CP

• Salesforce Lightning Steps
• Salesforce Classic Steps

Salesforce Lightning Steps

Navigate in Setup to Object Manager → Events → Buttons, Links, and Actions → Click “New Button or Link” → Detail Page Button

Use the following:

https://api.chilipiper.com/api/v1/no-show/set/{!Event.Id}/false

Where the merge field in use is Event.Id

Add the custom button to the page layout

From the Event Object navigate to Page Layouts → “Edit” on the relevant Event Page Layout → “Mobile & Lightning Actions” 

From the Mobile & Lightning Actions category in the palette, drag the No Show button into the Actions section of the layout. You may need to first click "override" if you have these actions generated automatically.

Then save and your button is configured in the top left of the report page:

**Note: To display more than 3 buttons on a page layout in Lightning, you’ll need to create a Lightning Record Page

Salesforce Classic Steps

Navigate to Setup → Customize → Activities → Event Button and Links → New Button or Link 

Use the following:

https://api.chilipiper.com/api/v1/no-show/set/{!Event.Id}/false

Where the parameter in use is Event.Id

Add the custom button to the page layout

From Customize navigate to Activities → Events → “Edit” on the relevant Event Page Layout → “Buttons” 

From the Buttons category in the palette, drag the No Show button into the Custom Buttons section of the layout

Then save and your button is configured in the top right of the record.