Custom Button for Marking a No Show via Salesforce Event

Create a No Show Button In Salesforce

Build a custom button in Salesforce that allows you to mark a Meeting as a No Show. Currently, O365 clients don’t have a way to mark a meeting as a no show and this solves for that (if currently using GSuite, see how you can do this natively from Google Calendar). 

To do this, you’ll need to make sure you have at least the following https://support.chilipiper.com/hc/en-us/articles/360053022454 installed on the relevant objects:

• Meeting_Type_CP
• No_Show_CP

Example: Add a button to the Event page layout in Lightning

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 parameter 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 → “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

Visualize Page

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

Classic View

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

Visualize Page