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 like this or 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
Table of Contents
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 click "override" first 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 three 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.
Below, there's the option to set up the button to redirect the user to the Chili Piper Dashboard to mark the no-show instead of in Salesforce.
The URL that needs to be added to the "Button or Link URL" is
https://apps.chilipiper.com/meetings/dashboard?reportId={!Event.Id}
Troubleshooting
If you click the button on a record that doesn't exist in Chili Piper's database, you may receive the following error with the event Id showing:
could not find report for identifier of unknown type 00U....
This indicates that the Event was not created in Chili Piper.
The attendance will need to be manually checked on the Event record for these meetings booked through another system or for meetings booked manually.