Salesforce Fields

If added to your Salesforce instance, Chili Piper will write a handful of custom fields to allow you to track and report on all your booking data directly in Salesforce. You can use this data to make Dashboards on number of meetings booked per day/month/week or for syncing to other systems, such as Marketo, Salesloft, Outreach, Pardot, Hubspot, etc. 

1. Activity Object (Event): 11 Available Fields

2. Lead Object: 3 Available Fields (Meeting Type, No Show, Booking Status)

3. Contact Object: 3 Available Fields (Meeting Type, No Show, Booking Status)

1. Add new fields on the event object

The following fields allow you to track advanced data for your Activity Reports. You can add them all as Activity Custom Fields. While field names are important (copy paste the values from below), for field labels you can add whatever text you want.

Meeting Type (as setup under your team  Meeting Templates List) 

Field Type: Text (set the max length to 255)

Field Label: Meeting Type

Field Name: Meeting_Type_CP

Prospect didn’t show up. Maps against  no show button

Field Type: Checkbox (by default false)

Field Label: No Show

Field Name: No_Show_CP

Track if a meeting was canceled*

Field Type: Check box (by default false)

Field Label: Canceled

Field Name: Canceled_CP

• Make sure you enable this feature in preferences  in the app

Mark a meeting booked by a prospect from an online booking link or from your website. It will be checked if booked by the prospect themselves. It is unchecked if the meeting is booked via the Instant Booker by one of your users. 

Field Type: Check box (by default false)

Field Label: Booked by Prospect

Field Name: Booked_By_Prospect_CP

Track the Queue a Meeting was Booked from

Field Type: Text

Field Label: Queue

Field Name: Queue_Name_CP

Writes the value of the user within the queue who was Next Up within the Queue if a Round Robin, or the record owner if an Ownership-based Queue

Field Type: Text

Field Label: Next Designated Assignee

Field Name: Designated_Assignee_CP

Track the Router a Meeting was Booked from. This value only writes when a meeting is booked via "Concierge || Inbound Router", otherwise the value will be null. 

Field Type: Text (255)

Field Label: Router Name

Field Name: Router_Name_CP

Track which user booked a meeting

Field Type: Lookup

Lookup Object: User

Field Label: Booked By

Field Name: Booked_By

Track how many times a meeting was rescheduled 

Field Type: Number, Default Value= 0

Field Label: # Rescheduled

Field Name: Rescheduled_CP

Track if an Event is Accepted, Declined, NotResponded, or Maybe/Tentative.

Field Type: Text

Field Label: Response_Status_CP

Field Name:   Response_Status_CP

Values: Accepted, Declined, NotResponded, Maybe (Google specific), Tentative (MS O365 Specific)

Note: You do not need to add the Values above in your setup. 

Track the Response of an SMS Message - only used if using Twilio SMS Integration*

Field Type: Text

Field Label: SMS_Response_CP

Field Name: SMS_Response_CP

Track if a meeting is confirmed via SMS - only used if using Twilio SMS Integration*

Field Type: Checkbox

Field Label: Confirmed_CP

Field Name: Confirmed_CP

Track that an Event was booked via a Meeting Series - Optional for Meeting Series Use-Case*

Field Type: Text (length: 255)

Field Label: Meeting Series

Field Name: Meeting_Series_CP

2. Add fields on lead and or contact

The following two fields can also we added on the lead/contact object in addition to the event object. They are particularly helpful in starting or stopping certain email campaigns.  Or for automated triggers in Salesforce. In Outreach, Pardot, Salesloft these fields can allow you to start or stop a certain email campaign when a specific meeting was booked or when a guest fails to show up for a meeting.

Meeting Type (as setup under  Meeting Templates List) 

Field Type: Text

Field Label: Meeting Type

Field Name: Meeting_Type_CP

Prospect didn’t show up. Maps against  no show button

Field Type: Checkbox (by default false)

Field Label: No Show

Field Name: No_Show_CP

The following field writes either "Booked" or "Not Booked" depending on whether a meeting is successfully booked or not. 

Field Type: Text (set the max length to 255)

Field Label: Booking Status

Field Name: Booking_Status_CP

Note: This field would only be relevant when using "Concierge || Inbound Router". The value "Booked" will be written when the meeting is booked. The value "Not Booked" will be written based on the timeout defined in Queues for prospects who didn't take action within your Router.

3. Refresh your Salesforce fields

On your admin page make sure you click “Refresh Salesforce Fields”:

That's it!