With Chili Piper, you can write an SFDC Event to a Custom Object. This will set the "Related To" for the Event to the Custom Object ID you specify.
There are two ways to do accomplish this:
- Via a Custom Button on the Custom Object
- This will open the "Instant Booker" directly in Salesforce
- Via an Online Booking URL
- You can send to customers to pick a time that works for them
Booking Directly from Salesforce via Custom Button
With this option, you will need to create a custom button on the Layout of your Custom Object. We will provide you the syntax for this button to open Chili Piper, but this button will pass Chili Piper the Custom Object ID so that Chili Piper can write back to the ID you tell us to.
Step 1: Navigate to Salesforce Setup -> Build -> Create -> Objects
Step 2: Select the Custom Object you wish to have Chili Piper relate to
Step 3: If you do not have it already, create a New Custom Field to tell Chili Piper who to book the meeting with. This field will have Data Type = Lookup and be Related to a Contact. Here is an example Gif.
Note: You will always need to have this field populated for Chili Piper to be able to book a meeting. We will need this value to know which Contact Record and Email address to send the calendar invite to.
Step 4: Once step 3 is completed, create a new Button and call it "Book Training" or "Book via Chili Piper" - Up to you.
- Set "Display Type" = Detail Page Button
- Set "Behavior" = Display in new window
- Set Content Source = URL
Step 5: Set the Chili Piper URL to open when clicking the button.
https://api.chilipiper.com/calendar/contact/ and then insert the field merge = to the Contact ID you created in Step 3. This will tell Chili Piper which Contact to open the Calendar for.
Step 6: Add ?objectId= parameter to the Button URL and pass the Record ID to this parameter. This will enable Chili Piper to know which Custom Object ID to Relate the Meeting to.
Step 7: Add the Button to the Page Layout of your Custom Object, and you should be all set!
Booking via Online Booking URL
To have a Chili Piper Online Booking URL create a Salesforce Event that relates to a Custom Object, you will need to add the objectId parameter equal to the Record ID of the Custom Object Record.
Step 1: Locate the Object ID to Append to URL
The Object ID can be found via the Salesforce Opportunity URL.
Step 2: Locate the Chili Piper booking link for the meeting.
Step 3: Add the '?objectId=' parameter to your URL and append the Custom Object ID to the end of the URL.
Step 4: Send off to your client! The expected behavior is when the meeting is booked where you add the objectId parameter to your booking link, the SFDC Event will be "Related To" the Custom Object ID that you specify in the Online Booking URL.
Notes for booking via Booking Link:
- Remember to add the client's email address using the 'email@example.com' parameter for 1-click booking.
- This URL can be generated automatically via Salesforce as well.