Skip to main content

Relate a Meeting to Salesforce Case

Serban
  • Updated

Preface: Make sure your Chili Piper Admin has enabled Case Support for the Meeting Type(s) you would like to relate to a Salesforce Case. See here for details.

Steps for Booking Via Browser Extension:

  1. Open the Chili Piper browser extension to open the calendar.
  2. Select Queue, Assignee, and add guest(s).
  3. Select the Meeting Type where Case integration is enabled. (this may be the default)
  4. Select which Case you would like to relate a Meeting to within the Instant Booker:

Note: By default, the most recently created Case associated with the "Main Guest" will populate. To view and select all open Cases for a related Account, click the Case Dropdown and select the Case for which you are booking a meeting.

Once the case you would like to relate a meeting to is selected, there are three possible fields from the Case that can be populated automatically into the Calendar Invitation:

  • Case Subject - {!Case.Subject}
  • Case Number - {!Case.CaseNumber}
  • Case Description - {!Case.Description}

Pro Tip: For fast booking, if you need to personalize your Meeting Invitations, add the details for your meeting in the Case Description in Salesforce before opening Chili Piper to book the meeting. 

Once you have successfully booked the meeting, the Event will be written to Open Activities within the Related Case you have selected. 

Steps for Booking via Booking Link:

In this use case, you can send a customer a personalized booking link for your specific case so that when the client books a meeting, the meeting is related to the case. 

Note: This URL can be generated automatically via Salesforce as well. 

To do this:

Example: https://mycompany.chilipiper.com/book/me/my-name?caseId=5000W00001DS2Pm

Step 1: Locate the Case ID 

The CaseID can be found via the Salesforce Case URL. 

Step 2: Locate the Chili Piper booking link for the meeting.

https://mycompany.chilipiper.com/book/me/my-name

Step 3: Add the 'caseid=' parameter to your URL and append the Case ID to the end of the URL. 

https://mycompany.chilipiper.com/book/me/my-name?caseId=5000W00001Dx07y

Step 4: Send off to your client!

Notes for booking via Booking Link:

  • Make sure to use a meeting template that has Case Support Enabled.
  • Remember to add the client's email address using the 'id=email@domain.com' parameter for 1-click booking.

Related articles