Set up Salesforce Actions

Currently only available with the Spicy plan!

The new Salesforce Actions management feature in Chili Piper is your one-stop shop for customizing the Chili Piper <-> Salesforce flow. From Lead or Event creation to custom Salesforce fields updates, set this once once, then forget. We'll do the rest.

In this article we walk though the available settings:

• Designated Sync User
• Salesforce Events
  • Event creation
  • Event deletion
• Leads and Contacts
  • Create Lead
  • Create Contact
  • Update Lead or Contact Owner 
• Guest Form Actions

Go to Salesforce Actions

1. In Admin Center, open the Workspace you want to manage

2. Click on Salesforce Actions. This is what you'll see:

General

Here you can set up the designated sync user - this is the Salesforce user responsible for creating and updating Salesforce fields and records. You can use the organization default or choose a different user for the workspace - just make sure they are a Salesforce Admin!

Events

In this section you can customize if / how you want your Salesforce Event records to be created by Chili Piper. By default Events are set to be created in Salesforce. You can choose to set these options globally or to customize them for each meeting type.

Here are the available options:

Event creation

Create Event

Choose the Salesforce object to relate to the Event - Account, Case or Opportunity

Don't create Event

No SF Event will be created

Set for each meeting type

The settings above can be customized for each meeting type. Use the grey arrows to select the desired action.

Event deletion

Here you can set Event deletion rules. If the event is deleted from the calendar, choose to either keep the Event in Salesforce (default) or have it removed from Salesforce as well.

Leads and Contacts

Here you can set create and update behavior for new and existing Accounts. Just like the previous section for Salesforce events, you can choose to set these options globally or to customize them for each meeting type.

Create Lead

If the prospect's email domain does not match an existing Account's domain (e.g @mycompany.com), we'll create a Lead by default. Change this setting to Don't Create anything if you don't want this behavior.

Create Contact

If the prospect’s email domain does match the domain of an existing Account, we'll create a Contact by default. If you want to keep this behavior, there's 2 additional settings we're looking at.

1. If the prospect's email domain matches multiple existing Accounts, choose to:

- Update the Account with the most Contacts

or

- Create a Lead

2. Choose whether the prospect's email domain should also match the Account's website domain, as per the existing Account field in Salesforce

- Match the website domain

or

- Don't match the website domain

Update Lead or Contact Owner

This setting defines whether an Assignee should be updated as the new Lead or Contact owner upon booking.

Set for each meeting type

The settings above can be customized for each meeting type. Use the grey arrows to select the desired action.

Guest Form Actions

Define which fields are created or updated for Leads and Contacts. Click on Configure to customize.