Who can use this feature?
Creating a button on the page layout to launch a Reschedule or Cancel link is an easy way to use Chili Piper inside Salesforce. This allows your reps to make meeting changes directly from the Meeting Event in Salesforce.
This article will focus on instructions for building a custom button in Salesforce to mark a Meeting as Cancelled or Rescheduled. This will automatically update the custom fields in Salesforce Canceled_CP and Rescheduled_CP (if you have them set up more details here), facilitating your reporting and allowing you to credit a rep when a Cancel or Reschedule occurs.
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Things to Know
- The Cancel button URL that loads will also show the Reschedule button, meaning if you only want to create one button for both, you could use only the Cancel Button and name it Cancel & Reschedule
- The Cancel and Reschedule buttons will only work for Meetings booked with Chili Piper
- The Cancel and Reschedule URLs can also be used as a custom field or page link
- This could be useful if you wanted to feed the Link from the Event to the Lead or Contact to sync it with a sales automation tool to begin automated cadences
Creating a Custom Button in Salesforce
- Navigate to Setup → Object Manager → Event → Buttons, Links, and Actions
- Click the New Button and configure it as:
- Label: “Cancel Meeting" or ‘Reschedule Meeting” (the label can be any value you choose for your team)
- Display Type = Detail Page Button
- Behavior = Display in New Window
- Content Source = URL
-
URL to Input =
- Make sure to update the domain
Reschedule URL
https://DOMAIN.chilipiper.com/reschedule/{!CASESAFEID(Event.Id)}
Cancel URL
https://DOMAIN.chilipiper.com/cancel/{!CASESAFEID(Event.Id)}
You can find your company domain in Branding & Language in the Admin Center
Your button setup should look something like this in Salesforce:
Adding the Button to the Page Layout
Now that the Custom Button is available, navigate to a real Event record, click the Gear Icon on the page → "Edit Page"
Click on the Highlight Panel, then click Add Actions on the right panel. Search for the name of the Button you created and Add it to the Page.
Test Your Button
Once the button has been added, it's best to test whether the behavior works as expected. You can schedule a test meeting with a test lead or contact in Salesforce using your Chili Piper link or the ChiliCal Scheduler.
Find the test Event Record in Salesforce and click the Cancel or Reschedule Button.
Wait a few seconds, refresh the page, and check if the Cancel or Reschedule custom fields have been updated. If they have, the button will work correctly for your users within Salesforce.
For example, the Reschedule button would function as below