Creating a Custom Button in Salesforce for Reassigning a Meeting

This article aims to help Admins create a custom "Reassign" button on the Salesforce Event. This functionality will allow users to Reassign a Meeting to another user directly in Salesforce, allowing your reps to make meeting changes directly from the Meeting Event in Salesforce. 

Table of Contents:

• Creating a Custom Button in Salesforce
• Add the Button to the Page Layout
• How to Use Your Button

Things to Know:

1. Salesforce Admin permissions are required to build this button
2. The Reassignment button will only work for Meetings booked with Chili Piper
3. If the Meeting was booked via a Personal Meeting Type/Template, you don't have the ability to Reassign the Meeting
4. If you weren't the Host, Booker, or an admin of the meeting, you won't be able to Reassign it
5. The Reassignment URL can also be used as a Custom field or page link
   1. This could be useful if you wanted to feed the Link from the Event to the Lead or Contact to sync it with automation tools

Creating a Custom Button in Salesforce

1. Navigate to Setup → Object Manager → Event → Buttons, Links, and Actions
2. Click the New Button or Link and configure it as:
   1. Label: “Reassign Meeting” (the label can be any value you choose for your team)
   2. Display Type = Detail Page Button
   3. Behavior = Display in New Window
   4. Content Source = URL
   5. Input URL =

Reassignment URL

https://fire.chilipiper.com/chilical-scheduler/?reassignCrmEventId={!CASESAFEID(Event.Id)}

Your button setup should look 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.

How to Use 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 for your test meeting in Salesforce and click the Reassign Button. 

From there, the scheduler will immediately pop up with the event you are reassigning. Based on the type of meeting, you will be able to adjust settings differently.

If the meeting was booked through 1 to 1 link, Personal or Admin, or a Group link, the user can only select another specific user; the distribution cannot be changed.

If the meeting is NOT a 1-to-1 link, Personal or Admin, or Group link, then you can select a different team, Distribution, or specific user within a specific use case.