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  1. Chili Piper
  2. For Admins
  3. Salesforce Configuration

Salesforce Configuration

  • Setup a Sandbox environment
  • Chili Piper and Existing Routing Tools
  • Salesforce Integration Overview
  • Salesforce OAuth 2.O Integration
  • Chili Piper Data flow
  • Assigning Lead/Contact Ownership from Creation of an Event
  • Pass hidden field values through Chili Piper to Salesforce
  • Rescheduling Meetings Through Salesforce
  • Routing Rules based on Custom Objects
  • Salesforce Fields
  • Custom Button for Marking a No Show via Salesforce Event
  • Adding a Custom Button in Salesforce for Meeting Handoffs
  • Delete a meeting from a Salesforce Button
  • Create Opportunities automatically for existing Contact bookings
  • Salesforce Reports Using Chili Piper Fields
  • Give Credit to Bookers using the Booking Link
  • Configure Reassign Button In Salesforce
  • Add Events to Opportunity Activity History
  • Creating a Contact in Salesforce
  • Write Events to SFDC Custom Objects
  • Book meetings from your account page
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