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