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  3. Salesforce Configuration

Salesforce Configuration

  • Salesforce Integration Overview
  • Salesforce OAuth 2.O Integration
  • Chili Piper Data flow
  • Relate a Meeting to Salesforce Opportunity
  • Relate a Meeting to Salesforce Case
  • Relate Meeting to CRM Objects (Case, Opportunity, Campaign)
  • Routing Rules based on Custom Objects
  • Set up Salesforce Actions
  • Chili Piper and Existing Routing Tools
  • Custom Salesforce Fields
  • Relate Meeting to SFDC Opportunity
  • Salesforce Reports Using Chili Piper Fields
  • Setup a Sandbox environment
  • Pass hidden field values through Chili Piper to Salesforce
  • Rescheduling Meetings Through Salesforce
  • Custom Button for Marking a No Show via Salesforce Event
  • Adding a Custom Button in Salesforce to Book Meetings
  • Delete a meeting from a Salesforce Button
  • Create Opportunities automatically for existing Contact bookings
  • Give Credit to Bookers using the Booking Link
  • Configure Reassign Button In Salesforce
  • Adding 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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