Salesforce Configuration
- Salesforce ROI Package - Custom Fields, Reports, & Dashboards
- 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)
- 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 Only Contacts in Salesforce
- Write Events to SFDC Custom Objects
- Book meetings from your account page