Salesforce (Personal)

Calendar's Salesforce integration automates CRM updates by creating or updating Leads, Contacts, and Opportunities whenever a meeting is scheduled, rescheduled, or canceled. It installs a native package to map data, allowing for real-time lead routing based on Salesforce ownership and tracking activity, which eliminates manual data entry.

Personal vs Enterprise Integration

• If you integrate Salesforce Personal, Salesforce will only be integrated for your user and no one else in your workspace. When people schedule with you, contacts and meetings will be updated in Salesforce.
• The Salesforce Enterprise Integration, on the other hand, will automatically integrate Salesforce for everyone in your workspace.

Key Benefits

• Automated Record Creation/Updating: When an invitee schedules, the integration checks for existing contacts/leads by email and updates them, or creates new ones if necessary.
• Event Tracking: Every meeting creates a Salesforce event with attendee details, timestamps, and custom mapping.

Prerequisites

1. IMPORTANT: You must use Salesforce Enterprise Edition or higher.
2. You must be a Salesforce Admin.

1. Login to Calendar.com.
2. Click on your Workspace.
3. Select Integrations (top menu).
4. Select Salesforce, then in the pop-up, click the button 'Grant Salesforce Access.'
5. You will be directed to the Salesforce login page.  Enter your login credentials.
6. Once your Salesforce account is connected, you need to install the calendar package.

7. Select Install the Calendar package, and then select Install for All Users. Select Install.

8. Test: To test and customize your setup before going live, you can connect your Salesforce sandbox.
9. Note: By default, the installed Calendar package comes with two flows to help you get up and running. The logic of these flows can be customized, and new flows can be created to best fit your company’s current setup. The default flows are:
   1. Create or Update Contact Flow
   2. Cancel Event Flow

1. Once the steps above are complete, when people schedule with you, the Salesforce integration will automatically create or update your Salesforce contacts and meetings.