Using Personalized links (Salesforce ID)

When scheduling with existing Salesforce Leads, Contacts, Person Accounts, or Case records, you can use our Personalized links (Salesforce ID) in your Salesforce buttonsSalesforce email templates or email form to automatically recognize Customers based on their Salesforce Record ID. 

Recognizing the Customer by the record ID provides two key benefits:

Personalized links (Salesforce ID) are available for Booking pages and Master pages:

  • When working with Booking pages, Personalized links (Salesforce ID) will be available only for Booking pages owned by Users connected to Salesforce.
  • When working with Master pages, Personalized links (Salesforce ID) will be always available to you. However, Booking pages owned by Users not connected to Salesforce will work as General links.


Where do I find Personalized links (Salesforce ID)?

Personalized links (Salesforce ID) are available in the Share & Publish > Link page.

  1. Go to the Share & Publish > Link page and select the relevant Booking page or Master page.
  2. In the Customer data step, select Personalized link (Salesforce ID).
  1. In the Booking form step, you can select one of the two options below:
  • Skip the Booking form: Skipping the ScheduleOnce Booking form helps you maximize your booking conversions and provides your Customers with a seamless and quick booking process.
  • Prepopulate the Booking form: The Booking form works in private mode, in which the prepopulated data used in the Booking is indicated as a checklist and the Customer can provide additional information if required. Learn more about prepopulated Booking forms
  1. Copy and paste the link into your Salesforce email templates or emails.
     

    Note: You can also access the Sharing options from your mobile device. In the mobile admin interface -> Menu, click Sharing options and select the relevant Booking page or Master page.

 

Learn more about Salesforce integration:

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