Working with Salesforce Record types

Record types allow the Salesforce Administrator to manage multiple business processes, show different picklist values, and page layouts to different Salesforce Users. Learn more about creating Record types

Record types can be used in various ways, for example:

  • Create record types for Leads to differentiate your regular sales deals from your Partner’s generated leads and offer different picklist values for each.
  • Create record types for Cases to display different page layouts for Customer support cases versus billing cases.
  • Create record types for Activity Events to differentiate scheduled events via ScheduleOnce from scheduled events via direct sales calls by using different picklist values.

When Salesforce Record Types are set for Activity Events, Leads, Contacts, Accounts, and Case records in your Booking page, the ScheduleOnce connector for Salesforce will create a new record according your settings. It means that when a booking is made, new records are created with an associated Record Type in your Salesforce organization.

Important note: When using Record types with Lead or Case processes, ScheduleOnce uses the default values set under the Lead process or Case process for the Lead status or Case status standard fields. This is set automatically in the Salesforce setup wizard > Field validation

In this article you will learn how to configure Salesforce Record Types for Booking pages you own or edit and how to assign the Record Type to the Salesforce User's Profile.

Requirements:

To configure the Salesforce Record Types for your Booking pages:

To assign Salesforce Record Types to the Salesforce User's Profile, you must be a Salesforce Administrator.

Configuring Salesforce Record Types

You should ensure that ScheduleOnce Users connected to Salesforce are associated with the correct Record Types in your Salesforce organization.Salesforce Record Types are made available for a specific Salesforce User when enabled in the Profile or Permission set.

  1. Login to ScheduleOnce
  2. In the Configuration tab, choose the Booking page you own or edit
  3. From the Salesforce connector section, click Edit
  4. Select the Record Type that should be assigned to the Lead, Account, Contact, Event, and Case objects.

Assigning Salesforce Record Types to the Salesforce User's Profile

  1. Login to Salesforce as an Administrator
  2. In your Salesforce Setup page, go to Manage Users > Profiles.
  3. Select the Profile that is assigned to the Salesforce User connected to ScheduleOnce
  4. From the Record Type Settings section, click Edit next to the Object you want to modify.
  5. From the Record type settings for the Object, select the Record type values you want to make available in ScheduleOnce.

Learn more about our integration with Salesforce:

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