Using Salesforce Record ID to identify Customers during the booking process

When scheduling with existing Salesforce records, you can use the Salesforce Lead, Contact, Person Account, or Case Record ID to identify Customers during the booking process. Recognizing the Customer by the record ID provides two key benefits:

The Salesforce Record ID can be used in the following scenarios:

Important: The Salesforce Lightning experience does not support emails and Javascript buttons. If you are switching to the new Lightning experience, you can either invoke Apex classes in the process  builder, or add a javascript controller for the Lighning Design System. Learn more about using OnClick Javascript button with the Salesforce Lighning experience

 

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