Salesforce scheduling buttons

Salesforce scheduling buttons provide quick access to a Personalized link using the Salesforce record ID. Bookings made via this link are automatically added to the record and the customer making the booking does not have to provide any information that already exists for this record.

Salesforce scheduling buttons can be used in two ways:

  • The Booking page link can be copied and sent to the customer
  • The Salesforce user can schedule on behalf of the customer

Salesforce scheduling buttons can be configured to pre-populate the booking form, or skip it altogether. This is enabled by the optional mapping step in the ScheduleOnce Salesforce setup wizard, where you can define the mapping between Salesforce record fields and ScheduleOnce booking form fields.
 

Important: The Salesforce Lightning experience does not support OnClick 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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