Using Salesforce Record ID to personalize scheduling in landing pages
You can use the Salesforce Record ID to personalize the booking process in your landing pages. Recognizing the Customer by the record ID provides two key benefits:
- On the User side, it allows you to update the correct record, eliminating any chances of updating the wrong record and keeping your CRM data clean.
- On the Customer side, it allows you to pre-populate the Booking form step with Salesforce record data or completely skip the Booking form step. This eliminates the need to ask Customers for information you already have, improving conversion rates and moving leads through the funnel with speed and efficiency.
In this article, you will learn how to pass the Salesforce Record ID to your landing pages. Then, you will learn how to generate the personalized website embed, widget, or button code for your landing pages.
Note: If the Customer is not recognized based on the Salesforce Record ID, ScheduleOnce will use the Customer's email address to check if the record already exists in your CRM. Learn more about integrating with Salesforce
To use the Salesforce Record ID in your landing pages, you will need:
- A ScheduleOnce Administrator for your organization.
- A completed Salesforce connector setup in ScheduleOnce.
- A ScheduleOnce User connected to Salesforce.
Note: For security and privacy reasons, using CRM record IDs to skip or pre-populate the Booking form is not compatible with collecting data from an embedded Booking page or redirecting booking confirmation data.
ScheduleOnce parameters for Salesforce
To recognize the Customer by the Salesforce Record ID, you need to pass the ScheduleOnce parameters for Salesforce to your landing page:
- Lead Record ID: sosfleadid
- Contact Record ID: sosfcontactid
- Case Record ID: sosfCaseId
You can also add an additional variable to your landing page to skip the Booking form step:
- Hiding the Booking form: soSkip=1
Important note: When working with Salesforce Person Accounts, you need to pass the related Contact Record ID and ensure that the Person Account includes a Contact ID lookup field.
Step 1: Constructing the landing page 's URL parameters
There are different operators used in the syntax of your URL:
- ? - You must add the question mark to separate your URL from the variables.
- & - You can pass multiple variables by separating the variables with the ampersand
- = - The equal sign separates the variable from the value assigned to that variable.
Take the following example landing page link:
If you wanted to pass a Salesforce Lead Record ID with the value being E9888900, you can add the following to the webpage link:
Now if you wanted to pass the variable to skip the Booking form step as well:
Now that you have passed the Salesforce Record Id to your landing page, you need to ensure that you have placed the personalized website embed, widget, or button code on your landing page.
Step 2: Generate the personalized code for your landing pages
- Log into your ScheduleOnce account and go to Share & Publish.
- To use the Website widget on your landing page, go to the Website widget tab.
- To use the website embed or button on your landing page, go to the relevant tab, Website embed or Website button, and select Customer data is passed using the Salesforce record ID (web form integration) from the Customer data step.
- Copy and paste the relevant code in your landing page.
- Using Salesforce Record ID to identify Customers during the booking process
- Prepopulating or hiding the Booking form step in Salesforce integration
- Using Personalized links (Salesforce ID)
- Salesforce scheduling buttons
- Salesforce scheduling buttons for Contacts, Leads and Cases
- Saleforce scheduling buttons for Person Accounts
- Salesforce scheduling buttons for Opportunities
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