This is enabled by the optional mapping step in the Salesforce setup wizard, where you can define the mapping between Salesforce record fields and OnceHub Booking form fields.įigure 1: Schedule with related Contact button Salesforce scheduling buttons can be configured to prepopulate the booking form, or skip it altogether. Bookings made via these buttons are automatically added to the Salesforce record that the booking is scheduled from. A schedule button on the Opportunity record allows quick scheduling with the Opportunity’s related Contact record. Salesforce scheduling buttons provide a quick method to schedule on behalf of a Customer.
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