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How can we improve Chili Piper?

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3 results found

  1. Chilical Extension in Salesforce Classic

    At this moment the ChiliCal extension is only displayed under the Lead/Contact page on the lightning version of Salesforce but not in the Classic UI. We would like to have the ability to use the extension on the Classic UI as well.

    2 votes

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    1 comment  ·  Salesforce  ·  Admin →
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  2. Retry event update for rescheduled events

    Upon an event being rescheduled, CP only attempts to update the event date and time once - if CP receives an error or the record is locked due to other updates happening, CP will not retry to update the date and time. This causes rescheduled events to not get updated to new date and time.

    7 votes

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    1 comment  ·  Salesforce  ·  Admin →
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  3. Make it possible to set the Salesforce record type

    Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.

    3 votes

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    2 comments  ·  Salesforce  ·  Admin →
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