4 results found
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"Workspace name" custom field in Salesforce
For large companies with multiples Workspaces, having this information available as a custom field in Salesforce can greatly help with our reporting at a level larger than Router or Queue name.
11 votesThe workspace name is now available!
More details here.
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Event Booker in Salesforce (Rep to Closer pairing)
Allow for other people to be listed as event booker in CRM (DCSF). I am an SDR and I have an Account Executive pairing. I would like to be able to send my pairing's link while then being able to still get credit on the meeting as the event booker just as you are able to with the Gmail integration.
1 voteThis is currently a functionality of Chili Piper - you can track this by adding a ?by= parameter at the end of your link adding your name.
For example: https://calendar.na.chilipiper.com/book/me/elyssa-stewart?by=gaines-murfee This will track Gaines as the booker of the meeting on by calendar in the CRM.
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Ability to pass specific values to Salesforce fields from a form submission
Ability to pass specific values to Salesforce fields from a form submission without having to create form fields and mapping them to a Chili Piper form where we put the field as hidden and assign a value to it.
6 votesYou can use the Field update node to update and pass any information to your CRM. Gif attached.
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Leverage SF integration user for booking links
Presently, if a licensed user is not connected to SF and is booking meetings with their personal booking link, Events won't write to SF. We'd like the ability to leverage the SF global integration to write Events, even if the specific user isn't connected to SF.
2 votesAll Events are now created by the integration user on Fire.
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