diff --git a/apps-and-integrations/salesforce.mdx b/apps-and-integrations/salesforce.mdx index 7fa1ebb..6c66a8e 100644 --- a/apps-and-integrations/salesforce.mdx +++ b/apps-and-integrations/salesforce.mdx @@ -90,6 +90,29 @@ When this option is enabled, instead of deleting the event record we write to sp - When the field is empty - On every booking, overwriting the previous values +#### On cancelled booking, write to a custom field on the attendee record +When this option is enabled, cancelling a booking will update fields on the attendee's contact or lead record in Salesforce. This works similarly to [writing to the attendee record on booking](#on-booking-write-to-a-custom-field-on-the-attendee-record), but triggers when a booking is cancelled instead of created. + +Cal.com identifies the correct contact or lead by looking up the record that was originally linked to the Salesforce event. To write to a field you need the following: +- The API field name ex. `Custom_Field__c` +- The field type in Salesforce. We currently support the following types: + - Text (`text`, `textarea`) + - Date (`date`, `datetime`) + - Phone + - Checkbox + - Picklist + - Custom (ignores field validations) +- The value that you want to pass to the field ([Mapping data from Cal.com to Salesforce](#mapping-data-from-cal-com-to-salesforce)) + - For checkbox fields, you can choose whether to pass true or false + - For picklist fields, the value passed needs to match the value of a picklist option +- When to write to the field + - When the field is empty + - On every booking, overwriting the previous values + + +This option can be used together with or independently of the [write to event record on cancellation](#on-cancelled-booking-write-to-event-record-instead-of-deleting-event) option. For example, you could update both the event record and the contact record when a booking is cancelled. + + #### Send no show attendee data to event object When this option is enabled, we set the specific checkbox field to true when an attendee is marked as no-show in Cal.com