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docs: Add Salesforce cancellation write-to-attendee-record option #77

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34 changes: 33 additions & 1 deletion apps-and-integrations/salesforce.mdx
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Expand Up @@ -7,7 +7,7 @@ With our Salesforce integration you can sync data between Cal.com and your insta
## Basic functionality
- On booking, we create an event record under a lead/contact record
- On reschedule, we adjust the event record's dates
- On cancellation, we delete the event record
- On cancellation, we delete the event record (or optionally write to the event and attendee records instead)


## Event Type Options
Expand Down Expand Up @@ -90,6 +90,38 @@ 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, Cal.com updates fields on the attendee's contact or lead record when a booking is cancelled. This lets you track cancellation information directly on the person record in Salesforce — for example, recording when a meeting was cancelled or flagging the contact as having cancelled.

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 cancellation, overwriting the previous values

<Accordion title="Example: tracking cancellation date on a contact">
To record the date a booking was cancelled on the contact record:

1. In Salesforce, add a custom date field to the Contact object (e.g., `Last_Cancellation_Date__c`)
2. In Cal.com, open the event type and go to the **Apps** tab
3. Expand the Salesforce section and enable **On cancelled booking, write to a custom field on the attendee record**
4. Add a field entry with:
- **Field name:** `Last_Cancellation_Date__c`
- **Field type:** Date
- **Value:** `booking_cancel_date`
- **When to write:** On every booking
</Accordion>

#### 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

Expand Down