For Sign In Scheduling users with an Enterprise/Bespoke plan, we offer the option to integrate with Salesforce. Using Sign In Scheduling and Salesforce together is a great way to easily manage leads and opportunities, book more appointments and close more deals.
If you'd like to chat with our sales experts about our Enterprise/Bespoke plan options, book a call here when it suits you.
With Sign In Scheduling's Salesforce integration, you can:
- Synchronize clients and appointments from Sign In Scheduling into Salesforce
- Track and measure Sign In Scheduling activities in Salesforce by campaign or meeting type
- View past and upcoming meetings from your activities
This guide explains how to connect Salesforce to Sign In Scheduling.
Note: Rest API must be enabled within Salesforce in order for this functionality to work.
Why choose Sign In Scheduling for Salesforce integration?
Not all appointment scheduling tools integrate and communicate effectively with Salesforce in the way that Sign In Scheduling does. Sign In Scheduling is a dedicated appointment scheduling software and is ahead of the game when it comes to the features and functionalities it offers.
As well as seamlessly integrating with Salesforce, with Sign In Scheduling you can:
- Create an unlimited number of bookable services, for both individuals and groups
- Customize your availability across multiple locations, and tie it to specific services
- Customize and share your Sign In Scheduling booking page, which your customers can use to book their own appointments
- Embed your Sign In Scheduling booking page into your website
- Sync your Sign In Scheduling calendar with your Google, Outlook, iCloud, Office 365 and Exchange calendars
- Organize your staff into teams and determine their bookable services
- Send automated and customizable messaging including booking notifications, reminders, follow-ups and satisfaction surveys
- Integrate with Zoom, Microsoft Teams & Google Classroom
- Access and use Sign In Scheduling on your mobile device
...and much more! You can find more information on the wealth of features Sign In Scheduling offers in our blog article here.
How to connect Salesforce to Sign In Scheduling
To get started, head to 'Setup' > 'Salesforce' and click 'Connect to Salesforce'.
This will take you to Salesforce, where you'll be able to log in. You'll then be prompted to authorize the integration between Salesforce and Sign In Scheduling.
Once the connection has been established successfully, Sign In Scheduling will confirm this for you and you can then return to your account.
How to sync clients from Sign In Scheduling into Salesforce
Once you've connected Salesforce to Sign In Scheduling, you'll see some new options under 'Setup' > 'Salesforce'.
Next to 'Sync new customers as', you can use the drop-down to select contacts, leads or opportunities.
Contacts from Sign In Scheduling will show up in Salesforce as below:
Within Sign In Scheduling, you can view all of your customers under the 'Customers' tab. If you select a customer from here, you'll find a link to view that customer in Salesforce under the 'Details' tab of their records.
Your Salesforce administrator can add buttons to your Salesforce contact page that act as shortcuts. These include:
- Book Sign In Scheduling customer - this will open the Sign In Scheduling calendar with the customer pre-selected to schedule a booking
- View Sign In Scheduling customer - this will open the customer's record within Sign In Scheduling
How to view Sign In Scheduling appointments in Salesforce
To view any upcoming or previous Sign In Scheduling appointments within Salesforce, navigate to the 'Activity' tab.
How does Sign In Scheduling work with existing data in Salesforce?
Sign In Scheduling can sync customers and events into your Salesforce instance. As noted earlier, Sign In Scheduling can synchronize customers as contacts, leads or opportunities. Sign In Scheduling will attempt to use existing objects in Salesforce before creating new ones.
Whenever a customer is created or updated in Sign In Scheduling, they'll be automatically synced into your Salesforce Instance as either a contact, lead or opportunity, depending on your settings.
Sign In Scheduling creates an extra column in the Object Manager within your Salesforce Instance called TTECustomerExtID__c, which it uses to track which customer in Sign In Scheduling corresponds to each contact, lead or opportunity in Salesforce.
When a customer is created or updated, Sign In Scheduling does the following:
It looks for an existing contact, lead or opportunity with the same TTECustomerExtID__c field value, and if it finds one, uses it.
If step 1 fails - (for contacts and leads) it looks for an existing contact or lead that has the same email address as the customer. If this works, it sets the TTECustomerExtID__c field on that object and uses it.
If step 2 fails - (for opportunities) it looks for an existing opportunity with the same name as the customer. If this works, it sets the TTECustomerExtID__c field on that object and uses it.
If steps 1, 2, and 3 all fail, then it creates a new contact, lead or opportunity for the customer, and sets the TTECustomerExtID__c field.
By using the TTECustomerExtID__c field, Sign In Scheduling can select a particular contact, lead or opportunity, and once it starts syncing to that particular record, it will continue to sync to it. You can manually override this and force Sign In Scheduling to sync to another record by modifying the TTECustomerExtID__c field values in your Salesforce Instance.
Whenever an event is created, updated, or canceled in Sign In Scheduling, this is also automatically synced into your Salesforce Instance. The event will appear as an Activity against the contact, lead or opportunity. When an event is canceled in Sign In Scheduling, it is deleted from Salesforce.
Sign In Scheduling selects a Salesforce user to be the owner of the event by searching your Salesforce instance for any users that have the same email address as the staff member attending the booking in Sign In Scheduling.
Need more help?
We hope this guide has been helpful! If you have any questions, don't hesitate to contact our support team who will be happy to assist further.
For troubleshooting any issues that arise when connecting or using Salesforce with Sign In Scheduling, click here.