Calendly for Salesforce

Installation

• Add the AppCursor Chrome extension to your browser.

• Visit the Ulgebra Apps Marketplace for Salesforce CRM.

• Under Calendly, click on 'Install Calendly for Salesforce'.

• Sign in to Ulgebra using your Salesforce account email id.

• Click on 'Authorize Now' to proceed to Salesforce authorization.

• Click on 'Allow' to authorize the Salesforce account.

• Enter the Calendly Personal Access Token.

• Authorize the Calendly account.

Calendly for Salesforce has now been setup

Applications

Schedule Appointment

• Go to any Salesforce contact.

• Click on the Calendly icon at the panel on top.

• Select the Calendly agent for whom you wish to schedule the appointment.

• Select the Calendly event.

• Select the timezone, date and time for the appointment.

• Click on 'Confirm'.

• Enter the additional booking details.

• Click on 'Copy Lead fields' to obtain the details from the contact fields.

• Select the required field from the drop-down to obtain the value.

• Schedule the Calendly appointment.

• You would now receive the confirmation for the appointment booked.

Contact History

• Click on 'Events History'.

• You can now view the Calendly appointments of the contact.

• Click on 'Show Past Meetings' to view the history of completed appointments.

• Select any appointment to view the booking details.

• You can also reschedule or cancel any upcoming appointment.

Booking Links

• Select 'Event Links'.

• Select the Calendly agent whose booking link you wish to access.

• You can now view the Calendly events of the agent.

• Click on open beneath the event to access the booking link.

• Click on 'Get single-use' link to obtain a one-time booking link.

• Click on 'Copy single-use link' to copy and share the one-time link.

Real-time Notifications

• Click on the bell icon within the application.

• Here, you can view the notifications for the Calendly appointments booked.

• Click on 'Enable Now'.

• Enable the option 'Enable Desktop Notifications on this device'.

• You can now receive desktop notifications for the Calendly appointments booked.

Calendly Dashboard

• Click on your Ulgebra profile.

• Select 'Open in New Tab'.

• Here you can view the history of all the Calendly appointments.

• Select any Calendly agent to view the appointments of a particular agent.

• Search for any email id to view the appointments of a specific contact.

• Select any appointment to view the booking details.

• You can also reschedule or cancel the upcoming appointment.

• Click on 'Reschedule Event'.

• Select the date and time to reschedule.

• Enter the causes for rescheduling.

• Click on 'Update event'.

• Click on 'Cancel Event'.

• Enter the causes for canceling.

• Click on 'Yes, cancel'.

Calendly History

• Access the Calendar module of Salesforce.

• Here you can view the history of all the Calendly appointments.

• Select any appointment to view the complete details of the Calendly meeting.

Extension Settings

• Click on your profile within the application to access the settings page.

Calendly User Management

• The Salesforce admin can enable multiple uses to use a single Calendly account.

• Select 'Manage App Users'.

• You can now view the list of Salesforce users within the organization.

• Click on 'Add' to allow the user to utilize the Calendly account.

• Click on 'Remove' to disable the feature for the user.

• You can 'Add all' and 'Remove all' users if required.

• Within the user account, access the application settings page.

• Here you can view the invitation from the admin.

• Accept the invitation.

• Select the admin account to authorize Calendly.

App Analytics

• Select 'App Usage Analytics' to track the usage of the application.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on Reset.

Pricing