Using JRNI
Appointments
Creating and managing bookings via Call Center
Personal Booking Links
Locating bookings and customers
Resolving conflicting shift patterns
Locations overview
Creating pre and post appointment questions
Changing the staff member or resource on an upcoming booking
Adding attendees to existing and upcoming bookings
Rescheduling and canceling bookings
Blocking out time on the calendar
Creating appointment bookings
Calendar overview
Parent and Child level overview
Using Check In for appointments
Staff
Editing and removing staff members
Configuring availability by method
Creating staff members
Creating and managing staff availability
Creating availability for multi-location staff
Services
Creating and editing Services
Private services
Categories
Configuring the reservation workflow
Creating service schedules
Resources
Analytics
Google Analytics - New Customer Journeys
Using the lead time dashboard
Using the Appointment Dashboard
Using the HQ Dashboard
Setting up KPI targets and alerts
Drilling down into your data
Using Table Calculations
Filtering Dashboard and Report data
Creating your own Reports
Creating and modifying a Dashboard
Sending, scheduling, and downloading Reports/Dashboards
Exploring the library of Dashboards and Reports
Using the Conversion Dashboard
Analytics overview
Using the Event Dashboard
Using the Basic Dashboard
Using the Capacity Dashboard
Booking journeys
How to deeplink into booking journeys
How to use iframes
Direct Links
*New* Journey builder
*New* Customer Journeys
Customer Journeys
Appointment automation
Virtual Queuing
Overview of the Concierge page
Setting up a virtual queue
How customers can join a live queue
Overview of JRNI Virtual Queuing
Managing live queues via the Concierge page
Setting up and managing a display board
Events
Event journeys
Events Staff Experience
Events Bulk Import
Events setup and config
*New* Event landing page builder
Branding
How to translate your content
Account Settings & Administration
Understanding user roles and permissions
How to reset or update your JRNI password
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Add BookingBug updates to Chatter
Set up a booking journey in Salesforce
Manage user permissions and profiles
Use Studio inside Salesforce
Standard and Custom object mapping
Link JRNI staff to Salesforce users
Map customers, appointments and events
Set up the data sync
Integrating with Yext for JRNI Appointments
Release notes
V8.00-V8.10 (September 2024)
V7.55-V7.57 (August 2024)
V7.54 - V7.55 (July 2024)
V7.52-V7.53 (June 2024)
V7.49-V.51(May 2024)
V.7.47-V.7.48 (April 2024)
V.7.46 - V7.47 (March 2024)
V.7.45 (February 2024)
V7.42 - V.7.44 (January 2024)
V7.41.0 (Dec 14 2023)
V7.40.0 (December 11 2023)
V7.39.0 (December 1 2023)
V7.38.0 (November 20 2023)
V7.37.0 (Nov 7 2023)
V7.36.0 (Oct 30 2023)
V7.35.0 (Oct 18 2023)
V7.34.0 (Oct 13 2023)
V7.33.0 (Sep 28 2023)
V7.32.0 (Sep 28 2023)
V7.31.0 (Sep 20 2023)
V7.30.0 (Sep 20 2023)
V7.29.0 (Sep 7 2023)
V7.28.0 (Aug 29 2023)
V7.27.0 (Aug 29 2023)
V7.26.0 (Aug 20 2023)
V7.25.0 (Aug 9 2023)
V7.24.0 (Aug 9 2023)
V7.23.0 (July 31 2023)
V7.22.0 (July 24 2023)
V7.21.0 (July 18 2023)
V7.20.0 (July 5 2023)
V7.19.0 (June 29 2023)
V7.18.0 (June 26 2023)
V7.17.0 (June 14 2023)
V7.1.0 (March 6 2023)
V7.2.0 (March 8 2023)
V7.0.0 (February 9 2023)
V7.16.0 (June 8 2023)
V7.15.0 (June 1 2023)
V7.14.0 (June 7 2022)
V7.11.0 (April 24 2023)
V7.10.0 (April 20 2023)
V7.9.0 (April 12 2023)
V7.8.0 (April 5 2023)
V7.7.0 (March 30 2023)
V7.6.0 (March 29 2023)
V7.5.1 (March 20 2023)
V7.5.0 (March 16 2023)
V7.4.0 (March 11 2023)
V7.3.0 (March 9 2023)
- All Categories
- Connectors & API
- CRM
- Salesforce
- Map customers, appointments and events
Map customers, appointments and events
Once a connection is created, the admin can set up mapping between JRNI customer, appointments and events, and Salesforce objects and fields as required to define where data needs to be saved.
The platform provides a standard template which supports a basic setup for syncing customer data to the contact object and appointment/event data to the event object in Salesforce. Changes can be made in following cases:
- Require sync to another object (lead) or custom object
- Require more JRNI data to be synced to Salesforce (custom) fields
- Map to different fields
- Log in to Studio at parent company level and go to Settings > Integrations > Salesforce, and click Edit.
- The user will arrive on the following screen. Following Mapping options are there:
-Client template configurations: Mapping between Customers and Contact/Lead (or other Custom Object)
-Booking template configurations: Mapping between Appointment and Event (or other Custom Object)
-Event template configurations: Mapping between JRNI Events and SF Event (coming soon...)
Part 1: Mapping of Customer information
Field | Description | Example |
Client object name | Defines which Object we need to send our data too. | Contact |
Client mapping of fields (1) | The actually mapping finds place here. The first field is the field name in Salesforce, the second part is the liquid JRNI field. Create/update if source is JRNI. | "Email__c": "{{client.email}}" |
Client mapping of fields (2) | Create/update if source is both JRNI and Salesforce. | "booking__ClientId__c": "{{client.id}}" |
Client unique field | Unique identifier for a record created as a contact. | booking__ClientId__c |
Client relationship key | The key/field that can be used to link Objects with the contact record. | WhoId |
See more custom mapping options here
Part 2: Mapping of Appointment Booking information
Field | Description | Example |
Booking object name | Defines which Object we need to send our data too. | Event |
Booking mapping of fields | The actually mapping finds place here. The first field is the field name in Salesforce, the second part is the liquid JRNI field. Create/update if source is JRNI. | "booking__BookingId__c": "{{booking.id}}" |
Booking unique field | Unique identifier for a record created as a contact. | booking__BookingId__c |
Booking relationship key | The key/field that can be used to link Objects with the contact record. | WhoId |
Booking owner id | The Salesforce user that owns this record. | OwnerId |
See more custom mapping options here
Part 3: Mapping of Event Booking information
Events are not available yet, but keep an eye out.. they'll be along soon!