Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Resolving conflicting shift patterns
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
How to translate your content
Connectors & API
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Account Settings & Administration
Updated by Tara
Salesforce users can view and manage customers, appointments and events (coming soon) created in JRNI from within Salesforce. The data sync allows you to send data from JRNI to Salesforce objects.
Events will be visible in the Salesforce calendar and JRNI data can be pulled into Salesforce reports.
Make sure you have read through the prerequisites before setting up the data sync.
- Install via App Exchange or directly via the Managed Package URL. Ask your account manager for latest version of the Managed Package.
- Open the URL of the Managed Package in the browser. Log in as the system admin of the Salesforce environment where you want the package to be installed (sandbox or production). On the installation page, select the option Install for All Users then click Install. Upon install, Salesforce will install JRNI and grant access to all users. When the installation is finished, you will receive an email to confirm installation is complete. You can proceed with the installation whilst waiting for confirmation.
Click on the expand icon in the top left to see your JRNI app in the app menu.
- The next step is to set up access between JRNI and the connected app. Authentication is done using a secure OAuth 2.0 connection. Log in to the Studio platform with a user that has access to the parent company. Once logged in as an Administer Parent, go to Settings > Integrations > Salesforce, and click Add integration.On the next page select Test environment if you want to authenticate to a Salesforce dev sandbox, or Login environment if you want to connect to a Salesforce production environment.
- Log in to Salesforce when prompted with a System Administrator account. This user with which you authenticate will be the owner of the data that is send to Salesforce. Once logged in, allow access of the JRNI app to your Salesforce environment.
Congratulations! You’ are now connected to Salesforce. A connection should now be visible in the Studio page. Now that a connection is created, you can start mapping JRNI data to Salesforce objects.