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
- Use Studio inside Salesforce
Use Studio inside Salesforce
Setting up Studio in Salesforce allows users to manage customers, appointments and configuration from within Salesforce. For Studio to work inside Salesforce we require the creation of a connected/canvas app and the setup of a SAML connection.
Before getting started
Before setting up Studio in Salesforce, log in to JRNI at parent level and open the SAML settings page (https://{{company}}.bookingbug.com/conf/saml/new). You'll need the info from here to put in to Salesforce.
Step 1: Set up a new connected app
- Log in to Salesforce as a system admin (Sandbox or Production).
- Go to Setup (cog in top right corner) > Platform Tools > Apps > App Manager. Click New Connected App. Populate the fields with the parameters in the Settings sheet.
- Once saved, go back to Apps > Connected Apps > Manage Connected Apps, and click on JRNI_studio. Here you can view all app details and fine the relevant SAML login information.
If the SAML login information is not displayed and following error is shown: "Enable Identity Provider". The Identify Provider is not setup correctly and will need to be enabled in Salesforce. - In the JRNI_studio app, when scrolling down there is the option to add Profiles. This is important to allow specific profiles in Salesforce to have access to the canvas app. This is necessary to be able to open our Studio interface in Salesforce.
In the Profiles section, click on Manage Profiles. Add all the profiles that need access. - Hide the newly created app from the App Menu. In settings, look for the App Menu. Once opened, look for the app JRNI_studio and select Hidden in App Launcher. This app is not required to access the Studio page.
Step 2: Set up a SAML connection
- Now you need to set up the SAML connection in JRNI. To do so, you must first retrieve the SAML IdP SSO Target URL from Salesforce (Idp certificate).
In Salesforce, go to Setup > Platform Tools > Apps > Connected Apps > Manage Connected Apps, and click on the JRNI_studio app. Open the SAML Service Provider Settings and click the download link for the Idp Certificate.In the SAML Login Information, take note of the SP-Initiated Redirect Endpoint. This is required in following steps for setting up the SAML connection in JRNI. - Now log in to JRNI at parent level and go to Settings > Advanced settings > SAML settings, and add new. Populate the fields with the parameters in the Settings sheet.
Congratulations! You’ve now set up a new app and a secure SAML connection between JRNI and Salesforce. You can now set up and manage your user permissions and profiles.