Salesforce
Guide to Salesforce Integration with JRNI
Take a look at the benefits of linking up your Salesforce account to BookingBug.
Set up the data sync
Step by step guide on how to set up data sync between Salesforce and BookingBug.
Map customers, appointments and events
Step by step guide on how to link BookingBug customer/bookings to contacts/leads and events.
Link JRNI staff to Salesforce users
Link users and staff across platforms to allow Salesforce users to see their bookings in their own calendars.
Standard and Custom object mapping
Take a look at standard mapping templates and custom object mapping.
Use Studio inside Salesforce
Step by step guide on how to connect and embed Studio in Salesforce.
Manage user permissions and profiles
User permissions and profiles in Salesforce allows you to decide which users can create appointments by having access to the BookingBug app. BookingBug users in Salesforce will have access to API's f…
Set up a booking journey in Salesforce
Step by step guide on how to set up a booking journey in Salesforce.
Add BookingBug updates to Chatter
Configure Chatter to view new bookings and booking updates in feeds.
