Salesforce

​Guide to Salesforce Integration with JRNI

Take a look at the benefits of linking up your Salesforce account to BookingBug.

Tara
Updated 1 year ago by Tara

Set up the data sync

Step by step guide on how to set up data sync between Salesforce and BookingBug.

Tara
Updated 2 years ago by Tara

Map customers, appointments and events

Step by step guide on how to link BookingBug customer/bookings to contacts/leads and events.

Tara
Updated 2 years ago by Tara

Link JRNI staff to Salesforce users

Link users and staff across platforms to allow Salesforce users to see their bookings in their own calendars.

Tara
Updated 2 years ago by Tara

Standard and Custom object mapping

Take a look at standard mapping templates and custom object mapping.

Tara
Updated 2 years ago by Tara

Use Studio inside Salesforce

Step by step guide on how to connect and embed Studio in Salesforce.

Tara
Updated 2 years ago by Tara

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…

Tara
Updated 2 years ago by Tara

Set up a booking journey in Salesforce

Step by step guide on how to set up a booking journey in Salesforce.

Tara
Updated 2 years ago by Tara

Add BookingBug updates to Chatter

Configure Chatter to view new bookings and booking updates in feeds.

Tara
Updated 2 years ago by Tara

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