When a booking is completed in the schedule adjustment calendar, the data can be posted to Salesforce.
Salesforce integration eliminates the need to manually enter lead information into Salesforce after a booking is completed.
Salesforce integration is available with the Premium Plan.
Please refer to this page for information on what to do when errors occur in Salesforce integration.
What you need for integration
- Salesforce account
- TimeRex account (Premium Plan)
How to connect TimeRex and Salesforce
- By the team owner or administrator, login to TimeRex with your regular Google or Microsoft account
- Switch to the appropriate space and click the "Team Settings" button
- Click "Salesforce" in the "Integrations" menu to access the Salesforce integration page
- Click the "Connect" button
- If you are logged out of your Salesforce account, the login screen will appear
- Allow access to Salesforce
- Click "Allow" to complete integration with TimeRex
How to use Salesforce integration
You can set up Salesforce integration by clicking "Add service Integration" in the "Service Integration" section of the Advanced settings of the schedule adjustment calendar, and then clicking "Salesforce".
Under "Lead label," select from the pull-down menu a label indicating the item you wish to link to.
The "Information to be obtained" pull-down menu can be opened, so select one of the items.
To register data in multiple "Lead label", use the "+" button to increase the number of input slots.
The "Information to be obtained" can be selected from a list of questions to be entered by the guest at the time of schedule adjustment.
Please see the following page for information on customizing question items.
Notes on Salesforce integration
There are five details we would like you to be aware of when performing Salesforce integration.
Note 1: No blocking of TimeRex apps on the Salesforce side
Do not block TimeRex in the "OAuth Usage Status for Connected Applications" setting in Salesforce's AppExchange marketplace.
Note 2: Set "all users can self-approve" on the Salesforce side
In the "OAuth Policy" section of the "Connected Applications" in the Salesforce Application Manager, "Allowed Users" should be "All users can self-authorize" instead of "Administrator approved users are pre-authorized".
Note 3: Set to "Relax IP Restrictions" on the Salesforce side
In the "OAuth Policy" section of the "Connected Applications" in the Salesforce Application Manager, the "Update Token Policy" should be set to "Update tokens are valid until revoked" instead of "Update tokens expire immediately".
Note 4: Make the required items on the Salesforce side also required on the TimeRex side
If a required item on the Salesforce side is posted blank, an error will occur.
Required items on the Salesforce side should also be required on the TimeRex side so that they are not posted as blanks.
By customizing the question items, required items on the Salesforce side can be set as required items on the TimeRex side.
Note 5: No restrictions of update or insertion on the Salesforce side for the labels you want to post
Labels that are restricted from being updated or inserted on the Salesforce side will not appear as an option in the pull-down to set the "Lead label".
This is because an error occurs at the time of posting.
If you would like to post data to a label that does not appear in the "Lead label" choices, please contact your Salesforce administrator.
How to disconnect Salesforce and TimeRex
If you wish to cancel the integration between Salesforce and TimeRex, you can do so by clicking the "Disconnect" button on the Salesforce integration page.