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Schedule It + Salesforce Integrations

How to connect Schedule It + Salesforce

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • Which Resources Schedule?Required

    Trigger
    Instant
    Try It
    • Which Resources Schedule?Required

    Trigger
    Instant
    Try It
    • Resource ScheduleRequired

    • Start Date & Time

    • End Date & Time

    • Title/Subject

    • Notes

    • Location

    • Custom Field 1

    • Custom Field 2

    • Custom Field 3

    • Custom Field 4

    • Background Color

    • Text Color

    Action
    Write

How Schedule It + Salesforce Integrations Work

  1. Step 1: Authenticate Schedule It and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

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schedule-it logo

About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

Related categories

  • Scheduling & Booking
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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