After you've completed installing the app, registering users and giving users permission sets, it's time to click the "Register Me" button which completes the technical app set up and makes it so that things can be configured by your admin to suit your business processes.
What you're doing is establishing a connection between the Salesforce Heroku hosting for the Webform and your particular Salesforce Org. You only need to do this once.
Here are the steps:
1- Go to the Configure tab
2- Go to Application Settings
3- Click the Register Me button to start the process
3.5- Next, for good measure, we just ask you to click register me again but on a different page :)
4- After you click "Register Me" on that page, the system will automatically redirect you to the Salesforce API confirmation screen. There, you will click "Allow" to let the Booking Webform share data with your Salesforce org.
The only data going out of your Salesforce org and into Heroku is related to things that appear on the webform - so things like the name of your appointment types, your categories, locations, your logo, which colors you want things to appear etc. Also, data that customers enter into the form isn't saved anywhere outside your Salesforce - it is sent straight through the form and into your Salesforce org. So with Apointiv, your customer data can go in but it can't come out - kind of like that thing Larry was talking about back in the day .. well, you know what I mean.
5- Next it is time to enter your organization name for the webform. This will appear as it looks in the form so it's "your_company_name.appointiv.com" followed by other stuff that represents people's names or appointment names etc.
Note- it needs to be all one word with no spaces. And you only get one per Salesforce Org. So if you have multiple brands, maybe use the parent brand name.
6- Once everything works out, you get this lovely message. Which you can just close immediately.
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