Salesforce Hacks
- DUPLICATES_DETECTED. You're creating a duplicate record. - How to stop this Salesforce error message.
- Not using our email templates? Here's how to make sure the time zone shown in custom emails matches the location if you're using multiple zones.
- How to create appointments (and unavailable times) with code
- Tracking the history of Service Provider or other fields on Appointments
- Add custom headers with logos and graphics to Appointiv emails
- Change the "from" field in the outbound emails from Appointiv/Salesforce
Webform Articles
- Use these URL Parameters to control which Start and End date are shown on the Booking Form
- Use the “Related ID” URL parameter to automatically relate appointments with any object in Salesforce
- Register Me button is greyed out and I can't click it
- Auto-fill your customer details in the online booking form
- If you're using Privacy on Contacts and your team can't see all the Service Providers
- Easily add your virtual meeting link (Zoom, Teams, GotoMeeting etc) to the email confirmations you send to customers
Feature How-to Articles
- How to add new Attendance Status values that will appear on your Appointiv Calendar
- Getting to know the Appointiv Calendar Tab
- External Calendar Sync
- Generate Super Secure "Token Id" for any Salesforce Object (Enterprise and up only)
- How to automatically add video conferencing to Google Calendar events