Jason Wallis
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Articles
Recent activity by Jason Wallis-
Understanding Appointiv Booking URL Fields
OverviewAppointiv automatically creates booking URL fields on your Lead, Contact, and Case objects. These formula fields generate personalized booking links that control which scheduling options ar...
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Version 1.91 - Released November 20, 2025
v1.91 Release NotesEnhanced AgentForce Integration with Flexible Booking OptionsNew Features1. Is From AgentForce FieldAdded Is_From_AgentForce__c checkbox field on Appointment recordsTracks appoin...
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Enhanced Email Matching in Appointiv
Overview Appointiv now offers an enhanced email matching feature that allows for more flexible and accurate matching of contacts during the booking process. This feature can be enabled via a Cust...
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Guide: Updating Salesforce SMS Notification Flow
This guide outlines the process for updating the SMS notification system in Salesforce, including deactivating old flows, creating a new flow, and updating appointment records. Step 1: Deactivate O...
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Improving Salesforce Email Deliverability with DKIM and SPF
Understanding the Challenge Email inbox applications have become increasingly strict in their filtering processes due to the rise in spam and fraudulent email activity. This heightened security can...
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Version 1.47 - Released July 19, 2023
Welcome to the release notes for Appointiv Managed Package Version 1.47. We are excited to introduce new features, enhancements, and bug fixes to improve your experience with our application. Pleas...
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Version 1.46 - Released May 27, 2023
Welcome to the release notes for Appointiv Managed Package Version 1.46. We are excited to introduce new features, enhancements, and bug fixes to improve your experience with our application. Pleas...
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Version 1.45 - Released May 5, 2023
Welcome to the release notes for Appointiv Managed Package Version 1.45. We are excited to introduce new features, enhancements, and bug fixes to improve your experience with our application. Pl...
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Version 1.44 - Released March 15, 2023
Welcome to the release notes for Appointiv Managed Package Version 1.44. We are excited to introduce new features, enhancements, and bug fixes to improve your experience with our application. Pleas...
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Version 1.43 - Released February 25, 2023
Welcome to the release notes for Appointiv Managed Package Version 1.43. We are excited to introduce new features, enhancements, and bug fixes to improve your experience with our application. Pleas...