Jason Wallis
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Recent activity by Jason Wallis-
Version 1.27 - Released May 14, 2021
NOTICE - if you have cloned or otherwise created your own Permission Sets for Appointiv users, you need to add access to the following new field into your field sets: "DateTime in locationTimeZon...
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Video - Installing the App from the AppExchange
Here's the six minute end to end video guide for installing the app from the AppExchange. There are a few steps covered in here - you can also see examples and screenshots over in the written in...
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Getting to know the Appointiv Calendar Tab
The Appointiv Calendar tab in Salesforce is where you can schedule new appointments, edit existing appointments and set peoples available times. You can even add new Contacts to your Salesforce in...
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Version 1.26 - Released May 1, 2021
Bug fixes: Fixed an issue in a batch process that updates the notes from customer field on events created before version 1.22 Fixed an issue in a batch process that runs once to pick up previous h...
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External Calendar Sync
External Calendar Sync Service Providers can do bi-directional sync of their Appointiv appointments with their external calendar of choice. We have sync available for the following calendars - Gca...
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Video - Configuring Appointiv
Before you get started Before trying to configure the application, you or someone in your team should have already installed the app, given you access to the app and given you the Appintiv Adminis...
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Install Step 1: ** Important - You change a Salesforce setting before you even download Appointiv from the AppExchange
Before installing the package, you will need to enable "shared activities" in your org. Note - You need Salesforce Administrator rights in your org to make this change. Log in to Salesforce.com,...
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In case you got an error: This app can't be installed. "Missing Organization Feature: ManyWho"
If you try to install the package and get the following error: This app can't be installed. There are problems that prevent this package from being installed. Missing Organization Feature: ManyWho...
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Set the landing page your customers see after they complete the Appointiv webform
You can now determine the URL your customers see after they complete their appointment booking. How cool is that? Not sure? Here are some use-cases. Marketing use-cases Control the next step ...
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Install Step 2: Enable Salesforce Users to access the Appointiv App
In order for Salesforce users to be able to "see" the Appointiv app inside Salesforce, you need to add them as Appointiv Users in the Salesforce setup area. Here's how it looks in Lightning Experi...