Salesforce Admins
Make the most out of Salesforce and Appointiv with some of these tips and tricks.
- Email Delivery Options for Appointiv within Salesforce
- If you're using Privacy on Contacts and your team can't see all the Service Providers
- 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
- Visualforce List Feature: Add lists for upcoming and historical Appointiv appointments to your Contact, Person Account and Lead page layouts