From d5cd93106103478b0df533030efeb4fc9faf02c4 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Mon, 6 Apr 2026 11:13:05 +0000 Subject: [PATCH] docs: add write-to-attendee-record on cancellation section for Salesforce Generated-By: mintlify-agent --- apps-and-integrations/salesforce.mdx | 55 ++++++++++++++++++++++++++++ 1 file changed, 55 insertions(+) diff --git a/apps-and-integrations/salesforce.mdx b/apps-and-integrations/salesforce.mdx index 7fa1ebb..dd4ea9e 100644 --- a/apps-and-integrations/salesforce.mdx +++ b/apps-and-integrations/salesforce.mdx @@ -90,6 +90,61 @@ When this option is enabled, instead of deleting the event record we write to sp - When the field is empty - On every booking, overwriting the previous values +#### On cancelled booking, write to a custom field on the attendee record + +You can also update fields on the attendee's Contact or Lead record when a booking is cancelled. This lets you track cancellation status directly on the person record in Salesforce rather than just on the event. + +Cal.com identifies the correct contact or lead using the Salesforce event's `WhoId` field, which links back to the person originally assigned when the booking was created. + + +This feature works alongside the "write to record on booking" option. You can configure both independently — for example, writing a booking date on creation and a cancellation status on cancellation. + + +To enable this: + + + + Go to **Event Types**, select the event type you want to configure, and open the **Apps** tab. + + + Find the Salesforce app card and expand its settings. + + + Turn on **On cancelled booking, write to a custom field on the attendee contact/lead record**. + + + Add one or more field mappings. For each field, specify: + + - **Field name** — The Salesforce API name of the field on the contact or lead object (for example, `Last_Booking_Status__c`) + - **Field type** — The data type (text, date, datetime, phone, checkbox, picklist, textarea, or custom) + - **Value** — The value to write when a booking is cancelled. For date fields, you can use dynamic values like `booking_cancel_date` to automatically populate the cancellation date + - **When to write** — Choose between writing on every cancellation or only when the field is empty + + + Save your event type. The configured fields update on the attendee's Salesforce record whenever a booking of this type is cancelled. + + + +**Example: tracking cancellation status and date** + +A sales team wants to track when prospects cancel discovery calls: + +1. In Salesforce, add custom fields to the Contact object (e.g., `Last_Booking_Status__c` and `Last_Cancel_Date__c`) +2. In Cal.com, open the event type's Salesforce settings +3. Enable **On cancelled booking, write to a custom field on the attendee contact/lead record** +4. Add a first field mapping: + - Field name: `Last_Booking_Status__c` + - Field type: Text + - Value: `Cancelled` + - When to write: Every cancellation +5. Add a second field mapping: + - Field name: `Last_Cancel_Date__c` + - Field type: Date + - Value: `booking_cancel_date` + - When to write: Every cancellation + +When a prospect cancels, their Salesforce contact record automatically updates with the cancellation status and date. + #### Send no show attendee data to event object When this option is enabled, we set the specific checkbox field to true when an attendee is marked as no-show in Cal.com