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55 changes: 55 additions & 0 deletions apps-and-integrations/salesforce.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -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.

<Note>
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.
</Note>

To enable this:

<Steps>
<Step title="Open event type settings">
Go to **Event Types**, select the event type you want to configure, and open the **Apps** tab.
</Step>
<Step title="Open Salesforce settings">
Find the Salesforce app card and expand its settings.
</Step>
<Step title="Enable the cancellation toggle">
Turn on **On cancelled booking, write to a custom field on the attendee contact/lead record**.
</Step>
<Step title="Configure fields">
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
</Step>
<Step title="Save">
Save your event type. The configured fields update on the attendee's Salesforce record whenever a booking of this type is cancelled.
</Step>
</Steps>

**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

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