Salesforce integration by group

By default, Salesforce integration applies to your entire organization. You can limit it to specific groups in Calendly to control data sharing.

What are groups?

Calendly groups allow owners and admins to organize users by things like department, geographical regions, or other distinctions. This can also be connected to your SCIM provisioning, so any new users will automatically be put into the appropriate group.

Groups can have their own managed events, analytics, and even their own group admin(s).

What data will be sent to Salesforce?

Calendly will send the event data for all applicable users and their booking links. For more information on the data being sent to salesforce, check this article.

How to limit Salesforce by group

From your Calendly home page:

  1. Select Integrations

  2. Select your Salesforce integration

  3. Check the box Apply integration to specific groups

  4. From the drop-down, select which groups you want to include in the integration. You can add and remove groups at any time from this menu.

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  5. Select Save

Now only the selected group’s activity will be sent to Salesforce!

Note

If you have not set up your Salesforce integration, you can do the above steps before connecting Salesforce to Calendly. Read how to integrate Calendly with Salesforce