How to create a custom button within Salesforce Lightning to schedule Calendly meetings

  1. From the Setup page and within the Quick Find / Search box, type Buttons and select Object Manager and see the page refresh.

  2. Under any object you choose, select Buttons, Links, and Actions and see the page refresh.

  3. At Buttons, Links, and Actions, select New Button or Link.Schedule_Button_Settings_SF_Lightning_16NOV2020.png

  4. At Label, enter Schedule Calendly Meeting, then enter a Description.

  5. At Display Type, select Detail Page Link.

  6. At Behavior, choose Display in new window.

  7. At Content Source, choose URL.

  8. Within the editor box, copy and paste the following code:

    ADD_YOUR_LINK?sfid={!Opportunity.Id}&first_name={!Contact.FirstName}&last_name={!Contact.LastName}&email={!Contact.Email}
  9. Within the code, replace ADD_YOUR_LINK with your Calendly link, then select Save.
    Note: Include https:// when adding your link.
    Schedule_Button_Editor_Box_SF_Lightning_16NOV2020.png
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