Overview
Salesforce admins can use merge fields to reference the right person's Calendly link in Salesforce automations/email templates, automations/email templates in other tools that integrate into Salesforce (i.e. Marketo, Outreach, etc.), and even scheduling buttons. In this article, we'll cover how to customize a Salesforce instance to reference a lead owner's Calendly link via Salesforce email templates, but these same steps can be used for any object with an owner.
Salesforce email templates
When using a Visualforce email template, users will be able to directly reference a record owner's Calendly link from the template via the Calendly_Calendlylink_c user field. To create a Visualforce email template, we recommend following Salesforce's step-by-step instructions here.
For standard email templates, there is not a default option to reference a record owner's Calendly link. As a workaround, you can create a new formula field on the record object that references the owner's link.
- We recommend following Salesforce's step-by-step instructions on how to create an email template.
- From Setup on the Home page, select Object Manager.
- In the Quick Find search bar on the right-hand side, search Lead.
- Select the Lead label.
- Select Fields and Relationships from the Details list on the left-hand side.
- Directly beside the Quick Find search bar, select New.
- Step 1: Select Formula.
- Select Next in the top right-hand corner.
- Step 2: Type Owner's Calendly Link in the Field Label field.
- Select Text in the Formula Return Type column.
- Select Next in the top right-hand corner.
- Step 3: Select the Advanced Formula tab.
- Select the Insert Field icon.
- Select Lead >.
- Select Lead Owner (User) > from the list of labels.
- Locate and select Calendly Link.
- Select Insert.
- Below the Calendly Link (Text) box, select the Check Syntax icon.
- Select Next in the top right-hand corner.
- Step 4: Select Next in the top right-hand corner.
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Step 5: Select Save.
When creating or editing an email template in Salesforce, access the merge field value of the lead owner's Calendly link by:
- From the Select Field Type drop-down menu under Available Merge Fields, select Lead Fields.
- From the Select Field drop-down menu, select Owner'sCalendly Link.
- Copy and paste the Merge Field Value in the Email Body section where you want the Calendly link to be included.
- Select Save.
Scheduling buttons
To create a custom scheduling button inside of Salesforce, follow the steps in the Lightning or Classic section of the How to create a custom button to schedule Calendly meetings section of our Schedule Calendly meetings directly from Salesforce Help Center article.