Calendly Salesforce package version 2 components
Overview
This article outlines all of the components of the version 2 Calendly Salesforce package.
To migrate from our unmanaged Salesforce package version (v1) to our managed package version (v2), check out this Help Center article for additional information on how to upgrade.
Otherwise, if you are on a managed package version (v2 or higher), you can upgrade to the current version by visiting your Salesforce integrations page and selecting the banner to upgrade.
If you're unsure what version you currently use, visit your Salesforce integrations page to confirm your version.
Note: The components detailed in this article are as of package version 2.4. If you're currently on a lower version of the package, some of the components outlined will not apply. For further details on the objects included in each version, check out this article.
Custom parent objects
When you install the Calendly Salesforce package, the custom objects listed below are created in your Salesforce instance.
For additional information about custom objects, check out this Salesforce article.
The CalendlyAction custom object is used to hold event data.
When a meeting is scheduled or canceled, Calendly sends meeting data to Salesforce. Salesforce creates a new CalendlyAction record, which triggers the default CreateEvent flow or CancelEvent flow to run.
For additional information, check out this Help Center article.
Component Name | Type |
CalendlyAction Layout | Page Layout |
Object Id | Custom Field |
Event Uuid | Custom Field |
Event Created At | Custom Field |
Event Start Time | Custom Field |
Event End Time | Custom Field |
Event Subject | Custom Field |
Event Description | Custom Field |
Event Primary Publisher Name | Custom Field |
Event Primary Publisher Email | Custom Field |
Event Type Name | Custom Field |
Event Type Duration | Custom Field |
Event Type Kind | Custom Field |
Event Type Slug | Custom Field |
Event Canceled | Custom Field |
Event Cancel Reason | Custom Field |
Event Canceler Name | Custom Field |
Invitee Created At | Custom Field |
Invitee Timezone | Custom Field |
Invitee Email | Custom Field |
Invitee Name | Custom Field |
Invitee First Name | Custom Field |
Invitee Last Name | Custom Field |
Invitee Uuid | Custom Field |
Invitee Canceled | Custom Field |
Invitee Canceler Name | Custom Field |
Invitee Cancel Reason | Custom Field |
Invitee Canceled At | Custom Field |
Additional Guests | Custom Field |
Additional Hosts | Custom Field |
Group Name | Custom Field |
FormSubmissionUUID | Custom Field |
UtmCampaign | Custom Field |
UtmContent | Custom Field |
UtmMedium | Custom Field |
UtmSource | Custom Field |
UtmTerm | Custom Field |
CustomQuestion1 | Custom Field |
CustomQuestion2 | Custom Field |
CustomQuestion3 | Custom Field |
CustomQuestion4 | Custom Field |
CustomQuestion5 | Custom Field |
CustomQuestion6 | Custom Field |
CustomQuestion7 | Custom Field |
CustomQuestion8 | Custom Field |
CustomQuestion9 | Custom Field |
CustomQuestion10 | Custom Field |
CustomResponse1 | Custom Field |
CustomResponse2 | Custom Field |
CustomResponse3 | Custom Field |
CustomResponse4 | Custom Field |
CustomResponse5 | Custom Field |
CustomResponse6 | Custom Field |
CustomResponse7 | Custom Field |
CustomResponse8 | Custom Field |
CustomResponse9 | Custom Field |
CustomResponse10 | Custom Field |
Location | Custom Field |
All | List View |
The CalendlyLink custom object stores Calendly users email addresses, their Calendly link, and information about the link.
In Salesforce, Calendly will create a CalendlyLink record for every link we send. Once a record for a specific user's link is created, Calendly will update that record on the next hourly sync if necessary.
When the CalendlyLink record is created or updated for a profile link, this triggers the MapCalendlyLinkTemplate flow.
For additional information, check out this Help Center article.
Component Name | Type |
CalendlyLink Layout | Page Layout |
Url | Custom Field |
Type | Custom Field |
Custom Field | |
Name | Custom Field |
External Id | Custom Field |
All | List View |
The CalendlyRoutingFormSubmission custom object is used to store information, including the name of the form submitted, any UTM parameters or Salesforce ID associated with the form, and the result of the routing rules behind the form.
When a Calendly routing form is submitted, the Salesforce integration creates a CalendlyRoutingFormSubmission record and a CalendlyRoutingFormQuestionsAnswers record for each question asked on the form. The creation of the CalendlyRoutingFormSubmission record triggers the flow CreateRoutingFormLeadTemplate.
For additional information, check out this Help Center article.
Component Name | Type |
CalendlyRoutingFormSubmission Layout | Page Layout |
UtmTerm | Custom Field |
UtmContent | Custom Field |
UtmCampaign | Custom Field |
UtmSource | Custom Field |
UtmMedium | Custom Field |
ResultValue | Custom Field |
ResultType | Custom Field |
SubmissionUUID | Custom Field |
SalesforceId | Custom Field |
FormName | Custom Field |
Custom Field | |
Lead | Custom Field |
Contact | Custom Field |
FormSubmittedAt | Custom Field |
All | List View |
The CalendlyRoutingFormQuestionsAnswers custom object is used to store form questions and answers, and relation to the CalendlyRoutingFormSubmissions object the question/answer is for.
When a Calendly routing form is submitted, the Salesforce integration creates a CalendlyRoutingFormSubmission record and a CalendlyRoutingFormQuestionsAnswers record for each question asked on the form. The creation of the CalendlyRoutingFormSubmission record triggers the flow CreateRoutingFormLeadTemplate.
For additional information, check out this Help Center article.
Component Name | Type |
CalendlyRoutingFormQuestionsAnswers Layout | Page Layout |
CalendlyRoutingFormSubmission | Custom Field |
Question | Custom Field |
Answers | Custom Field |
Type | Custom Field |
All | List View |
Custom fields on standard objects
Component Name | Type |
CalendlyLink | Custom Field |
Component Name | Type |
CalendlyCreated | Custom Field |
Component Name | Type |
Is Rescheduled | Custom Field |
InviteeUuid | Custom Field |
Is No-Show | Custom Field |
Flow templates
When you install the Calendly Salesforce package, the flow templates listed below are provided in your Salesforce instance. These flows are fully customizable.
When a meeting is scheduled or canceled, Calendly sends meeting data to Salesforce. Salesforce creates a new CalendlyAction record, which triggers the default CreateEvent flow or CancelEvent flow to run.
For additional information, check out this Help Center article.
Component Name | Type |
CreateEventTemplate | Flow Definition |
When a meeting is scheduled or canceled, Calendly sends meeting data to Salesforce. Salesforce creates a new CalendlyAction record, which triggers the default CreateEvent flow or CancelEvent flow to run.
For additional information, check out this Help Center article.
Component Name | Type |
CancelEventTemplate | Flow Definition |
When an event is scheduled, the CreateEventTemplate uses the Get Event Attendee Template flow to create a list of attendees in Salesforce.
For additional information, check out this Help Center article.
Component Name | Type |
Get Event Attendee Template | Flow Definition |
When an event is scheduled, the CreateEventTemplate uses the Create Event Attendee Template flow to create a list of attendees in Salesforce.
For additional information, check out this Help Center article.
Component Name | Type |
Create Event Attendee Template | Flow Definition |
In Salesforce, Calendly will create a CalendlyLink record for every link we send. Once a record for a specific user's link is created, Calendly will update that record on the next hourly sync if necessary.
When the CalendlyLink record is created or updated for a profile link, this triggers the MapCalendlyLinkTemplate flow.
For additional information, check out this Help Center article.
Component Name | Type |
MapUserCalendlyLinkTemplate | Flow Definition |
When a Calendly routing form is submitted, the Salesforce integration creates a CalendlyRoutingFormSubmission record and a CalendlyRoutingFormQuestionsAnswers record for each question asked on the form. The creation of the CalendlyRoutingFormSubmission record triggers the flow CreateRoutingFormLeadTemplate.
For additional information, check out this Help Center article.
Component Name | Type |
CreateRoutingFormLeadTemplate | Flow Definition |