When a booking is completed in the schedule adjustment calendar, the data can be posted to Salesforce.
Salesforce integration eliminates the need to manually enter lead information into Salesforce after a booking is completed.
Salesforce integration is available with the Premium Plan.
Please refer to this page for information on how to set up Salesforce integration on the Schedule Adjustment Calendar side.
Please refer to this page for notes on Salesforce integration.
Please refer to this page for information on what to do when errors occur in Salesforce integration.
What you need for integration
Salesforce account that is an API accessible edition
Ref. (Salesforce Help): Salesforce editions with API accessEnterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Professional Edition (Only if API access is separately supported for a fee)
TimeRex account (Premium Plan)
How to connect TimeRex and Salesforce
By the team Owner, Administrator, or Administrator Assistant login to TimeRex with your regular Google or Microsoft account
Switch to the appropriate space and click the "Team Settings" button
Click "Salesforce" in the "Integrations" menu to access the Salesforce integration page
Click the "Connect" button
If you are logged out of your Salesforce account, the login screen will appear
Allow access to Salesforce
Click "Allow" to complete integration with TimeRex
How to disconnect Salesforce and TimeRex
If you wish to cancel the integration between Salesforce and TimeRex, you can do so by clicking the "Disconnect" button on the Salesforce integration page.