There are some requirements for building the connection between both the platforms inside the sandbox environment where you would be needing the Pro Calendly account which should have the permission of the administrator or the owner and you should also be in Salesforce Enterprise edition or even higher edition for the management of the administrator privileges. These were the software requirements now we are moving ahead to the steps that can build integration between both the two platforms.
First of all, we have to go to integrations and choose Salesforce inside the platform of Calendly. The next step was associated with the selection of the test this integration box is provided within the Salesforce sandbox for testing the integration according to the requirements we have made for the admin privileges and higher edition of the enterprise.
After you have successfully tested the integration procedures now you have to proceed with the process of logging into the sandbox where you have to manage your sandbox potentials associated with the Salesforce platform. Also, you need to keep in mind that the sandbox username should be treated as the sales force username by using the particular syntax as the .sandbox name appended. Now we have to see the selection of the allowed access along with the process of installation of the calendar we package where we have to choose the install for all user’s options and finally get it done by selecting the option named as done. In the next step, we have to install the package and once all the processes the fully executed we need to return to the Calendly platform so that we can choose to refresh the page. After refreshing the page, we need to take into consideration the final step for building the connection, and in case you have not refreshed it till now the environment of the sandbox will not get updated automatically even when you’re scheduling the events to the Calendly platform.
Now the next step is to successfully execute a refreshing mechanism and now you can easily build the connection between the two platforms with the help of Salesforce production org. One thing you have to keep in mind that you cannot manage the two sandbox accounts at one go and you cannot maintain the sandbox along with production org e in the collaborative form simultaneously.
Procedure for moving to the production account from the Salesforce sandbox environment. There are certain procedures for moving on to the production account by going to the integrations inside the Salesforce org and choosing the disconnect option. The next step guides about the selection of the integrate now an option where we need to take up your number of steps that are provided under the installation tab for the completion of the setup. You also need to keep in mind that while we are through the process of installation of a calendly package in the production account, there is a need for migration application of all sorts of the interface associated with the configuration that you have already prepared to the product inside the sandbox.
We hope that you have successfully gone through all the procedures of integration techniques and would have learned how Calendly and Salesforce can be integrated for giving the business a high stature. With the arrival of the application of the semantics associated with Calendly integration Salesforce, now we can synchronize data in the most intelligent way along with the management of the flows automatically.