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Question about Salesforce / Rescheduled Meetings

  • December 6, 2024
  • 3 replies
  • 233 views

Hello, I’m new to the Calendly/Salesforce integration and a little confused by the documentation. Per this article,

Rescheduled meetings

When a meeting is rescheduled

  • Salesforce updates the canceled event record.
  • You can display the rescheduled details by editing the page layout.
  • The rescheduled event will still have "canceled" in the title. A Salesforce Administrator can customize the CancelEvent flow to change the default title. 

My question is, does this create a whole new entry for the Rescheduled meeting and then add “Canceled” to the title of the original meeting? 

A related question: Are the options to update the CancelEvent flow to either add “Rescheduled” to the title OR to delete the record? Or would it be possible to Delete deleted items and add “Rescheduled” to rescheduled ones? 

Best answer by Austin

Hey ​@Rachel55626 I work on our Developer Support team and wanted to share some thoughts on this! 

 

I made a video to watch covering this topic here: https://www.loom.com/share/08d9a2f6656e437ea1900cb4af8448b3?sid=94a55cdb-3624-487d-bf3e-295bdad148c4

Essentially you can change a rescheduled original event to have “Rescheduled” in the name instead of “Cancelled” by adding a decision element in your canceleventtemplate flow. You cannot however make the newly scheduled event contain “rescheduled” in the name. I hope that helps but let me know if you have any questions!

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3 replies

Austin
Community Manager
  • Community Manager
  • Answer
  • December 9, 2024

Hey ​@Rachel55626 I work on our Developer Support team and wanted to share some thoughts on this! 

 

I made a video to watch covering this topic here: https://www.loom.com/share/08d9a2f6656e437ea1900cb4af8448b3?sid=94a55cdb-3624-487d-bf3e-295bdad148c4

Essentially you can change a rescheduled original event to have “Rescheduled” in the name instead of “Cancelled” by adding a decision element in your canceleventtemplate flow. You cannot however make the newly scheduled event contain “rescheduled” in the name. I hope that helps but let me know if you have any questions!


  • Author
  • Community Member
  • December 9, 2024

@Austin That was super helpful! Thanks so much for taking the time to make a video detailing the exact steps for me. I really appreciate it! 


Austin
Community Manager
  • Community Manager
  • December 9, 2024

Glad I could help ​@Rachel55626 !