Salesforce: Adjusting User Settings Permission Set

​@jillian Thoughts?

Hi ​@freejolero - Thanks for reaching out!

Is there a specific permission you’re referring to? The link you shared includes all of our Community articles on the Salesforce topic so I just want to be sure. 

Let me know!

​@David 

Hi ​@freejolero - Thanks for sending this over.

I believe that specific permission allows other users who may not be part of the Calendly organization integrate their account with the Salesforce instance. To be frank, I don’t think this is something users often use as most Organizations combine all of their Calendly users together.

The main focus is just ensuring that the Salesforce user's email must be an exact match to their Calendly account or workflows like lead assignment or Routing with SF Lookup won’t function correctly.

Let me know if you have any other questions.

Thanks for the prompt reply ​@David.

While testing the Integration, i verified the records would be getting created in Salesforce as:

Calendly record Owner = Salesforce Event Owner and Assigned To match

Calendly Reschedule = Shows Reschedule flag AND Event gets renamed

Calendly Cancel = Shows Canceled flag AND Event gets renamed to preface “Canceled”

Calendly No-Show = Shows No-Show flag 

We are not creating Lead records when Calendly Invitee is not existing therefore i commented that section of the FLOW.

Is there anything specific i should be checking? User Permissions prompted me to post this question.

Understood ​@freejolero - I wonder if there is an issue with the Salesforce package. Have you made any changes to it recently? Part of the default behavior is to create a new SF lead if the invitee doesn’t exist. So if this change was recent I’d recommend either reverting the change or installing the Calendly/Salesforce package again. I’ve added some instructions on this below:

1. Integrate Calendly with Salesforce
2. Calendly Salesforce package v2 post-install steps

We also recommend creating a copy of the default package for testing changes.

Let me know if you have any questions.

Hey ​@freejolero -

Typically, the user who authenticates Calendly with Salesforce has the System Admin profile in SF, which provides all the necessary permissions. This “Calendly” permission set is for users who authenticate Calendly without having elevated System Admin permissions; it’s an optional permission set that provides access to all objects and Apex classes included in the package.


> We are not creating Lead records when Calendly Invitee is not existing therefore i commented that section of the FLOW.

Just to confirm, is the flow currently working as expected or is there some functionality you are trying to add?

In the meantime, I recorded a video tutorial that explains how the Calendly Salesforce package works here (

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