Before you dial up the support team, consider this: you might have the tools and insights needed to resolve some issues on your own. We've compiled a straightforward checklist designed to empower you with quick fixes and preventive measures for common Calendly-Salesforce integration challenges. It's your first line of defense, enabling you to efficiently tackle problems before reaching out for help.
Our support team is always ready to assist when you need extra guidance, be sure to provide details on the steps taken in this checklist to ensure a fast and efficient support experience.
Self Troubleshooting Checklist
- Is your Salesforce integration connection on?
Navigate to Integrations -> Salesforce and check that “Push New Events to Salesforce” button is on:
- Is the Integration Status Broken?
If so, please use the Debugging steps (next section) to find why your flows are not working properly.
- Is your flow active?
Navigate to Setup -> Flows in Salesforce. Review the list of flows to see if they are currently active. As of version 2.6, the following 5 default flows should be active (with the exception of custom made flows, in which case you would confirm the same way).
Along with these 2 subflows:
Calendly Support will likely ask for a screenshot of your flows for confirmation.
- Do you have an error email?
These emails are sent from info@salesforce.com. Typically, the last person who modified the CreateEvent flow will receive the error emails from Salesforce, however, the settings in your Salesforce instance may have been modified. To verify if this has been updated in your Salesforce instance, you can check Process Automation Settings. In Setup, type Process in the Quick Find box. Then select Process Automation Settings:
If Apex Exception Email Recipients is selected, you can see the recipients by searching Apex in the Quick Find box and select Apex Exception Email:
- Are there errors in the Paused and Failed Flow Interviews?
- From Setup -> All Paused and Failed Flow Interviews, select the view dropdown highlighted below to change the view to All Paused and Failed Flow Interviews
- Select the error that you want to review and it will open the flow in “debug” mode.
- Expand the steps on the right to see more details. Review to find the error
- Does your Calendly Host email address match your Salesforce user email address? Please check the email field and not the username field. If not, the flow will assign the Lead and Event to a system admin.
- If you use customized flows: Please deactivate the custom flows and activate the default flows (shown in the previous screenshots). If testing works, you can assume the error lies in the custom flows and will need to debug (see steps on debugging below).
- Are Calendly Action records being created? This will tell us whether the flow or the integration is the issue.
The easiest way to check is by using the Calendly Action tab and sorting by Created Date. Please send a screenshot of this page when contacting Calendly Support.
