How Mogli Scheduler Integrates with Salesforce

When someone books an appointment through Mogli Scheduler, the system automatically creates records in Salesforce to track the meeting and its participants. This integration ensures all your scheduling data is properly synced and accessible within Salesforce.

How Records are Created

This process varies slightly depending on your scheduling link type: 1:1, round-robin, or RSVP. Here’s how each works:

1. Mogli Event Creation

When any scheduling link is first used to book a meeting, the system creates a Mogli Event record in Salesforce. This serves as the primary connection point between your scheduling link and Salesforce activities.

• Each scheduling link maintains a one-to-one relationship with its Mogli Event

• This relationship ensures accurate tracking of all bookings made through that link

2. Salesforce Activity Creation

For each scheduled meeting, the system creates a Salesforce Activity (Event) with the following details:

• Assigned To:

  • For 1:1 links: The user who created the scheduling link

  • For Round Robin links: The user selected for the round-robin meeting

  • For RSVP links: The user who created the RSVP scheduling link

• Related To: Links to the corresponding Mogli Event record

• Name (WhoId): Populated with the Contact or Lead record of the person booking the appointment

• Start/End Time: Set to the scheduled meeting time

• Description: Includes the description from your scheduling link

3. Record Relationships

The integration supports flexible scheduling while maintaining data integrity:

• Multiple Salesforce Activities can be associated with a single Mogli Event

• Contact and Lead records appear in their respective activity timelines

• Due to Salesforce limitations, when a booking is associated with objects other than Contacts or Leads, the Name field cannot be populated.

This automated process ensures that your scheduling activities are seamlessly integrated with your Salesforce records, making it easy to track and manage all your appointments within your existing Salesforce workflow.