This looks great. I have a question though: I have a backoffice team that schedules events via phone for the field agents. The field agents all have their own separate calendars. Is there a way to show different calendars in the same view and chose a time for a specific field agent?
Yes, you could add a screen before the scheduling screen where the backoffice team member selects a field agent. You could then look up the field agent's Calendly link dynamically in the flow and assign it to a variable. The variable containing the agent's Calendly link could then be used in the widget's "Calendly Link" field.
Is there a way to make it show correctly within a pop-up or on page layout screen flow? The css controls don’t seem to impact the size when using it in one of those placements?
Do you have a link or screenshot you could share with an example of the issue? The css applies to the container - github.com/tcampb/calendly-for-salesforce-flow/blob/main/calendlySchedulingWidget.html#L2
How does the user's calendar get populated? I want to pull in the Contact owner's calendar to show availability. In your example, are you using the Lead's owner?
If you are using version 2.2 or greater of the Calendly Salesforce package (this can be installed in Calendly) then the user's Calendly link will be synced to the following user custom field: In the flow, you can then pass the following variable to the Calendly URL input field: This will ensure that the calendar shows the availability for the specific contact owner.
@@calforce I'm getting an error I think might be security related. Something went wrong with the "CalendlyWidget" screen component on the "Calendly Wizard" flow. Contact your Salesforce admin about this error. Cannot read properties of undefined (reading 'indexOf'). There are only two references to this in your code. Can you help me determine what it might be? const isCalendlyEvent = e.data.event && e.data.event.indexOf('calendly') === 0 OR const queryStringIndex = this.calendlyLink.indexOf('?')
@@HelenLueck-d4p this is likely occurring in the second example (this.calendlyLink.indexOf). This error will occur if the Calendly Link passed to the component is undefined. Can you try running the flow in debug mode and confirm that the variable in the "Calendly Link" input field is not undefined / null?
Can you try adding "calendly.com" to your list of CSP Trusted Sites? It sounds like your site's security settings may be preventing the from loading. help.salesforce.com/s/articleView?id=sf.csp_trusted_sites.htm&type=5
You´re my HERO!!!!!
This looks great. I have a question though: I have a backoffice team that schedules events via phone for the field agents. The field agents all have their own separate calendars. Is there a way to show different calendars in the same view and chose a time for a specific field agent?
Yes, you could add a screen before the scheduling screen where the backoffice team member selects a field agent. You could then look up the field agent's Calendly link dynamically in the flow and assign it to a variable. The variable containing the agent's Calendly link could then be used in the widget's "Calendly Link" field.
Is there a way to make it show correctly within a pop-up or on page layout screen flow? The css controls don’t seem to impact the size when using it in one of those placements?
Do you have a link or screenshot you could share with an example of the issue? The css applies to the container - github.com/tcampb/calendly-for-salesforce-flow/blob/main/calendlySchedulingWidget.html#L2
How does the user's calendar get populated? I want to pull in the Contact owner's calendar to show availability. In your example, are you using the Lead's owner?
If you are using version 2.2 or greater of the Calendly Salesforce package (this can be installed in Calendly) then the user's Calendly link will be synced to the following user custom field:
In the flow, you can then pass the following variable to the Calendly URL input field:
This will ensure that the calendar shows the availability for the specific contact owner.
@@calforce Thank you!
@@calforce I'm getting an error I think might be security related. Something went wrong with the "CalendlyWidget" screen component on the "Calendly Wizard" flow. Contact your Salesforce admin about this error. Cannot read properties of undefined (reading 'indexOf'). There are only two references to this in your code. Can you help me determine what it might be? const isCalendlyEvent = e.data.event && e.data.event.indexOf('calendly') === 0 OR const queryStringIndex = this.calendlyLink.indexOf('?')
@@HelenLueck-d4p this is likely occurring in the second example (this.calendlyLink.indexOf). This error will occur if the Calendly Link passed to the component is undefined.
Can you try running the flow in debug mode and confirm that the variable in the "Calendly Link" input field is not undefined / null?
I am using the Calendly flow on a public Experience Cloud at it says "This Content is Blocked" why and how can I resolve this issue?
Can you try adding "calendly.com" to your list of CSP Trusted Sites? It sounds like your site's security settings may be preventing the from loading.
help.salesforce.com/s/articleView?id=sf.csp_trusted_sites.htm&type=5
@@calforce Thanks, I solved with that