6.1 Appointment
This article provides a step-by-step guide on verifying and configuring the appointment object mapping in Salesforce through Jobrock. It also explains how to configure the appointment widget on Salesforce Contact and Contact in workflow pages. In addition, it includes instructions on how to validate and verify the appointment configuration through a test lead and the task timeline in Salesforce.
Verify mapping in ATS settings
By default, the appointment object in Jobrock is linked to the "Event" object in Salesforce, which is usually correct out of the box. However, it's crucial to verify and save the settings appropriately to avoid any mishaps.
To get started with the Salesforce Appointment object mapping, follow the steps below:
Step 1: Go to the Appointment object settings in Jobrock
Navigate to Admin -> Integrations -> ATS -> Appointment
Step 2: Validate correct object mapping
Click on the appointment object to validate that the Appointment object in Jobrock is linked to the Event object in Salesforce.
Step 3: Validate required fields & sync direction
Validate that all the required fields are mapped and no errors are displayed for any of the fields. Every field should have the Push & Pull sync direction enabled too.
Generally, this is correct out of the box as well.
Step 4: Save the validated configuration
Once you've validated all the object mapping settings, hit "Save" at the top right corner of your screen.
Configure the appointment widget on Salesforce pages (Contact & Contact in workflow)
The appointment widget should be configured on both the Contact and Contact in workflow page in Salesforce. The technical configuration in Salesforce is almost the same for both pages.
The only difference for the widget configuration on the Contact or Contact in workflow page is the custom component that needs to be used.
- Contact page = Candidate Appointments component
- Contact in workflow page = Application Appointments component
Follow the steps below to configure the appointment widget:
Step 1: Go to a Contact (in workflow) page in Salesforce
Click on the gear icon and hit "Edit Page"
Step 2: Drag the "Accordion" component onto the page
Drag the component somewhere on the Contact page and remove the "Details" section, so there's only one section left in the Accordion.
Step 3: Rename the section title to Appointment
Click on "Related" and select "Custom" from the Section Label dropdown. Then, enter "Appointment" as the new Custom Label name. Hit "Done".
Step 4: Configure the correct appointment component
Enter "Appointment" in the components search bar and drag the correct appointment component in the 'Appointment' section in the Accordion you have created in the previous step.
Step 5: Save changes
To display the configured appointment widget on the page, hit "Save" in the top right corner.
How to configure multi-brand in the JR Appointment SF widget
Step 1: Go to Salesforce
Step 2: Select "Edit Page"
Step 3: Enter the "Brand Field"
Step 4: Save the changes
Save the configuration by clicking "Save" at the top right corner.
For further information on multi-brand setup and its importance, refer to the documentation here.
Create a validation case
To verify that the appointment configuration has been done successfully, walk through the following steps.
Configure appointment in Jobrock Hub
Next, configure an appointment in the Hub of a test vacancy and create a test lead to trigger the appointment. To do this, follow these steps:
Step 1: Go to Hub
Go to the Hub of a test vacancy and click "Set up" in the Appointment widget that will fire on the status "New" in the workflow.
Step 2: Create a test lead
Next, trigger the appointment by submitting a test lead on a Canvas page within the test Hub.
Final validation & verification
To ensure that the appointment object is synchronized and configured correctly between Salesforce and Jobrock, the following steps can be taken.
Step 1: Check appointment logs in Jobrock
To verify if Jobrock has triggered the appointment invitation correctly, head over to the Salesforce dashboard and click on "Logs" in the Appointment widget.
Step 2: Check request logs
Then, select "Request Logs" and make sure the dropdown says Appointment.
Step 3: Open Stack Trace
Finally, click on "Send Appointment Request Raised" in the Stack Trace column to validate the timeline details. The last log should display "Automation synched successfully".
Step 4: Validate the Salesforce timeline
The appointment should be triggered based on the status in the workflow. To confirm this, go to the Contact in the workflow page of your test lead and verify that the Appointment is marked with the status "Sent" in the automation widget.
Step 5: Validate if a task is created correctly on the activity timeline
Also, validate if a task is created correctly on the activity timeline. If you click on the task, it should display that the Status of the task is "Not Started", because you only triggered the appointment on your test lead at this point, nothing was booked yet.
Step 6: Book an appointment slot
Next, open the appointment invitation that you've triggered to yourself and book an appointment slot in the calendar.
Step 7: Verify in Salesforce
Finally, ensure that the appointment has been accurately recorded in the Appointment widget and that an upcoming appointment task has been generated on the activity timeline.
By clicking on the arrow in the activity task widget, the start and end dates should be displayed correctly.
After completing these validation steps, the appointment widget's configuration and object mapping will have been properly set up.