From abcc609cf4903d71c6dc8fbc8cb4db643bfe90db Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 4 Apr 2026 16:34:09 +0000 Subject: [PATCH] Add cancellation write-to-attendee-record option for Salesforce Generated-By: mintlify-agent --- apps-and-integrations/salesforce.mdx | 34 +++++++++++++++++++++++++++- 1 file changed, 33 insertions(+), 1 deletion(-) diff --git a/apps-and-integrations/salesforce.mdx b/apps-and-integrations/salesforce.mdx index 7fa1ebb..c37bb38 100644 --- a/apps-and-integrations/salesforce.mdx +++ b/apps-and-integrations/salesforce.mdx @@ -7,7 +7,7 @@ With our Salesforce integration you can sync data between Cal.com and your insta ## Basic functionality - On booking, we create an event record under a lead/contact record - On reschedule, we adjust the event record's dates -- On cancellation, we delete the event record +- On cancellation, we delete the event record (or optionally write to the event and attendee records instead) ## Event Type Options @@ -90,6 +90,38 @@ When this option is enabled, instead of deleting the event record we write to sp - When the field is empty - On every booking, overwriting the previous values +#### On cancelled booking, write to a custom field on the attendee record +When this option is enabled, Cal.com updates fields on the attendee's contact or lead record when a booking is cancelled. This lets you track cancellation information directly on the person record in Salesforce — for example, recording when a meeting was cancelled or flagging the contact as having cancelled. + +To write to a field you need the following: +- The API field name ex. `Custom_Field__c` +- The field type in Salesforce. We currently support the following types: + - Text (`text`, `textarea` ) + - Date (`date`, `datetime`) + - Phone + - Checkbox + - Picklist + - Custom (ignores field validations) +- The value that you want to pass to the field ([Mapping data from Cal.com to Salesforce](#mapping-data-from-cal-com-to-salesforce)) + - For checkbox fields, you can choose whether to pass true or false + - For picklist fields, the value passed needs to match the value of a picklist option +- When to write to the field + - When the field is empty + - On every cancellation, overwriting the previous values + + +To record the date a booking was cancelled on the contact record: + +1. In Salesforce, add a custom date field to the Contact object (e.g., `Last_Cancellation_Date__c`) +2. In Cal.com, open the event type and go to the **Apps** tab +3. Expand the Salesforce section and enable **On cancelled booking, write to a custom field on the attendee record** +4. Add a field entry with: + - **Field name:** `Last_Cancellation_Date__c` + - **Field type:** Date + - **Value:** `booking_cancel_date` + - **When to write:** On every booking + + #### Send no show attendee data to event object When this option is enabled, we set the specific checkbox field to true when an attendee is marked as no-show in Cal.com