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41 changes: 41 additions & 0 deletions apps-and-integrations/salesforce.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -117,6 +117,47 @@ To configure, provide:
When this option is enabled, we set the specific checkbox field to true when an attendee is marked as no-show in Cal.com


## Field mapping validation

Cal.com validates your Salesforce field mappings at two points to help you catch configuration issues early.

### Inline validation

When you add or edit a field mapping entry, Cal.com checks that the value you provide is compatible with the selected field type:

- **Checkbox** fields require a boolean value (True or False). Entering text triggers an error.
- **Date** fields require a valid date reference (such as Booking Start Date or Booking Created Date).
- **Text**, **Phone**, **Picklist**, and **Custom** fields require a non-empty text value.

If a value is invalid, an error message appears directly below the field mapping row so you can correct it before saving.

### Save-time validation

When you save your event type settings, Cal.com connects to your Salesforce org and validates each field mapping against the actual Salesforce schema. The following checks run automatically:

- **Field existence** — the API field name must exist on the Salesforce object.
- **Writability** — the field must not be read-only.
- **Type compatibility** — if you configured a field as Checkbox, the Salesforce field must be a boolean (and vice versa).
- **Picklist values** — for Picklist fields, the value you entered must match one of the active picklist options in Salesforce.
- **Field name casing** — the field name must match the exact casing used in Salesforce (for example, `Custom_Field__c` instead of `custom_field__c`).

If any check fails, the save is blocked and you see an error message describing which field has the problem and what needs to be fixed.

<Tip>
If your Salesforce connection is inactive or unreachable, save-time validation is skipped so that you can still save other event type settings. Reconnect Salesforce to re-enable validation.
</Tip>

### Sync error notifications

If a booking triggers a write to Salesforce and it fails at runtime, Cal.com stores the error details and displays a diagnostic notification banner at the top of the Salesforce settings tab for that event type. The banner includes:

- **Error code** — the Salesforce error code (for example, `FIELD_CUSTOM_VALIDATION_EXCEPTION`).
- **Error message** — a description of what went wrong.
- **Dropped fields** — if custom fields caused the failure, the fields that were removed from the write so the booking could still be created.
- **Timestamp** — when the error occurred.

You can dismiss the banner after reviewing the error. To prevent the error from recurring, update your field mappings using the guidance in the error message.

## Appendix

#### Determining if an attendee belongs under an account
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