Configure Reassign Button In Salesforce

As a prerequisite for this article, please review  Reschedule and reassign meetings to ensure your preferences are turned on for this functionality.

The purpose of this article is to help Admins create a custom "Reassign" button in the Salesforce Event. This functionality will allow users to reassign a meeting to another user directly in Salesforce. 

Note: Salesforce Admin permissions required. The button will not work for meetings not booked with Chili Piper.


Steps

Classic view:

  1. Navigate to "Setup" in Salesforce
  2. Go to the "Event Buttons and Links" section
    1. Build -> Customize -> Activities -> Event Buttons and Links
  3. Click "New Button or Link"
  4. Configure the Button using the following data:
    1. Label: Reassign
    2. Name: Reassign
    3. Display Type: Detail Page Button
    4. Behavior: Display in new window
    5. Content Source: URL
    6. Select Field Type: Event
    7. Link to Addhttps://api.chilipiper.com/reassign/{!Event.Id}
    8. Link Encoding: Unicode (UTF-8)
  5. Click Save.

Your button setup should match the picture below.

Add button to layout

Navigate to Customize -> Activities -> Event Page Layouts . “Edit” the Event Page Layout.

From the Buttons category in the palette, drag "reassign" into the Custom Buttons area on the page layout.

Then, save and the button is configured.

Lightning view:

  1. Navigate to "Setup" in Salesforce
  2. Go to the "Object Manager" and select "Event," then "Button, Links, and Actions" 
    1. Event -> Button, Links, and Actions 
  3. Click "New Button or Link"
  4. Configure the Button using the following data:
    1. Label: Reassign
    2. Name: Reassign
    3. Display Type: Detail Page Button
    4. Behavior: Display in new window
    5. Content Source: URL
    6. Select Field Type: Event
    7. Link to Add: https://api.chilipiper.com/reassign/{!Event.Id}
    8. Link Encoding: Unicode (UTF-8)
  5. Click Save.

Your button setup should match the picture below.

Add button to layout

Navigate to Setup -> Object Manager -> Event -> Page Layouts . “Edit” the Event Page Layout.

From the Buttons category in the palette, drag "reassign" into the Custom Buttons area on the page layout.

Then, save and the button is configured.

End Result

The Button you created should appear in your events.

Classic view:

Lightning view:

Once clicked, select the correct queue, then select the rep you'd like to reassign the meeting to.

You're all set - If you experience any issues or need additional help getting this set-up, please email support@chilipiper.com and we'll be in touch with you as soon as possible!

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