---
title: "Salesforce"
description: "Salesforce documentation and guides."
url: "https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce"
---

[Adding Custom fields to the Salesforce Activity Event Page Layout](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/adding-custom-fields-to-salesforce-activity-event-page-layout)

[Assigning the OnceHub permission set to the Salesforce API user](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/assigning-oncehub-permission-set-to-salesforce-api-user)

[Configuring connector settings on a Booking page](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/configuring-connector-settings-on-booking-page)

[Connecting a Salesforce API User](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user)

[Connecting to Salesforce](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-to-salesforce)

[Connecting to a Salesforce Sandbox environment](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-to-salesforce-sandbox-environment)

[Handling required Salesforce fields in the Field validation step](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/handling-required-salesforce-fields-in-field-validation-step)

[Installing the OnceHub connector for Salesforce](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/installing-oncehub-connector-for-salesforce)

[Introduction to Salesforce scheduling buttons](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/introduction-to-salesforce-scheduling-buttons)

[Mapping OnceHub fields to non-mandatory Salesforce fields](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/mapping-oncehub-fields-to-non-mandatory-salesforce-fields)

[Maximizing booking rates in Salesforce Campaigns](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/maximizing-booking-rates-in-salesforce-campaigns)

[Personalizing scheduling on landing pages with Salesforce IDs](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/personalizing-scheduling-on-landing-pages-with-salesforce-ids)

[Prepopulate or skip the Booking form step in Salesforce integration](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/prepopulate-or-skip-booking-form-step-in-salesforce-integration)

[The Salesforce Activity Event](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-activity-event)

[Salesforce connector issues](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-connector-issues)

[Salesforce integration](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-integration)

[Salesforce integration security](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-integration-security)

[Salesforce Lightning Experience](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-lightning-experience)

[Salesforce record creation, update, and assignment rules](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-record-creation-update-and-assignment-rules)

[Salesforce scheduling buttons for Contacts, Leads and Cases](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-contacts-leads-and-cases)

[Salesforce scheduling buttons for Opportunities](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-opportunities)

[Salesforce scheduling buttons for Person Accounts](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-scheduling-buttons-for-person-accounts)

[Supported and non-supported field types in the Salesforce integration](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/supported-and-non-supported-field-types-in-salesforce-integration)

[Using Personalized links (Salesforce ID)](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/using-personalized-links-salesforce-id)

[Using Salesforce IDs to Identify Customers during booking](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/using-salesforce-ids-to-identify-customers-during-booking)

[Using Salesforce Workflow Rules to update fields based on OnceHub data](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/using-salesforce-workflow-rules-to-update-fields-based-on-oncehub-data)

[Working with Salesforce Person Accounts](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/working-with-salesforce-person-accounts)

[Working with Salesforce Record Types](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/working-with-salesforce-record-types)