Salesforce

Integrate Distro with Salesforce to optimize your meeting scheduling process and ensure your CRM data is consistently synchronized. This integration provides automatic lead creation, contact creation, updates, and efficient meeting management within Salesforce.

Connect Distro with Salesforce

When connecting Salesforce, Distro requests the following permissions:

• Read and write access to Leads

• Read and write access to Contacts

• Read and write access to Accounts

• Read and write access to Events

• Read access to user information

1

Navigate to the Integrations page in your Distro dashboard

2

Click on the Salesforce integration card

3

You'll be redirected to Salesforce's authorization page

4

Grant Distro permission to access your Salesforce account

What does Distro do to your Salesforce account

Lead/Contact Management

When enabled in your router settings, Distro can:

• Create new Leads or Contacts based on your configuration

• Search for existing Contacts by email

• Update Lead/Contact information when matches are found

• Modify Lead/Contact ownership based on meeting assignments

Meeting Management

Distro creates and manages activities in Salesforce by:

• Creating Event records when bookings are confirmed

• Updating Event statuses (Scheduled, Rescheduled, Completed, No Show, Cancelled)

• Linking Events to associated Leads/Contacts

• Setting Event properties:

  • Meeting title

  • Start and end times

  • Meeting location (Remote)

  • Meeting status

  • External meeting URL

Custom Properties in Salesforce

Distro automatically creates custom fields in Salesforce to track meeting and prospect information. These fields are created for Lead, Contact, and Activity objects.

Important: Field Visibility Requirements

Before using these custom fields:

1. Navigate to Setup in Salesforce

2. Go to Object Manager

3. Select the respective object (Lead, Contact, or Activity)

4. Go to Field & Relationships

5. For each Distro custom field:

   • Click on the field name

   • Click on "Set Field-Level Security"

   • Ensure the field is visible for all necessary profiles

   • Click on "Page Layouts"

   • Add the field to the appropriate page layouts

Without proper field visibility settings, the integration may not function correctly.

Lead Custom Fields

• Distro Meeting Type (Distro_Meeting_Type__c)

  • Type: Text (100 characters)

  • Tracks the type of meeting scheduled

• Distro Meeting Date (Distro_Meeting_Date__c)

  • Type: DateTime

  • Records when the meeting is scheduled

• Distro Meeting Status (Distro_Meeting_Status__c)

  • Type: Picklist

  • Values:

    • Scheduled

    • Rescheduled

    • Completed

    • No Show

    • Cancelled

• Distro No Show (Distro_No_Show__c)

  • Type: Checkbox

  • Indicates if the prospect missed the meeting

• Distro Router Name (Distro_Router_Name__c)

  • Type: Text (75 characters)

  • Stores the name of the Distro router used

• Distro Meeting Created At (Distro_Meeting_Created_At__c)

  • Type: DateTime

  • Records when the meeting was initially created

Contact Custom Fields

The same fields are created for Contacts:

• Distro_Meeting_Type__c

• Distro_Meeting_Date__c

• Distro_Meeting_Status__c

• Distro_No_Show__c

• Distro_Router_Name__c

• Distro_Meeting_Created_At__c

Activity Custom Fields

Activity objects receive the following custom fields:

• Distro_Meeting_Type__c (Text, 75 characters)

• Distro_No_Show__c (Checkbox)

• Distro_Canceled__c (Checkbox)

• Distro_Router_Name__c (Text, 75 characters)

These custom fields are automatically created when you connect Salesforce to Distro, allowing you to track and report on meeting-related data within your Salesforce instance.

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