From bca3b4d01c9d4f41d455880c2b396e7a3055c212 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sun, 12 Apr 2026 21:56:44 +0000 Subject: [PATCH] docs: update Salesforce and OAuth docs for v6.3.17 features Generated-By: mintlify-agent --- apps-and-integrations/oauth.mdx | 30 +++++++++++++++------------- apps-and-integrations/salesforce.mdx | 20 +++++++++++++++++++ 2 files changed, 36 insertions(+), 14 deletions(-) diff --git a/apps-and-integrations/oauth.mdx b/apps-and-integrations/oauth.mdx index e17d779..31d5ee3 100644 --- a/apps-and-integrations/oauth.mdx +++ b/apps-and-integrations/oauth.mdx @@ -23,14 +23,14 @@ You must select your scopes when creating your OAuth client, and include them in | Scope | Description | What it covers | |-------|-------------|----------------| -| `EVENT_TYPE_READ` | View event types | Listing and viewing event types and their private links | -| `EVENT_TYPE_WRITE` | Create, edit, and delete event types | Creating, updating, deleting event types and managing private links | -| `BOOKING_READ` | View bookings | Listing bookings, viewing recordings, transcripts, calendar links, and references | -| `BOOKING_WRITE` | Create, edit, and delete bookings | Adding guests, updating locations, confirming, declining, and reassigning bookings | -| `SCHEDULE_READ` | View availability | Listing and viewing schedules | -| `SCHEDULE_WRITE` | Create, edit, and delete availability | Creating, updating, and deleting schedules | -| `APPS_READ` | View connected apps and calendars | Listing connected calendars, checking busy times, checking ICS feeds, and verifying calendar connections | -| `APPS_WRITE` | Connect and disconnect apps | Saving ICS feeds, connecting calendars via OAuth, saving Apple calendar credentials, and disconnecting calendars | +| `EVENT_TYPE_READ` | View event types | Listing and viewing event types, their private links, and webhooks | +| `EVENT_TYPE_WRITE` | Create, edit, and delete event types | Creating, updating, deleting event types and managing private links and webhooks | +| `BOOKING_READ` | View bookings | Listing bookings, viewing attendees, recordings, transcripts, calendar links, and references | +| `BOOKING_WRITE` | Create, edit, and delete bookings | Adding guests and attendees, updating locations, confirming, declining, and reassigning bookings | +| `SCHEDULE_READ` | View availability | Listing and viewing schedules and out-of-office entries | +| `SCHEDULE_WRITE` | Create, edit, and delete availability | Creating, updating, and deleting schedules and out-of-office entries | +| `APPS_READ` | View connected apps and calendars | Listing connected calendars and conferencing apps, checking busy times, checking ICS feeds, and verifying calendar connections | +| `APPS_WRITE` | Connect and disconnect apps | Saving ICS feeds, connecting calendars and conferencing apps via OAuth, managing selected and destination calendars, saving Apple calendar credentials, and disconnecting calendars | | `PROFILE_READ` | View personal info | Viewing the authorized user's profile | | `PROFILE_WRITE` | Edit personal info | Updating the authorized user's profile | @@ -44,12 +44,12 @@ Team scopes control access to team-level resources. These apply to endpoints und | Scope | Description | |-------|-------------| -| `TEAM_EVENT_TYPE_READ` | View team event types | -| `TEAM_EVENT_TYPE_WRITE` | Create, edit, and delete team event types | +| `TEAM_EVENT_TYPE_READ` | View team event types, their webhooks, and private links | +| `TEAM_EVENT_TYPE_WRITE` | Create, edit, and delete team event types, their webhooks, and private links | | `TEAM_BOOKING_READ` | View team bookings | | `TEAM_BOOKING_WRITE` | Create, edit, and delete team bookings | -| `TEAM_SCHEDULE_READ` | View team schedules | -| `TEAM_SCHEDULE_WRITE` | Create, edit, and delete team schedules | +| `TEAM_SCHEDULE_READ` | View team schedules and out-of-office entries | +| `TEAM_SCHEDULE_WRITE` | Create, edit, and delete team schedules and out-of-office entries | | `TEAM_PROFILE_READ` | View team profiles | | `TEAM_PROFILE_WRITE` | Create, edit, and delete teams | | `TEAM_MEMBERSHIP_READ` | View team memberships | @@ -69,10 +69,12 @@ Organization scopes control access to organization-wide resources. These apply t | `ORG_EVENT_TYPE_WRITE` | Create, edit, and delete event types across the organization | | `ORG_BOOKING_READ` | View all bookings across the organization | | `ORG_BOOKING_WRITE` | Create, edit, and delete bookings across the organization | -| `ORG_SCHEDULE_READ` | View schedules across the organization | -| `ORG_SCHEDULE_WRITE` | Create, edit, and delete schedules across the organization | +| `ORG_SCHEDULE_READ` | View schedules and out-of-office entries across the organization | +| `ORG_SCHEDULE_WRITE` | Create, edit, and delete schedules and out-of-office entries across the organization | | `ORG_PROFILE_READ` | View organization teams | | `ORG_PROFILE_WRITE` | Create, edit, and delete organization teams | +| `ORG_MEMBERSHIP_READ` | View organization memberships and users | +| `ORG_MEMBERSHIP_WRITE` | Create, edit, and delete organization memberships and users | ## Authorize diff --git a/apps-and-integrations/salesforce.mdx b/apps-and-integrations/salesforce.mdx index 9b25966..1125f15 100644 --- a/apps-and-integrations/salesforce.mdx +++ b/apps-and-integrations/salesforce.mdx @@ -40,7 +40,16 @@ This option is available when [adding events on contacts under an account](#on-b #### On booking, write to event object When a booking is created, you can write to specific fields on the event record. 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 #### On booking, write to a custom field on the attendee record This option writes to fields on the type of record that is set [to create events on](#on-booking,-add-events-on-and-new-attendees-as). To write to a field you need the following: @@ -113,10 +122,21 @@ To configure, provide: You can use both the "write to event record" and "write to attendee record" options together. For example, you might mark the event as cancelled while also updating a status field on the contact or lead. +#### Exclude account record types +If your Salesforce org uses multiple Account Record Types (for example, "Partner/Alliance" or "Vendor"), you can exclude specific record types from account matching. When excluded, accounts with those record types are skipped during the [account determination](#determining-if-an-attendee-belongs-under-an-account) process. + +To configure, enter a comma-separated list of Record Type names in the **Exclude Account Record Types** field. The matching is case-insensitive. + #### 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 +## Field mapping validation + +Cal.com validates your Salesforce field mappings when you save an event type. If a mapping is invalid (for example, a checkbox field is given a text value, or a required field is left empty), you see an error message explaining what needs to be fixed before you can save. + +If a sync error occurs at runtime (for example, a field was deleted in Salesforce after configuration), a diagnostic notification appears on the Salesforce settings tab showing the error code, message, any fields that were dropped, and a timestamp. You can dismiss this notification after reviewing it. + ## Appendix #### Determining if an attendee belongs under an account