With Salesforce and Zeeg, you can sync all your contacts and events in Salesforce when meetings are scheduled or modified through Zeeg.
Prerequisites
Before setting up the Salesforce integration, make sure you have:
Salesforce Enterprise edition or higher
Salesforce Admin privileges or permissions to Author Apex and Modify All Data
Zeeg Business Plan or Enterprise Plan subscription
Administrative access to both platforms
How to connect Salesforce to Zeeg
1. Initial Connection
Go to your Zeeg Dashboard
Navigate to Settings, then Integrations
Select Salesforce from available integrations
Click Connect Salesforce and enter your credentials
Grant necessary permissions when prompted
You'll be redirected back to Zeeg
2. Install Zeeg Package
From the Salesforce integration page in Zeeg, click Install Zeeg package
In Salesforce, choose "Install for All Users"
Return to Zeeg and click "Refresh" to complete the connection
Post-Installation Setup
Review Default Flows
The package includes these Flow templates:
zeeg – Event (create)
zeeg – Event (update)
Review these flows to ensure they align with your organization's processes.
Custom Objects Added
The integration creates these custom objects:
Zeeg Event
Zeeg Host
Zeeg Attendee
Zeeg Question
User Mapping
Ensure Salesforce users are correctly mapped to Zeeg users based on email addresses.
Customization Options
Modify Flows: Clone provided Flow templates to customize behavior for event creation or updates.
Custom Fields: Add custom fields to Zeeg objects or standard Event object as needed.
Reporting: Create custom report types incorporating Zeeg objects to view additional data like cancellation details, UTM details, etc.
Best Practices
Always test customizations in sandbox before production deployment
Maintain documentation of all customizations and field mappings
Regularly audit user mappings between platforms
Monitor Salesforce logs for integration errors
Test package updates in sandbox before applying to production
How to disconnect the Salesforce integration
Within Zeeg
Navigate to Settings > Integrations
Select Salesforce
Click Disconnect
Within Salesforce
Go to Setup > Installed Packages
Find the Zeeg package
Click Uninstall
Troubleshooting
Event Creation Issues:
Check Flow error emails for details
Verify field mappings and required fields
User Mapping Problems:
Ensure email addresses match exactly between platforms
Check user permissions in Salesforce
Performance Issues:
Review custom code efficiency
Consider batch Apex for large meeting volumes
Monitor governor limits
For additional support, contact Zeeg technical support.