Introduction

BookMe-Salesforce integration enables seamless booking capabilities within your Salesforce organization. This integration allows you to configure meeting settings, manage bookings, and customize the booking experience according to your organization’s needs.

Prerequisites

  • Salesforce Developer/Admin account with appropriate permissions
  • Salesforce CLI installed
  • Git installed on your local machine
  • Access to the BookMe-Salesforce repository

Repository Setup

You can clone the BookMe-Salesforce repository using any of the following methods:

Via GitHub Desktop

Cloning using github desktop

  1. Open GitHub Desktop
  2. Go to File > Clone Repository
  3. Select the bookme-salesforce repository
  4. Choose your local path
  5. Click Clone

Via HTTPS 

git clone https://github.com/andmoneyaps/bookme-salesforce.git

Via SSH 

git clone git@github.com:andmoneyaps/bookme-salesforce.git

Note: Ensure you have configured your SSH keys in GitHub before using this method.

Initial Configuration

Setting Up Salesforce CLI

  1. Install the Salesforce CLI by downloading it from the official site
  2. Authenticate with your Salesforce org using: 
    sf org login web

Metadata Components

The integration relies on several custom metadata types, each serving a specific purpose in the booking configuration:

AMB Meeting Configuration

Purpose: Controls meeting title and location display settings.

Key Points:

  • Requires an Apex class implementing the Callable interface
  • Class name and action name must be specified in the record
  • Example implementation: BookMeMeetingConfiguration

Booking Platform DI Implementation

Purpose: Configures the booking platform’s Dependency Injection implementation.

Components:

  • Requires Callable interface implementation
  • Available implementations:
    • BookMeCompetenceProvider
    • BookMeSearchProvider
    • BookMeSlaProvider

AMB Brand Setting

Purpose: Defines the visual theme for employee and customer flows.

Configuration:

  • Create records specifying the desired theme name
  • Defaults to ‘AndMoney’ theme if not specified

AMB Config Components

These components work together to manage sObject creation and updates in the booking flow:

  1. AMB Config
    • Primary configuration record
    • Links to SObject Config
  2. AMB SObject Config
    • Defines SObject settings
    • References Field Mapping records
  3. AMB Config Relation
    • Manages relationships between sObjects
  4. AMB Config Field Mapping
    • Specifies field-level mappings
    • Can utilize utility methods for DTO-to-SObject mapping
    • Requirements:
      • Utility methods must be in a global class
      • Example implementation: BookMeConfigCallable

Configuration Examples

Sample Field Mapping 

global class BookMeConfigCallable implements Callable {
    global Object call(String action, Map<String, Object> args) {
        // Implementation details
    }
}

Deployment Script

The AMBConfigDeploymentScript can be used to deploy configurations to your Salesforce org.

Testing & Validation

  1. Verify metadata configuration deployment
  2. Test booking flow end-to-end
  3. Validate field mappings
  4. Check theme applications

Troubleshooting

  • Ensure all required permissions are configured
  • Verify Callable implementation class names
  • Check field mapping utility method accessibility
  • Confirm metadata record relationships

For more detailed information or support, refer to the repository documentation or contact the BookMe support team.