Product Collateral

Instant Booker Onboarding Guide (Salesforce Setup)

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Instant Booker Setup What to expect when setting up Chili Piper Instant Booker with Salesforce Pre-Kickoff Kickoff Build Launch Gain access to your Chili Hub to complete your Kickoff Checklist (30 min) 1. Tell us about your team and goals 2. Create your Chili Piper instance 3. Review Chili Piper 101 Meet with Chili Piper to begin initial setup (45 min) 1. Create Queues based on your desired routing logic 2. Customize your Meeting Template and Reminders Get your team up and running using Chili Piper (45 min) Chili Piper Instant Booker Hot User Guide Who to involve from your team: Sales Manager/Sales Ops - to review routing rules and oversee rollout Salesforce Admin - to create custom salesforce fields (if integrating with Salesforce CRM Please note: every implementation is different - the above is a general guide but may be altered based on your team's tech stack and goals. Review Queue Rules, Templates, Go Live Prep (50 min) 1. Review and test Queues 2. Review Meeting Templates 3. Review Reminders 4. Review and configure integrations 5. Add Salesforce Fields for tracking and reporting (if applicable)

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