Sweet Potato

Schedule for meetings using Salesforce and Microsoft

What was our client's requirement?

Our client was a lead generator company. The company’s meetings changed very frequently – whether that be the time, day or number of attendees. They needed a system which could cope with the demands. Their system needed to have the functionality to send a notification to the moderator of the meetings. Sweet Potato Tec considered Salesforce for Outlook but we soon realised that it would not solve our client’s problem.

What was the solution?

Microsoft Graph API was used to connect Salesforce to Outlook. A number of Salesforce and Microsoft components were used to achieve the scheduling, attendee selection, and removal – as well as updates to the meeting invite.

It meant our client no longer had to use two systems to schedule their meetings. The solution was achieved through configuration in Salesforce and Microsoft, with a minimal amount of Apex code.

Key Components:

– Apex Class

– Batch Class

– Azure app

– Visual force Page

– Microsoft Graph API

– Process Builder

– Workflow

– Validation Rule