Sync clients, bookings and meeting notes to Salesforce

Connect Salesforce once and Your Day Schedule keeps your contacts and booking events current. New completed Meeting Listener sessions can add their summary, action items, decisions, key points, stakeholders, objections and concerns, and follow-up recommendations as Salesforce task notes. The sync is one-way: Your Day Schedule → Salesforce.

Connect Salesforce

1. Open Settings → Integrations and click Connect on the Salesforce card.
2. Sign in to Salesforce and approve the requested access.
3. Return to Your Day Schedule. The Salesforce card shows your organization when the connection is ready.

When you connect, we queue all existing clients and bookings. Large histories sync in the background, so allow time for a full backfill.

What gets synced

• Clients → Contacts. Client name, email, and phone are copied to Salesforce contacts.
• Bookings → Events. Past and future bookings are copied as events. The event description includes its current status, so reschedules, cancellations, completions, and no-shows remain clear.
• New completed Meeting Listener sessions → Task notes. Sessions started after you connect can add their AI summary, action items, decisions, key points, stakeholders, objections and concerns, and follow-up recommendations as a Salesforce task note, including meetings booked before connecting. Recording opt-outs block this export. Raw transcripts and audio are never sent to Salesforce.

We do not backfill prior meeting summaries. We do not sync availability, packages, payments, or raw recording material.

Your clients see this

Booking pages that show a recording notice include Salesforce sharing while Salesforce is connected. Existing booking notices are preserved. Summary eligibility uses the meeting start time, not when the booking was made or which notice it stored; clients' recording opt-outs still block sharing. Your organization is responsible for informing clients about sharing with Salesforce and controls the Salesforce copy under Salesforce's terms and your own privacy practices.

If something's off

• "Reconnect" on the card. Salesforce access expired or was revoked. Click Reconnect and approve access again.
• A client or booking has not appeared. New and backfill work runs in the background. If it still has not appeared after an hour, contact support@yourdayschedule.com with the client email and booking time.
• Sync needs attention. A Salesforce request could not be completed. Reconnect first; if the label remains, contact support.

Disconnect

Settings → Integrations → Salesforce → Disconnect removes our stored access and stops future syncing. Existing Salesforce contacts, events, and task notes remain in Salesforce; remove them there if needed. Reconnecting later queues clients and bookings again, but never sends raw transcripts or audio.