Troubleshooting Article - Calendar Issues

Overview

This article explains how to correctly troubleshoot issues related to the Calendar. Some of the common symptoms related to this topic are:

• You cannot add a scheduled call to the Calendar
• You want to know how to Scheduling a Call in the calendar through Xant Playbooks
• You don't know how to schedule a Meeting with the Calendar
• You cannot schedule a meeting with the calendar
• The calendar service isn't found

 

Workflow

 

 

Instructions

 

Make sure you Scheduled the Meeting Properly

Xant Playbooks users can save the Meeting Details for Calendaring events sent through Playbooks. These details appear in the email sent to customers so be sure to include information the customer will need before the meeting.

• To schedule properly a meeting through Xant Playbooks, complete the steps described in the Schedule a Meeting with the Calendar KB Article.

 

Disconnect your Salesforce platform from Xant Playbooks

There have been some cases where disconnecting and reconnecting Salesforce from the Xant Playbooks tool have helped to find the proper solution to issues related to the Calendar.

• To disconnect the Salesforce instance, complete the steps described in the Disconnecting Playbooks From your Salesforce KB Article.

 

Reconnect your Salesforce platform from Xant Playbooks

• To connect (or reconnect) the Salesforce instance back, complete the steps described in the Connecting Playbooks to your Salesforce KB Article.

 

Disconnect and Reconnect your Email instance to Xant Playbooks

In this step, we will disconnect and reconnect your email instance to the Xant Playbooks tool.

• To achieve this goal, complete the steps described in the Updating Agent Email Connection KB Article.

 

Disconnecting your Calendar Service from Xant Playbooks

Now that you have disconnected and reconnected both the Email and CRM instances, we will finally disconnect the Calendar Service from Playbooks to reset any saved configuration.

• To achieve get more information about this procedure, check the Disconnecting Playbooks from your Calendar Service KB Article.

 

Reconnect your Calendar Platform to Xant Playbooks

• To connect (or reconnect) your Calendar Service back, complete the steps described in the Connecting Calendar to Playbooks KB Article.