Entries by A

From Shantinath Patil: Schedule a support advisor

Let’s think of you as a support agent. You get a call from a customer asking for an appointment for some questions he has on the case and wants to talk with the case owner. So what can do you What will you do in this “case?” Salesforce Scheduler can help you in this “case”. […]

From Ankit Srivastava: Event integration with Salesforce Scheduler’s Appointment Distribution

Salesforce Scheduler is getting capability to equitably distribute meetings between eligible Service Resources in Winter ’22 release. It will support an implementation of Load Balancing logic working on Service Appointment records to do the Appointment Distribution. In following sections we will see the architecture of Appointment Distribution feature and how can we enhance it to […]

Tele or virtual Scenarios using Salesforce Scheduler

Salesforce Scheduler can be used to cover Tele scenario or Virtual scenarios too. Here is how… Setup Steps 1. Create a Virtual Territory Create a single territory which will be treated as a Virtual Territory and add your resources in here 2. Skip Territory flow Skip the territory selection and hardcode the flow to select […]

From Apeksh Dave: Setting up Webex Meetings with Salesforce Scheduler

Use Case Company ABC LLC wants to have a self-service tool to allow the customer to schedule an appointment in person or via virtual conference (Voice/Video) to have a more interactive experience COVID crisis has amplified the need to do video conferencing Company ABC LLC wants to have the flexibility to send a notification to […]

From Shantinath Patil: Email signature booking

Ever wondered if you can offer a link to your customers to book an appointment with you? Or a situation where you want everything to be preselected, and you will immediately jump to the timeslot screen? Well, wait no more! In this blog, we will show you how you can achieve this! Let’s consider the […]

From Chris Albanese: Summer 21 Feature: Get Resources and Available Time Slots Through New Apex Methods

Salesforce Scheduler introduced a new feature in the Summer ’21 Release which allows developers to easily make custom time slot screen flow components that interact with external systems. The new Apex methods call the Get Appointment Candidates and Get Appointment Slots APIs. This capability helps you easily get all the service resources and available time […]

Reading External Calendars

Several of your schedulable resources (Bankers, Advisors, Doctors, Store associates) work out of External calendars like Outlook, Google Calendar or even external systems (EHRs) for their daily work. Their non-customer meetings like “Out for training for 2 hours” or “Out for lunch” are setup in an external calendar. Obviously you would want Scheduler to stop […]