Entries by A

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 […]

From Shantinath Patil: Location Screen Tips and Tricks

Salesforce scheduler provides you a really nice component to search for a location. You can enter any address or zip code in the provided input box and get the desired territory (if it’s correctly configured! duh! ). There are certain tricks involved in this out-of-the-box component you can play around with and make it work […]

From Shantinath Patil: Smart Service Resource Onboarding

Overview One of the challenges we get while going live with Salesforce Scheduler is to load Service Resources. This challenge includes loading resources initially, as well as maintaining them. Now, To make a service resource; schedulable service resource, you have to take different steps, such as Create Service Resource record Assign Skills with a date […]