Entries by A

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 […]

From Chris Albanese: Spring 21 Feature: Resource Priority and Filtering

Salesforce Scheduler introduced a new feature in the Spring ’21 Release which allows you to control very precisely what resources are considered when scheduling an appointment. This provides many benefits and opens up the solution to address additional requirements. Resource Priority and Filtering gives you an easy way to control and influence what resources are […]

From Chris Albanese: Build your own appointment review screen

Do check out the existing possibilities to make changes to the appointment review screen before trying this out. When you look at a Salesforce Scheduler flow, there’s a core action called saveAppointment. Did you ever wonder what it does, what the inputs are and whether you can tailor it? What does it do? It takes […]