So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org. The first thing that we do is create fields on the Invoice level to get the org ready. Help article showing how to create custom fields in Salesforce: https://help.salesforce.com/s/articleView?language=en_US&id=platform.adding_fields.htm&type=5 Here are the fields […]
What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer’s accounting software in a structured digital format. That’s e-invoicing in a nutshell. E-invoicing is the issuance and exchange of invoices in […]
Preface In Spring ’22 Salesforce Release – Scheduler Product introduced the Manage Service Resource Availability by Using Shifts feature which gave flexibility for service resources to work flexible hours instead of the Service Territory Operating Hours. This feature was extended in Winter ’23 with the flexibility to create Recurring Shifts – which gave an easy […]
Introduction If you use Salesforce Scheduler with the Event Management feature and you use Einstein Activity Capture to sync the Salesforce Event Calendar to Outlook or Google Calendar, you can easily control the information that is written from the Scheduler Service Appointment to your Outlook/GCal event. With a simple flow configuration, you can write your […]
Introduction Often times customers who use Multi-resource scheduling would like to default or automatically select the additional resource(s). For example, when scheduling a meeting with your portfolio advisor, you would like her assistant automatically added to every appointment and you want the available time slots to reflect this. With a few simple flow configurations and […]
Problem Statement Consider a bank with Operating hours 9AM to 5PM and a wealth manager Sam who works flexible hours 8AM to 6PM. During regular operating hours Sam is available to take any type of appointments, however for “Privileged” customers he doesn’t mind talking to them as early as 8AM and as late as up […]
Introduction : This blog suggests a way that allows appointment booking with service resources who have support for a set of languages. Thus, we will be adding language support to our existing Appointment Booking flows. Problem Statement: Let’s say we have a Service Resource who can speak only a certain set of languages, say Hindi […]
Introduction This blog will cover the scenarios for a salesforce user to integrate third party web conferencing tools which provide video appointments (like zoom, WebEx, MS team) and send an email confirmation including those details for the recipient to attend the meeting. We will follow the following steps in order : We will be covering […]
Introduction Salesforce Scheduler provides a precision scheduling experience, powered by flow that allows your prospective customers, customers, and employees to schedule appointments with ease and allows you to build stronger relationships with your customers. Often times, a customer would like to schedule or is required to schedule more than 1 appointment. For example, in one […]
Preface Salesforce Scheduler provides tools needed to simplify appointment scheduling in Salesforce. With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. The outcome of the scheduling process is creation of a Service Appointment record which has the details of the appointment created by […]