Entries by Sunil

From Mrityunjoy Chowdhury: Clone Recurring Shift along with Shift Recurrence Pattern:

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 […]

From Chris Albanese: Scheduler: Add to the information that gets saved to your Outlook / Google Calendar event

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 […]

From Chris Albanese: Scheduler: Multi-Resource Scheduling – Default additional resource(s)

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 […]

Extended Working Hours for Privileged Customers

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 […]

From Adwait : Email Appointment Confirmation with Video Conferencing Information (3rd Party) included

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 […]

From Chris Albanese: Scheduler – Book multiple appointments using Flow and the LxScheduler namespace

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 […]

From Faith Kindle: Generating an ICS file after Service Appointment Save in Salesforce Scheduler flows

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 […]

From Sunil Nandipati: Deploying Salesforce Scheduler from Sandbox to Production Environments

Preface Customers who have streamlined development processes typically use multiple non-production environments (one for each probably – development, QA, integration, data migration, SIT and UAT). And it is a general practice that development teams develop in development sandboxes or scratch orgs first, check in their code to a repository and add instructions to deployment trackers […]

From Sunil Nandipati: Scheduling a Contact

Problem Statement With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, accounts (and person accounts in the B2C Model) and ALSO cases (as of Winter ’23 release). But NOT for Contacts (with B2B model). In this blog, we will look at options to schedule a […]