Entries by Sunil

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

August 28, 2022 /0 Comments/in /by

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

August 22, 2022 /0 Comments/in /by

Preface Customers who have a 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 develops in development sandboxes first, check in their code to a repository and adds instructions to deployment trackers – for […]

From Sunil Nandipati: Scheduling a Contact

August 4, 2022 /0 Comments/in /by

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). But NOT for Contacts (with B2B model) and Cases. Though it is synonymous that you want to schedule a Contact when we say scheduling around a […]

From Cameron Farrier-Mcgoldrick: Suppress Survey Invitations based on Criteria

August 2, 2022 /0 Comments/in /by

Introduction Salesforce Feedback Management provides ‘Survey Invitation Rules’ feature OOTB which lets admins define rules and conditions under which survey invitations can be sent.   This is equivalent to configuring a survey trigger based on triggering conditions.  Here is an example where a survey invitation is sent out to capture additional information everytime a case is […]

From Chris Albanese: Enhancing the Share Availability Feature with Appointment Invitation configurations

July 15, 2022 /0 Comments/in /by

Background The Summer ’22 release of Salesforce Scheduler introduces an amazing new feature called Share Service Resource Availability by Using an Invitation URL. This feature allows a service resource to easily generate a URL that their customers and prospects can use to schedule appointments with them. Above: Help and Training Article describing the new feature […]

From Adwait & Mrityunjoy Chowdhury: Reverse Map Service Appointment to the appropriate shift

April 28, 2022 /0 Comments/in /by

Shift is one of the major additions made in Salesforce Scheduler, It provides the user with enormous flexibility and makes the entire process of appointment scheduling less cumbersome. The diagram below shows the interaction between Shift and various other entities involved in scheduling a Service Appointment. A Service Territory Member can have multiple Shifts associated […]

From Ankit Srivastava: Report available Appointment Slots by Resource

March 15, 2022 /0 Comments/in /by

Salesforce Scheduler gives tools needed to simplify appointment scheduling in Salesforce. We can create a personalized experience by scheduling customer appointments in person, or by phone or video; with the right person at the right place and time. One of the strong feature of the product is its ability to manage availability of multiple Service […]