Welcome to the unofficial source of resources for the Salesforce Scheduler product. Here, members of the community seek to provide a starting point for all useful Scheduler information.
Note: This is NOT an official Salesforce website and some of the content available here is not official Salesforce-supported technology. Please use these as a mere guidance.
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- Help Guide I Developer Guide
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- Partner Learning Course
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- Implementation Guide
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Find Scheduler Community Discussions
Release Notes
FROM ROHIT GAMBHIR: UNLEASH THE POTENTIAL OF SCHEDULER AND AGENTFORCE
Introduction Salesforce Scheduler just got a major upgrade with new capabilities powered by Agentforce and it’s a game-changer for appointment booking. Whether you’re helping customers over chat or guiding them through a self-service flow, Agentforce makes it easier for agents to schedule appointments quickly and naturally. In this blog, we’ll walk through a few powerful […]
FROM KAZUTAKA TSUJI: USE CUSTOM APPOINTMENT REVIEW SCREEN LWC FOR SALESFORCE SCHEDULER
Introduction The OOTB Flow available in Salesforce Scheduler makes it easy and fast to manage reservations/appointments on Salesforce. However, there are several things that cannot be achieved with the standard functionality. This article introduces a LWC to solve the things that cannot be done with the standard functions in the Review Inbound or Outbound Service […]
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 […]