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From Ankit Srivastava: Event integration with Salesforce Scheduler’s Appointment Distribution

Salesforce Scheduler is getting capability to equitably distribute meetings between eligible Service Resources in Winter ’22 release. It will support an implementation of Load Balancing logic working on Service Appointment records to do the Appointment Distribution. In following sections we will see the architecture of Appointment Distribution feature and how can we enhance it to […]

Tele or virtual Scenarios using Salesforce Scheduler

Salesforce Scheduler can be used to cover Tele scenario or Virtual scenarios too. Here is how… Setup Steps 1. Create a Virtual Territory Create a single territory which will be treated as a Virtual Territory and add your resources in here 2. Skip Territory flow Skip the territory selection and hardcode the flow to select […]

From Apeksh Dave: Setting up Webex Meetings with Salesforce Scheduler

Use Case Company ABC LLC wants to have a self-service tool to allow the customer to schedule an appointment in person or via virtual conference (Voice/Video) to have a more interactive experience COVID crisis has amplified the need to do video conferencing Company ABC LLC wants to have the flexibility to send a notification to […]

From: Saikiran Gogurla: Spring 21 Feature: Preset the Territory’s Timezone on the timeslot screen

The default time zone for all times shown in a Salesforce Scheduler flow would be the timezone set for the user scheduling the appointment. See more details on how this would work for the various flows here. In Spring 21 feature, a feature provided an ability to (pre)set the timezone across multiple screens on the […]

From Shantinath Patil: Email signature booking

Ever wondered if you can offer a link to your customers to book an appointment with you? Or a situation where you want everything to be preselected, and you will immediately jump to the timeslot screen? Well, wait no more! In this blog, we will show you how you can achieve this! Let’s consider the […]