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From Sunil Kumar Nandipati: Salesforce Scheduler with Einstein Activity Capture

Salesforce Scheduler Salesforce Scheduler (formerly known as Lightning Scheduler) gives you the tools you need to simplify appointment scheduling in Salesforce. 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. Enabling Event Management for Salesforce Scheduler When you enable the Event […]

From Shantinath Patil: Schedule a support advisor

Let’s think of you as a support agent. You get a call from a customer asking for an appointment for some questions he has on the case and wants to talk with the case owner. So what can do you What will you do in this “case?” Salesforce Scheduler can help you in this “case”. […]

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 […]