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 that this is NOT an official Salesforce website and that some of the content available here is not official Salesforce-supported technology.
Learn Salesforce Scheduler
- Partner Learning Course
- Setup Overview video
- Flow Customisation Tips
- Implementation Considerations
- Fin Serv Trial Org | Non FinServ Trial Org
Find Scheduler Partner Community Discussions
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 […]
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 […]
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 […]
So you want to preload some values on the final Review screen provided by Scheduler? Check this out… Let’s say you want to prefill the email & phone details. Set the Email and Phone in the first assignment stage: 2. Assign Service Appointment record variable in the review screen. In an Outbound flow template that […]
Below is how Operating Hours or Working hours for a Service Resource are determined in Scheduler today. As you can see the Scheduler’s algorithm considers the intersection of operating hours set at various levels. The Operating Hours set at Service Territory is mandatory but at other levels is optional and an intersection is considered only […]