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Salesforce Scheduler

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.

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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 […]

From Shantinath Patil: Pre-filling values on the Appointment Review Screen

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 […]

Summer 21 Feature: Specify the Hours that a Resource can work on a particular Topic

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 […]

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