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.
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From Faith Kindle: Generating an ICS file after Service Appointment Save in Salesforce Scheduler flows
Preface Salesforce Scheduler provides tools needed to simplify appointment scheduling in Salesforce. With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. The outcome of the scheduling process is creation of a Service Appointment record which has the details of the appointment created by […]
From Sunil Nandipati: Deploying Salesforce Scheduler from Sandbox to Production Environments
Preface Customers who have a streamlined development processes typically use multiple non-production environments (one for each probably – development, QA, integration, data migration, SIT and UAT). And it is a general practice that development teams develops in development sandboxes first, check in their code to a repository and adds instructions to deployment trackers – for […]
By Mrityunjoy Chowdhury: Bulk Shift upload with recurring Shift and Add multiple topic and channel
Bulk Upload Shift for Recurring Shift Follow the previous steps to know how to upload shift in bulk. https://help.salesforce.com/s/articleView?id=sf.ls_create_shifts_in_bulk_from_a_csv_file.htm&type=5 Bulk Recurring Shift recording Bulk Shift Topic and Channel recording In recurring shift we have added 2 new fields which will allow users to upload daily weekly and monthly shift. A sample request payload is given […]
From Sunil Nandipati: Scheduling a Contact
Problem Statement With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, accounts (and person accounts in the B2C Model). But NOT for Contacts (with B2B model) and Cases. Though it is synonymous that you want to schedule a Contact when we say scheduling around a […]
From Chris Albanese: Enhancing the Share Availability Feature with Appointment Invitation configurations
Background The Summer ’22 release of Salesforce Scheduler introduces an amazing new feature called Share Service Resource Availability by Using an Invitation URL. This feature allows a service resource to easily generate a URL that their customers and prospects can use to schedule appointments with them. Above: Help and Training Article describing the new feature […]