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: This is NOT an official Salesforce website and some of the content available here is not official Salesforce-supported technology. Please use these as a mere guidance.
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Release Notes
From Mrityunjoy Chowdhury: Clone Recurring Shift along with Shift Recurrence Pattern:
Preface In Spring ’22 Salesforce Release – Scheduler Product introduced the Manage Service Resource Availability by Using Shifts feature which gave flexibility for service resources to work flexible hours instead of the Service Territory Operating Hours. This feature was extended in Winter ’23 with the flexibility to create Recurring Shifts – which gave an easy […]
From Chris Albanese: Scheduler: Add to the information that gets saved to your Outlook / Google Calendar event
Introduction If you use Salesforce Scheduler with the Event Management feature and you use Einstein Activity Capture to sync the Salesforce Event Calendar to Outlook or Google Calendar, you can easily control the information that is written from the Scheduler Service Appointment to your Outlook/GCal event. With a simple flow configuration, you can write your […]
From Chris Albanese: Scheduler: Multi-Resource Scheduling – Default additional resource(s)
Introduction Often times customers who use Multi-resource scheduling would like to default or automatically select the additional resource(s). For example, when scheduling a meeting with your portfolio advisor, you would like her assistant automatically added to every appointment and you want the available time slots to reflect this. With a few simple flow configurations and […]
Extended Working Hours for Privileged Customers
Problem Statement Consider a bank with Operating hours 9AM to 5PM and a wealth manager Sam who works flexible hours 8AM to 6PM. During regular operating hours Sam is available to take any type of appointments, however for “Privileged” customers he doesn’t mind talking to them as early as 8AM and as late as up […]
From Pratyush Kumar : Orchestrate Appointment Experience based on Language selected
Introduction : This blog suggests a way that allows appointment booking with service resources who have support for a set of languages. Thus, we will be adding language support to our existing Appointment Booking flows. Problem Statement: Let’s say we have a Service Resource who can speak only a certain set of languages, say Hindi […]