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 Chris Albanese and Chris Hartt – Scheduling 1 appointment with multiple work types
Background What if your business offers appointment booking for multiple services with a single appointment. For example, you offer auto services and allow customers to select from a menu of options, such as oil change, tire rotation, brake service and others. The customer may select 1 service or multiple services, and depending on the services […]
From Brad Shively: Create MS Team Meetings from Salesforce (with Salesforce Scheduler)
Introduction The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting with my advisor and discuss my accounts. The technology the bank wants to use is MS Teams. The technology usage behind this particular demo is to simply create a meeting in MS Teams via an […]
From Adwait & Mrityunjoy Chowdhury: Reverse Map Service Appointment to the appropriate shift
Shift is one of the major additions made in Salesforce Scheduler, It provides the user with enormous flexibility and makes the entire process of appointment scheduling less cumbersome. The diagram below shows the interaction between Shift and various other entities involved in scheduling a Service Appointment. A Service Territory Member can have multiple Shifts associated […]
From Apeksh Dave: Create Zoom Meetings from Salesforce (with Scheduler)
Introduction A customer of Salesforce is looking to integrate with Zoom and the Online Meeting capabilities from Salesforce using Portal / Internal screens. The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting with my advisor and discuss my accounts. The technology the bank wants to […]
From Ankit Srivastava: Report available Appointment Slots by Resource
Salesforce Scheduler gives tools needed to simplify appointment scheduling in Salesforce. We can 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. One of the strong feature of the product is its ability to manage availability of multiple Service […]