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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Find Scheduler Community Discussions
Release Notes
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 […]
From Adwait : Email Appointment Confirmation with Video Conferencing Information (3rd Party) included
Introduction This blog will cover the scenarios for a salesforce user to integrate third party web conferencing tools which provide video appointments (like zoom, WebEx, MS team) and send an email confirmation including those details for the recipient to attend the meeting. We will follow the following steps in order : We will be covering […]
From Chris Albanese: Scheduler – Book multiple appointments using Flow and the LxScheduler namespace
Introduction Salesforce Scheduler provides a precision scheduling experience, powered by flow that allows your prospective customers, customers, and employees to schedule appointments with ease and allows you to build stronger relationships with your customers. Often times, a customer would like to schedule or is required to schedule more than 1 appointment. For example, in one […]
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 […]