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 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 […]
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) and ALSO cases (as of Winter ’23 release). But NOT for Contacts (with B2B model). In this blog, we will look at options to schedule a […]