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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 […]

From Ankit Srivastava: Restraining Shifts within the Service Territory’s Operating Hours

In the Spring ‘22 release, Scheduler introduced Shift Rostering Management which can be used to setup working hours for resources. Shifts is a paradigm changing update to Salesforce Scheduler product. It eases pain of setting adhoc or non-recurring time slots for Service Resources to work. It also gives flexibility to work outside Service Territory’s operating […]

From Mrityunjoy Chowdhury: Adding Multiple Shift records using a CSV file

In the Spring ‘22 release, Scheduler introduced Shift Rostering Management which can be used to setup working hours for resources.  Instead of adding shift records one at a time, we can add multiple shifts in one go! Salesforce Scheduler allows adding multiple shifts. In this document we will demonsrate how to upload shifts using Salesforce […]