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Salesforce Scheduler

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 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 […]

From Ruchi Sharma: Preset browser timezone for Guest users

In Spring’21 Salesforce Scheduler introduced a feature to preset the timezone for the appointment time slots .This feature sets the default time zone for all time slot pages, using the provided DefaultTimeZone flow variable. We can use this feature to dynamically set the time zone in which guest users load time slots i.e. browser timezone. […]

From Faith Kindle, Mrityunjoy Chowdhury & Sunil Nandipati: Accessing Inbound Guest Appointment Scheduler Flow from External Websites by Un-authenticated users

Context & Preface Businesses and Organizations which provide services have to provide a way for their customers to request appointments with the provider’s service resources. These experiences are expected to be easy to access without any kind of account creation and no authentication involved. Examples can be booking an appointment with a hair stylist at […]

From Shantinath Patil: Google Maps in Scheduler

The out of the box Salesforce Scheduler service territory search screen only lets you search a location via Google API. However, it does not show those locations on a map, nor does it add more information about that territory. An example of such a use case would be letting customers know that route to that […]

From Shantinath Patil: Appointments with Dynamic Duration

In Salesforce Scheduler, Work Type is an entity where we store information about the skeleton of an invite. It’s just a template we can use to define meeting duration, block time before/after, timeframe start/end. In the provided flow templates, work type selection happens with the help of a work type group. You first select a […]

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