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.
Learn Salesforce Scheduler
- Help Guide I Developer Guide
- Scheduler Trailhead
- Partner Learning Course
- Flow Customisation Tips
- Success Center
- Implementation Guide
- Scheduler Ask the expert session
- Scheduler Trial Org
Find Scheduler Community Discussions
Release Notes
From Chris Albanese: Enhancing the Share Availability Feature with Appointment Invitation configurations
Background The Summer ’22 release of Salesforce Scheduler introduces an amazing new feature called Share Service Resource Availability by Using an Invitation URL. This feature allows a service resource to easily generate a URL that their customers and prospects can use to schedule appointments with them. Above: Help and Training Article describing the new feature […]
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 […]