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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 […]

From: Shantinath Patil: Review Your Resource

In Spring 22, the Salesforce scheduler has given a new feature: enabling rendering HTML tags in Service Resource cards. This new feature has opened up many possibilities to show additional information about the resource. This help guide lets you add fields to the Service Resource cards: https://help.salesforce.com/s/articleView?id=sf.ls_change_the_fields_that_appear_on_the_service_resource_cards.htm&type=5. Peer reviews and ratings are common decision making […]

From Ruchi Sharma: Setup a Topic Hierarchy

Salesforce Scheduler provides a component to display and select a work type group.By default, this component display all the work type group records, in Spring ‘22 this component is getting the capability to filter work type group records based on specified Ids. You can check the component documentation here. Work Type Group Hierarchy Imagine you […]

From Chris Albanese: VRA Scheduling – Use Salesforce Scheduler and Visual Remote Assistant to provide virtual meetings

Salesforce Visual Remote Assistant (VRA) allows you to provide immediate assistance to your customers and employees over video chat. You can find much more information on VRA on Salesforce’s website at https://www.salesforce.com/products/service-cloud/features/visual-remote-assistant/ With the Winter ’22 release, VRA introduced a new feature to facilitate the scheduling of virtual appointments between agents or mobile workers and […]

From Sunil Kumar Nandipati: Salesforce Scheduler with Einstein Activity Capture

Salesforce Scheduler Salesforce Scheduler (formerly known as Lightning Scheduler) gives you the tools you need to simplify appointment scheduling in Salesforce. 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. Enabling Event Management for Salesforce Scheduler When you enable the Event […]