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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 […]

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 […]