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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 […]

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 […]