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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: 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 […]

From Shantinath Patil: Schedule a support advisor

Let’s think of you as a support agent. You get a call from a customer asking for an appointment for some questions he has on the case and wants to talk with the case owner. So what can do you What will you do in this “case?” Salesforce Scheduler can help you in this “case”. […]

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