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.
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Release Notes
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 […]
From Shantinath Patil: Google Maps in Scheduler
The out of the box Salesforce Scheduler service territory search screen only lets you search a location via Google API. However, it does not show those locations on a map, nor does it add more information about that territory. An example of such a use case would be letting customers know that route to that […]
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 […]