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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: Pre-filling values on the Appointment Review Screen

So you want to preload some values on the final Review screen provided by Scheduler? Check this out… Let’s say you want to prefill the email & phone details. Set the Email and Phone in the first assignment stage: 2. Assign Service Appointment record variable in the review screen. In an Outbound flow template that […]

Summer 21 Feature: Specify the Hours that a Resource can work on a particular Topic

Below is how Operating Hours or Working hours for a Service Resource are determined in Scheduler today. As you can see the Scheduler’s algorithm considers the intersection of operating hours set at various levels. The Operating Hours set at Service Territory is mandatory but at other levels is optional and an intersection is considered only […]

From Chris Albanese: Summer 21 Feature: Get Resources and Available Time Slots Through New Apex Methods

Salesforce Scheduler introduced a new feature in the Summer ’21 Release which allows developers to easily make custom time slot screen flow components that interact with external systems. The new Apex methods call the Get Appointment Candidates and Get Appointment Slots APIs. This capability helps you easily get all the service resources and available time […]

Reading External Calendars

Several of your schedulable resources (Bankers, Advisors, Doctors, Store associates) work out of External calendars like Outlook, Google Calendar or even external systems (EHRs) for their daily work. Their non-customer meetings like “Out for training for 2 hours” or “Out for lunch” are setup in an external calendar. Obviously you would want Scheduler to stop […]

From Chris Albanese: Your Branding on the Salesforce Scheduler Flows

Salesforce Scheduler flows are just flows. You can supplement the screens with any information you want with simple configuration. Adding a display field in the same Screen element where the Select Work Type Groups is. The example includes merge fields and an image field.

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