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 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”. […]
From Ankit Srivastava: Event integration with Salesforce Scheduler’s Appointment Distribution
Salesforce Scheduler is getting capability to equitably distribute meetings between eligible Service Resources in Winter ’22 release. It will support an implementation of Load Balancing logic working on Service Appointment records to do the Appointment Distribution. In following sections we will see the architecture of Appointment Distribution feature and how can we enhance it to […]
