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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Tele or virtual Scenarios using Salesforce Scheduler
Salesforce Scheduler can be used to cover Tele scenario or Virtual scenarios too. Here is how… Setup Steps 1. Create a Virtual Territory Create a single territory which will be treated as a Virtual Territory and add your resources in here 2. Skip Territory flow Click here to see how one can Skip the territory […]
From Apeksh Dave: Setting up Webex Meetings with Salesforce Scheduler
Use Case Company ABC LLC wants to have a self-service tool to allow the customer to schedule an appointment in person or via virtual conference (Voice/Video) to have a more interactive experience COVID crisis has amplified the need to do video conferencing Company ABC LLC wants to have the flexibility to send a notification to […]
From: Saikiran Gogurla: Spring 21 Feature: Preset the Territory’s Timezone on the timeslot screen
The default time zone for all times shown in a Salesforce Scheduler flow would be the timezone set for the user scheduling the appointment. See more details on how this would work for the various flows here. In Spring 21 feature, a feature provided an ability to (pre)set the timezone across multiple screens on the […]
From Shantinath Patil: Email signature booking
THIS CAPABILITY IS COMING WITH THE SALESFORCE SCHEDULER PRODUCT IN SUMMER 22 RELEASE!! CHECK IT OUT Ever wondered if you can offer a link to your customers to book an appointment with you? Or a situation where you want everything to be preselected, and you will immediately jump to the timeslot screen? Well, wait no […]
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 […]