Lightning scheduler resources8/1/2023 Locations are where the appointments are taking place, in a branch or online for example, you can define these creating Service Territories.View All, Create, and Edit on Resource AbsenceĬreate Appointment Locations, Attendees and Skillsĭepending on how you would like to set up the appointments you can customise these options via the set-up menu:.You will need to update the profiles that will be using the scheduler, your options are:.Create a permission set that includes the Let a user be included in appointments in Salesforce Scheduler permission and assign it to your users.First, as the System Administrator, assign the Scheduler app to the System Administrator profile, you can do this from the App Manager and select user profiles.There is a built-in assistant to help get you started too. If you have more complex requirements, Salesforce Field Service offers more advanced features and customisable options.ĭepending on how complex your appointment system is, there are a few steps and options when configuring with scheduler, but these steps are a good guide to get you started. The add-on does have some limitations, and it does take time to set up, but our team will be happy to support you. It is available as an add-on product with Enterprise, Performance, and Unlimited editions of Salesforce. It is designed to be a time-effective product with comprehensive scheduling capabilities. Salesforce Lightning Scheduler is designed to work with a variety of business types. Automated tasks provide a seamless experience, enabling employees to provide more consistent customer service.Add all the information you need into the appointment notes, so everyone is prepared.Leverage all your customer information already stored in Salesforce.Empower your customers to schedule appointments across a variety of different channels.
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