#LIGHTNING SCHEDULER SALESFORCE HELP HOW TO#

Show Service Appointments as Events on Salesforce Calendarīefore Matt can use a calendar sync tool to write Salesforce appointments to external calendars, he enables event management to write Salesforce Scheduler appointments as events on the Salesforce calendar. Sync Salesforce Calendar and External Calendars Using Calendar Sync Tools

#LIGHTNING SCHEDULER SALESFORCE HELP HOW TO#

Depending on your need, you can choose how to integrate calendars and configure scheduling policy rules. Let’s follow along as Matt explores the various methods of calendars integration and configuring scheduling policy rules. Matt also learns that he can configure scheduling policy rules to check calendars to determine availability. This method requires Salesforce programming expertise and is ideal if he wants to exercise greater control over the entire process. Write Salesforce Scheduler appointments to external calendars using platform events and APIs.Sync Salesforce Calendar and external calendars using calendar sync tools such as Einstein Activity Capture.Matt starts exploring the possibilities and recognizes that there are several ways to set up calendar integration. Ryan contacts the admin, Matt, to see if he can do something to help overcome these challenges. They also don’t want meetings, training, and other events on their external calendars to have a scheduling conflict with Salesforce Scheduler appointments. Cumulus Cloud employees (and even customers) want to have the appointments synced to the external calendar apps that they use, such as Microsoft Outlook and Google Calendar. As he turns his wrist to check the time, he realizes that he has an online appointment with a client in the next 3 minutes! Although Ryan knew about the appointment, he lost track of time and his phone’s calendar didn’t have the meeting saved. “It’s all about getting the timing right for that perfect steak,” he tells her. They’re barbecuing lunch in their backyard. It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. Write Salesforce appointments to external calendars using platform events.Sync Salesforce calendar with external calendars.We would actually recommend you either leverage custom build solution (a couple of simple custom objects), Appexchange or just leverage Salesforce Inbox.After completing this unit, you’ll be able to: This simply doesn’t justify the effort and cost. Give this a pass, for now, if you are just looking at a simple scheduling tool to help your sales reps with their day-to-day. If you have a huge workforce that constantly struggles with scheduling issues and this has a direct impact on your business as usual, you should definitely spend the time and effort on acquiring this and following this setup guide.Ĭonsidering that Salesforce does have a good track record of enhancing their products with new releases, we are sure that you are in good hands here. In summary, after working through the setup and verification, we are torn between if its a yea or nay. You will have to consider the following Territories, Operating Hours, Resources, Skills, Work Type Groups, and Work Type.įrom a configuration standpoint, you will have to work from the top down and each individual records have dependancy on each other. With Lightning Scheduler, you will have access to a couple of additional objects.Ĭonfiguring Lightning Scheduler does take a similar approach to set up Field Service Lightning. If you are already using the Field Service Lightning product from Salesforce you would have the first-hand experience with the Lightning Scheduler.ĭo note that this comes with an additional cost on top of the base edition that you are on and it supports only the Enterprise or Unlimited editions.

Lightning Scheduler is a native scheduling solution within Salesforce that leverage the employee skills and availability as parameters and subsequently enabling your customers to schedule meetings with whoever is available at their time of choosing. Let us focus on the Spring 19’s Lightning Scheduler today. Salesforce just made its Spring 19 release live and there is a couple of really interesting stuff in this release.

Lightning scheduler salesforce help