LIGHTNING SCHEDULER SALESFORCE HELP WINDOWS
In Salesforce Scheduler, set up operating hours: The time windows within which appointments can be scheduled are described as working hours. In the Salesforce Scheduler, create Service Territories.: To manage your service resources and guarantee that they are assigned to appointments near their home branch, create and configure service regions. In Salesforce Scheduler, create Service Resources: To represent your employee attendees, create service resources. Alternatively, you can use the Salesforce Scheduler Setup app’s Setup and Object sections to do these activities. You can also apply for a job type from the Service Territory Work Types associated list.Ĭheck out the Setup Assistant for Salesforce Scheduler (Optional): You can utilize the Salesforce Scheduler Setup Assistant tool in the Salesforce Scheduler Setup app to do essential setup activities like assigning permission sets, generating appointment resources, and integrating appointment scheduling into leads and referrals, opportunities, and accounts. For example, you can attach a service resource to the territory from the Service Territory Members linked list after creating a service territory. Assign the Salesforce Scheduler Setup app to your admin’s user profile, who will be creating and managing Salesforce Scheduler resources.įor Salesforce Scheduler Object Page Layouts, configure Related Lists: Configure related lists for Salesforce Scheduler objects so that users can quickly obtain more information about an object record. Open the Setup App for Salesforce Scheduler: The Salesforce Scheduler Setup app centralizes all Salesforce Scheduler resources (in the form of object tabs), making it easier for administrators to create configure, and manage them.
LIGHTNING SCHEDULER SALESFORCE HELP HOW TO
How To Setup Salesforce Lightning Scheduler? You can use Lightning Scheduler in Salesforce workflows and processes.The scheduler will make appointments and add relevant attendees.Match the right personnel with the right skills based on their skills, expertise, and other factors.The context for setting up appointments – the business activity for which you will be scheduling appointments.Make a list of your business’s locations and hours of operation.Keep track of your employees’ abilities, where they work, and when they’re available.What Are The Features Of The Salesforce Lightning Scheduler? Use Salesforce Field Service alternatively if you require additional customization choices and advanced tools for managing appointments. Therefore, it is suitable for enterprises and is best suited to those with less sophisticated service requirements.
Moreover, Salesforce Lightning Scheduler uses many of Salesforce Field Service’s fundamental data types and features. As a result, you may more efficiently assign personnel, better service to your customers, and offer consistent experiences across channels with improved visibility. This means that your customers can book based on resource capacity, room availability, or operating hours. It supports location and capacity-controlled booking use cases.
With this tool, customers can book a meeting, phone conversation, video chat, or in-person discussion with your team members directly on the tool. Salesforce Lightning Scheduler is a Salesforce add-on that lets your customers schedule appointments with you. However, before knowing about the features and advantages of Salesforce Lightning Scheduler, let me briefly overview how this platform works. In addition, it’s simple to integrate appointment scheduling into regular Salesforce workflows, such as leads and referrals, opportunities, and accounts, with Salesforce Scheduler. In this regard, Salesforce released Salesforce Lightning Services that will assist the users in booking all of their meetings efficiently, whether they are onboarding a new customer, giving a product presentation, providing online assistance, or holding an interview. For increasing the revenue, it is necessary to communicate with customers and create long-term relationships. Moreover, managing meetings, updating status, and contacting clients can get hectic. Customers must be able to arrange meetings with sales and service agents in a smooth manner. Customer-facing personnel is increasingly empowered in today’s new normal.
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