Use the Embedded Service component to add Lightning Scheduler in a Salesforce Experience Builder site. Use Experience Builder and Lightning Template with standard embedded services components configuration to enable LightningScheduler using the Embedded Service components in a Scheduler component, Live Agent Chat, or chatbot.
- From Setup, enter App Manager in the Quick Find box, then select App Manager.
- In Lightning Experience App Manager, click the Salesforce Scheduler Setup dropdown and click Edit.
- In App Settings, select User Profiles.
- Move the System Administrator profile to Selected Profiles.
- Save the changes.
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. ...
- Lightning Web Components Have Unique JavaScript Challenges. ...
- Before You Begin. ...
- Follow Along with Trail Together. ...
- Set Up Your Troubleshooting Environment. ...
- Open DevTools. ...
- DevTools Menu. ...
- Change the Location of DevTools. ...
- Enable Custom Formatters. ...
- Use Ignore List. ...
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
- You can’t access Lightning Experience in a mobile browser. ...
- You can access Lightning Experience on iPad Safari. ...
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to create a dashboard in Salesforce Lightning?
Dashboard Builder. Meet the dashboard builder, your way to visualize your data for easy consumption at-a-glance. Launch the dashboard builder from the Dashboards tab by clicking New Dashboard. Enter a name for your dashboard and click Create. Insert a component onto your dashboard by clicking + Component, or add a filter by clicking + Filter [1].
How do I Enable Scheduler in Salesforce?
From the App Launcher, find and open the Salesforce Scheduler Setup app. Click the Salesforce Scheduler Setup Assistant tab. If you don't see the Salesforce Scheduler Setup Assistant tab, enable it for your profile. From Setup, in the Quick Find box, enter Profiles , and then select Profiles.
What is Salesforce lightning 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.
How do I schedule a salesforce Lightning meeting?
0:342:02Salesforce Lightning Scheduler Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipContact record to create personalized efficient appointments. And easily schedule subsequentMoreContact record to create personalized efficient appointments. And easily schedule subsequent meetings right from the contact.
Is lightning Scheduler part of field service lightning?
Field Service Lightning. Simply put, Lightning Scheduler is meant for appointment booking, while FSL is meant for resource scheduling. The distinction is a straightforward one.
What is a scheduling in Salesforce?
Salesforce Lightning Scheduler is a Salesforce add-on that allows your customers to book appointments with your business. With this tool, you enable customers to schedule a meeting, phone call, video call, or in-person discussion with members of your team, right on your website.
What is Cloud Scheduler in Salesforce?
Cloud Scheduler allows your users to request meetings with customers and coworkers, and lets customers and coworkers select when they can meet before organizers confirm meeting times. The New Meeting Request button lets users request meetings using Cloud Scheduler.
How do I create a scheduled flow in Salesforce?
A schedule-triggered flow starts at the specified time and frequency. You can't launch a schedule-triggered flow by any other means. The Start Time field value is based on the Salesforce org's default time zone. The View All Data permission is required to activate an autolaunched flow that has a trigger.
How do I set up a meeting in Salesforce?
Enable Salesforce MeetingsIn Salesforce setup, enter Meetings in the Quick Find box, and select Meetings.Select Settings.Be sure to review the activity sync requirements and available features with each solution.Set Turn on Meetings to On.More items...
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
Is Field Service lightning the same as lightning?
Formerly known as Field Service Lightning (FSL), Salesforce Field Service (SFS) has a new name, but its purpose and value remain the same. It is Salesforce's field service solution. In other words, it's an onsite job management platform with real-time collaboration capabilities.
What are the three parts of Salesforce Field Service lightning?
Field Service has three main parts that work together to give you a complete field service management solution.Core Field Service features including Service and Dispatcher Consoles.Scheduling and optimization from a managed package.A mobile app for your mobile workforce.
How do I install field services Lightning managed package?
Install the Managed Package Open an incognito browser window in Chrome. In the incognito window, paste this link https://fsl.secure.force.com/install into the address bar to install the managed package. Click the link to install the most recent managed package to your Trailhead playground production org.
Simplify appointment scheduling
Follow the step-by-step guide in our Setup Assistant to configure locations, hours, resources — and set your teams up for successful appointments by designating skills. Make it easy for any resource or customer to schedule, edit, and cancel appointments.
Deliver consistent experiences across channels
Meet customers where they are and empower them to schedule appointments across a variety of different channels. Streamline the customer experience even further with the Chronos Bot embedded right on your website.
Create and cultivate relationships
With Inbound Scheduling, empower customers to schedule their own appointments right on your website and create a unique experience with customizable Flows. Use appointments to capture brand-new customers by automatically generating a new lead.
Start making your appointments more efficient today
Give your resources the tools they need to deliver a great experience.
