What is Salesforce scheduler and how does it work?
Salesforce Scheduler provides standard flow templates to let your internal users (employees) quickly schedule appointments with customers. Users can easily search for and select the right person, topic, location, and date and time of the appointment.
How to enable product scheduling in Salesforce?
How to Enable Product Scheduling in Salesforce? How to Enable Product Scheduling in Sales Cloud – Salesforce? Before adding and editing the schedule for products on opportunities, It is necessary to enable this feature in Setup. Choose Enable quantity scheduling and revenue scheduling and then save changes.
How do I enable access to Salesforce scheduler objects in user profiles?
He also updates Fola, Ryan, and Sri’s user profiles to include access to Salesforce Scheduler objects. In Setup, navigate to the profile you want to update. Under Apps, click Object Settings. Under All Object Settings, define the access level to Salesforce Scheduler objects mentioned in the table below.
How do I set up scheduling in Salesforce?
Required EditionsLaunch the Salesforce Scheduler Setup App. ... Configure Related Lists for Salesforce Scheduler Object Page Layouts. ... Explore the Salesforce Scheduler Setup Assistant (Optional) ... How Work Types, Work Type Groups, and Service Territories Work Together. ... Set Up Service Resources in Salesforce Scheduler.More items...
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.
How do I use lightning Scheduler in Salesforce?
Let's BeginFrom 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.
What is scheduling policy in Salesforce?
A scheduling policy is a set of rules and objectives that guides the schedule optimizer in its decisions. Use scheduling policies to promote or de-emphasize factors like business priorities, travel time, and customer preferences. Whenever you optimize your team's schedule, you can select a guiding scheduling policy.
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 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.
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.
What does lightning Scheduler do?
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.
Can you book appointments in Salesforce?
Users can schedule service appointments for a work order, work order line item, or other record by using the Book Appointment Chatter action. Customize this scheduling experience from the Field Service Admin app.
What are scheduling policies?
A scheduling policy is a set of rules and objectives that guides the schedule optimizer in its decisions. Use scheduling policies to promote or de-emphasize factors like business priorities, travel time, and customer preferences. Whenever you optimize your team's schedule, you can select a guiding scheduling policy.
What are the different scheduling policies?
First Come First Serve (FCFS) Shortest Job First (SJF) Priority scheduling. Round Robin scheduling.
What are the process of scheduling policies?
Scheduling PoliciesFCFS - First Come First Served. Also called FIFO (first-in-first-out), first-come-first-served (FCFS) processes jobs in the order in which they are received. ... Round Robin. This policy works like musical chairs but more methodical. ... Shortest Job First (SJF) ... Multilevel Feedback Queues. ... Lottery Scheduling.
Why invest in scheduling software?
While, money isn’ t the only reason to invest in real-time scheduling software, it’s still probably the most common reason.
What is real time scheduling?
Real-time scheduling offers an advanced, effective path towards achieving the first of those two points. And, in so doing, fulfills the second promise as well. After all, despite the difficulties inherent in maintaining a working schedule in a constantly-shifting environment, clients expect that their work order will be filled correctly and on time, every time; show those clients that you care enough to ensure that it happens, with advanced real-time scheduling solutions.
Features
SUMO was founded when their team saw a gap for a native Salesforce scheduling solution. Built on Salesforce’s Lightning Platform, SUMO Scheduler is sure to drive your customers’ satisfaction through the roof!
Use Cases
While SUMO will boost productivity in most departments, it has a great impact on certain industries.
Impact
SUMO Scheduler powers conversations, which leads to growth and revenue. The impact is measurable, and you can follow the KPIs that matter most to your business.
Setup
Getting SUMO CEP up and running should take around an hour of an admin’s time. Depending on the customizations which differ from one org to another, the setup may take longer.
Support
The SUMO Customer Success Team is ready to help with any additional questions that come to mind, from the overall product functionality to the install and user experience.
Pricing
Starting at $10/user/month, SUMO has a comprehensive and flexible pricing model, ensuring there is never a hidden scheduling fee.
Summary
In my opinion, considering all available features and the overall user experience, driving and monitoring attendance has never been easier.
How to add assignments to Salesforce?
On the Assigned Users page, click Add Assignments. On the All Users page, select the users. Click Assign. He also updates Fola, Ryan, and Sri’s user profiles to include access to Salesforce Scheduler objects. In Setup, navigate to the profile you want to update. Under Apps, click Object Settings .
What is outbound scheduling?
On the other hand, we have Inbound Scheduling, a new approach to appointment scheduling, where an organization’s customers can directly set up appointments with any agent at a time and place of their choosing.
Does Fola need Salesforce?
Fola typically spends several hours a week tackling these kinds of questions and pulling up reports manually. But with Salesforce Scheduler, she doesn’t need to, because the entire appointment scheduling process is managed via a single window and all appointments-related data reside in a single, seamless system.
What is a Scheduled Flow?
A Scheduled Flow, or Schedule-Triggered Flow, is a Salesforce Flow that is autolaunched at a specified time and repeated at a specified interval. While there are many useful applications for Scheduled Flows, our example will focus on how to create a Scheduled Flow that will archive a weekly snapshot of customer data found on the Contact object.
Building a Scheduled Flow to Archive data
After our Metric Object and fields are created, we can create a new Flow and choose the “Scheduled-Triggered Flow” option.
Where to go from here
This is just one of many applications of Scheduled Flows. If you’re looking for a way to reduce manual processes, consider creating a Scheduled Flow to extend your reach!
Lightning App Builder (and Lightning Components)
The Lightning App Builder is a point-and-click tool that’s easy to create pages for Salesforce Lightning, or to use in the mobile app. This enables you to rearrange pages to highlight key information users need, and hide anything irrelevant.
Salesforce Reports & Dashboards
Salesforce reports and dashboards are Salesforce’s out-of-the-box analytics, the “go to” option for quick reporting; as you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for organizations of all types and sizes.
List Views
Who doesn’t love a Salesforce list view? List views in Salesforce are what they sound like: a view that’s a list of records. Find list views on the home tab of each object, for example, on the lead object, you will find list views such as “Today’s leads”, “Recently viewed leads”, plus any custom views you create.
Validation Rules
A Validation Rule is a rule on a field which verifies that data entered by a user meets a certain criteria, before the user can save the record.
Security: Profiles, Roles, Permission Sets
Security in Salesforce is crucial to ensure each user can access only the record data that’s appropriate/relevant to their work. Anyone that has looked at the Certified Administrator will know there’s a big emphasis on this topic because it can be tricky to nail down as a Salesforce newbie.
Sandboxes
A Sandbox lets you develop and test your configuration, in the safety of a controlled environment. They are copies of your production environment that have the same platform customizations (eg. custom fields, code, automation). Some Sandbox types, will also contain a copy of your production data (eg. Leads, Accounts, Contacts data).
Change Sets
Salesforce change sets act like containers that move configuration between Salesforce environments, for example, from a sandbox to your production org (live environment users log into).
Get Started with Sumo
Limit Meetings Added to Calendars
Appointment Automation
Invite Manager – Send Invites Via Email
Event and Course Scheduler
Analytics and Data Visualization
- One advantage of being built on the Salesforce platform is that you can use Salesforce reports and dashboards to report on activity happening within the app; your teams can immediately see the positive impact this new way of scheduling is having: 1. 23 reports are currently available for you to choose from. 2. Custom reports types can be built, dep...