12/19/2023 0 Comments Lightning scheduler setup assistant![]() ![]() The appointment parameters that need to be configured are: ![]() Work Types: templates to link appointment topics with particular locations.Work Type Groups: appointment topics - such as investments or insurance. ![]() Service Territories: locations of the meetings.Skills: Service Resource’s areas of expertise.Service Resources: advisors or other team members attending appointments.There is also some language to understand: These people will need various levels of access to the Scheduler Objects. The System Administrator can then assign permission sets to the correct people who will manage appointments and make appointments. To start the process, the Scheduler app needs to be assigned to the System Administrator profile. Before a client can look for appointments, Scheduler needs to be configured. Clients can access available times on the company’s website or on the Experience Cloud site. Salesforce Scheduler lets clients schedule appointments themselves by specifying the person, skill sets, location, and time they want. Salesforce Inbox, which utilizes email to assist with scheduling.Salesforce Scheduler, which makes it easier for clients to schedule their own appointments, and.Fortunately, Salesforce has a couple of solutions to make scheduling appointments easier: You can spend a lot of time going back and forth, trying to find a time that works for everyone. Scheduling appointments with clients can be time-consuming and challenging, especially with meetings involving several people. ![]()
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