Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Appointment Booking with Salesforce Scheduler

Salesforce via Trailhead

Go to class Write review
Datacamp Ad

Power BI Fundamentals - Create visualizations and dashboards from scratch

Learn More → Boot.dev Ad

Learn Backend Development Part-Time, Online

Learn More →

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
Find out how you can set up and use Salesforce Scheduler for customer appointments.
  • Schedule customer appointments for your business.
  • Explore advanced scheduling options and enable customers to book appointments.
  • Use data blocks to achieve your specific business goals.
  • Customize Salesforce Scheduler to fit your business needs.
  • Learn how Salesforce Scheduler is used across industries.
  • Distribute appointments evenly and increase productivity.

Syllabus

  • Set Up Salesforce Scheduler
    • Get Started with Salesforce Scheduler
    • Set Up Permissions and Configure Service Territories
    • Set Up Service Resources and Skills
    • Set Up Work Type Groups and Work Types
    • Book and Modify Appointments
  • Multi-resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler
    • Add Rooms for Appointments
    • Set Up Multi-Person Appointments
    • Get Started with Inbound Scheduling
    • Set Up Inbound Scheduling for Existing and Prospective Customers
    • Enable Concurrent Scheduling and More
  • Salesforce Scheduler Data Model
    • Get Started with Salesforce Scheduler Data Model
    • Discover Service Territories, Members, and Skills
    • Explore Appointment Topics and Templates
  • Salesforce Scheduler Customization
    • Get Started with Salesforce Scheduler Customizations
    • Change the Default Time Zones
    • Set Up Calendar Integration
    • Check Calendars to Determine Availability
    • Customize Appointment Booking Flows
    • Set Up Automatic Service Resource Assignment and Anonymous Booking
  • Salesforce Scheduler Industry Use Cases
    • Discover the Salesforce Scheduler Difference
    • Use Scheduler in Healthcare, Retail, and the Auto Industry
    • Use Scheduler in the Public Sector
  • Shift Management with Salesforce Scheduler
    • Set Up Shifts for Employees
    • Set Up Shifts for Contractors
    • Enable Recurrence and Multiple Topics
    • Visualize Shifts
  • Hybrid Work Model with Salesforce Scheduler
    • Get Started with Engagement Channels
    • Enable Engagement Channels
    • Use Engagement Channels
  • Approval Process in Salesforce Scheduler
    • Outline Shift Coordination Requirements
    • Set Up Role Hierarchy and Sharing Rules
    • Prepare to Create an Approval Process
    • Set Up an Approval Process
  • Appointment Invitation URLs for Sharing Availability
    • Get Started with Appointment Invitations
    • Set Up Flows for Appointment Invitations
    • Enable Users to Generate Appointment Invitations
    • Generate and Use Appointment Invitations
  • Appointment Distribution with Salesforce Scheduler
    • Get Started with Appointment Distribution
    • Set Up Appointment Distribution

Tags

Reviews

Start your review of Appointment Booking with Salesforce Scheduler

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.