Black Friday 2024: 25+ Ways to Save on Online Learning

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

Overview

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

  • Salesforce Scheduler
    • Get Started with Salesforce Scheduler
    • Set Up Appointment Attendees and Skills
    • Set Up Appointment Topics and Appointment Templates
    • Set Up Appointments with Salesforce Scheduler
  • 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 Customers
    • Set Up Inbound Scheduling for 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
    • 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
  • 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.