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Trailhead

Appointment Booking with Salesforce Scheduler

Salesforce via Trailhead

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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

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