![]() First, as the System Administrator, assign the Scheduler app to the System Administrator profile, you can do this from the App Manager and select user profiles.There is a built-in assistant to help get you started too. If you have more complex requirements, Salesforce Field Service offers more advanced features and customisable options.ĭepending on how complex your appointment system is, there are a few steps and options when configuring with scheduler, but these steps are a good guide to get you started. The add-on does have some limitations, and it does take time to set up, but our team will be happy to support you. It is available as an add-on product with Enterprise, Performance, and Unlimited editions of Salesforce. It is designed to be a time-effective product with comprehensive scheduling capabilities. Salesforce Lightning Scheduler is designed to work with a variety of business types. Automated tasks provide a seamless experience, enabling employees to provide more consistent customer service.Add all the information you need into the appointment notes, so everyone is prepared.Leverage all your customer information already stored in Salesforce.Empower your customers to schedule appointments across a variety of different channels.Grant the right permissions to the right employees.Embed appointments into standard Salesforce workflows.Manage virtual or in-person appointments from anywhere.Customers can book appointments directly on your website.Overall, its purpose is to help assign your resources more efficiently, so you can better serve your customers. Your customers can book based on factors like opening hours, resource capacity, and room availability. Salesforce Lightning Scheduler supports your customers in scheduling appointments at the right location with the correct person at a time that suits everyone.Ĭustomers can choose a phone call, video call, or in-person meeting with the most appropriate member of your team. It can set up appointments with Leads and Opportunities in a way that is consistent across your business. Salesforce Lightning Scheduler helps you schedule all your meetings quickly and easily. In this blog, we’ll be discussing Salesforce Lightning Scheduler and how it can enhance your current Salesforce use, as well as give an overview of the features and benefits. The Salesforce Lightning Scheduler puts the ability to book appointments directly in the hands of your customers. Honestly, scheduling appointments isn’t the most efficient use of your time. The new normal has forced businesses to adapt and this tool can rise to the challenge of meeting your busy scheduling needs. The Lightning Scheduler is a feature everyone can benefit from, especially in a post-pandemic world. This add-on could be a great tool if your business is growing, and you need an appointment scheduler with the advanced features to make your life easier. ![]() If scheduling appointments is a consistent problem in your business, or you need to upscale your current system, try the Salesforce Lightning Scheduler. ![]()
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