![]() Create operation hours for the mortgage job type that reflect this requirement. In Salesforce Scheduler, set up operating hours: The time windows within which appointments can be scheduled are described as working hours. In the Salesforce Scheduler, create Service Territories.: To manage your service resources and guarantee that they are assigned to appointments near their home branch, create and configure service regions. In Salesforce Scheduler, create Service Resources: To represent your employee attendees, create service resources. Alternatively, you can use the Salesforce Scheduler Setup app’s Setup and Object sections to do these activities. You can also apply for a job type from the Service Territory Work Types associated list.Ĭheck out the Setup Assistant for Salesforce Scheduler (Optional): You can utilize the Salesforce Scheduler Setup Assistant tool in the Salesforce Scheduler Setup app to do essential setup activities like assigning permission sets, generating appointment resources, and integrating appointment scheduling into leads and referrals, opportunities, and accounts. For example, you can attach a service resource to the territory from the Service Territory Members linked list after creating a service territory. Assign the Salesforce Scheduler Setup app to your admin’s user profile, who will be creating and managing Salesforce Scheduler resources.įor Salesforce Scheduler Object Page Layouts, configure Related Lists: Configure related lists for Salesforce Scheduler objects so that users can quickly obtain more information about an object record. ![]() Open the Setup App for Salesforce Scheduler: The Salesforce Scheduler Setup app centralizes all Salesforce Scheduler resources (in the form of object tabs), making it easier for administrators to create configure, and manage them. How To Setup Salesforce Lightning Scheduler?
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