Appointment Scheduling Software from Salesforce: A Comprehensive Implementation Guide
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“Use the Powerful Salesforce Scheduler Tool to Streamline Appointments for Customers & Colleagues“
You might not have heard that Salesforce Lightning Scheduler is now called Salesforce Scheduler! The name change happened to align more with Salesforce’s latest business strategies. Nevertheless, Salesforce’s appointment scheduling software is a must for any business that needs help with reducing manual tasks for employees.
Join us in the article below as we explore Salesforce Scheduler, Salesforce’s native appointment scheduling software. Teams are using it to empower customers and leads to independently book meetings with professionals, and you can, too.
Let’s get started!
Manage Appointments with Salesforce Scheduler
Teams use the Scheduler tool from Salesforce to speed up tasks needed to manage their daily meetings. The best part about using Scheduler is that appointments can be managed directly in Salesforce without leaving the platform. Working on a single platform in this way ensures teams can perform scheduling in Salesforce and track team and customer engagements well.
Let’s take a closer look at two features from Salesforce Scheduler and see how it allows people to meet on time.
Flexible Scheduling Options
One of the feature’s from Salesforce Scheduler is that it provides businesses with many options when booking appointments. It can be used to schedule interviews for colleagues as well as customers or leads. For example, if your business has a portal, you could configure it with Salesforce to allow customers to independently book a consultation with one of your sales or service agents.
Additionally, your team members could also be given access to schedule a training session with partners or customers.
Popular Integration Options
Another benefit from Salesforce Scheduler is that it can integrate with your favorite business calendar systems. A few common ones are:
- Google Calendar
- Microsoft Outlook
- Exchange Calendar
Connecting your business calendar to Salesforce while using Scheduler ensures that all employees can attend their meetings on time and never miss an opportunity with a customer.
Salesforce Scheduler Implementation Guide
As we can see, Scheduler is a robust tool that can make the process of creating and tracking appointments easier. Take a look at this high level implementation guide, if you are ready to add Scheduler into your system to support business units.
Launch the Salesforce Scheduler Setup App
- Navigate to Setup in Salesforce and search for Salesforce Scheduler in the Quick Find box.
- Enable your Salesforce Scheduler once you find it.
- Then, you need to assign permissions to users. You could create permission sets for Scheduler Admins and Scheduler Users to make configuration easier for larger organizations.
Create Salesforce Appointment Scheduling Locations
The next step to implementing Salesforce Scheduler in your operations is to set up your business policies. That starts with defining the territories or geographical locations in Salesforce for which you provide services. You will also need to configure the services or type of work that your teams can deliver to customers.
Set Up Operating Hours and Shifts
Remember that you also need to set your business hours for your custom Salesforce calendar scheduling.
Create Service Resources and Topics
Now it’s time for a little resource management in Salesforce. For this part of the Scheduler implementation, you need to create your service resources in Salesforce. This means you need to provide details of your custom service processes, which include your resources that can be scheduled in a meeting:
- Employees
- Equipment
- Products
With Salesforce Scheduler, you can also let users list the skills they require from your business when booking an appointment. Then, the Scheduler assigns these details to service resources.
Automate your Appointment Bookings
After adding and defining all your business details needed to book a meeting in Salesforce, you can streamline your processes even further with Salesforce Flow. It’s a tool to create scheduling flows that direct users from start to finish on how to book a meeting.
Connect Salesforce to External Calendars
If your company uses Google Calendar, Outlook, or Office 365 Calendar to manage meetings, you could simply integrate Salesforce with these platforms to sync data into a central location.
And that covers all the sections you need to consider when implementing Salesforce Scheduler into your appointment booking system. All that is left to do is test your new setup and train everyone in your company on how to effectively work with the new process.
Titan: A Salesforce Scheduling Tool
Just like any piece of software, Salesforce Scheduler has limitations. One of them is related to setting up the Salesforce scheduling software. This process is complex, and we could not find much documentation online. This hurdle only adds extra time to your setup and you might need to hire a technical expert to implement your Salesforce scheduling app.
Another option is to consider a third-party app that integrates into Salesforce for calendar scheduling. We recommend that you check out our platform, Titan. We can provide appointment scheduling software to streamline your booking processes.
For example, you can build complex forms with a no-code Salesforce platform to improve customer experiences when they schedule an appointment with a professional at your company. Titan integrates directly into Salesforce so that your data syncs automatically between your web projects and your CRM system.
If you want to upgrade the way you let colleagues and customers schedule appointments, check out Titan. Our platform helps healthcare providers, service professionals, sales agents, and anyone who needs assistance with managing appointments in Salesforce.
For more information on how you can benefit from using Titan with Salesforce, contact us through one of our social media links below.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us
Frequently Asked Questions
How Salesforce Scheduler Determines Available Time Slots
It cleverly examines a few factors to make sure meetings are booked correctly according to the requirements and criteria of a business. Salesforce Scheduler will consider the following elements and more when managing appointments:
- The business’ operating hours.
- The employee’s operating hours, such as 9am-6pm.
- The employee’s availability on their calendar.
- The type of employee, such as IT technician or sales representative.
- The amount of time it takes to complete a work type.
- Buffer times in between appointments.
- Specific scheduling rules, like an employee can only have 3 meetings per day.
- Time preferences of the employee, such as morning meetings.
- The time zones of the customer booking the appointment and the employee providing the service.
What is the difference between Salesforce Scheduler and Lightning Scheduler?
Salesforce Scheduler was previously known as Lightning Scheduler. The difference is that Salesforce Scheduler is the current version of the tool. With Salesforce Scheduler, teams can create and manage booking solutions inside their CRM system. By planning appointments with Scheduler and Salesforce, businesses elevate the entire scheduling experience for customers and employees.
What are the two types of scheduling software?
You get Appointment Scheduling Software and Workforce Management Software. These scheduling software are popularly used across many different industries.
