Simplified appointment scheduling using lightning scheduler

It explains how to schedule a appointment using lightning scheduler

1. Salesforce Admin Group, Trichy Simplified Appointment Scheduling using Lightning Scheduler

2. Kadhar Basha J Salesforce Admin Group, Trichy Trailblazer Community Group Leader MST Solutions Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions Salesforce Admin Group, Trichy

3. Salesforce Admin Group, Trichy Speaker Abirami S MST Solutions

4. Today’s Agenda What is Lightning Scheduler? How to get Lightning Scheduler? Scheduler Types Data Model Configure Lightning Scheduler  Demo Questions & Answers Conclusion

5. What is Lightning Scheduler? Logo H elps customers and prospects in scheduling appointments with right person in organization at the right time and location.  A ppointments within standard objects like leads, opportunities, and accounts. Simplifies and automates the appointment scheduling in Salesforce.

6. How to get Lightning Scheduler? Logo A dd on product with Enterprise, Performance and Unlimited editions Only available with Lightning Experience Not available with Force.com licenses

7. How to get Lightning Scheduler? Logo Buy as many licenses as the users that will be scheduled resources Note : For trail org, signup with Financial cloud service SF org, https://www.salesforce.com/form/signup/financial-services-cloud-trial/

8. Scheduler Types Logo Inbound Scheduling Outbound Scheduling Multi Resource Scheduling Asset Scheduling Concurrent Scheduling

9. Scheduler Types Description Logo Inbound Scheduling Customers set appointment with any agent Outbound Scheduling Agents set appointment with customers Multi Resource Scheduling Create appointments that include more than one required service resource

10. Scheduler Types Description Logo Asset Scheduling Anything physical that is booked for an appointment Concurrent Scheduling Schedule multiple customer appointments in the same time slot

11. Data Model Logo Key objects: Service Appointment - Inbound or outbound appointment Service Resource - Appointment attendees Skill - Areas of expertise Service Territory - Branch and office locations Work Type - Appointment templates Work Type Group - Appointment topics

12. Configure Lightning Scheduler Logo Assign the Lightning Scheduler Setup App Configure Who Can Be a Service Resource Configure Who Can Manage Salesforce Scheduler Core Elements Configure Related Lists for Salesforce Scheduler Object Page Layouts Make Salesforce Scheduler Object Tabs Visible to Salesforce Scheduler Users

13. Configure Lightning Scheduler Logo Add the Operating Hours Component to a Lightning Page in Salesforce Scheduler Enable Maps and Location Services in Salesforce Scheduler Give Users Permission to Schedule Appointments Extend Location Search Use Lightning Scheduler Setup Assistant Guidance (Optional)

14. Advanced features Logo

15. Limitations Logo Scheduler standard flow templates don’t support multi-resource scheduling on a mobile device. Scheduler standard flow templates don’t support right-to-left languages such as Arabic. Asset restrictions.

16. Limitations Logo Concurrent scheduling and multi-resource scheduling don’t work together. Multi-resource scheduling supports a maximum of five required service resources, including assets

17. Launch DEMO

18. Any Questions so far

19. Co nclusion Personalized experience for the customers Most simple and automated form of appointment scheduling Efficient add on product for companies where specific requirements are less complex