is an American cloud-based software company headquartered in San Francisco, California. To understand a step-by-step process to configure a scheduler, check out this video on ApexHours.Financials as of January 31, 2023. Work Type: Appointment templates link appointment topics (work type groups) with particular locations (service territories) and define key parameters such as appointment duration, preparation and wrap-up buffers, and availability timings. Work Type Group: A general appointment topic or category e.g. Service Territory Member: A service resource assigned to a particular service territory using this junction object. Service Territory: Branch or office locations where your appointment attendees operate from or meet customers (physical or virtual). You can add Skills and associate those with the Service Resource and later assign a numeric skill level while assigning it to the Service Resource. Skill: A skill is expertise or certification available in your organization. You cannot have a User and an Asset related to the Service Resource. Remember, each service resource is associated with one User or Asset. Service Resource has a look-up to User or Asset. Service Resource: An employee from your organization (associated with User or Asset), such as a loan officer, or doctor, attends appointments with clients. This is a central object in the Scheduler world. Service Appointment: An appointment booked through Salesforce Scheduler. There several objects at play when we start working with the scheduler, and I am covering only the most used ones. Salesforce Scheduler High-level data model Let’s take a look at the data model and few resources. Customizable flows provide flexibility and faster development.Match skills, availability, and location while scheduling the appointment.You can enhance the functionality to meet your requirement by cloning these flows and tweaking the parameters of the lightning components used on the screens. Some of the flow screens use lightning components. If you get a scheduler license, Salesforce provides pre-built flows below. Scheduler helps you decrease overall IT costs and time-to-market by configuring OOTB features. That also makes it a very user-friendly experience, as you collect accurate information since you guide them through every step. With the scheduler, you guide your employees or customers with a step-by-step wizard to schedule the appointments with the right person and at the right time. Salesforce scheduler boosts productivity through precision appointment scheduling. That makes your customers happy, and you make your leaders happy with better customer retention. With the scheduler, the overall keep rate and the number of appointments go up. Salesforce scheduler increases revenue by increasing customer interaction. Salesforce Scheduler is a native appointment scheduling tool that enables you to deliver a streamlined, personalized experience to strengthen customer relationships.
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