Salesforce Admin Group, Trichy
Simplified Appointment
Scheduling using Lightning
Scheduler

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

Salesforce Admin Group, Trichy
Speaker
Abirami S
MST Solutions

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

What is Lightning Scheduler?
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• Helps customers and prospects in scheduling
appointments with right person in organization at the
right time and location.
• Appointments within standard objects like leads,
opportunities, and accounts.
• Simplifies and automates the appointment scheduling
in Salesforce.

How to get Lightning Scheduler?
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• Add on product with Enterprise, Performance and
Unlimited editions
• Only available with Lightning Experience
• Not available with Force.com licenses

How to get Lightning Scheduler?
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• 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/

Scheduler Types
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• Inbound Scheduling
• Outbound Scheduling
• Multi Resource Scheduling
• Asset Scheduling
• Concurrent Scheduling

Scheduler Types Description
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• 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

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

Data Model
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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

Configure Lightning Scheduler
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• 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

Configure Lightning Scheduler
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• 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)

Advanced features
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Limitations
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• 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.

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

Launch
DEMO

Any
Questions
so
far

Conclusion
• 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