Use Cloud Scheduler to Request Meetings in Salesforce Classic | Salesforce
Use Cloud Scheduler to Request Meetings in Salesforce Classic
Cloud Scheduler lets you request a meeting with a contact, a lead, a person account, or a coworker.
Available in Salesforce Classic in: All Editions Except Personal Edition and Database.com
How Cloud Scheduler Works in Salesforce Classic When you use Cloud Scheduler to request a meeting with a contact, a lead, a person account, or a coworker, Salesforce creates a unique Web page for your meeting that displays the proposed meeting times. When invitees visit the page, they select the times that work for them and send you a reply. Salesforce tracks all the responses so that you can pick the best time to meet when you confirm the meeting.
Tips for Proposing Meeting Times in Salesforce Classic When you request a meeting using Cloud Scheduler, you can either propose meeting times or let Salesforce propose times for you. One of the benefits of letting Salesforce propose meeting times happens when there's a long delay between the time you send the meeting request and when the first invitee views it. For example, if you request a meeting with a contact on a Monday and that contact doesn't view your request until Thursday, Salesforce proposes times from Thursday forward instead of when the meeting request was sent.
Reschedule a Requested Meeting in Salesforce Classic If you used Cloud Scheduler to request a meeting that hasn't been confirmed, you can reschedule it and propose new times. However, when you confirm a meeting, it's converted to an event, so you can’t propose new times. To reschedule an event, edit the event to change its date and send an update to the invitees.
Confirm a Requested Meeting in Salesforce Classic After you use Cloud Scheduler to request a meeting, wait for the invitees to reply with the times they can meet. When this happens, you receive an email notification, and the meeting in Salesforce is automatically updated with the times the invitees selected. You can then choose the best time to meet and confirm the meeting.
Cancel a Requested Meeting in Salesforce Classic If you used Cloud Scheduler to request a meeting and the meeting hasn’t been confirmed, you can cancel the meeting, and Salesforce automatically sends a cancellation notice to the invitees. When you confirm a meeting, then it’s converted to an event, which you can delete like any other event.