Manage Business Information for Appointment Booking

Manage information related to your business and stakeholders, such as service locations, service resources, skills, topics, and appointment templates. Configure this business information to provide a personalized experience for your portal users in scheduling appointments.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled

Configure users who can be service resources. Service resources are individual users in your org who can attend appointments with your portal users. See Configure Who Can Be a Service Resource.
Create Appointment modes that are available to your portal users. See Customize Default Appointment Types in Salesforce Scheduler.
Create basic skills in your org that you can assign to service resources. See Create Skills in Salesforce Scheduler.
Set up operating hours that represent time slots during which your portal users can schedule appointments. See Create Operating Hours in Salesforce Scheduler.
Create service resources who can attend appointments scheduled by your portal users. See Create Service Resources in Salesforce Scheduler.
Assign skills to service resources to indicate their areas of expertise. Service resources are assigned appointments based on their skills. See Assign Skills to Service Resources in Salesforce Scheduler.
Create service territories to organize your service resources and ensure that the service resources are assigned to appointments near their home branch. See Create Service Territories in Salesforce Scheduler.
Assign service resources to service territories to ensure that appointment attendees are associated with the correct locations. See Assign Service Resources to Service Territories in Salesforce Scheduler.
Assign service territories to service resources to ensure that appointment attendees are associated with all the locations where they’re available. See Assign Service Territories to Service Resources in Salesforce Scheduler.
Create work type groups to create appointment topics that are relevant for your portal users. See Create Work Type Groups in Salesforce Scheduler.
Create work types to help organize and standardize the working day and appointment times of your service resources. See Create Work Types in Salesforce Scheduler.
Assign operating hours to service territories. See Assign Operating Hours to Service Territories, Service Territory Members, and Work Types.
Add skills for work types to ensure that an appointment is assigned to a service resource with the right skills. See Add Skill Requirements for Work Types in Salesforce Scheduler.
Map each work type to a service territory. See Assign Work Types to Service Territories.
Map each work type group to a work type. See Assign Work Type Groups to Work Types in Salesforce Scheduler.

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Manage Business Information for Appointment Booking

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Manage Business Information for Appointment Booking

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