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            Access the Salesforce Scheduler Setup Assistant in Automotive Cloud

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            Access the Salesforce Scheduler Setup Assistant in Automotive Cloud

            Get up and running with all necessary setup and prework for scheduling appointments with the Salesforce Scheduler Setup App. The Salesforce Scheduler Setup app includes a Setup Assistant tool that you can use to perform key setup tasks. The guided flow helps you complete tasks in the recommended sequence and you can also find articles related to each task.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To manage apps: Customize Application
            1. To ensure that users such as territory managers, sales managers, and service managers in your org have access to the Salesforce Scheduler Setup app, follow these steps:
              1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
              2. In Lightning Experience App Manager, click the dropdown arrow next to Salesforce Scheduler Setup, and then select Edit.
              3. In App Settings, click User Profiles.
              4. Move the required user profiles to Selected Profiles and save the changes.
              5. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              6. Click the profile that you want to update.
              7. Under Tab Settings, select Default On for the following objects, and then save the changes.
              • Service Territories
              • Service Resources
              • Work Type Groups
              • Work Types
              • Operating Hours
              • Service Appointments
            2. To ensure that territory managers, sales managers, and service managers in your org have access to the Salesforce Scheduler Setup Assistant, follow these steps:
              1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
              2. On the Lightning Experience App Manager Setup page, edit the Salesforce Scheduler Setup app.
              3. Select Navigation Items.
              4. Move Salesforce Scheduler Setup Assistant to Selected Items, and then click Save.
              5. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              6. Click the profile that you want to update.
              7. Under Tab Settings, for Salesforce Scheduler Setup Assistant, select Default On, and then save the changes.
            3. To access the Salesforce Scheduler Setup app and the assistant, follow these steps.
              1. From the App Launcher, find and open the Salesforce Scheduler Setup app.
              2. Click the Salesforce Scheduler Setup Assistant tab.
             
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