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Extend Salesforce Scheduler Functionality with Salesforce Products and Features
Use other Salesforce products and features, such as email, surveys, notes, calendar integration, and analytics, to extend Salesforce Scheduler functionality.
Required Editions
| Salesforce Scheduler is available for an extra cost in Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Flow Actions for Sending Emails, Notifications, and Surveys
Automatically send emails and notifications when an appointment is created, modified, or canceled using flow actions. You can also use flows to send surveys to capture feedback. - CRM Analytics for Viewing Appointment Metrics
Let users, like service territory managers, view appointment volume and service resource performance metrics using CRM Analytics. - Salesforce Feedback Management
Send customers and users relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle. You can also configure Salesforce Scheduler to show service resource ratings captured from these surveys on the service resource cards that appear when customers are booking appointments. - Einstein Activity Capture for Syncing Calendars
Use Einstein Activity Capture app to sync Salesforce Calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™. You can configure Einstein Activity Capture to sync events from Salesforce Calendar to external calendar, External calendar to Salesforce calendar, or both. - Notes for Capturing Appointment Details
Enable your users to stay organized and capture important details and action items by adding notes to accounts, leads, opportunities, and more. - Action Plans and Related Appointments
Set up appointments based on status changes to an action plan. And apply action plan templates for customer appointments to accounts, cases, opportunities, and leads. - Omni-Channel for Routing Work Items and Managing Capacity
Use Omni-Channel to route work items to agents based on priority and agents’ skills and capacity. When a work item is assigned, agents can use Salesforce Scheduler to schedule customer appointments. You can use the same service resource records in Omni-Channel and Salesforce Scheduler. - Chronos Bot for Managing Appointments via Chat and SMS
Let customers use chat or SMS to schedule, view, reschedule, and cancel Salesforce Scheduler appointments. Chronos Bot is an unmanaged package available on AppExchange. You can configure it to suit your business needs. It’s trained in natural languages to help with scheduling.
Flow Actions for Sending Emails, Notifications, and Surveys
Automatically send emails and notifications when an appointment is created, modified, or canceled using flow actions. You can also use flows to send surveys to capture feedback.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Enterprise, Unlimited, and Developer Editions |
CRM Analytics for Viewing Appointment Metrics
Let users, like service territory managers, view appointment volume and service resource performance metrics using CRM Analytics.
CRM Analytics provides the Appointment Analytics template that’s designed to work with Salesforce Scheduler. When you create an app using the template, CRM Analytics gets data from Salesforce Scheduler and uses it to populate information on these dashboards.
- The Appointment Overview dashboard shows appointment volume of the user’s team. It also enables your users to view volume by types of resource and get an overview of customers according to their locations, topics, and types.
- The Service Resources Performance dashboard shows appointment metrics such as average duration, scheduled versus actual duration, and number of appointments by type.
You can customize the Appointment Analytics app based on your requirements.
You can also use CRM Analytics to connect data from multiple sources, create interactive views of that data, and share those views in apps.
Salesforce Feedback Management
Send customers and users relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle. You can also configure Salesforce Scheduler to show service resource ratings captured from these surveys on the service resource cards that appear when customers are booking appointments.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
Einstein Activity Capture for Syncing Calendars
Use Einstein Activity Capture app to sync Salesforce Calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™. You can configure Einstein Activity Capture to sync events from Salesforce Calendar to external calendar, External calendar to Salesforce calendar, or both.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard, which is available in Sales Cloud in Starter, Professional, Enterprise, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available in Unlimited Edition, and available for an extra cost in Enterprise Edition |
| Available with Inbox in Sales Cloud, which is included in Starter and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Inbox is also available for an extra cost in Service Cloud and Lightning Platform. |
| Available with Sales Engagement in Sales Cloud, which is included in Unlimited Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform. |
| Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions |
Notes for Capturing Appointment Details
Enable your users to stay organized and capture important details and action items by adding notes to accounts, leads, opportunities, and more.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app |
| Available in: Essentials, Group, Professional, Enterprise, Performance, and Unlimited Editions |
Action Plans and Related Appointments
Set up appointments based on status changes to an action plan. And apply action plan templates for customer appointments to accounts, cases, opportunities, and leads.
Required Editions
| Available in: Lightning Experience |
Available in: Professional, Enterprise, and Unlimited Editions. |
Omni-Channel for Routing Work Items and Managing Capacity
Use Omni-Channel to route work items to agents based on priority and agents’ skills and capacity. When a work item is assigned, agents can use Salesforce Scheduler to schedule customer appointments. You can use the same service resource records in Omni-Channel and Salesforce Scheduler.
| Available in: Salesforce Classic, Lightning Experience |
| Omni-Channel is available in: Professional, Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
Chronos Bot for Managing Appointments via Chat and SMS
Let customers use chat or SMS to schedule, view, reschedule, and cancel Salesforce Scheduler appointments. Chronos Bot is an unmanaged package available on AppExchange. You can configure it to suit your business needs. It’s trained in natural languages to help with scheduling.
Required Editions
| Available in Lightning Experience with Einstein Bots and Salesforce Scheduler enabled |
