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Manage Appointments with Salesforce Scheduler
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            Create Skills in Salesforce Scheduler

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            Create Skills in Salesforce Scheduler

            To get started with skills for Salesforce Scheduler, create basic skills in your org. When you assign skills to service resources or mark them as required on work types, you can add details like skill level and duration.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Skills, and then click Skills under Salesforce Scheduler.
            2. Click New.
            3. Enter a name for the skill—for example, Wealth Manager or Mortgage Specialist.
            4. Enter a description.
            5. Click Save.
              You can now assign the skill to service resources or list it as required on work types.

            See Also

             
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