Engagement Channel Types

Engagement channel types are mediums, such as Phone, Video, and In Person that service resources use to meet customers. Enable the Schedule Appointments Using Engagement Channels setting so that territory managers and service resources can use the engagement channel types and the channel types' junction objects. Territory managers and service resources can define the availability of resources for the engagement channel types by adding one or more channel types to a shift. Salesforce Scheduler shows service resources and resource time slots based on the channel type that a user selects when creating an appointment.