Learn about the capabilities of Salesforce Scheduler, who can use it, the licenses
required to use it, and what it provides. Also, learn about the key terms, roles, the data model,
and available resources.
Required Editions
Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Capabilities of Salesforce Scheduler Salesforce Scheduler provides the tools to manage the data involved in scheduling appointments. You can also embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, cases, opportunities, and accounts. Salesforce Scheduler also enables your users to book appointments by using Salesforce Lightning Console, Experience Cloud Sites, and your websites.
Licenses for Salesforce Scheduler Users who book customer appointments, users who take customer appointments, and assets require different licenses.
What’s Included in Salesforce Scheduler Salesforce Scheduler provides the objects required for appointment scheduling and an app that makes it easy to set up Salesforce Scheduler. It provides preconfigured, customizable flows and rules that provide appointment booking experience. It also provides business APIs to create appointment booking experiences.
Key Terms in Salesforce Scheduler List of key terms—such as service resource, service territory, work type group, work type, and skills—and their descriptions.
Key Roles in Salesforce Scheduler Learn about the roles in Salesforce Scheduler—such as administrators, service resources, service territory managers, and customer care representatives—and what each role can do.
Data Model Overview Learn about the objects and relationships within the Salesforce Scheduler data model that represent appointments and employees who can be scheduled to attend appointments.
Salesforce Scheduler Resources A list of resources—such as videos, Trailhead, developer guide, and implementation guide—that help you work with Salesforce Scheduler.
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