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Manage Appointments with Salesforce Scheduler
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            What’s Included in Salesforce Scheduler

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            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.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions

            Standard Salesforce Objects

            Salesforce Scheduler provides access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core Salesforce Scheduler features, including appointments.

            Note
            Note Not all object fields are shown in this data model diagram. Check out the Object Reference for object fields and their descriptions.

            data model

            View the Salesforce Scheduler data model in the Salesforce Developer documentation.

            Note
            Note Salesforce Scheduler shares some of these objects with Salesforce Field Service.

            The Salesforce Scheduler Setup App

            The Salesforce Scheduler Setup app provides the Salesforce Scheduler objects in one place (as object tabs) and makes it easier for administrators to create, configure, and manage object records. Assign the Salesforce Scheduler Setup app to an admin profile.

            The Salesforce Scheduler Setup app.

            Appointment Flows

            Salesforce Scheduler includes standard flows to provide appointment booking experiences. Use the provided flows directly, or clone and customize the flows according to your needs.

            Standard Flows provided by Salesforce Scheduler.

            Default Appointment Scheduling Policy

            Scheduling policies are sets of rules that help you find the best service resources (attendees) and timeslots for an appointment. Salesforce Scheduler provides the Default Appointment Scheduling Policy. You can edit the Default Appointment Scheduling Policy and select the rules that you want to enforce during appointment scheduling. You can also create and use custom scheduling policies.

            Business APIs

            Salesforce Scheduler provides business APIs to build appointment scheduling applications. These resources include REST APIs, Connect REST APIs, Salesforce Platform Events, and Apex classes.

             
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