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Manage Appointments with Salesforce Scheduler
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            Cost-Effective Alternative for Creating Service Resources

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            Cost-Effective Alternative for Creating Service Resources

            Salesforce Scheduler is an add-on based product. It requires a base license, such as Sales Cloud, Service Cloud, Lightning CRM, or Platform Starter, to operate. If you’re looking for a cost-effective alternative to these base licenses, try the Platform Starter license, a license with limited capabilities. Assign the Lightning Platform Starter license and the Salesforce Scheduler add-on to users, such as sales associates and healthcare providers, who don’t schedule their own appointments. Users, such as customer service representatives, community users, or guest users, can create service appointments for these service resources.

            Required Editions

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

            Capabilities of Salesforce Scheduler with the Lightning Platform Starter License

            Services resources with the Salesforce Scheduler add-on and the Lightning Platform Starter license can:

            • View Salesforce Calendar events.
            • View and update details of their own appointments. For example, they can change the status of their appointments to Completed.
              Important
              Important Users with the platform starter license can’t create service appointments.
            • Cancel their own appointments.
            • Create and update their own operating hours.
            • Create and update their own shifts.
            • Manage their own absences.

            The Salesforce Scheduler add-on with a Platform Starter license provides access to these entities:

            • Operating Hours
            • Shifts
            • Engagement Channel Types
            • Service Appointments
            • Service Territory
            • Work Type Group
            • Work Type
            • Appointment Topic Timeslot
            • Service Resources:
              • Resource Absence
              • Service Territory Member

            To make Salesforce Calendar events visible to service resources, set the value of the Calendar picklist to Default On. For more information, see View and Edit Tab Settings in Permission Sets and Profiles and Tab Settings.

            To provide access to other capabilities, create permission sets with the necessary user permissions and assign them to service resources.

            Capability User Permissions Needed
            • To view and update details of their own appointments:
            • To cancel their own appointments:
            • Read and edit on service appointment
            • Read on appointment topic time slot, service resource, service territory, operating hour, work type, and work type group
            • If shifts are enabled, read on shift. See Manage Shifts in Salesforce Scheduler.
            • If engagement channels are enabled, read on engagement channel type. See Engagement Channels.
            To create and update their own operating hours:
            • Read and edit on service resource and service territory member
            • Read on service territory and operating hour
            • Read on appointment topic time slot, work type, and work type group
            To manage their own absences: Read, create, edit, and delete on service appointment and service resource
            To view, create, and update their own shift records:
            • Read, create, and edit on shift
            • Read on service territory and service resource

            For information on how to create and assign permission sets, see Configure Who Can Be a Service Resource.

            Always add the service resource’s profile to the community’s member list. For more information, see Add Members to Your Experience Cloud Site.

            Limitations of Salesforce Scheduler with the Lightning Platform License

            Service resources with the Salesforce Scheduler add-on and the Lightning Platform Starter license can’t:

            • Create service appointments.
            • View the lead details added by a guest user (Prospect) by using guest flows.
              Note
              Note Users with the Employee Community license can’t create service appointments.
            • View opportunities.
            • View service appointments for leads and opportunities.
            Note
            Note The Platform Starter license provides limited capabilities. For example, it doesn’t support Einstein Activity Capture. For more information about the Platform Starter license, see Lightning Platform Pricing and Lightning Platform Starter and Lightning Platform Plus Details.
            Important
            Important You can't use Salesforce Scheduler add-on with the Employee Productivity licenses.
             
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