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Configure Salesforce Scheduler for External Calendar Sync

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Configure Salesforce Scheduler for External Calendar Sync

Include your partner users' connected external calendars when Salesforce Scheduler calculates available appointment times.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login
User Permissions Needed
To create or update permission sets: Manage Profiles and Permission Sets
To assign permission sets: Assign Permission Sets

Configure Einstein Activity Capture for partner users, and add the Connected Accounts component to the partner Experience Cloud site.

A scheduling policy controls whether Salesforce Scheduler considers calendars that partner users connect through Einstein Activity Capture.

  1. Create or update the permission set that gives partner users access to Salesforce Scheduler.
  2. Assign the permission set to each partner user who provides appointment availability.
  3. From Setup, in the Quick Find box, enter Scheduling Policies, and then select Scheduling Policies.
  4. Create a scheduling policy for partner appointments.
  5. Select External Calendar Integration Using Einstein Activity Capture.
  6. Save the scheduling policy, and record its API name.
  7. Open the scheduling flow that your customer booking experience uses.
  8. Set the scheduling policy input variable to the API name of the scheduling policy.
  9. Save and activate the flow.
  10. Optional: To add appointments to the Salesforce calendar, give partner users access to edit events and tasks.
 
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