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Set Up Calendar Scheduler for Partners
Connect partner users' external calendars so that Salesforce Scheduler returns appointment times when partners are available.
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 configure Einstein Activity Capture, Experience Cloud, and Salesforce Scheduler | Create and Set Up Experiences AND View Setup and Configuration |
Set up the Experience Cloud site that partner users use to connect their external accounts. Identify the supported Google or Microsoft email provider and the API name of the scheduling policy that the scheduling flow uses.
Einstein Activity Capture connects each partner user's external calendar to Salesforce. Salesforce Scheduler checks the connected calendar and excludes busy times from the available appointment times that it returns.
- Turn on Einstein Activity Capture for the supported Google or Microsoft email provider.
- Create and activate an Einstein Activity Capture configuration for external partner users.
- Assign the required Einstein Activity Capture permission set to each partner user.
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Add the Connected Accounts component to the Experience Cloud site.
For instructions, see Add Connected Accounts to Your Partner Experience Cloud Site.
- Configure Salesforce Scheduler to use external calendars when it calculates availability.
- Update the scheduling flow with the API name of the scheduling policy.
- Ask each partner user to log in to the Experience Cloud site and connect a Google or Microsoft account from the Connected Accounts component.
- If the booking experience also shows the partner user's Salesforce calendar, give the partner user the required access to events and tasks.
- Test the booking experience and verify that Salesforce Scheduler excludes times when the partner user has an external calendar event.
A financial-services company schedules consultations between customers and partner advisers. Each adviser connects a work calendar through the partner site. When a customer books a consultation, Salesforce Scheduler excludes times when the adviser has an external calendar event and offers only available appointment times.
When a partner user's availability doesn't reflect external events, verify that the user connected the correct account and is included in the active Einstein Activity Capture configuration.
For more details, see Set Up Scheduling for Guest Users, Allow Guest Users to Access Flows, and Manage Appointments with Salesforce Scheduler.
