He also updates Fola, Ryan, and Sri’s user profiles to include access to Salesforce Scheduler objects. On the All Users page, select the users.On the Assigned Users page, click Add Assignments.On the Permission Set overview page, click Manage Assignments.
#Lightning scheduler salesforce help license#
Next, Matt assigns the permission set to Ryan and Srilakshmi, which automatically assigns the associated permission set license to the user.
Click Save and in the summary dialog that appears, click Save again. Enable the Let a user be included in appointments in Salesforce Scheduler permission. On the permission set overview page, under System, click System Permissions. Under Select the type of users who will use this permission set, select the Salesforce Scheduler permission set license. To keep it simple, use Salesforce Scheduler Resource. Enter a label, API name, and description for your permission set. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Required service resources need a Salesforce Scheduler User Access permission set license and permission set.įirst he creates a permission set for the Salesforce Scheduler permission set license. Next, Matt creates and assigns some permissions to appointment attendees (service resources) to make them available for appointment scheduling. And she’s able to assign resources more efficiently and help her team better address customer needs. But with Salesforce Scheduler, she doesn’t need to, because the entire appointment scheduling process is managed via a single window and all appointments-related data reside in a single, seamless system. Is Ryan’s expertise in wealth management being adequately used to help out the bank’s high-net-worth clients? Is that new insurance advisor spending enough time with her clients? What about the mortgage specialist?įola typically spends several hours a week tackling these kinds of questions and pulling up reports manually. Fola likes the idea of having greater visibility and more intelligent insights into her staff’s appointments. And Ryan’s boss, Folakemi “Fola” Onweagba-Johnson is sold on the plan. Recently, Ryan recommended his team implement Salesforce Scheduler. Let’s look a little closer at what Matt and Ryan are doing with Salesforce Scheduler. Find the right resources for appointments based on skill matching. Schedule customer appointments with defined topics, attendees, duration, and location. Appointment templates also tell us what skills are needed for an appointment topic (work type group). Define appointment templates (work types), to link appointment topics with particular locations, and define key appointment parameters like appointment duration, prep and wrap-up buffers, and availability timings. Create appointment topics (work type groups), such as home loans or investment. Define branch and office locations (service territories) and operating hours. Create records that represent the bank’s appointment attendees (service resources) and add details about their areas of expertise (skills), location, and availability. 
She learns that Salesforce Scheduler can: Srilakshmi finds time to chat with her admin friend Matt and quiz him about the benefits of Salesforce Scheduler.
With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. With Salesforce Scheduler, Cumulus Bank can provide personalized experiences to all its customers by precision-scheduling appointments-in person, or by phone or video-with the right person at the right place and time. After hearing these wunderkinds rave about this new feature, Sri wants in on the action. Ryan’s a rising-star financial advisor and Matt’s the all-star admin at Cumulus Bank. She recently heard colleagues Ryan and Matt chatting at the water cooler about a supercool feature that Salesforce rolled out called Salesforce Scheduler. Sri is passionate about what she does and constantly looking for opportunities to improve processes. Srilakshmi, “Sri”, a client associate at Cumulus Cloud Bank, assists financial advisors and wealth managers in planning, organizing, and scheduling so they can focus on what’s important: helping clients succeed.
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