Appointment Booking with Salesforce Scheduler
Offered By: Salesforce via Trailhead
Course Description
Overview
Find out how you can set up and use Salesforce Scheduler for customer appointments.
- Schedule customer appointments for your business.
- Explore advanced scheduling options and enable customers to book appointments.
- Use data blocks to achieve your specific business goals.
- Customize Salesforce Scheduler to fit your business needs.
- Learn how Salesforce Scheduler is used across industries.
- Distribute appointments evenly and increase productivity.
Syllabus
- Salesforce Scheduler
- Get Started with Salesforce Scheduler
- Set Up Appointment Attendees and Skills
- Set Up Appointment Topics and Appointment Templates
- Set Up Appointments with Salesforce Scheduler
- Multi-resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler
- Add Rooms for Appointments
- Set Up Multi-Person Appointments
- Get Started with Inbound Scheduling
- Set Up Inbound Scheduling for Existing Customers
- Set Up Inbound Scheduling for Prospective Customers
- Enable Concurrent Scheduling and More
- Salesforce Scheduler Data Model
- Get Started with Salesforce Scheduler Data Model
- Discover Service Territories, Members, and Skills
- Explore Appointment Topics and Templates
- Salesforce Scheduler Customization
- Get Started with Salesforce Scheduler Customizations
- Change the Default Time Zones
- Set Up Calendar Integration
- Customize Appointment Booking Flows
- Set Up Automatic Service Resource Assignment and Anonymous Booking
- Salesforce Scheduler Industry Use Cases
- Discover the Salesforce Scheduler Difference
- Use Scheduler in Healthcare, Retail, and the Auto Industry
- Use Scheduler in the Public Sector
- Appointment Distribution with Salesforce Scheduler
- Get Started with Appointment Distribution
- Set Up Appointment Distribution
Tags
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