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Appointment Booking with Salesforce Scheduler
Trail

Appointment Booking with Salesforce Scheduler

Find out how you can set up and use Salesforce Scheduler for customer appointments

Start
+3,900 points
Intermediate
Administrator
~8 hrs 20 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Product Management
  • Process Improvement and Optimization
  • Configuration Management
  • System Design and Implementation
  • Data Science
  • Show More
  • Product Management
  • Process Improvement and Optimization
  • Configuration Management
  • System Design and Implementation
  • Data Science
  • Scheduling
  • Business Strategy
  • Business Operations
  • Customer Service
  • Productivity
  • Show Less

Products

  • Industry Solutions

Industries

  • Retail and Consumer Goods
  • Travel, Transportation, and Hospitality
  • Communications and Media
+3,900 points
Intermediate
Administrator
~8 hrs 20 mins
+500 points
Project

Set Up Salesforce Scheduler

Configure Salesforce Scheduler and book customer appointments.

~1 hr 15 mins
+300 points
Module

Salesforce Scheduler Data Model

Use data blocks to achieve your specific business goals.

~15 mins
+300 points
Module

Salesforce Scheduler Industry Use Cases

Learn how Salesforce Scheduler is used across industries.

~15 mins
+400 points
Module

Shift Management with Salesforce Scheduler

Set up shifts and enable users to manage their frequently changing working hours.

~1 hr 10 mins
+300 points
Module

Hybrid Work Model with Salesforce Scheduler

Empower your employees and contractors to attend appointments from anywhere.

~50 mins
+400 points
Module

Approval Process in Salesforce Scheduler

Manage shift record access, simplify shift creation, and streamline shift approvals.

~1 hr 5 mins
+400 points
Module

Appointment Invitation URLs for Sharing Availability

Enable users to share service resource availability with customers booking appointments.

~50 mins
+200 points
Module

Appointment Distribution with Salesforce Scheduler

Distribute appointments evenly and increase productivity.

~25 mins
~8 hrs 20 mins

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.