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Set Up Appointments with Lightning Scheduler

Learning Objectives

After completing this unit, you’ll be able to:
  • Add the Schedule Appointment Mobile & Lightning Action to the Account object’s page layouts.
  • Schedule appointments using Lightning Scheduler.
  • Summarize the overall benefits of using Lightning Scheduler for all stakeholders.

Simplify the User Experience and Amplify Adoption

Matt’s all set to roll out Lightning Scheduler to Fola’s staff. Just before the final project review meeting, Sri, Matt, and Fola get talking in the hallway. Sri says she’s excited about this new feature, and wonders if they can take it one step further: “Wouldn’t it be nice if we could schedule appointments directly from an account?” Because that’s exactly what a real-world workflow would look like. Ryan agrees—he and his wealth manager friends would love to be able to create appointments directly from their clients’ account pages.

Matt tells them that this is indeed possible! To do this, the Schedule Appointment Mobile & Lightning Action must be available on the Account object’s page layouts.

Here’s how Matt sets it up. The Schedule Appointment Mobile & Lightning Action added to the Account object page layout.

  1. From Setup, open Object Manager.
  2. Click Person Account, and select Page Layouts.
  3. Select a page layout that you want to add the Action Plans list to:
    • In the palette, select Mobile & Lightning Actions.
    • Drag Schedule Appointment to Salesforce Mobile and Lightning Experience Actions.
    • Click Save.
  4. Repeat the steps to add the Mobile & Lightning Action to other Account, Lead, and Opportunity page layouts.

Schedule Appointments at Lightning Speed

Now that everything is set up, Fola’s pumped about trying out the Lightning Scheduler. At its heart, Lightning Scheduler allows people like Ryan and Sri to provide personalized experiences to Cumulus Bank’s customers. With Lightning Scheduler, Ryan and Sri are empowered to precision-schedule appointments, and Fola can associate appointments with opportunities, leads, or accounts.

Follow along as Fola creates an appointment for Ryan called Wealth Management Review with Kiara Shah. Kiara, a valued, long-time customer, recently called the bank about Private Banking options. She’s cashed in on her company stock and come into some pretty considerable surplus funds. Fola wants Ryan to convince Kiara to let Cumulus manage this money.

  1. Navigate to the record that the appointment is associated with. Choose an account, lead, or opportunity. Fola selects Kiara Shah’s Person Account record.
  2. Click the Schedule Appointment Quick Action.
  3. Select the attendee (service resource) for the appointment. (You can select an attendee by name or search for an attendee by specialty, appointment type, or location.) Fola knows she wants Ryan for this job, but she also wants to test-drive Lightning Scheduler’s groovier appointment scheduling capabilities. So, she selects Find an attendee.
  4. Select an appointment topic.

    Fola selects Wealth Management, then Private Banking.

  5. Select an appointment type, whether in person, by phone, or video.

    Fola selects At a Branch.

  6. Select the appointment location. Enter an address, city, or ZIP code. Select the radius; the range is 5–100 miles. You see a list of all active service territories that are associated with the appointment topic, including the branch name, address, and operating hours. The Maps and Location Services permission is enabled in Enterprise editions by default. Fola selects Downtown Pittsburgh.
  7. Select a service resource. Fola finds Ryan’s name in the list of resources and picks him.
  8. Select an appointment time. Fola wants to set this up at the earliest convenient time for Kiara. She goes for the Monday that’s coming up, at 1:45 PM.

Review the appointment details.The Review Appointment page that summarizes all of Fola’s input’s for Ryan’s appointment with Kiara

The Review Appointment page summarizes all the choices Fola made, and allows her to add a few additional details after she’s set up the appointment. So Fola adds Sri as an optional attendee and adds a comment for Ryan in the Description field.

Conclusion

And just like that, Fola’s done scheduling a critical appointment between Kiara Shah, one of Cumulus Bank’s most important high-net-worth customers, and Ryan, talented wealth manager and financial advisor extraordinaire, with Sri shadowing him. All this at lightning speed!

Fola sees how Lightning Scheduler can bring a huge productivity boost to the bank, and help bring in even more business. Lightning Scheduler helps Cumulus Bank provide personalized experiences to its customers by allowing bank employees to schedule appointments—ensuring customers meet with the right person at the right place and time.