Get Started with Inbound Scheduling
After completing this unit, you’ll be able to:
- Define the purpose of inbound scheduling.
- Provide the required permissions and access to existing customers.
Empower Your Customers—and Prospects
Although Salesforce Scheduler lets Fola and her team of advisors easily set up appointments with customers, wouldn’t it be great if customers and prospects could also schedule and modify appointments? Customers or prospects wouldn’t have to call up the bank and request an appointment. And employees won’t receive as many calls asking for appointments, nor will they have to worry about scheduling the appointment themselves.
Fola realizes that it can not only improve the banking experience of the Cumulus Bank customers, but also help the bank get more business.
Inbound scheduling in Salesforce Scheduler lets you do exactly that (and more!), and setting it up is pretty straightforward.
The Initial Settings
To let existing customers (or credentialed users) book appointments, Matt must grant them certain user and object permissions and update sharing settings.
- From Setup, enter
Profilesin the Quick Find box, and then select Profiles.
- Click Edit next to the profile that you want to assign permissions to.
- Under General User Permissions, select these permissions.
User Permission Purpose Access Activities To create and update events on Salesforce Calendar (required only if the Event Management setting is enabled). Edit Events To create and edit events on Salesforce Calendar (required only if the Event Management setting is enabled). Run Flows To run inbound flows.
- Under Standard Object Permissions, define appropriate access levels for these objects.
Object Permissions Accounts, Contacts, Operating Hours, Service Resources, Service Territories, Work Types, Work Type Groups Read Service Appointments Read, Create, Edit
- Save your changes.
With the right permissions in place, Matt updates Sharing Settings.
- From Setup, enter
Sharing Settingsin the Quick Find box, and then select Sharing Settings.
- Under Organization-Wide Defaults, click Edit, and set the sharing settings as described in this table.
Object Default External Access Calendar Show Details and Add Events Service Appointment Public Read and Write Service Resource, Service Territory, Work Type, Work Type Group, User (required only if the Event Management setting is enabled) Public Read Only
- Click Save.