Set Up Multi-Person Appointments

Learning Objectives

After completing this unit, you’ll be able to:

  • Define multi-resource scheduling.
  • Enable multi-resource scheduling.

When Two Brains Are Better Than One

Since Fola may need two or more expert advisors to join the customer for an appointment, Matt turns on multi-resource scheduling. That’s just a fancy term for the ability to book multiple resources for an appointment. Your resources can include your employees and also the meeting rooms that you have at a branch.

It’s pretty simple to do.

  1. From Setup, enter Salesforce Scheduler in the Quick Find box, and then select Salesforce Scheduler Settings.
  2. Enable Multi-Resource Scheduling.
  3. Click Save.

Multi-Resource Scheduling shown enabled.

Note

Note

Although you can book multiple appointment attendees and rooms with multi-resource scheduling enabled, you must search for and select the additional attendees and rooms to be included. Salesforce Scheduler helps you select only the primary resource based on the skills required. You also get to see the available dates and times common to all the resources, including any assets such as rooms. You don’t have to do any guesswork; it does it all for you and lets you select the best time for your appointment!

Make It Visible

Although Matt has turned on multi-resource scheduling, his team cannot use it until he’s made the option visible on their pages. 

  1. Click Setupand select Setup.
  2. Click Object Manager.
  3. Select Assigned Resource.
  4. Select Fields & Relationships.
  5. Select Primary Resource.
  6. Click Set Field-Level Security.
  7. Select the Visible checkbox for all profiles that need access to multi-resource scheduling in Salesforce Scheduler, including the System Administrator.
  8. Click Save.

The Primary Resource page with the Visible checkbox selected for all profiles.

Time for a New Appointment

With the Taj Mahal conference room added and multi-resource scheduling turned on, Fola can quickly book multiple financial advisors along with the conference room for appointments. 

Schedule Appointment window showing the available dates and times for Ryan, Sai, and the conference room combined.

For the next customer appointment, she selects Sai Manlolu to accompany Ryan (who’s the primary resource), and adds the Taj Mahal room. All she needs to do is choose an auspicious date and time from the availability calendar on the Schedule Appointment window.

In the next unit, Matt gets started with inbound scheduling.

Resources