Customer-facing personnel is increasingly empowered in today’s new normal. Customers must be able to arrange meetings with sales and service agents in a smooth manner. Moreover, managing meetings, updating status, and contacting clients can get hectic. For increasing the revenue, it is necessary to communicate with customers and create long-term relationships. In this regard, Salesforce released Salesforce Lightning Services that will assist the users in booking all of their meetings efficiently, whether they are onboarding a new customer, giving a product presentation, providing online assistance, or holding an interview.
In addition, it’s simple to integrate appointment scheduling into regular Salesforce workflows, such as leads and referrals, opportunities, and accounts, with Salesforce Scheduler. However, before knowing about the features and advantages of Salesforce Lightning Scheduler, let me briefly overview how this platform works.
What Is Salesforce Lightning Scheduler?
Salesforce Lightning Scheduler is a Salesforce add-on that lets your customers schedule appointments with you. With this tool, customers can book a meeting, phone conversation, video chat, or in-person discussion with your team members directly on the tool.
It supports location and capacity-controlled booking use cases. This means that your customers can book based on resource capacity, room availability, or operating hours. As a result, you may more efficiently assign personnel, better service to your customers, and offer consistent experiences across channels with improved visibility.
Moreover, Salesforce Lightning Scheduler uses many of Salesforce Field Service’s fundamental data types and features. Therefore, it is suitable for enterprises and is best suited to those with less sophisticated service requirements. Use Salesforce Field Service alternatively if you require additional customization choices and advanced tools for managing appointments.
What Are The Features Of The Salesforce Lightning Scheduler?
- Keep track of your employees’ abilities, where they work, and when they’re available.
- Make a list of your business’s locations and hours of operation.
- The context for setting up appointments – the business activity for which you will be scheduling appointments.
- Match the right personnel with the right skills based on their skills, expertise, and other factors.
- The scheduler will make appointments and add relevant attendees.
- You can use Lightning Scheduler in Salesforce workflows and processes.
How To Setup Salesforce Lightning Scheduler?
Open the Setup App for Salesforce Scheduler: The Salesforce Scheduler Setup app centralizes all Salesforce Scheduler resources (in the form of object tabs), making it easier for administrators to create configure, and manage them. Assign the Salesforce Scheduler Setup app to your admin’s user profile, who will be creating and managing Salesforce Scheduler resources.
For Salesforce Scheduler Object Page Layouts, configure Related Lists: Configure related lists for Salesforce Scheduler objects so that users can quickly obtain more information about an object record. For example, you can attach a service resource to the territory from the Service Territory Members linked list after creating a service territory. You can also apply for a job type from the Service Territory Work Types associated list.
Check out the Setup Assistant for Salesforce Scheduler (Optional): You can utilize the Salesforce Scheduler Setup Assistant tool in the Salesforce Scheduler Setup app to do essential setup activities like assigning permission sets, generating appointment resources, and integrating appointment scheduling into leads and referrals, opportunities, and accounts. Alternatively, you can use the Salesforce Scheduler Setup app’s Setup and Object sections to do these activities.
In Salesforce Scheduler, create Service Resources: To represent your employee attendees, create service resources.
In the Salesforce Scheduler, create Service Territories.: To manage your service resources and guarantee that they are assigned to appointments near their home branch, create and configure service regions.
In Salesforce Scheduler, set up operating hours: The time windows within which appointments can be scheduled are described as working hours. Create operation hours for the mortgage job type that reflect this requirement. For example, a bank only allows mortgage appointments at a branch Monday through Wednesday, from 8 a.m. to 2 p.m.
In Salesforce Scheduler, create Work Type Groups and Work Types: Create work type groupings (appointment themes) and work kinds to simplify appointment scheduling (appointment templates).
Create an outbound scheduling system: Internal users can swiftly arrange appointments with customers using Salesforce Scheduler’s standard flow templates. Users may quickly find and select the appropriate person, topic, place, and appointment date and time. You can use the basic flow templates offered, or design custom flows based on those templates to fit your business needs.
Create an inbound scheduling system: Set up and customize the basic inbound flow templates supplied to allow authenticated external users (customers and partners) and unauthenticated external users (prospects) to arrange appointments with your workers fast.
Activate Salesforce Scheduler’s Advanced Options: Control whether or not Salesforce Scheduler appointments appear on a user’s Salesforce calendar, the ability to book multiple resources for an appointment, concurrent scheduling of customers for a time slot, and whether or not Salesforce Scheduler appointments appear on a user’s Salesforce calendar.
Salesforce Lightning Scheduler is a helpful tool for scheduling appointments and managing client interactions. However, several users have reported obtaining contradictory assignments and missing time slots due to the tool’s inability to update time slots in real-time. Consider a Salesforce Lightning Scheduler alternative if you’re in this circumstance. Hire the best Salesforce Lightning app development agency to get on board with the excellent services provided by Salesforce Scheduler.
What Are The Limitations Of Salesforce Lightning Scheduler?
- Mobile device support is limited.
On a mobile device, the Lightning Scheduler standard flow templates do not support multi-resource scheduling.
- Specific limitations of flow
Right-to-left languages, such as Arabic, are not supported by Lightning Scheduler’s typical flow templates.
For scheduling appointments with the appropriate person at the right time and place, one can utilize Salesforce Lightning Scheduler. Objects including leads, opportunities, and accounts may be scheduled efficiently with Lightning Scheduler by dragging and dropping them onto the calendar. Using Lightning Scheduler, one can better allocate resources and meet client needs.
Do you want to connect to customers by building highly personalized applications? If you’re looking for a Salesforce Consulting Company, connect with the Cloud Analogy team of experts and take advantage of Salesforce App Development Services to create your dream application.