Monthly Archives

  • Lightning Scheduler

    What is Salesforce Lightning Scheduler?

    Lightning Scheduler helps you in scheduling appointments with the right person at the right time and location in an organization.Lightning Scheduler is best suited for quickly setting up appointments.With the help of lightning scheduler you can manage and utilize your resources efficiently.Lightning scheduler is created on standard objects like Lead,Opportunities and Accounts.

    Field Service Lightning v/s Lightning Scheduler.

    Salesforce Lightning Scheduler has similar features to Field service Lightning. However they are not the same. While Salesforce Lightning Scheduler only focuses on scheduling a person, Field service lightning can schedule other resources as well. Field service Lightning has more advanced scheduling features with the use case in Field service.

    Required Edition :

    • Lightning Scheduler is available for an extra cost in Lightning Experience.
    • Salesforce Lightning Scheduler is available as an add on product with Enterprise and Unlimited editions of Salesforce. 
    • Lightning Scheduler is only available with Lightning Experience of Salesforce.
    •  Lightning Scheduler is not available with Force.com licenses.

    Capabilities of Salesforce Lightning Scheduler

    • Maintain employees information including their skills, locations, and availability 
    • Create your company locations and hours of operation.
    • Setup appointment context – business activity for which you will be setting up the appointments.
    • Match the employees with the right skills for appointments evaluating their skills, expertise etc.
    • The scheduler will schedule appointments and add relevant attendees. 
    • We can use Lightning Scheduler within Salesforce workflows and processes.

    Limitations of Resources, Service Territories, and Location Hierarchies

    1. Maximum number of service resources per user – 1
    2. Maximum number of service territories in a service territory hierarchy – 10000
    3. Maximum number of locations in a location hierarchy – 10000

    How to add Schedule Appointment Mobile & Lightning Action to Account Object’s page layout

    Steps:

    1. Go to Setup and type Object.
    2. Search Person Account in search bar and click on Person Account object
    3. select page layout.
    4. Select a page layout that you want to add the Action Plans.
    • In the Pallet, select Mobile and Lightning Actions
    • Drag Schedule Appointment to salesforce Mobile and Lightning Experience Actions.
    • Click Save.        
    1. Repeat the steps to add the Mobile and Lightning Action to other Account, Lead, and Opportunity page layouts

    Set up Inbound Lightning Scheduler :

    Unauthorized guest users can use Lightning Scheduler’s self-service interface to schedule appointments using below 3 steps.

    1. Set Up Guest Access to Lightning Scheduler.
    2. Create Guest Record-Sharing Rules.
    3. Expose Your Guest Flow on Your External Website.

    Ensure that communities are enabled for your organization and that you have published at least one community with a guest profile.

    1. Set up object access and flow permissions for guest users.
      1. From Setup, in the Quick Find box, enter Communities, then select All Communities.
      2. On the All Communities page, click Builder next to the community where you want to configure guest access.
      3. In Experience Builder, click the settings icon.
      4. On the General settings page, under Guest User Profile, click the guest profile link.
      5. In the Find Settings box, enter Operating Hours, select Operating Hours, and then click Edit.
      6. Under Object Permissions, enable Read, and click Save.
      7. Repeat steps e and f for Service Resources, Service Territories, Work Types, and Work Type Groups.
      8. In the Find Settings box, enter Time Slots, click Time Slots, and then click Edit.
      9. Enable read access for Maximum Appointments and Work Type Group and click Save.
      10. In the Find Settings box, enter Leads, click Leads, and then click Edit.
      11. Under Object Permissions, enable Read and Create, and then click Save.
      12. In the Find Settings box, enter Service Appointments, click Service Appointments, and then click Edit.
      13. Under Object Permissions, enable Read and Create, and then click Save.
      14. In the Find Settings box, enter Run Flows, click Run Flows, and then click Edit.
      15. Enable the Run Flows system permission, and then click Save.
    2. Set the guest user’s default timezone.
      1. In Experience Builder on the Profile page for the guest profile, click Profile Overview, and then click Assigned Users.
      2. Click the full name for the guest user.
      3. On the guest user page, click Edit.
      4. Under Locale Settings, set the guest user time zone, and then click Save.