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Appointment Booking with Salesforce Scheduler

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Free Online Course: Appointment Booking with Salesforce Scheduler provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
5-6 hours worth of material
Self Paced
Overview

  • Find out how you can set up and use Salesforce Scheduler for customer appointments.

    • Schedule customer appointments for your business.
    • Explore advanced scheduling options and enable customers to book appointments.
    • Use data blocks to achieve your specific business goals.
    • Customize Salesforce Scheduler to fit your business needs.
    • Learn how Salesforce Scheduler is used across industries.
    • Distribute appointments evenly and increase productivity.

Syllabus

    • Salesforce Scheduler
      • Get Started with Salesforce Scheduler
      • Set Up Appointment Attendees and Skills
      • Set Up Appointment Topics and Appointment Templates
      • Set Up Appointments with Salesforce Scheduler
    • Multi-resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler
      • Add Rooms for Appointments
      • Set Up Multi-Person Appointments
      • Get Started with Inbound Scheduling
      • Set Up Inbound Scheduling for Existing Customers
      • Set Up Inbound Scheduling for Prospective Customers
      • Enable Concurrent Scheduling and More
    • Salesforce Scheduler Data Model
      • Get Started with Salesforce Scheduler Data Model
      • Discover Service Territories, Members, and Skills
      • Explore Appointment Topics and Templates
    • Salesforce Scheduler Customization
      • Get Started with Salesforce Scheduler Customizations
      • Change the Default Time Zones
      • Set Up Calendar Integration
      • Customize Appointment Booking Flows
      • Set Up Automatic Service Resource Assignment and Anonymous Booking
    • Salesforce Scheduler Industry Use Cases
      • Discover the Salesforce Scheduler Difference
      • Use Scheduler in Healthcare, Retail, and the Auto Industry
      • Use Scheduler in the Public Sector
    • Appointment Distribution with Salesforce Scheduler
      • Get Started with Appointment Distribution
      • Set Up Appointment Distribution

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