![]() Service resource users require a Lightning Scheduler User Access permission set to license and permission set. The created appointment can be reviewed summarized with all the essential details. The user experience can be simplified by adding Schedule Appointment Lightning Action on the lead or opportunity page layouts. Users can configure the Appointment Templates to do this in the Work Type object.Ī new Appointment Template can be created, and required skills can be assigned to these templates. Lightning Scheduler can create and assign Service Resources, navigate them to the service resources record, and click on the assign skills quick action. Users can create a new Service Resources record to get this done. This scheduler can create appointment attendees. Users can select these below-mentioned configurations below to get started with the Lightning Scheduler App. Then from the App Settings, users can select the profiles they want to give access to and then click Save. ![]() To setting up Salesforce Lightning Scheduler, users need to go to settings-Quick find box -App Manager-select Lightning Scheduler Setup dropdown-Edit. The appointment Template defines the basic parameters for an appointment. It provides a brief overview of appointment details like appointment topic, location, etc. Work type is a template for an appointment. Skills are the area of excellence of service resources. Service Territory refers to the location where the meeting will take place. Service Appointment refers to the inbound and outbound scheduled appointments. It refers to the person who conducts or interacts with the client during the meeting or appointments, like an advisor or consultant. This model can be extended according to the business needs. ![]() The term is defined as the custom objects in the Lightning Scheduler Package. Developer Edition does not support this feature. Lightning Experience is available only in Enterprise, Performance, and Unlimited editions at extra cost. Salesforce Lightning Scheduler can streamline the inbound and outbound scheduling process and provide a set of powerful tools to simplify and automate appointment scheduling. Today, CloudVandana will describe an overview of Salesforce Lightning Scheduler. Users can create a personalized experience through this tool by scheduling customer appointments with the right person at the right place and time. Salesforce Lightning Scheduler is a tool that simplifies appointment scheduling in Salesforce.
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