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If scheduling appointments is a consistent problem in your business, or you need to upscale your current system, try the Salesforce Lightning Scheduler. This add-on could be a great tool if your business is growing, and you need an appointment scheduler with the advanced features to make your life easier.
The Lightning Scheduler is a feature everyone can benefit from, especially in a post-pandemic world. The new normal has forced businesses to adapt and this tool can rise to the challenge of meeting your busy scheduling needs.
Honestly, scheduling appointments isn’t the most efficient use of your time. The Salesforce Lightning Scheduler puts the ability to book appointments directly in the hands of your customers. In this blog, we’ll be discussing Salesforce Lightning Scheduler and how it can enhance your current Salesforce use, as well as give an overview of the features and benefits.
What is Salesforce Lightning Scheduler?
Salesforce Lightning Scheduler helps you schedule all your meetings quickly and easily. It can set up appointments with Leads and Opportunities in a way that is consistent across your business. Salesforce Lightning Scheduler supports your customers in scheduling appointments at the right location with the correct person at a time that suits everyone.
Customers can choose a phone call, video call, or in-person meeting with the most appropriate member of your team. Your customers can book based on factors like opening hours, resource capacity, and room availability. Overall, its purpose is to help assign your resources more efficiently, so you can better serve your customers.
What are the key features?
Who is it for?
Salesforce Lightning Scheduler is designed to work with a variety of business types. It is designed to be a time-effective product with comprehensive scheduling capabilities. It is available as an add-on product with Enterprise, Performance, and Unlimited editions of Salesforce. The add-on does have some limitations, and it does take time to set up, but our team will be happy to support you. If you have more complex requirements, Salesforce Field Service offers more advanced features and customisable options.
Depending on how complex your appointment system is, there are a few steps and options when configuring with scheduler, but these steps are a good guide to get you started. There is a built-in assistant to help get you started too.
Let’s start with Permissions
Create Appointment Locations, Attendees and Skills
Depending on how you would like to set up the appointments you can customise these options via the set-up menu:
Add the Appointment Button
Finally remember to add the appointment button to the Account page.
We are a registered Salesforce consulting partner, so if you need additional support getting started with the Lightning Scheduler or want to learn more about Salesforce, please get in touch with our team via our contact us page, or give us a call on 01793 915150.