Salesforce Lightning Scheduler Demo Session 2

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  • เผยแพร่เมื่อ 7 ก.ย. 2024
  • Salesforce Lightning Scheduler Handson Session 2:
    Topics Discussed:
    1. Add Schedule Appointment button to the Page Layout
    2. Create Lightning Skills
    3. Create Service territory
    4. Create Operating Hours
    5. Create Service Resource
    6. Create Work Type Group
    7. Create Work Type
    8. Create Service Appointment
    Link to Sign up for Demo Org:www.salesforce...
    Salesforce Lightning Scheduler Session 1: • Salesforce Lightning S...
    Next Video: Salesforce Lightning Scheduler Settings

ความคิดเห็น • 13

  • @skumarssaa
    @skumarssaa 2 ปีที่แล้ว

    Great video! Is there a way to have a link that user can send in the email to setup appointment where all parameters would be preset except for picking the time and day?

  • @gauravkumarmishra6399
    @gauravkumarmishra6399 ปีที่แล้ว

    Hi, I need to do the Appointment on the basis of Skills also. This means the user should be able to choose the skills on the appointment screen. On the selected skill the Service Resources should be visible.

  • @karthikg5348
    @karthikg5348 11 หลายเดือนก่อน

    Hi am trying to schedule an appointment but unfortunately am facing an error,the error is --Looks like that service territory doesn't have anyone available for those work type groups. Try choosing another service territory.
    this error i got after selecting the service territory.

    • @ankitjain1612
      @ankitjain1612 10 หลายเดือนก่อน

      Add work type group lookup on work types and add to page layout , I had same issue and it got resolved

  • @juan-fach
    @juan-fach ปีที่แล้ว

    How would notify the appointment to the Lead, Account or Contact related ?

  • @akshithvijaykumar3779
    @akshithvijaykumar3779 3 ปีที่แล้ว +1

    Can you control the order of the Work Type Groups the way it is displayed ??

    • @sfdconestop
      @sfdconestop  3 ปีที่แล้ว

      If we are using Appointment topics the order can be changed, not sure if this is what you are looking for?

    • @akshithvijaykumar3779
      @akshithvijaykumar3779 3 ปีที่แล้ว

      @@sfdconestop Yes appointment topics. Can you please tell me How to arrange the order ?

  • @marjoriesanchez3217
    @marjoriesanchez3217 2 ปีที่แล้ว

    Hi, if we have Inbound Appointment, can the Customer Cancel the Service Appointment from their Customer Community access? Or only the internal user can cancel appointment?
    Thank you.

    • @sfdconestop
      @sfdconestop  2 ปีที่แล้ว

      Hi, Thanks for the message, yes customer can cancel the appointment, you can do this via customization on the customer community portal

  • @naturelovers7718
    @naturelovers7718 2 ปีที่แล้ว

    I am not able to see appointment hours time slots when I am trying to schedule an appointment please help me

    • @sfdconestop
      @sfdconestop  2 ปีที่แล้ว

      Have you followed the steps as mentioned in the video, please ensure we dont miss any steps..

    • @naturelovers7718
      @naturelovers7718 2 ปีที่แล้ว

      @@sfdconestop Thanks for replying to me. It was a permission issue which is fixed now. Although I have a question let's say I have scheduled an appointment with lead so how lead will be notified about the appointment that is scheduled??? We have to do it custom or is there a standard way of notifying customers!?