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Salesforce Platform: Setup Salesforce Scheduler | Expert Coaching

Learn how to use the Salesforce Scheduler to set up and manage appointments with your customers in Salesforce. We will provide a walkthrough of how to use the Salesforce Scheduler Assistant to manage your locations, schedules, and workforce. A new admin will learn how to make the basic configuration changes required for a simple implementation. For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a... 0:00 Intro and Overview 0:22 Scheduler Overview 0:55 Setup Assistant Overview 2:18 Demo: Getting Started 6:07 Demo: Service Resource and Skill 9:15 Demo: Service Appointment Topic and Template 12:48 Demo: Schedule a Service Appointment 14:23 Scheduler Settings 16:20 Next Steps and Outro #Salesforce #ExpertCoaching #SalesforcePlatform #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesforceScheduler Implement: Platform: Setup Salesforce Scheduler Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.