In the Salesforce Scheduler user interface (UI), they select a topic from the Work Type Group. When creating an appointment in Salesforce Scheduler, users choose the topic of discussion. Although Salesforce Scheduler is available in the Trailhead Playground, the Trailhead Playground does not include the data that we reference in this module. Don't try to follow these steps in your Trailhead Playground. Read along to learn how your administrator would take the steps in a production org. In this module, we assume you are a Salesforce admin with the proper permissions to customize Salesforce Scheduler. That’s quite a list! But Matt’s confident he can make each of those changes. Assign advisors automatically behind-the-scenes, and hide their names. Set up automatic assignment of advisors and hide their names: Customers scheduling appointments with the bank need not select from a list of advisors or know their names.Tweak flows: Customize flows to achieve the following: Have appointment topic Wealth Management preselected, set default appointment type to Video, change distance unit for appointment location, and hide the time zone selection option.Sync calendars: Have the appointments show up on employees’ Outlook accounts and set Scheduler to avoid conflicts with their existing events.Change their time zones accordingly so that they have a smooth experience scheduling appointments with the bank. Change the default time zone: Several high-net-worth customers have moved to another country.Replace the default icon with one that more closely represents an in-person appointment at the bank branch. Change an icon: Change the icon that shows up for Branch on the Select Appointment Type screen when scheduling an appointment.Can mutual fund investment be made a separate appointment subtopic? Create an appointment subtopic: An increasing number of customers are interested in discussing mutual fund investments with Cumulus Bank.That’s going to make it self-explanatory to both bankers and customers who are scheduling appointments. Change it to something simpler, such as Appointment Topic. Change a label: The user interface refers to the topic of an appointment as Work Type Group. They’ve given Matt this list of requests. Although Scheduler’s doing a fine job, there are several areas where the bank's management would prefer a different approach. So far, Salesforce Scheduler has made appointment scheduling easier-it’s saving the bank time and tedious grunt work. Things to ChangeĪt Cumulus Cloud Bank, Matt has got Salesforce Scheduler up and running. Ready to get started? Let’s follow along with Matt, the lead admin at Cumulus Cloud Bank, as he takes some steps to customize Salesforce Scheduler for his company. Usually you are going to customize it so it fits you better.Īlthough Salesforce Scheduler is good at what it does, there are several ways you can customize it to fit your specific business needs. What do you do? You adjust the hem so that your new jeans fit you perfectly. You’ve just bought an awesome pair of jeans, but they are slightly long for you. Change the icon of At a Branch appointment type.Explain the purpose of customizing Salesforce Scheduler.After completing this unit, you’ll be able to:
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