Salesforce Scheduler Developer Guide

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Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Salesforce Scheduler Standard Objects
Salesforce Scheduler Custom Objects
Salesforce Scheduler Platform Events
Salesforce Scheduler Metadata API Types
Authenticate Salesforce Scheduler APIs
Translate SOQL Query Results
Salesforce Scheduler Business APIs
Salesforce Scheduler Apex Classes
Build Custom Appointment Booking Experiences Using Salesforce Scheduler APIs
Schedule an Anonymous Appointment
Schedule Anonymous Appointments with Appointment Distribution
Schedule Appointments by Selecting Location First
Modify an Anonymous Appointment
Create a Single-Resource Appointment
Modify a Service Appointment
Create a Multi-Resource Appointment
Modify a Multi-Resource Service Appointment
Create a Concurrent Appointment
Schedule Appointments by Using Sharing Availability
Schedule Appointments with a Dummy Resource and Reassign to Actual Resources
Set Up Salesforce Scheduler
Create Service Territories
Create Service Resources
Enable Concurrent Scheduling
Assign Concurrent Operating Hours to the Dummy Resource
Configure Scheduling Policy to Enforce Operating Hours
Assign Regular Shifts to Actual Resources
Configure Scheduling Policy to Enforce Shifts
Book Concurrent Appointments with Dummy Resource
Modify Appointments to Reassign to Actual Resources
Integrate Salesforce Scheduler with External Calendars
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Configure Scheduling Policy to Enforce Shifts

Use a scheduling policy to enforce one or more rules to find the best service resources for appointments. Apply a scheduling policy to your scheduling process to ensure that an appointment meets the criteria that the policy rules define. Create a scheduling policy for the actual resources who have created working hours by using shifts. Ensure that the resources are present only during appointment reassignment.

For more information, see Enfore Scheduling Policies in Salesforce Scheduler.

  1. From Setup, in the Quick Find box, enter Scheduling Policies, and then select Scheduling Policies.
  2. Click New.
  3. Enter a name for your custom scheduling policy, and then select the Use service territory member's shift rule.
    This rule considers service territory members' shifts when determining the availability of service resources for appointments.
  4. Save your changes.