Salesforce Scheduler Developer Guide
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Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Authenticate Salesforce Scheduler APIs
Translate SOQL Query Results
Get Service Appointments Assigned to the Dummy Resource
Get Actual Service Resources
Update Service Appointments
Modify Appointments to Reassign to Actual Resources
Retrieve and show the service appointments scheduled against the dummy
resource. Branch managers or administrators can reassign the retrieved appointments to the
actual resources.
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Get Service Appointments Assigned to the Dummy Resource
Show your users the service appointments—appointments booked through Salesforce Scheduler—scheduled against the dummy resource by retrieving the list of service appointments. Branch managers or administrators can reassign the appointments to the actual resources. -
Get Actual Service Resources
Retrieve the actual service resources—an employee from your company, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist who attends appointments with clients—based on the work type group and service territory that’s assigned to a service appointment. Business managers or administrators can then assign an available service resource to an appointment. -
Update Service Appointments
Show the details of service appointments—appointments booked through Salesforce Scheduler—on a page of your app so that business managers or administrators can review and update appointments.