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
Enable and Configure Concurrent Scheduling
Assign Concurrent Operating Hours to Service Territory Members
Authenticate with a Connected App
Get Work Type Groups
Get Service Territories
Get Work Types
Get Appointment Candidates
Create Service Appointments
Schedule Appointments by Using Sharing Availability
Schedule Appointments with a Dummy Resource and Reassign to Actual Resources
Integrate Salesforce Scheduler with External Calendars
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Create a Concurrent Appointment

This use case explains how to build a concurrent appointment scheduling application using Salesforce Scheduler APIs.

Let’s think of a situation where you need to schedule multiple appointments within the same time slot. For example, a doctor’s office can let several patients book a Monday 1:00 PM to 3:00 PM appointment. So what can you do in this “case”?

Salesforce Scheduler can help you in this “case”. Let’s drill down on what all we need to accomplish this.

Salesforce Scheduler provides you with the concurrent scheduling feature that makes it easy to schedule multiple service appointments in the same time slot. An event is created for each service appointment.

A concurrent time slot can have a minimum of 2 and a maximum of 1000 appointments.

Note

These steps provide a high-level overview of how you can build a concurrent scheduling app, which is explained in detail in the following sections.A representation of the create concurrent scheduling flow.

Before you can use the scheduler developer resources to build the concurrent scheduling app, set up Salesforce Scheduler for your organization. For more information, see Set Up Salesforce Scheduler.