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
Create a Service Territory
Assign Service Territory to Work Types
Assign Service Resources
Enable Appointment Distribution
Authenticate API Calls with Salesforce Scheduler APIs
Get Appointment Time Slots
Create Service Appointments
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
Integrate Salesforce Scheduler with External Calendars
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Schedule Anonymous Appointments with Appointment Distribution

Build a scheduling app by using Salesforce Scheduler APIs to book anonymous service appointments via phone calls and video conferences within a large, virtual service territory. For territories with too many associated resources, use Appointment Distribution to show only the least consumed resources.

Before you begin:

Before building the app, set up Salesforce Scheduler for your org. For more information, see Set Up Salesforce Scheduler.

Appointment distribution helps to maintain balance and avoid situations where one resource is overloaded with all the meetings while others' calendars remain free.

About this task:

Here’s a high-level overview of how to create an app to schedule anonymous appointments.

A representation of the create service appointment flow.

For more information on modifying Appointment Distribution, see Modify an Anonymous Appointment.