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.