Set Up Salesforce Scheduler

Set up Salesforce Scheduler for your organization. Assign permissions and object access for users. Update related lists and tab visibility. Configure Salesforce Scheduler settings for multi-resource scheduling, concurrent scheduling, multiple time zone selection, and map and location services. Optionally, set up Asset Scheduling for Salesforce Scheduler.

Before you can use the scheduler developer resources, you need to set up Salesforce Scheduler. Here are some of the things you must do:

Assign permissions and object access for users.
Configure Salesforce Scheduler settings for multi-resource scheduling, concurrent scheduling, multiple time zone selection, and map and location services.
Configure service resources, service territory members, work type groups, work types, time slots, work type group members, and service territory work types.
Set up Asset Scheduling for Salesforce Scheduler.
Create and manage records representing operating hours, employee attendees (service resources), location (service territories), skills, and appointment templates (work types).

See Also

Salesforce Help: Set Up Salesforce Scheduler