Salesforce Platform: Setup Salesforce Scheduler | Expert Coaching

Learn how to use the Salesforce Scheduler to set up and manage appointments with your customers in Salesforce.
We will provide a walkthrough of how to use the Salesforce Scheduler Assistant to manage your locations, schedules, and workforce. A new admin will learn how to make the basic configuration changes required for a simple implementation.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:22 Scheduler Overview
0:55 Setup Assistant Overview
2:18 Demo: Getting Started
6:07 Demo: Service Resource and Skill
9:15 Demo: Service Appointment Topic and Template
12:48 Demo: Schedule a Service Appointment
14:23 Scheduler Settings
16:20 Next Steps and Outro
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Implement: Platform: Setup Salesforce Scheduler
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