Field Service Cloud

Configure Salesforce Scheduler Appointment Booking

Get Salesforce Scheduler ready to take bookings. The work covers work type groups, resources and availability, appointment data, and the confirmation and invitation emails customers receive.

40 tasks
Method

How MeshMesh does it

  1. Answers Scheduler setup questions before building anything. In one case it recommended using skills so resources match correctly, and explained that Scheduler creates one Event per assigned resource.
  2. Queries appointment records to find why a view shows nothing. In one case it found appointments with a wrong or empty appointment type.
  3. Fixes bad records in bulk with a single Apex script.
  4. Populates demo data, such as Service Appointments with satisfaction scores.
  5. Researches work type groups and diagnoses why calendar invite emails were not delivered.
  6. Updates and deploys an Apex class, its test class and flow entry conditions to send a single confirmation email with a calendar file.

When bookings fail with scheduling errors, see Diagnose Field Service Scheduling Errors.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.