![]() Salesforce Scheduler creates a Salesforce calendar event for an appointment only when the appointment has a scheduled start time and an end time.To use Event Management in an Experience Cloud site, you need the Customer Community Plus or Partner Community license.Some things to note when you enable event management: To learn how fields on the Event object map to the fields on the Service Appointment or Assigned Resource objects, see Write Salesforce Scheduler Appointments to Salesforce Calendar. When there are changes to service appointments, Salesforce Scheduler automatically updates the corresponding event on the Salesforce calendar. With Event Management enabled, service resources can see their scheduled appointments as events on their Salesforce calendar. From Setup, in the Quick Find box, enter Salesforce Scheduler, then select Salesforce Scheduler Settings.Show Service Appointments as Events on Salesforce Calendarīefore Matt can use a calendar sync tool to write Salesforce appointments to external calendars, he enables event management to write Salesforce Scheduler appointments as events on the Salesforce calendar. Sync Salesforce Calendar and External Calendars Using Calendar Sync Tools Depending on your need, you can choose how to integrate calendars and configure scheduling policy rules. Let’s follow along as Matt explores the various methods of calendars integration and configuring scheduling policy rules. Matt also learns that he can configure scheduling policy rules to check calendars to determine availability. This method requires Salesforce programming expertise and is ideal if he wants to exercise greater control over the entire process. Write Salesforce Scheduler appointments to external calendars using platform events and APIs.Sync Salesforce Calendar and external calendars using calendar sync tools such as Einstein Activity Capture.Matt starts exploring the possibilities and recognizes that there are several ways to set up calendar integration. Ryan contacts the admin, Matt, to see if he can do something to help overcome these challenges. They also don’t want meetings, training, and other events on their external calendars to have a scheduling conflict with Salesforce Scheduler appointments. Cumulus Cloud employees (and even customers) want to have the appointments synced to the external calendar apps that they use, such as Microsoft Outlook and Google Calendar. As he turns his wrist to check the time, he realizes that he has an online appointment with a client in the next 3 minutes! Although Ryan knew about the appointment, he lost track of time and his phone’s calendar didn’t have the meeting saved. “It’s all about getting the timing right for that perfect steak,” he tells her. They’re barbecuing lunch in their backyard. It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. Write Salesforce appointments to external calendars using platform events.Sync Salesforce calendar with external calendars.Refer “Review Screen” below and more screenshots, where Parent Record value is blank or null.After completing this unit, you’ll be able to:.I can see parent record populated in “Attendees Screen”. Not sure if this anything to do with Winter release that went recently. Note: From Yesterday, I'm getting additional popup error like below when click action button. Did anyone face similar issue and fixed it or any help here would be appreciated. I tried different options but Parent Record displays empty value in "Review Service Appointment" screen. When you reach "Review Service Appointment" screen, parent record displays blank value (empty) and I expect Work Order Number to be displayed as shown in first screenshot (refer yellow highlight). While creating new Service Appointment from Work Order record layout using above action, I see parent record gets populated as expected under "Select Service Resources" screen.įast forward with further screens and value selection by click 'Next'. ![]() This flow is part of "Salesforce Lightning Scheduler license". Below are the steps:Īdded flow ( Outbound New Appointment) action in Work Order object. "Parent Record" field display blank value in Review Service Appointment screen (Salesforce Lightning Scheduler). ![]()
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