Thanks for having me today with some exciting and challenging news for our friends who are using Outlook. And today I am joined with Shannon Gregg, the president of Cloud Adoption Solutions. My name is Andrew Duncan, thank you so much for joining as always. You have to turn on Lightning Experience to enable Lightning Scheduler.Hello, everybody, welcome to another Cloud Adoption Solutions chat.It’s not available for businesses and organizations using Salesforce Field Service.It’s not available for those with Platform User licenses with Resource Schedules.It’s available as add-ons for Salesforce Enterprise, Unlimited, and Performance Editions of Sales Cloud, Service Cloud, Communities, Financial Services Cloud, Health Cloud, Manufacturing Cloud, and Consumer Goods Cloud.Important notes about Salesforce Lightning Scheduler: Grant the right permissions to the right employees and set up territories.Create Salesforce records that reflect your employees’ skills and areas of expertise to set your team up for successful appointments.Set up workflows to make it easier for your customers to schedule, edit, and cancel appointments.Salesforce Lightning Scheduler’s key features: If you need more customization options and advanced features to manage appointments, you may want to use Salesforce Field Service instead. Although it’s designed for businesses of all types, it’s more appropriate for companies with less complex service needs. Salesforce Lightning Scheduler leverages many core data models and functionalities of Salesforce Field Service. With enhanced visibility, you can assign resources more efficiently, better serve your customers, and create consistent experiences across channels. That means your customers can book based on factors like resource capacity, room availability, or hours of operation. Salesforce Lightning Scheduler supports location- and capacity-controlled booking use cases. With this tool, you enable customers to schedule a meeting, phone call, video call, or in-person discussion with members of your team, right on your website. Salesforce Lightning Scheduler is a Salesforce add-on that allows your customers to book appointments with your business.
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