The distinction is a straightforward one. This simply doesn’t justify the effort and cost. Simply put, Lightning Scheduler is meant for appointment booking, while FSL is meant for resource scheduling. Give this a pass, for now, if you are just looking at a simple scheduling tool to help your sales reps with their day-to-day. If you have a huge workforce that constantly struggles with scheduling issues and this has a direct impact on your business as usual, you should definitely spend the time and effort on acquiring this and following this setup guide.Ĭonsidering that Salesforce does have a good track record of enhancing their products with new releases, we are sure that you are in good hands here. Lightning Bolt Solutions is the optimization leader in provider and staff scheduling for hospitals and health systems around the world. In Lightning Experience App Manager, click the Salesforce Scheduler Setup dropdown and click Edit. In summary, after working through the setup and verification, we are torn between if its a yea or nay. Schedule customer appointments for your business. After updating to 8.3. My editor only has the permission: Editor workflow: Schedule Publish transition, but not any of the other workflow transitions, the scheduler would only present that option on the node. You will have to consider the following Territories, Operating Hours, Resources, Skills, Work Type Groups, and Work Type.įrom a configuration standpoint, you will have to work from the top down and each individual records have dependancy on each other. Salesforce Lightning Scheduler is a Salesforce add-on that lets your customers schedule appointments with you. Previously in lightningworkflow 8.3.7 the lightningscheduler submodule was working as expected. With Lightning Scheduler, you will have access to a couple of additional objects.Ĭonfiguring Lightning Scheduler does take a similar approach to set up Field Service Lightning. If you are already using the Field Service Lightning product from Salesforce you would have the first-hand experience with the Lightning Scheduler.ĭo note that this comes with an additional cost on top of the base edition that you are on and it supports only the Enterprise or Unlimited editions. Lightning Scheduler is a native scheduling solution within Salesforce that leverage the employee skills and availability as parameters and subsequently enabling your customers to schedule meetings with whoever is available at their time of choosing. Let us focus on the Spring 19’s Lightning Scheduler today.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |