Then a slot can be chosen according to everyone’s availability. Reps can choose the Appointment Type (also fully customizable), the place, and the duration, as well as the attendees and host. The Schedule Now button can be added to Lightning Record Pages (using Dynamic Actions) or simply to the page layout.Īs soon as they hit the button, users can schedule an appointment in less than a minute! Schedule Now offers the same thing to internal users, right from a Salesforce record (versus Online Scheduler which is for customers on your website/Experience Site). The world shifted towards a self-service model for customer support, from documentation to – you guessed it – scheduling a meeting with a sales rep or support agent. While both the Video Conference Details and the Personal Booking Link steps are optional, I highly recommend that users set these up, as they will prove useful in appointment creation as well as outbound emails. Let’s say you can only dedicate a particular number of hours per day to meetings, SUMO Scheduler gives you this control. One feature I am particularly fond of is the option to limit the meetings added to your calendar through SUMO flows and links. If users require extra changes, SUMO admins have the ability to support this, too. Once they choose a location, slots can be drawn on the calendar based on the time zone (found at the User record level). You can always come back later to connect or disconnect the calendars as needed.Įach user working with the SUMO product suite will be added as a participant to various appointments and events – therefore, defining their availability is a must.
Once the calendar connection is completed, the wizard will prompt you to take the next step. More than one calendar can be connected, helping you to avoid double-booking across platforms. SUMO can connect with any calendar your teams use, be it Salesforce Calendars, or external calendars such as Google, Microsoft 365, or Microsoft Exchange.
Every SUMO user will need to complete the following steps to start their scheduling journey. Even with the greatest tool of them all, internal team enablement is key for driving immediate adoption.Īs soon as the SUMO managed package is installed and permissions assigned to users, the User Settings tab becomes available. Seamless user experience is crucial, especially for customer-facing teams.
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