Salesforce Scheduler enables your business to allow customers/stakes book an appointment with your business experts. It’s an add-on license which uses Salesforce Industries Cloud, Sales Cloud and some of its own packaged objects behind the scene.
A few example scenarios
- Setting up a doctor’s consultation appointment before visiting – Health
- Setting up a virtual meeting appointment for interview – HR
- Conducting an eye check-up program for registered patients – Nonprofit
- Setting up a 1-to-1 investment consultation for a client – Financing
Salesforce provides a nice setup wizard which one can follow for the setup. However, we will not be using same here to better understand the data model.
Have a look at below data model, where I have listed some important object names, their meaning, examples and possible relationships shown in a little non-technical way.
![Salesforce scheduler data model](https://shubhamsonar.com/wp-content/uploads/2024/06/SalesforceSchedulerVideo-1.png)
Sample business scenario
We have a Corporate Loans EXPERT in one of our banking business location – Pune. Customer Belon Rusk wants to meet the expert to understand things better before proceeding with the loan. Configure & schedule an appointment using Salesforce Scheduler.
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