Launch the Salesforce Scheduler Setup App

The Salesforce Scheduler Setup app provides all the Salesforce Scheduler resources in one place (in the form of object tabs) and makes it easier for administrators to create, configure, and manage those resources. Assign the Salesforce Scheduler Setup app to the user profile of your admin who will create and manage Salesforce Scheduler resources.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To view apps: View Setup and Configuration
To manage apps: Customize Application
  1. Ensure that the Salesforce Scheduler admin profiles in your org have access to the Salesforce Scheduler Setup app.
    1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
    2. In Lightning Experience App Manager, click the dropdown arrow next to Salesforce Scheduler Setup, and then select Edit.
    3. In App Settings, click User Profiles.
    4. Move the desired user profiles to Selected Profiles and save the changes.
  2. From the App Launcher, find and open the Salesforce Scheduler Setup app.
    By default, the Salesforce Scheduler Setup app includes these tabs:
    • Salesforce Scheduler Setup Assistant
    • Service Territories
    • Service Resources
    • Work Type Groups
    • Work Types
    • Operating Hours
    • Service Appointments
    Tip
    Tip If you can’t see an object tab, ensure that the tab visibility for that object is set to Default On in your user profile.