---
schema_version: "1"
id: 209c52c455dc443a5583eae9fd3c1bd1b704094d0c156d9eb37980f8e4a68acd
title: Extend Salesforce Scheduler Functionality with Salesforce Products and Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_complementary_products.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0020d6bb48d67b3ed3275598bb60ce425efe95dcfc411c09d1e7e9fb0c2a8f35
description: Use other Salesforce products and features, such as email, surveys, notes, calendar integration, and analytics, to extend Salesforce Scheduler functionality.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Extend Salesforce Scheduler Functionality with Salesforce Products and Features

Use other Salesforce products and features, such as email, surveys, notes, calendar integration, and analytics, to extend Salesforce Scheduler functionality.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Salesforce Scheduler is available for an extra cost in Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

- **[Flow Actions for Sending Emails, Notifications, and Surveys](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Automatically send emails and notifications when an appointment is created, modified, or canceled using flow actions. You can also use flows to send surveys to capture feedback.
- **[CRM Analytics for Viewing Appointment Metrics](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Let users, like service territory managers, view appointment volume and service resource performance metrics using CRM Analytics.
- **[Salesforce Feedback Management](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Send customers and users relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle. You can also configure Salesforce Scheduler to show service resource ratings captured from these surveys on the service resource cards that appear when customers are booking appointments.
- **[Einstein Activity Capture for Syncing Calendars](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Use Einstein Activity Capture app to sync Salesforce Calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™. You can configure Einstein Activity Capture to sync events from Salesforce Calendar to external calendar, External calendar to Salesforce calendar, or both.
- **[Notes for Capturing Appointment Details](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Enable your users to stay organized and capture important details and action items by adding notes to accounts, leads, opportunities, and more.
- **[Action Plans and Related Appointments](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Set up appointments based on status changes to an action plan. And apply action plan templates for customer appointments to accounts, cases, opportunities, and leads.
- **[Omni-Channel for Routing Work Items and Managing Capacity](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Use Omni-Channel to route work items to agents based on priority and agents’ skills and capacity. When a work item is assigned, agents can use Salesforce Scheduler to schedule customer appointments. You can use the same service resource records in Omni-Channel and Salesforce Scheduler.
- **[Chronos Bot for Managing Appointments via Chat and SMS](https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&release=264.0.0&type=5)**  
    Let customers use chat or SMS to schedule, view, reschedule, and cancel Salesforce Scheduler appointments. Chronos Bot is an unmanaged package available on AppExchange. You can configure it to suit your business needs. It’s trained in natural languages to help with scheduling.

## Flow Actions for Sending Emails, Notifications, and Surveys

Automatically send emails and notifications when an appointment is created, modified, or canceled using flow actions. You can also use flows to send surveys to capture feedback.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class="" id="ls_emails_notifications_and_surveys_for_salesforce_scheduler__d361e148"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="ls_emails_notifications_and_surveys_for_salesforce_scheduler__d361e152"><a name="ls_emails_notifications_and_surveys_for_salesforce_scheduler__d361e152"></a><strong>Essentials</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</span></td></tr></tbody></table>

## CRM Analytics for Viewing Appointment Metrics

Let users, like service territory managers, view appointment volume and service resource performance metrics using CRM Analytics.

CRM Analytics provides the Appointment Analytics template that’s designed to work with Salesforce Scheduler. When you create an app using the template, CRM Analytics gets data from Salesforce Scheduler and uses it to populate information on these dashboards.

- The Appointment Overview dashboard shows appointment volume of the user’s team. It also enables your users to view volume by types of resource and get an overview of customers according to their locations, topics, and types.
- The Service Resources Performance dashboard shows appointment metrics such as average duration, scheduled versus actual duration, and number of appointments by type.

You can customize the Appointment Analytics app based on your requirements.

You can also use CRM Analytics to connect data from multiple sources, create interactive views of that data, and share those views in apps.

## Salesforce Feedback Management

Send customers and users relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle. You can also configure Salesforce Scheduler to show service resource ratings captured from these surveys on the service resource cards that appear when customers are booking appointments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses</td></tr></tbody></table>

#### See Also

- [Change the Fields That Appear on Service Resource Cards](https://help.salesforce.com/s/articleView?id=platform.ls_change_the_fields_that_appear_on_the_service_resource_cards.htm&release=264.0.0&type=5 "Modify the compact layout to change the fields that appear on the service resource cards when users create a service appointment.")
- [Show Images on Service Resource Cards](https://help.salesforce.com/s/articleView?id=platform.ls_show_images_and_ratings_on_service_resource_cards.htm&release=264.0.0&type=5 "Use formula fields to show various types of information, such as ratings and status, as images on service resource cards.")

## Einstein Activity Capture for Syncing Calendars

Use Einstein Activity Capture app to sync Salesforce Calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™. You can configure Einstein Activity Capture to sync events from Salesforce Calendar to external calendar, External calendar to Salesforce calendar, or both.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard, which is available in Sales Cloud in <strong>Starter</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Unlimited</strong> Edition, and available for an extra cost in <strong>Enterprise</strong> Edition</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox in Sales Cloud, which is included in <strong>Starter</strong> and <strong>Unlimited</strong> Editions and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Inbox is also available for an extra cost in Service Cloud and Lightning Platform.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement in Sales Cloud, which is included in <strong>Unlimited</strong> Edition, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

## Notes for Capturing Appointment Details

Enable your users to stay organized and capture important details and action items by adding notes to accounts, leads, opportunities, and more.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

## Action Plans and Related Appointments

Set up appointments based on status changes to an action plan. And apply action plan templates for customer appointments to accounts, cases, opportunities, and leads.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
          <colgroup>
            <col>
          </colgroup>
          <tbody>
            <tr class="">
              <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

            </tr>
            <tr class="">
              <td class="slds-cell-wrap" style="vertical-align:top;">
                <p style="margin-bottom:0;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions.</p>
              </td>

            </tr>
          </tbody>
        </table>

## Omni-Channel for Routing Work Items and Managing Capacity

Use Omni-Channel to route work items to agents based on priority and agents’ skills and capacity. When a work item is assigned, agents can use Salesforce Scheduler to schedule customer appointments. You can use the same service resource records in Omni-Channel and Salesforce Scheduler.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic, Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Omni-Channel is available in: <strong>Professional</strong>, <strong>Essentials</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

#### See Also

- [Enable the Main Service Resource Setting](https://help.salesforce.com/s/articleView?id=platform.ls_enable_main_service_resource.htm&release=264.0.0&type=5 "To use Omni-Channel service resources with the Agent resource type in Salesforce Scheduler, enable the Main Service Resource setting. When you enable the setting, we recommend that you create only one service resource per user.")

## Chronos Bot for Managing Appointments via Chat and SMS

Let customers use chat or SMS to schedule, view, reschedule, and cancel Salesforce Scheduler appointments. Chronos Bot is an unmanaged package available on AppExchange. You can configure it to suit your business needs. It’s trained in natural languages to help with scheduling.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Lightning Experience with Einstein Bots and Salesforce Scheduler enabled</td></tr></tbody></table>

#### See Also

- [_AppExchange_: Chronos Bot: Lightning Scheduler Appointment Management](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0sTeUAJ)