Learn about the roles in Salesforce Scheduler—such as administrators, service
resources, service territory managers, and customer care representatives—and what each role
can do.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| Role |
What They Can Do |
| Administrators |
- Manage licenses
- Set up data access policies
- Set up business information
- Enable and configure settings and features
- Set up rules to help find the right resources and timeslots
- Customize appointment booking experience
- Set up appointment booking experience channels
- Extend Salesforce Scheduler with other Salesforce products and platform features
- Troubleshoot issues
- Implement new features with each release
|
| Developers |
- Use APIs to create appointment booking experiences
- Use Apex classes to check external calendars to determine availability
- Use Apex classes and platform events to write Salesforce Scheduler appointments to
external calendars
|
|
Service Resources
- Bankers
- Wealth managers
- Doctors
- Salespersons
- Educators
|
- Create and manage outbound appointments
- Generate appointment booking URLs
- Manage shifts
- Manage holidays
- Attend appointments
|
|
Service Territory Managers
- Bank branch managers
- Location managers
|
- Manage service resources
- Manage operating hours and shifts
- Manage skills
- Create and manage outbound appointments
- Generate appointment booking URLs
- View reports and charts
|
| Customer care representatives |
- Create and manage service appointments
- Generate appointment booking URLs
|
|
Customers
- Authenticated Customers
- Unauthenticated Customers (Guests)
|
- Create and manage inbound appointments
- Use appointment invitation URLs to book appointments
|
