---
schema_version: "1"
id: d010829011757654e756c32b0799a1a51929ed584461dcc5478a0b8c56d8574f
title: Key Roles in Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_key_roles_in_salesforce_scheduler.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_key_roles_in_salesforce_scheduler.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd0fbc633c2658797a9d643860158618ba664d58167340a9e1493c01c7f00f1a
description: 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.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Key Roles in Salesforce Scheduler

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

<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 in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:29.325513196480934%">
        <col style="width:70.67448680351906%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19402e64">Role</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19402e67">What They Can Do</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">Administrators</td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Manage licenses</li>

              <li>Set up data access policies</li>

              <li>Set up business information</li>

              <li>Enable and configure settings and features</li>

              <li>Set up rules to help find the right resources and timeslots</li>

              <li>Customize appointment booking experience</li>

              <li>Set up appointment booking experience channels</li>

              <li>Extend Salesforce Scheduler with other Salesforce products and platform features</li>

              <li>Troubleshoot issues</li>

              <li>Implement new features with each release</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">Developers</td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Use APIs to create appointment booking experiences</li>

              <li>Use Apex classes to check external calendars to determine availability</li>

              <li>Use Apex classes and platform events to write Salesforce Scheduler appointments to
                external calendars</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">
            <p>Service Resources</p>
            <ul>
              <li>Bankers</li>

              <li>Wealth managers</li>

              <li>Doctors</li>

              <li>Salespersons</li>

              <li>Educators</li>

            </ul>
          </td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Create and manage outbound appointments</li>

              <li>Generate appointment booking URLs</li>

              <li>Manage shifts</li>

              <li>Manage holidays</li>

              <li>Attend appointments</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">
            <p>Service Territory Managers</p>
            <ul>
              <li>Bank branch managers</li>

              <li>Location managers</li>

            </ul>
          </td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Manage service resources</li>

              <li>Manage operating hours and shifts</li>

              <li>Manage skills</li>

              <li>Create and manage outbound appointments</li>

              <li>Generate appointment booking URLs</li>

              <li>View reports and charts</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">Customer care representatives</td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Create and manage service appointments</li>

              <li>Generate appointment booking URLs</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e64 ">
            <p>Customers</p>
            <ul>
              <li>Authenticated Customers</li>

              <li>Unauthenticated Customers (Guests)</li>

            </ul>
          </td>

          <td data-label="What They Can Do" class="slds-cell-wrap" style="vertical-align:top;" headers="d19402e67 ">
            <ul>
              <li>Create and manage inbound appointments</li>

              <li>Use appointment invitation URLs to book appointments</li>

            </ul>
          </td>

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