Enable Salesforce Scheduler for Education Cloud, and configure sharing and permissions settings. Then, create the supporting data types for appointment data modeling.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Before you set up Salesforce Scheduler for Education Cloud, make sure that your admin has the Education Cloud Full Access permission set license assigned.
- Enable Salesforce Scheduler for Education Cloud
Before you set up the appointment feature, turn on Salesforce Scheduler for Education Cloud. - Enable Shifts in Scheduling Policy
Education Cloud uses shifts from the staff's service territory to determine their available time slots. - Configure Sharing Settings for Appointments
Control how staff members and learners access data with sharing settings. - Set Field-Level Security for Portal Users
Create a permission set that gives portal users read and edit access to the fields that they need to book appointments. - Assign Permission Sets to Appointment Users in Education Cloud
After you create permission sets for appointments, assign them to your staff members and learners.