Include your partner users' connected external calendars when Salesforce Scheduler calculates available appointment times.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login |
| User Permissions Needed | |
|---|---|
| To create or update permission sets: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
Configure Einstein Activity Capture for partner users, and add the Connected Accounts component to the partner Experience Cloud site.
A scheduling policy controls whether Salesforce Scheduler considers calendars that partner users connect through Einstein Activity Capture.
- Create or update the permission set that gives partner users access to Salesforce Scheduler.
- Assign the permission set to each partner user who provides appointment availability.
- From Setup, in the Quick Find box, enter Scheduling Policies, and then select Scheduling Policies.
- Create a scheduling policy for partner appointments.
- Select External Calendar Integration Using Einstein Activity Capture.
- Save the scheduling policy, and record its API name.
- Open the scheduling flow that your customer booking experience uses.
- Set the scheduling policy input variable to the API name of the scheduling policy.
- Save and activate the flow.
- Optional: To add appointments to the Salesforce calendar, give partner users access to edit events and tasks.