Use the LxScheduler.ServiceResourceScheduleHandler Apex interface to create an Apex class that checks external calendars and returns the time periods that are already booked for the requested service resources.Enable the Check Salesforce Calendar for Resource Availability scheduling policy rule.Here’s how he configures scheduling policy rules. Matt doesn’t want to sync calendars and wants to make sure that Salesforce Scheduler shows only time slots that don't conflict with events on the Salesforce calendar or external calendar. Check Salesforce Calendar and External Calendars to Determine Availability Salesforce Scheduler then filters all the available time slots and only shows time slots that don’t have a scheduling conflict with events on the external calendar. When a user tries to book an appointment, Salesforce Scheduler makes synchronous calls to external calendars to identify potential conflicts. Here’s an illustration of how data flows when Matt enables the Check External Systems for Resource Availability policy rule and calendar integration isn’t set up. Select next to the Check External Systems for Resource Availability field, and then select your Apex class.Associate the Apex class with Salesforce Scheduler flows or API calls through the External Calendar Event Handler scheduling policy rule.Matt and the developer work on an Apex class for Outlook. Salesforce Scheduler uses these time periods and removes all the time slots that have a scheduling conflict with these time periods. Use the LxScheduler.ServiceResourceScheduleHandler Apex interface to write an Apex class that checks external calendars and returns the time periods that are already booked for the requested service resources.Here’s how Matt configures scheduling policy rules to consider only external calendars events to determine availability. Check External Calendar to Determine Availability Salesforce Scheduler reads the appointment from Salesforce calendar and doesn’t show any time slots that conflict with the training when a customer is booking an appointment with that service resource. The calendar sync tool writes the training event to Salesforce calendar. Salesforce Scheduler then filters all the available time slots and shows only the time slots that don’t have a scheduling conflict with events on the Salesforce calendar.įor example, a service resource blocked their external calendar to attend a training from 1:00 PM to 2:00 PM. When a user is booking an appointment, Salesforce Scheduler reads Salesforce Calendar events-including the ones that have been synced to it-to identify potential conflicts.
The calendar sync tool asynchronously writes external calendar events to Salesforce calendar. Here’s an illustration of how data flows when Matt uses a calendar sync tool with External calendar to Salesforce as the sync direction and enables the Check Salesforce Calendar for Resource Availability policy rule. To learn how event statuses affect availability, see Check Salesforce Calendar to Determine Resource Availability. When a user tries to book an appointment, Salesforce Scheduler checks events on the Salesforce calendar to determine resource availability. Select Check Salesforce Calendar for Resource Availability.Click Edit next to Default Appointment Scheduling Policy or your custom scheduling policy.Enter Scheduling Policies in the Quick Find box, and then select Scheduling Policies.Here’s how Matt configures scheduling policy rules to consider only events on the Salesforce calendar to determine availability.
Check Salesforce Calendar to Determine Availability
Based on the calendar integration, the Salesforce calendar, external calendar, or both can have appointments from both the sources. Matt can configure scheduling policy rules to check Salesforce calendar, external calendar, or both to determine service resource availability.
0 kommentar(er)
