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How to connect and set up Salesforce Scheduler
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How to connect and set up Salesforce Scheduler

By: Igmar Elizabeth

Appointment scheduling in multiple languages 

 

What is Salesforce Scheduler and how does the add-on work? 

Salesforce Scheduler, previously known as Lightning Scheduler, is a Salesforce add-on that allows both customers and internal users to schedule, edit, and cancel their own appointments. Salesforce Scheduler helps businesses save time and resources by putting the end user in charge. Starting with Salesforce Sites, the steps in this blog help you implement the add-on and set the desired default language, without using Experience Cloud.

The appointment scheduling feature of Salesforce Scheduler simplifies booking, scheduling, and planning meetings and appointments in various applications and industries, such as:

1.
scheduling a visit to a local car dealer;
2. scheduling an appointment at the bank;
3. scheduling a guided tour at the nearby day care facility; or
4. easily booking a spot at that new-in-town restaurant.  

Quick-and-easy appointment scheduling that puts the end user first. Read on to learn about the technical implementation.

Connecting Salesforce Scheduler to your website

There are multiple steps required to set up Salesforce Scheduler on your website (and, no:  these don’t involve Experience Cloud). Have you looked into the relevant Salesforce documentations? Great! Then let’s delve into it.

Salesforce Sites 

Since we won’t be using Experience Cloud, Salesforce Sites is essential in your efforts to connect Salesforce Scheduler to your site. Like Experience Cloud, Salesforce Sites allows you to create a public site, accessible from outside the Salesforce environment. By creating an active site in this way, retrieving the site URL, you connect your live website to your Salesforce site. This gives you access to your flow.

Picture 1 - Salesforce Scheduler - Salesforce Sites

Scheduler HTML code 

Retrieve the HTML code from the Salesforce Scheduler documentation and modify this code to incorporate the site URL. This should be added to the webpage that will display your flow.

Scheduler JavaScript code 

Similar to with HTML code, it is also possible to retrieve JavaScript code from the Salesforce Scheduler documentation and modify this code to incorporate the site URL and the API name of our Scheduler guest appointment flow. This should be added to the webpage that will display our flow. 


Change the language of the guest appointment flow
 

The flow language is determined by the running user. Your flow runs from the Salesforce site that you’ve created earlier (https://live-demo-developer-edition.eu26.force.com), so it’s also automatically linked to the guest user that was created alongside the Salesforce site. If you want to set a default language for all visitors that access the flow, you need to edit the guest user: 

  • Navigate to the setup.
  • Search for Sites in the quick-find search menu.
  • Select your Salesforce site’s site label. 
  • Select the Public Access Settings button. This will take you to the guest user profile record.
  • Select the Assigned Users button. This will take you to the guest user record.
  • Select the guest user record you want to edit. 
  • Edit the guest user record and change the language to your desired language.

Picture 2 - Salesforce Scheduler - Scheduler Site Guest User

Enable the flow in multiple languages 

If you want to run your flow in different languages, you need to duplicate all the previous steps:

  • Create a new Salesforce Site (e.g.: Scheduler ENG). Picture 3 - Salesforce Scheduler - Create a new Salesforce Site
  • Generate new HTML and JavaScript codes that reference the new site URL (Scheduler ENG).
  • Edit the newly created Guest user record and change the language to your desired language.
  • Place the ENG HTML and JavaScript codes on a different webpage meant for the English version of the scheduler flow. 

 

Results 

After completing all the steps for enabling a scheduler flow for guest users and enabling the flow for multiple languages, you should have two separate webpages, displaying your flow in both Dutch and English.

First webpage example: date and time selection for Dutch visitors 

Picture 4 - Salesforce Scheduler - First Website example

Second webpage example: date and time selection for English visitors 

Picture 5 - Salesforce Scheduler - Second Website example

 

Do you have more questions or are you interested to learn other steps that involved in setting up access to Scheduler for guest users? Keep reading here

 

About the author

Salesforce consultant Igmar Elizabeth has worked as a consultant in the Information Technology & Services industry for several years now. He is specialized in both Salesforce and Einstein Analytics & Discovery. Being in contact with customers and identifying their needs is one of the aspects he enjoys most about his job.

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