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Implementation of Salesforce Scheduler for Inbound

Author(s) Kalpana Puli
Country United States
Abstract Effective appointment scheduling is a critical component for optimizing business productivity, with poor management leading to up to 15% productivity losses. Salesforce Scheduler offers a robust solution for inbound and outbound appointment management by enabling seamless booking experiences through self-service portals and staff-aided scheduling. This platform integrates automated workflows, resource optimization, and real-time calendar connections to ensure precision and efficiency. Key features include in-person and virtual appointment handling, geolocation-based scheduling, and customizable permissions. Case studies across healthcare and manufacturing sectors highlight substantial gains in operational efficiency and customer satisfaction. This paper provides a comprehensive overview of Salesforce Scheduler's components, setup requirements, and implementation strategies to maximize scheduling efficiency and organizational productivity.
Keywords Salesforce Scheduler, Appointment Management, Inbound Scheduling, Workflow Automation, Resource Optimization, Calendar Integration, Service Territories, Permission Hierarchy, Healthcare Scheduling, Manufacturing Applications, Business Productivity
Field Engineering
Published In Volume 6, Issue 2, February 2025
Published On 2025-02-13
Cite This Implementation of Salesforce Scheduler for Inbound - Kalpana Puli - IJLRP Volume 6, Issue 2, February 2025. DOI 10.5281/zenodo.14866688
DOI https://doi.org/10.5281/zenodo.14866688
Short DOI https://doi.org/g84xrk
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