Last Updated on October 21, 2021 by Rakesh Gupta
Every day, you are using various tools to schedule meetings like Outlook, Emails, etc. Salesforce has a great feature that will help schedule meetings without using any third-party tool. You can use Cloud Scheduler to request and schedule appointments with your customers and coworkers. This feature can help with user adoption of your Salesforce system.
Enable Cloud Scheduler in Lightning Experience
The Cloud Scheduler feature will no longer be available to existing users of this feature after the Winter‘18 release. Links to existing meetings proposed will include a message which indicates that the feature is no longer available and that meeting invite recipients should contact the meeting organizer. Additionally, no new meetings can be proposed.
It means it not available for new or existing users. You can’t enable to disable this feature. I encourage you to use Google Calendar, Microsoft Exchange or explorer Salesforce Scheduler.
Other potential options are:
Schedule Meeting from Lightning Experience
Cloud scheduler is still in use when you setup a meeting with a contact or lead. Salesforce will send a link of calendar invitation which will open in cloud scheduler. It allow recipient to either Accept or Reject the meeting, nothing else.
- Create a new event in Salesforce and invite a customer.
- Your customer will receive an email like this:
- They can click on the Respond to This Request button to Accept or Decline the meeting request:
Points to remember
- You can invite up to 50 people to a meeting. Invitees can consist of only contacts, leads, or person accounts, only other Salesforce users, or a mix of both.
- You must have at least read access to the contacts, leads, and person accounts with which you request a meeting.
- Each invitee must have an email address specified in their record so Salesforce can send them a meeting request.
Formative Assessment:
I want to hear from you!
What did you learn from this post, is it relevant to you, and how will you modify the concepts taught in the post for your own business processes?
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Hi Rakesh,
Is there a way I can automate sending meeting invites to users. For example, beginning of every quarter there in a requirement to send training invite to the different managers and people under those managers. What could be the best way to achieve this.
Manager A
User1
User2
User3
Automatically or by clicking on Send Training invite button/Check box User1,2,3 and Manager gets an email invitation for training.
Thank you
Asmita
The best way to implement is Batch Apex (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm)
Hi Rakesh, After the invitees accept the meeting request a new event will be created automatically in the system. In my organization, We have different types of events for which i have created event record types. How can I tell scheduler to allow user to select a event type so that I can have work flow rules on the event object based on the record types.
Thanks
It’s automatically take default record type of user
Rakesh good post. I have one story, when request send to user (not contact or lead), it is not show in the user Calender or Chatter, so user cannot accept from Salesforce, but only email. Let me know if I am right and this maybe something need to enhance in the future,
Thanks Johan. Yes you are right, Invitees (Users) can’t accept meeting invites from Salesforce Calender or Chatter