News & Resources — Tips & Tricks

Buan’s Tip of the Month: Cloud Scheduler with Senior Consultant Julianne Boley

Cloud Scheduler

Planning a meeting that fits into everyone’s schedule can be challenging. Using the Cloud Scheduler can help you provide suggested meeting time options to your customers and allow them to respond with the time that works best for them.

When you use Cloud Scheduler to request a meeting with a contact, lead, person account, or other Salesforce user, creates a unique Web page for your meeting that displays your proposed meeting times. Your invitees reply selecting the times that work for them, and Salesforce tracks all the responses so you can pick the best time and confirm the meeting.

To use the Cloud Scheduler:

Step 1: Upload a copy of your company logo to Documents and make sure that the image is externally available:

Step 2: Go to Settings>App Setup>Activities>Cloud Scheduler and click Add Button:

Step 3: Go to Settings>App Setup>Activities>Activity Settings and choose to show your custom logo in meeting requests:

Now you’re all set!

Send a meeting request to any of your leads, contacts, or person accounts anywhere you see the “New Meeting Request” button.

Choose some times to propose that work with your schedule or alternately, allow to suggest some times for you based on your calendar availability and then Compose and send your message:

Your customer receives an email that allows them to choose which time works best for them:

They respond with the times that they are available: captures all of this information for you in the open activity related list:

Confirm the meeting and Voila! Your new meeting will appear on your calendar:

Take the guess work out of your next meeting with the Cloud Scheduler!

For more information on the Cloud Scheduler in Salesforce or to be added to our email distribution list, please contact: [email protected]

We appreciate your business and look forward to working with you and your team this year.

~The Buan Consulting Team

Posted in Tips & Tricks