About Salesforce Scheduler Adapter¶
Salesforce Scheduler Adapter (SSA) is a powerful solution designed to streamline appointment scheduling and improve customer communication. By integrating with Salesforce Scheduler, SSA enables smooth calendar synchronization across Salesforce, Outlook, Gmail, and iCloud, providing a unified view of your availability.
Key features¶
- Real-time calendar sync: Automatically sync your Salesforce, Outlook, Gmail, and iCloud calendars in real time, ensuring all appointments appear consistently across platforms.
- Multi-calendar integration: Easily add calendars from Microsoft 365, Google Workspace, and iCloud to manage your scheduling preferences.
- Centralized calendar management: Manage your calendars and their connectivity directly within the Salesforce interface for additional convenience.
Benefits¶
RG Salesforce Scheduler Adapter eliminates scheduling conflicts by checking availability across all connected calendars. This integration simplifies the scheduling process, reducing the need for back-and-forth communication. SSA also provides notifications for appointment changes and sends email and Salesforce alerts for upcoming meetings, helping you stay informed and organized.
Limitations and compatibility¶
- One-way sync: SSA supports one-way synchronization. Any changes made directly in Outlook, Gmail, or iCloud to SSA-created appointments will not sync back to Salesforce.
- EWS compatibility: SSA is available exclusively for EWS users and does not support MS Graph users.
With Salesforce Scheduler Adapter, you can deliver a seamless scheduling experience for your team and customers, ensuring efficient time management and enhanced collaboration.
See also¶
For admins:
For users: