Salesforce Scheduler Adapter: An Overview¶
For users on:
Salesforce Scheduler Adapter (SSA) is a solution that simplifies appointment scheduling and enhances customer communication. It integrates with Salesforce Scheduler and enables customers to access your merged availability from Salesforce, Outlook, Gmail, and iCloud calendars.
Salesforce Scheduler Adapter checks availability in both Salesforce and Outlook/Gmail/iCloud calendars, so when a customer books a meeting with you, there’s no conflict. This mechanism eliminates excessive back-and-forth messaging for meeting scheduling.
With Revenue Grid’s Salesforce Scheduler Adapter:
- All your calendars are automatically synced in real time so that booked meetings appear in all your calendars
- Add several calendars from Office 365, Google Workspace, and iCloud
- Conveniently manage your calendars and their connectivity in the Salesforce interface
You also get notified when an appointment’s details change and receive emails and Salesforce alerts about upcoming meetings. In this way, Revenue Grid’s SSA ensures that there are no conflicting appointments, lost time slots, or missed event information.
Note that SSA is a one-way sync solution. This means that if you edit or update an appointment created by the SSA directly in your Outlook, Gmail, the changes are not saved to the Salesforce calendar.
For more information about using SSA, consult the following RG articles:
Admin guide:
User guide: