The video call utility item enables service resources to start video calls if the video conferencing software is Amazon Chime. They can access appointments without navigating away from Salesforce apps.įor authenticated customers, the micro calendar console appears as a page on their Experience Cloud site. When a video conferencing software is set up, it enables service resources to start video calls and lets authenticated users join the calls.įor service resources who use the Salesforce Lightning Console, it’s embedded into the footer. The My Appointments micro calendar console enables service resources and authenticated customers to view upcoming and past appointments. A prospect is admitted into a call only after the service resource verifies and confirms the details entered by the prospect.A customer is admitted into a call only after the service resource starts the call.

Salesforce Scheduler and Amazon Chime provide service resources complete control over video calls. And, of course, it lets customers and prospects join the video calls. Ease and Security with Amazon ChimeĪmazon Chime enables service resources who use the Salesforce Lightning console to start video calls. Let’s see how Amazon Chime and Salesforce Scheduler make it easier to manage video appointments. With the new video conferencing software, the team has overcome the challenges of video appointments.Īs a part of the setup, Matt also configured a few helpful tools to handle appointments. Matt completes the Amazon Chime setup and informs Marianna. They agree that Amazon Chime meets their video conferencing requirements and decide to use it. Matt reviews the considerations for integration with Amazon Chime and discusses them with Marianna. Salesforce Scheduler is pre-integrated with Amazon Chime, a video conferencing software. Salesforce Scheduler operates in the Bring-Your-Own-Application (BYOA) model: You must have an account of the video conferencing software you want to use. After the setup, Salesforce Scheduler automatically uses the video conferencing software for inbound, outbound, and guest video appointments. You can set up video conferencing software in Salesforce Scheduler. Automatically send emails with video call details to prospects.Enable service resources to verify the details entered by prospects before admitting prospects into a meeting.Enable service resources to easily connect with authenticated customers and unauthenticated prospects via video calls.Matt meets Marianna to discuss the video conferencing challenges, and captures the following requirements. Describe the utility items and email templates provided for use with video conferencing.Describe how video conferencing software in Salesforce Scheduler works.After completing this unit, you’ll be able to:

Salesforce lightning scheduler calendar