Supercharge Your Scheduling: Leveraging Concurrent Scheduling in Salesforce Scheduler

In today’s fast-paced world, efficiency is key. Businesses are continuously seeking ways to optimize operations and provide seamless experiences for their customers. Enter Salesforce Scheduler, a powerful tool designed to streamline appointment scheduling—and one of its standout features is concurrent scheduling. This innovative capability allows organizations to book multiple service appointments within the same time …

Picklist control without recordtype

The picklist options in Salesforce can be controlled using Record Types. Such segmentation of picklist values based on profiles cannot be normally achieved within the same field. However, there is a trick that can be used to control the picklist using a proxy picklist field. Here are the steps: Create a shadow picklist field called …