The onboarding wizard will quickly and efficiently guide you through the setup process to get your organization up and running with Skedulo. If your organization is new to Skedulo, you will need to run the onboarding wizard first.
Something to check before you get started–it is possible that your Skedulo Client Services contact may have already run the onboarding wizard for you. If so, you are good to go. Feel free to read through the process, or go straight to Step 4.
Important! Only users with the administrative permission "Modify All Data" on their Salesforce user profile can run the onboarding wizard.
Log into Skedulo
Access the onboarding wizard via the following URL: https://app.skedulo.com/onboarding
Note! The user running this wizard must be an administrator, and chatter needs to be enabled in the target Salesforce org.
If you have not already done so, you will be asked to log in to your CRM. After logging in, you will be redirected back to the onboarding wizard (Step 1).
Select "Login with Salesforce" and enter your sandbox or production administrator credentials.
Figure 1. The "Login with Salesforce" screen.
Allow access to the Skedulo package into your Salesforce instance.
Figure 2. The permissions request screen (Salesforce-Skedulo).
Step-by-Step Guide to Onboarding
After logging in successfully, you will see the "Welcome to Skedulo" screen.
Figure 3. The welcome page of the onboarding wizard.
Click the "Get Started" button to begin the onboarding process.
The onboarding wizard will install all the necessary packages and components to enable you to use Skedulo with your CRM. To access all of Skedulo's scheduling features, you will need to configure all necessary access permissions and set up your organization.
Note! If this is the first time you have used the onboarding wizard, the process may take several minutes. Please do not close the web browser or the browser tab.
Step 1: Regions
Setup regions (go ahead and set up as many Regions as you require). A region is a geographic categorization that is used to control resources and assets. Regions can only have one time zone.
Figure 4. The setup regions screen.
Step 2: Resources
Give Skedulo app-level access to some test users in your Salesforce org.
Figure 5. The setup resources screen.
Things to note:
(1) Salesforce administrators must have access to Skedulo.
(2) Only users selected as type "Resource" will be visible in the scheduling web app.
It is recommended you use this "Manage Users" screen to add only a few test users (who are already Salesforce users) to get the Skedulo Web App operational.
Step 3: Job Types
Setup your job types (you can always add more job types later from within the Salesforce job types pick-list in the job object). By default, four job types are included: Installation, Break Fix, Upgrade, and Maintenance (which can be renamed later if required).
Note! If custom forms are in use, renaming job types will impact custom forms in the Skedulo X mobile app.
Figure 6. The setup job types screen.
Are you an Enrite Care customer?
The Job Types used for Customers using Enrite Care + Skedulo include:
- "Client Meeting."
- "Client Service."
- "Individual Support."
- "Initial Assessment."
- "Social Activity."
Step 4: Install
Installing... waiting... done!
Once the onboarding process is complete, all the installation steps conducted will be marked with a green checkmark and a blue button will appear. Clicking on the "Save" button will redirect you to the scheduling web app within Skedulo.
Figure 7. A completed onboarding, with all the installation steps, checked green.