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 5.
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 one of the following URLs:
- https://<team>.my.skedulo.com/onboarding (substitute "team" with your organization's allocated team name).
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).
Log into to Salesforce and enter your sandbox or production administrator credentials.
Figure 1. The welcome to Skedulo screen.
If this is the first time you have logged in, you will be presented with a screen asking you to grant the Skedulo package the appropriate Salesforce permissions. These include:
- Access your basic information.
- Access and manage your data.
- Provide access to your data via the web.
- Access and manage your Chatter data.
- Provide access to custom applications.
- Allow access to your unique identifier.
- Access custom permissions.
- Access and manage your Wave data.
- Perform requests on your behalf at any time.
Select "Allow" to log into the Skedulo web app.
Figure 2. The permissions request screen (Salesforce-Skedulo).
Step-by-Step Guide to Onboarding
After logging in successfully, you will see the "Now let's get you up and running" screen.
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.
Figure 3. The initial configuration screen of the onboarding wizard.
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: Users
Important! The following examples use fictitious names and data.
Give Skedulo app-level access to some test users in your Salesforce org.
Skedulo requires three types of users:
- Schedulers who are responsible for scheduling and dispatching jobs.
- Resources who are the recipients of those jobs in the field.
- Administrators who manage the Skedulo apps and can configure and change the settings in the admin console. Admin profiles should be granted to system administrators and internal administrators. At least one user is required to be an administrator.
If an administrator needs to access the web app consoles they will need to be configured as a scheduler as well (i.e., both an admin and a scheduler).
Figure 4. The configure users 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.
Step 2: 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 5. The set your regions screen.
Step 3: Resources
It is recommended you use this screen to add only a few test users (who are already Salesforce users) to get the Skedulo web app operational.
Figure 6. The resources configuration screen.
Step 4: 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 (which can be renamed later if required):
- Break Fix.
Note! If custom forms are in use, renaming job types will impact custom forms in the Skedulo X mobile app.
Figure 7. The job types configuration screen.
Step 5: Install
Installing... waiting... done!
Figure 8. The install process in action.
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 blue "Open Skedulo" button will redirect you to the scheduling web app within Skedulo.
Figure 9. A completed onboarding, with all the installation steps, checked green.