Knowledge Base

Quick Start

• Quick-start 1: The Onboarding Wizard
• Quick-start 2: How to Set Up Resources
• Quick-start 3: Creating Jobs
• Quick-start 4: Dispatching Jobs

Getting started with Skedulo

• Glossary
• Initial Setup
• Onboarding Wizard
• Logging into the Skedulo Web App (Independent Platform)
• User Profile
• User Settings

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Getting started with Skedulo for Salesforce

• Preparation for running the Onboarding Wizard for a new Salesforce Org
• Logging into the Skedulo Web App
• Open In Salesforce™
• How to Grant Login Access to a Skedulo Agent
• Skedulo User Types
• User Management

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Creating and managing work

• Work calendar
• The work console
• Create a New Job Type
• Create menu: Job
• The Quick Job Create page
• Using job cards

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Resources and availability management

• Managing resources
• Resource tags
• Assets
• Availability console
• Create unavailability
• Resource availability

Scheduling

• Scheduling user preferences
• Scheduling console
• Status panel
• Horizontal swimlanes
• Multiple regions
• Deallocate and unschedule

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Intelligent optimization with Mastermind

• Intelligent scheduling using Mastermind
• Optimized scheduling
• Using the Suggest feature

Data management

• Data table management
• Data table: Accounts
• Data table: Activity types
• Data table: Availability types
• Data table: contacts
• Data table: Exclusions

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Skedulo web app administration and configuration

• Create and customize list views
• Admin Settings: advanced column configuration for list views (beta)
• Admin Settings: configuring default columns for list views (beta)
• Considerations for enabling List Views (beta)
• Admin Settings: enabling list views (beta)
• List Views: Supported objects (beta)

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Skedulo for Salesforce managed package administration and configuration

• Salesforce Change Session Inactivity Timeout
• Salesforce Account and Location Resource Scores
• Salesforce Event Synchronization Activation
• Enable Auto-update Geolocation
• Geolocation of Job Allocation Status Changes
• Skedulo Managed Package Upgrade

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Skedulo mobile app

• 1. The Skedulo Mobile App: Introduction
• 1.1 The Skedulo Mobile App: Device Compatibility
• 2. The Skedulo Mobile App: Log in
• 2.1 The Skedulo Mobile App: Forgot Team Name
• 2.2 The Skedulo Mobile App: Forgot User Password
• 2.3 The Skedulo Mobile App: Log in Using a Salesforce Username

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Skedulo analytics

• Introduction to Skedulo Analytics
• Interacting with Dashboards
• Interacting with Widgets
• Analytics Reporting
• Managing KPIs with Pulse

Support and troubleshooting

• Help and support
• Help Desk: Support Requests
• Technical Support Plans & SLAs
• Web browser support
• Log in to the Mobile App
• Single Sign-On with Skedulo

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