Knowledge Base
Quick Start
Getting started with Skedulo
- Glossary
- Initial Setup
- Onboarding Wizard
- Logging into the Skedulo Web App (Independent Platform)
- User Profile
- User Settings
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
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
Resources and availability management
Scheduling
- Scheduling user preferences
- Scheduling console
- Status panel
- Horizontal swimlanes
- Multiple regions
- Deallocate and unschedule
Intelligent optimization with Mastermind
Data management
- Data table management
- Data table: Accounts
- Data table: Activity types
- Data table: Availability types
- Data table: contacts
- Data table: Exclusions
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)
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
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
Skedulo analytics
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