Getting started with Skedulo for Salesforce
Setting up and managing your Skedulo for Salesforce environment.
- 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
- Adding New Resources
- Create a Resource Category
- Holidays
- Availability and Unavailability Types
- Adding a Profile Image
- Deactivate Users
- User Licensing for Salesforce and Skedulo
- Skedulo Permission Sets
- Creating and editing Salesforce Users
- Creating regions in Skedulo for Salesforce
- Tags (Skills)
- Job Products
- Skedulo Reports and Dashboard