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 Salesforce/Skedulo
- Skedulo Permission Sets
- Creating/Editing Salesforce Users
- Regions
- Tags (Skills)
- Job Products
- Skedulo Reports and Dashboard