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  3. Getting started with Skedulo for Salesforce

Getting started with Skedulo for Salesforce

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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
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