// Skedulo for Salesforce

Schedule and dispatch frontline work from Salesforce.

Install the Skedulo managed package in your Salesforce org to schedule and dispatch frontline work. Workers use Skedulo Mobile, our mobile app, to view assignments and record updates against the job.

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Skedulo integration cards for Salesforce: a Salesforce org card showing the Skedulo managed package, listed on AppExchange and installed by your Salesforce admin, and three data flows in the org: accounts and contacts linked to Skedulo jobs, job allocations with Salesforce events as an option, and mobile updates written to job records.

//Who it's for

Frontline operations in your Salesforce org.

Use the customer records your team already maintains in Salesforce to schedule work, dispatch assignments and equip frontline teams through Skedulo Mobile.

Salesforce admins and IT teams who manage your org and its installed packages
Schedulers and dispatchers who work in Salesforce and the Skedulo web app
Operations leaders running field visits, shifts or both
Frontline workers who receive their jobs in Skedulo Mobile

//How it works

Skedulo jobs in your Salesforce org.

The managed package adds Skedulo objects to your org and works with your existing customer records and custom objects. Schedulers also work in the Skedulo web app, and workers use Skedulo Mobile.

In your Salesforce org

Link jobs to accounts, contacts and locations, and map your own custom objects to Skedulo. Your Salesforce org remains the source of truth for customer records.

How schedulers and frontline teams use those records

Schedulers plan and dispatch jobs in Salesforce and the Skedulo web app. Workers see their assignments in Skedulo Mobile, and their updates are recorded against the job in your org. We confirm the objects, fields and permissions during setup.

//Requirements

What you need before you start.

Check these with your Salesforce admin before you plan the rollout.

Salesforce

Editions listed on AppExchange: Enterprise, Unlimited, Force.com and Developer
A Salesforce admin to install the managed package

Skedulo licenses

A Skedulo license for each scheduler, worker and other user who needs access to Skedulo data
Each Skedulo license includes a Salesforce platform license, which doesn't provide access to Opportunities
Optimization is a premium feature, licensed separately

//Scheduling

Match each job to a qualified, available worker.

Skedulo matches jobs to workers using the skills, availability and location on each record. With the optimization add-on, schedulers can optimize a group of jobs at once or compare suggested times for a single job.

Apply your scheduling rules and work requirements
Plan one-off visits and recurring work
Configure Apex automation in Salesforce to dispatch jobs and notify workers through Skedulo's API

Explore Skedulo Intelligence

//Work in the field

Field updates, recorded against the job.

Workers see each job's customer details, location and tasks. They fill in forms, add photos and record progress, and the updates return to the job in your org.

Complete custom forms built for the job
Update job details and add notes offline, then sync when the connection returns

Explore Mobile App

//Setup

Deployment and rollout.

Skedulo for Salesforce is a managed package on AppExchange. Our team sets up your Skedulo environment with you.

How it deploys

The Skedulo managed package, installed in your Salesforce org
Users sign in to the Skedulo web app with their Salesforce credentials or single sign-on (SSO)
Skedulo pushes most package upgrades and tells you first; some releases need a manual install

Setup steps

Confirm licenses and scope
Install the managed package in your Salesforce org
Configure records and permissions
Test scheduling, dispatch and mobile updates before rollout

How AWP used Skedulo with Salesforce.

86%

more efficient scheduling and dispatching

“For our folks in the field, instead of being nose down in a ticket, they are hitting a button to say, 'I'm here, I've started work or I've ended work,' which is extremely exciting for them.”

Mandy Parker

Director of the AWP Support Center

Read Story

About this result

In its published case study, Area Wide Protective (AWP) reported 86% more efficient scheduling and dispatching.

//Frequently asked questions

Skedulo for Salesforce is a managed package that your Salesforce admin installs in your org. It adds Skedulo's objects alongside your Salesforce records. Schedulers work in Salesforce and the Skedulo web app, and frontline workers use Skedulo Mobile.

Jobs and your Salesforce records sit in the same org, so scheduling works from the account, contact and location on each job. Updates from Skedulo Mobile are recorded against the job. Optional calendar sync connects Skedulo job allocations and activities with Salesforce events in both directions. It's off by default and doesn't support recurring events.

AppExchange lists the Enterprise, Unlimited, Force.com and Developer editions. Each scheduler, worker and other user who needs access to Skedulo data, including for reporting, requires a Skedulo license. Each Skedulo license includes a Salesforce platform license, which doesn't provide access to Opportunities. Users who need that access may require a different Salesforce license. Optimization is a premium feature with an additional license cost.

Setup runs in four steps: confirm licenses and scope, have your Salesforce admin install the managed package, configure records and permissions, then test scheduling, dispatch and mobile updates before rollout. We'll confirm the implementation timeline for your scope.

Yes. You can map Salesforce custom objects to Skedulo's data model and add custom fields. Your Apex code can call the Skedulo application programming interface (API) through the managed package, including dedicated calls to dispatch jobs and notify workers. This needs a Skedulo API token configured in Salesforce.

Skedulo supports the managed package, and premium support is available. Skedulo pushes most package upgrades and lets you know beforehand. Some releases need a manual install, and we tell you when they do.

Users sign in to the Skedulo web app with their Salesforce credentials, or with single sign-on if your organization has set it up. Skedulo has three user types: administrators, schedulers and resources. Each has its own permissions.

Yes. Your Salesforce org remains the source of truth for customer records. The managed package adds Skedulo's objects to the same org, so scheduling works from those records.

//Related products

Explore Skedulo.

Products

Industries

Platform and services

Let's talk about frontline work in Salesforce.

See scheduling, dispatch and Skedulo Mobile in the context of your Salesforce records and service process.

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