Schedule Employees Directly from Salesforce
Connect employee scheduling with Salesforce data to drive productivity and empower your mobile workers.
Skedulo helps hundreds of businesses connect their Salesforce service processes with employees in the field. Skedulo’s native integration with Salesforce helps you provide the best possible customer service—from the first moment of service to the completion of the job.
Create New Jobs From Salesforce
Create new jobs and appointments right from Salesforce so you never miss an opportunity to serve your customers.
Automate Data Entry Processes
Eliminate data silos and manual data entry. Updates and information are automatically synced between the job site and Salesforce.
Find the Right Employee for the Job
Match workers to jobs based on certifications, availability, history, and more when you combine Skedulo and Salesforce.
Get powerful insights about your workforce
When you integrate Skedulo and Salesforce, you get a rich set of tools to analyze your performance. With easy-to-use dashboards, you can review and analyze team capacity, get valuable data about departure and arrival times, project future scheduling needs, and prepare for low-volume or high-volume periods of service. Make educated decisions about managing and scheduling your workforce with high-quality data from Skedulo and Salesforce.
Share data in real-time to reduce inefficiency
WIth the Skedulo app, you can automatically connect job data with your Salesforce system of record. Cut down on administrative inefficiency by automating the scheduling process, and reduce rework by syncing information from the field in real-time. Your mobile employees can collect data out in the field—including paper surveys, customer feedback, signatures, and other on-site information—and your back office will see the updates come through Salesforce instantly.
Schedule new jobs from anywhere in Salesforce
Skedulo and Salesforce offer several ways to create new jobs and appointments, keeping your business processes streamlined. Initiate a scheduling request from a case, opportunity, work order, or any other object in Salesforce to get your mobile employees out to customers.
Secure, HIPAA-compliant scheduling
All of your company data—from employee schedules to detailed customer information—is secure with Skedulo and Salesforce. Skedulo partners with trusted, secure platforms to deliver high-quality data security and comprehensive user authentication. Whether you are a healthcare business, a financial institution, or another highly regulated company, Skedulo is committed to providing a compliant, secure scheduling system.
Customize a solution to meet your scheduling needs
Skedulo works with each business to determine unique needs in the field and come up with an intelligent scheduling solution. For example, New Jersey Respiratory Associates (NJRA) needed a better way to organize and schedule in-home visits for their respiratory therapists in nursing homes across New Jersey. By deploying a customized mix of Skedulo and Salesforce, NJRA eliminated hidden expenses and improved their scheduling and treatment efficiency.
See a demo of Skedulo and Salesforce
Skedulo and Salesforce are a perfect match for field service. Get the data you need to make informed decisions—and give your employees the tools they need to serve customers —with seamless Salesforce integration.