![]() ![]() Even though Salesforce Scheduler offers the subtopic General Investing, the team wants to create a new Mutual Fund Investment subtopic under Wealth Management for greater clarity. A New Topic to Talk AboutĪn increasing number of customers are interested in discussing mutual fund investments with Cumulus Bank. You can also change the labels or tabs for other languages. Here’s an example of what it looks like.Īny change you make to the label or tab is reflected throughout the user-facing Salesforce Scheduler interface. Matt enters Appointment Topic and Appointment Topics respectively.Īll users now see Appointment Topic instead of Work Type Group throughout the user interface of Salesforce Scheduler. ![]() Enter the new tab names in both the Singular and Plural fields.Under Standard tabs, Click Edit next to the label you want to change.From Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels.But this label doesn’t make much sense to the all-new users of Salesforce Scheduler at Cumulus Cloud Bank. In the Salesforce Scheduler user interface (UI), they select a topic from the Work Type Group. When creating an appointment in Salesforce Scheduler, users choose the topic of discussion. Although Salesforce Scheduler is available in the Trailhead Playground, the Trailhead Playground does not include the data that we reference in this module. Don't try to follow these steps in your Trailhead Playground. Read along to learn how your administrator would take the steps in a production org. In this module, we assume you are a Salesforce admin with the proper permissions to customize Salesforce Scheduler. That’s quite a list! But Matt’s confident he can make each of those changes. Assign advisors automatically behind-the-scenes, and hide their names. Set up automatic assignment of advisors and hide their names: Customers scheduling appointments with the bank need not select from a list of advisors or know their names.Tweak flows: Customize flows to achieve the following: Have appointment topic Wealth Management preselected, set default appointment type to Video, change distance unit for appointment location, and hide the time zone selection option.Sync calendars: Have the appointments show up on employees’ Outlook accounts and set Scheduler to avoid conflicts with their existing events.Change their time zones accordingly so that they have a smooth experience scheduling appointments with the bank. Change the default time zone: Several high-net-worth customers have moved to another country.Replace the default icon with one that more closely represents an in-person appointment at the bank branch. Change an icon: Change the icon that shows up for Branch on the Select Appointment Type screen when scheduling an appointment.Can mutual fund investment be made a separate appointment subtopic? Create an appointment subtopic: An increasing number of customers are interested in discussing mutual fund investments with Cumulus Bank.That’s going to make it self-explanatory to both bankers and customers who are scheduling appointments. ![]() Change it to something simpler, such as Appointment Topic.
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