Salesforce Scheduler

Salesforce Scheduler (formerly Lightning Scheduler) is an appointment-scheduling add-on built natively inside Salesforce, aimed at enterprises that already run their business on the platform and want booking tied directly to CRM data. Rather than a standalone link, it lives in Salesforce, so appointments connect to customer records, opportunities, cases, and other objects out of the box.

It provides preconfigured, customizable flows that guide staff or customers through booking, and it models the real world in detail: service resources (employees or contractors) with their skills, availability, and territories, plus operating hours, shifts, holidays, and absences — so appointments are only offered when the right qualified resource is genuinely free. This resource-and-skill matching is what makes it suited to complex, regulated, or field-service scheduling in banking, healthcare, and similar industries.

Pricing is per user at about $25 per user per month, layered on top of your existing Salesforce licensing — there is no free plan, and it assumes you are already a Salesforce customer. It runs on the web and through the Salesforce mobile app. Salesforce Scheduler fits larger organizations standardized on Salesforce that need appointment booking unified with their CRM rather than a separate tool.