Welcome To Your Free Trial of SUMO Scheduler

Self-Install SUMO Trial

SUMO recommends installing into your Sandbox first. Installing SUMO with this method currently requires some assistance from our customer support team.

5. Approve the third-party access information. This shows a list of websites that the package might send data to or receive data from during operations.

7. Click Continue to start the install.

8. The installation process begins and can take up to 30 minutes. You will be notified by email when it is completed.

NOTE: You can also view the status of the Installation by going to Setup| Deploy | Deployment Status

Create Event Scheduler

Create the process for your Events and Courses.
You will be able to create Event types and Skills from this step.

Note: Before you can test the process you just created users will need to have their calendars connected and availability defined. You will also need to add the users to the services you created as well.

You can then move to the Test and Deploy stage.

6. New Appointment and Email an Invite Buttons

• Navigate to Setup | Object Manager | Find Object you would like to add the buttons to.
• Click on Page Layouts | Select the Page Layouts you would like to add the buttons to
  • (Lightning) Select Mobile & Lightning Actions
  • (Classic) Buttons – Drag the buttons to the page Layout
• Click Save.

Note: Out of the box this is available for Contacts, Leads, Accounts, and Cases. See below for setup for other objects.

7. Add Additional Standard or Custom Objects to Invite Manager

• This will allow you to assign an invite manager process to add additional standard or custom objects.
• Navigate to Setup | Object Manager | Select the object
• Click on Buttons, Links and Actions
• Click on New Action (This allows the Email New Invite and New Appointment Button to be available for adding to the page layout.)
• To add a New Appointment button fill in the boxes as seen below.

• Repeat the steps above to add the Email An Invite button and complete the box as shown in the picture below.

• Navigate back to Setup | Object Manager | Scheduling Process
• Click on Fields & Relationships
• Find the field “Invite Template Sub Type” and click on it.
• Scroll down to the Value section and click new to add to the picklist
• Enter the API name of the object as the value.
• Check the box next to both Invite Manager and Online Scheduler Record types
• Click Save
• Review the values section again, you may want to update the label for this object as it will currently show the API name
  • Click edit next to the Value that you want to change and make the change to the Label field only and click Save.
• Click on Fields & Relationships again while on the Scheduling Process object.
• Click on Field Dependencies
• Click edit next to Invite Template Type
  • Add this object as an included value under Salesforce Objects
    • Highlight the object name
    • Click Include Values
    • Save
• Return to Object Manager and click on the Object to add the buttons to the page layouts
  • Click Page Layouts
  • Add the Email An Invite & New Appointment buttons to the appropriate page layouts for this object

SUMO Appointment Scheduler

Instant Booker

Leverage real time calendar availability to book appointments directly from within Salesforce.

Appointment Links

Create custom appointment invite links to send to customers via email, text, marketing campaigns etc. Schedule on behalf of yourself and others.

SUMO Events & Classes Scheduler

Get Help During Your SUMO Trial

Log A Case

To start this process, you will need to submit a case with our customer support team with the subject SUMO Trial Request.

It’s critical that you provide us the following key attributes in your email (or case):

• Company Name
• Org Name
• Org ID