Category: SUMO Products

Back-and-forth scheduling. Manual meeting notes and CRM updates. Delayed follow-ups. These everyday blockers slow teams down and take time away from what really matters: meaningful customer outcomes.

With the launch of our new AI Meeting Assistants for Salesforce, SUMO Scheduler Extension for Agentforce, that’s about to change. This isn’t just smarter scheduling. It’s a smarter way to engage before, during, and after every meeting.

Here’s a closer look at its key capabilities and benefits.

What is the SUMO Agentforce Suite?

SUMO’s AI Meeting Assistants for Salesforce are modular tools joined into one extension package — SUMO Agentforce. You can use them together or individually, depending on your team’s needs. Here’s what they are and what you can do with them.

Agentforce Meeting Booker

SUMO’s Agentforce Meeting Booker is an AI-powered appointment scheduling assistant that connects leads or customers with the right rep at the right moment — whether through website chat, email, or internal flows.

Unlike rigid bots, SUMO’s Meeting Booker Assistant uses conversational AI to guide prospects, answer questions, and engage them in real time. AI spots an intent to meet and offers the most optimal slots using smart logic and Salesforce data to match by role, territory, expertise, or customer need. You can handle all scheduling complexities like meeting types and participant availability automatically.

How it helps:

• Convert more leads by engaging them when interest is highest
• Automate the handoff to sales or support without delays
• Eliminate back-and-forth and missed connections
• Deliver a seamless, human-like experience from first touch to booked meeting

Pre-Call Planner Assistant

Reps shouldn’t have to dig through tabs and scattered notes before a meeting.

SUMO’s Agentforce Pre-Call Planner pulls data about attendees and companies from Linkedin and other sources, surfaces relevant Salesforce records, and summarizes past conversations so your team walks in with the full picture.

With zero prep, you get a tailored call plan, suggested agendas, discussion topics, and even discovery questions, all designed to help reps show up ready to impress. All plans are automatically stored in Salesforce and easily searchable. Teams stay consistent, aligned, and ready to follow up without missing a beat.

How it helps:

• Cut down prep time so reps can focus on the conversation
• View quickly the contact history with the attendees just by asking your AI agent
• Help teams stick to proven sales and support playbooks
• Keep messaging sharp, relevant, and consistent
• Improve note accuracy and follow-up with structured plans in Salesforce

AI Meeting Note Taker 

SUMO’s AI meeting notetaker for Salesforce joins your meetings, takes accurate notes, generates summaries, action items, and stores all data directly in the Salesforce record. After the call, it drafts concise follow-up summaries or action-oriented emails.

Notes are searchable and tied to every account, so nothing slips through the cracks.

How it helps: 

• Take manual note-taking out of reps
• Ensure all details within the conversations are captured correctly
• Keep records complete for future follow-ups
• Build a reliable interaction history and supports handoffs between reps

Follow-Up Assistant

Inconsistent meeting follow up leads to disengaged customers and lost deals. The follow up assistant generates personalized recap emails based on meeting notes or chat conversations, helps schedule next steps, and keeps the momentum going.

How it helps: 

• Save time and ensures timely, relevant outreach
• Speed up your sales cycle 
• Keep prospects moving forward

“At SUMO, our vision is to make AI drive positive customer outcomes—like shorter wait times, understood needs, faster deal flow, and higher close rates. We do this by automating what holds teams back: manual scheduling, meeting preparation, notes, and follow-ups,” said Todd Adams, Chief Revenue Officer at SUMO Scheduler.

“Now, 70% of a rep’s time goes on low value admin tasks, and AI can help automate them all. With SUMO’s Agentforce Assistants, reps save about 1.5 hours on every meeting cycle—adding up to 90 hours a month for someone running just three meetings a day, the equivalent of a full week of productivity.”

All Inside Salesforce — No Einstein License Needed

SUMO Agentforce assistants live where your teams already work: in Einstein. They appear as a chat or sidebar component, and can launch automatically or on command using intent phrases like “book meeting” or “create pre-call plan.”

It’s like having a personal assistant for every rep, intelligently capturing customer intent, identifying action items, and guiding next steps – all within the context of your Salesforce records. 

No more manually logging calls or updating customer profiles. The AI handles it, ensuring your Salesforce data is always accurate and complete.

No need for extra Einstein licenses. SUMO runs on its own proprietary AI engine, trained to work with standard Salesforce objects like Leads, Contacts, Opportunities, and custom records. 

Each AI assistant can be activated per user profile or permission set, making it perfect for diverse teams.

Deployment

You can deploy the SUMO Agentforce suite in multiple ways:

• Out-of-the-Box Agent: A fully configured Salesforce service agent with preloaded topics and tasks (the Meeting Booker, Pre-Call Planner, Note Taker, and Follow-Up Assistant) ready to be configured to your individual needs from day one.

• Modular Topics: You can plug SUMO assistants into your own custom Salesforce  agents. For example, if your org has already built a Salesforce AI agent using Einstein GPT but lacks specific SUMO-powered capabilities (like scheduling or note-taking).

How SUMO Agentforce Stands Out: Getting The First Next Meeting Booked

SUMO Agentforce is the only AI Assistant purpose-built for Salesforce that supports the entire customer engagement cycle, not just scheduling. 

From booking to prep, notes, and follow-up, SUMO for Agenforce automates the full meeting workflow inside your CRM. It makes your Salesforce not just a hub to store data but an intelligent space where data drives outcomes. 

Real Impact, Right Away

Think about how much time goes into preparing for a meeting, taking notes, and crafting follow-up emails. It adds up! In fact, these tasks can eat up to 70% of a representative’s productive time as Salesforce reports. That’s more than a quarter of their day spent on admin, not on building relationships or closing deals.

SUMO’s AI Meeting Assistants for Salesforce are designed to reclaim that lost time. By automating these essential but time-consuming activities, SUMO is helping teams save an estimated ~1.5 hours per full meeting cycle. But it’s not just time you gain, but higher conversion rates, better data management in Salesforce, and sales cycles that move twice as fast.

Unlike traditional scheduling tools or basic website chatbots, SUMO makes automation truly intelligent. It ensures customers are seamlessly connected to the right people, at the right time, with 24/7 support via conversational AI.

Your team saves time on prep, stays focused during meetings, follows up faster, and books more qualified conversations—leading to smarter engagement and better outcomes across the board.

Ready to See SUMO Agentforce in Action?

Stop spending hours on scheduling, prep, and follow-ups — and start turning every meeting into measurable impact. See how SUMO Agentforce Assistants can power your Salesforce.

Call transcription and AI meeting notes in Salesforce is a constant pain for teams. You either type your notes manually during calls or copy and paste them from other apps into Salesforce. The first case is the worst scenario, while the second one is just a crutch. Both slow down your follow-ups and kill sales momentum. And this is exactly the kind of routine work that should be automated. 

So, is there a golden pill? There is.

In our post, we’ll take a closer look at how to automate AI meeting note-taking in Salesforce. We explain how SUMO’s Salesforce AI Notetaker cuts manual notes and call logging to zero and helps sales, support and service teams turn their conversations into action.

Key Takeaways

• The easiest way to capture and log your calls and meeting note in Salesforce is with SUMO’s AI Notetaker for Salesforce. It automatically transcribes your calls, generates AI summaries, detects action items, and logs data right into Salesforce records.

• Unlike third-party apps, SUMO’s AI Notetaker integrates natively with Salesforce. This means less admin, utmost security and compliance, and more granular meeting notes management in your CRM.

See How It Works

Where Most AI Note Takers Fail Salesforce Teams

AI meeting note-taking apps aren’t short in numbers. At first, they seem like a solution if you just need your conversations transcribed, but not when you work in Salesforce. Meeting notes often get stuck in separate apps, end up as random text fields, or never make it into Salesforce at all.

So what are the exact blockers for Salesforce teams when it comes to AI meeting note-taking?

1. AI note takers keep transcripts in their own systems, not Salesforce

If you want the notes in Salesforce, you still have to copy and paste or rely on integrations. Even then, important details like action items or follow-up tasks rarely make it into your records.

2. Integrated apps limit or don’t structure data in Salesforce

Even when third-party apps claim to connect with Salesforce, they usually just drop a transcript link into an activity. That’s not the same as having structured, searchable notes with your meeting data linked directly to the event and logged in a transcript list for easy, secure reference.

3. Security and user experience don’t align

Third-party note takers often join meetings as bots asking for permission to enter. This can feel intrusive, leaving participants wondering who else is in the meeting. On the other hand, going fully bot-free isn’t an option for Salesforce teams too, especially if you operate in regulated industries like healthcare, financial services, or banking.

Besides, customer conversations contain sensitive information. Storing it outside Salesforce means you trust another vendor with details your company must protect under compliance rules. Many Salesforce admins flag this as a major governance risk.

4. Maintenance creates extra work for admins

API changes, required custom fields, or poor vendor support turn these integrations into yet another piece of tech debt. For Salesforce admins, that’s more troubleshooting, more support tickets, and more overhead.

5. Yet another app to manage and pay for

Every extra tool means one more contract, one more vendor to support, and one more app for users to learn. Instead of simplifying work, it adds complexity. So, Salesforce teams have to deal with half-completed notes, late follow-ups, and a CRM that doesn’t reflect what really happens in their customer conversations.

Solved: SUMO’s AI Notetaker That Natively Integrates With Salesforce 

SUMO’s AI Notetaker provides a Salesforce-native assistant, part of its SUMO Agentforce modules. Instead of living in another app, it works directly inside Salesforce. And for those who want their calls transcribed and meeting notes logged to Salesforce CRM, it feels completely different.

How Salesforce Teams Benefit

• You save hours and nerve on manual notes
• You get structured transcripts, summaries, and action items in your CRM
• All meeting data is linked directly to your SUMO event and is logged in a SUMO Notetaker transcript list for easy, secure reference.
• You can create follow-ups in under a minute and speed up your sales cycle.
• You stay compliant with enterprise-grade security backed by Salesforce and SUMO.
• You cut out extra apps and integrations

SUMO’s Salesforce AI Note Taker: Features Overview

Here’s an in-depth features and capabilities overview of SUMO’s AI Notetaker that matter for Salesforce users.

How to Automate Call Transcripts and Note Login in Salesforce with SUMO

Step 1. Set up & configure AI Notetaker in minutes

Getting started with SUMO’s AI Notetaker is simple. All you need is SUMO Package 23.7 (or higher) and a Notetaker Assistant or Assistant Suite license. You can quickly configure your preferences, e.g. choose which meetings the Notetaker should join and how you’d like recaps delivered.

Step 2. AI Notetaker auto-join your calls

When you join a meeting on any platform of your choice (Zoom, Google Meet), the SUMO’s AI Notetaker joins too as a participant. It clearly shows the recording as ‘On,’ so it’s transparent, professional, and user-friendly at the same time.

Step 3. Transcribe and structure your call notes with AI

While you talk, AI Notetaker captures a full transcript along with a summary, key points, and action items. You don’t have to type a word, just follow the conversation.

Step 4. Auto-log meeting notes into Salesforce

Once the call ends, AI Notetaker logs everything into Salesforce. It structures your conversation in a similar way to any decent third-party note-taking app, with highlights, key actions, and transcript all properly linked to the right record. But the real magic starts when you turn to Einstein chat.

Step 5. Follow up, search, and manage notes via Einstein chat

Most note-taking apps end their job once the call has ended. SUMO’s AI Notetaker takes a step forward, acting as a Salesforce AI assistant, letting you turn your static notes into action, e.g.

• a summary shared with your prospect to keep things warm;
• a quick thank-you note that feels personal and human;
• an ‘our next steps’ email where you flag to-do tasks.

The best part is that managing your notes takes just one Einstein command. You can ask it to draft and send a follow-up, and it’s done in less than a minute instead of spending 20–30 minutes writing emails and updating records.

And you still work inside Salesforce, but faster and easier, without constant tab-switching. Search your notes or ask Einstein to pull up recaps of any past meeting. It’s like having your own ChatGPT built into Salesforce CRM.

Salesforce-Native AI Notetaking: Full Control and Military-grade Security

The biggest difference is where the data lives and how you manage it. Unlike third-party apps for meeting notes, SUMO’s Salesforce AI Notetaker keeps everything inside the CRM. It gives you more granular control over your meeting experience and keeps data secure.

This means, you don’t have to move notes from another system. You don’t risk losing transcripts in email attachments, and you don’t need extra integrations to keep it working. And you can actually turn meeting notes into action quickly and easily using Einstein chat.

Why It Matters

If you’re in sales, you leave every call with complete notes in Salesforce without lifting a finger. You can focus on listening to the customer, not worrying about typing while they talk. When it’s time to follow up, you have accurate details and can act faster.

If you’re a Salesforce admin, it means no more dealing with integrations. Meeting data is captured automatically and stored where it belongs. That keeps your CRM clean and ready for reporting and AI use cases.

And if you’re a manager, you finally get the visibility you’ve been missing. Notes and transcripts are linked to pipeline, cases, or field service records.

Get SUMO AI Notetaker — Free 1 Year

• Saved to Salesforce
• Searchable in Einstein
• Smart notes & follow-ups
• Works with your calendar & tools
• No Agentforce needed

Offer: Free 1 year with 10+ SUMO license purchase.

Claim Offer – Book a Call

If you’re exploring Salesforce scheduling options, the first ones that come to mind are Salesforce Scheduler and SUMO for Salesforce. Both allow you to automate repetitive tasks, streamline customer service, increase lead conversion, and ultimately help your company achieve its goals. So, which one to choose?

In this post, we’ll provide an in-depth comparison of Salesforce Scheduler and SUMO for Salesforce highlighting their key features and capabilities to help you decide on the right CRM scheduling software.

Key Takeaways

• Salesforce Scheduler and SUMO Scheduler are two scheduling solutions 100% native to Salesforce meaning you don’t need external API integrations to manage appointments in your CRM. The first one is built by Salesforce and comes as an add-on in its editions. The second one, SUMO, is built with Salesforce Lighting and deployed via the AppExchange managed package.

• Salesforce Scheduler caters to users’ basic appointment booking needs. SUMO Scheduler enables advanced scheduling scenarios for mid-to-large enterprises across industries like healthcare, education, financial services, government, banking and service companies. 

• Among SUMO’s advantages over Salesforce Scheduler are ease of use, powerful built-in features, extensive customization capabilities, in-depth meeting analytics, seamless integrations with most popular tools and dedicated team support. 

• For all things customization, Salesforce Scheduler needs an experienced Salesforce admin. For organizations with complex availability rules, it requires extensive customization and doesn’t scale efficiently. In contrast, SUMO Scheduler is intuitive, easily adopted, and maintained no matter your tech level, providing a lower life cycle cost. Its module-based tools are easy to install, configure, and use out of the box without requiring customization.

• Being a Customer Engagement Platform, rather than just a scheduling tool, SUMO provides event scheduling and field sales capabilities, which are lacking in Salesforce Scheduler and other solutions like Calendly.  

The Story Behind SUMO for Salesforce

On my first interview with Todd Adams, CRO at SUMO Scheduler, I had 5 minutes left to ask questions. I managed just one: How are you better than your competitors? With 16 years in sales, Todd knows his 3-minute elevator pitch. He said.

“SUMO is the first Salesforce native scheduling solution on the AppExchange.  When compared to competitors, our advantage is that we are a fully native solution that is extremely powerful, easy to implement, simple to use and highly customizable. It’s extremely mature — we’ve been working on it for 12 years. Salesforce often recommends SUMO for complex scheduling needs — and we’re still ahead of the competition when it comes to native features and overall value.”

Working on a product with a real competitive edge is a marketer’s dream coming true. But for Salesforce consultants and organizations searching for a powerful native CRM scheduling tool, choosing the right solution means considering many factors. So, let’s see what SUMO and Salesforce Scheduler have to offer in terms of features, integrations, and customization capabilities.

Salesforce Scheduler vs SUMO: Side-by-Side Comparison

Salesforce Scheduler and SUMO Scheduler for Salesforce are two native appointment scheduling platforms designed to efficiently collect, manage and moderate incoming booking requests in Salesforce. Here, we state the key feature differences between the two. 

✅ – fully available and ready-to-use without coding or external software needed.
❌ – limited or not supported out-of-the-box and requires either manual setup thought coding or external software add-on.

	SUMO Scheduler	Salesforce Scheduler
Salesforce Native	✅ Built on Salesforce	✅  Built by Salesforce
Appointment Types	✅ (1-1, 1-many, many-many, recurring, on-demand)	✅ (1-1, 1-many, many-many, recurring)
Event Types	✅ (1-1, 1-many, many-many, recurring, on-demand)	✅ Requires config & capacity logic for group appointments, no recurring
Assignment Logic	✅ Round robin, priority based, load balancing & custom	❌ Round robin only
Multi-Resource Scheduling	✅	✅
Meeting Temples	✅ 1h, 30-min & custom	✅ less granular
Smart Reminders	✅ Automated, SMS+Email, with custom reminder logic	❌ Email only, manual setup
Self-Scheduling Portal	✅ Via website, email, text, social media. Works with any Enterprise license	❌ Requires customization & an Experience Cloud licenses
Self Service Scheduling with Travel Time	✅ Built-in	❌ Not available
Appointment Flow Customization	✅ Custom booking flows, branding	❌ Requires coding
Reporting & Analytics	✅ Advanced Dashboards & Meetings Stats	❌ Limited to Salesforce reporting analytics guardrails
External Calendar Sync	✅ Google, Outlook, Exchange, Salesforce Calendar	❌ Salesforce Calendar only
Video Conferencing	✅ Zoom, MS Teams, multi platform integration	❌ Amazon Chime only
Mobile Friendly	✅ fully responsive	✅ fully responsive
Best For	Advanced appointment, event and field sales scheduling Healthcare, EdTech, Retail, Service Companies, Filed Sales, Government, Nonprofits, Legals, Banks, Sales teams.	Basic appointment scheduling   Finance, Sales and Marketing teams, companies already using Salesforce with dedicated tech resources.
Free Trial	✅ 14-day sandbox trial, expertly led & guided	✅ Self-paced trailhead

Try SUMO Scheduler today and see how easy scheduling can be!

Both Schedulers come packed with features and most likely you don’t need them all at once. So, which one fits your business best? Let’s break them down by core features and state the key differences between the two solutions.

Appointment Booking: SUMO vs Salesforce Scheduler

Appointment booking is the cornerstone of any scheduling software. Even small features can make a big difference—so let’s break them down one by one, checking off how SUMO and Salesforce Scheduler help you automate appointments and meetings inside your CRM.

Feature	SUMO for Salesforce	Salesforce Scheduler
Direct Calendar Integration	✅ Google, O365, Exchange & Salesforce Calendar	❌ Requires 3rd party connector
1 to 1 Appointments	✅	✅
1 to Many Appointments	✅	✅
Concurrent Scheduling (Many to Many)	✅	✅
Recurring Appointments	✅	✅
Round Robin	✅	✅
First available, Priority based & Load balanced Appointments	✅	❌
Meetings Templates	✅	✅
Reminders	✅ (Email + SMS)	✅ (Email Only)
Reschedule / Cancel	✅ (Email + SMS)	✅ (Email Only)
Real-Time Scheduling	✅	❌
Personal Meeting Links	✅	✅
Group Booking Links	✅	✅ (requires customization)
Schedule from Any Website	✅	❌
Schedule on behalf	✅	❌
Buffer Times	✅ custom for each user	✅ one for all users
Upload / Attach Documents	✅	❌

Both SUMO & Salesforce Scheduler supports:

• Online appointment bookings
• Different appointment types (1-1, 1-many, many-many, recurring)
• Round Robin appointments
• Email reminders with option to reschedule or cancel

• Self-Scheduling Portal: Salesforce Scheduler can embed their portal links in a website, mobile or widgets but needs customization. The main difference lies in the branding/theming and the type of users you want to access the portal. In SUMO, regardless of the users, it’s a free-pass portal. For example, SUMO’s education scheduling software lets you embed a self-scheduling portal on your website that doesn’t require students to log in to book campus tours or advising sessions, improving accessibility and reducing drop-off. With Salesforce Scheduler, authenticated users (requires login) is native to them but unauthenticated users are not.

• Meeting buffer time: In Sumo Scheduler, you can set different buffer times for each user, while in Salesforce Scheduler, you can only set one buffer time for all users. This flexibility is especially useful for teams with varying schedules or appointment types, such as in healthcare, education, or field sales, where prep or follow-up time may differ by role. For example, in medical appointment scheduling, a doctor might need a 15-minute buffer between patients, while a nurse might only need 5 minutes to prep for the next visit. Sumo Scheduler lets you set these buffer times individually, adapting the scheduling process to each role.

Appointment scheduling features only available in SUMO:

• First available, Priority based & Load balanced Appointments: SUMO includes build-it appointment assignment logic flows allowing you to automatically distribute appointments among team members without conflicts. Salesforce Scheduler does not offer them as a standard feature. To enable custom appointment flows, you need to code in Flow Builder. 

• Real-Time Scheduling: SUMO lets you instantly update and adjust schedules based on live changes, e.g. reschedules, late-minute cancellations. 

• Meeting Links: SUMO provides custom links for any appointment types be it a 1:1 personal meeting link in your email or event registration link on your site for many attendees. In Salesforce Scheduler, you can’t directly generate a link that someone can use to schedule a meeting with you and have it automatically create a Salesforce event. 

• Schedule on behalf: SUMO lets you book meetings for other team members. It’s especially useful in government appointment scheduling, healthcare, or sales teams where one person handles bookings for others.
• Upload / Attach Documents: With SUMO, people can upload documents along with appointment setting up. In Salesforce, it requires coding.

Event Booking: SUMO vs Salesforce Scheduler

Feature	SUMO for Salesforce	Salesforce Scheduler
1 to Many Event Booking	✅  Unlimited	✅ 25 participants max /per appointment
Many to Many Event Booking	✅	✅
Online Event Registration Sites	✅	❌
Multi-Event Links	✅	❌
Paid Events	✅	❌
Event Desk with QR Code Support	✅	❌

SUMO Scheduler includes a well-rounded event management kit. You can enable online booking for courses, classes, webinars, or in-person sessions, making it easy for participants to register and manage their schedules. Built-in features like waitlists, automated reminders, capacity limits, and multi-session scheduling help organizers run smooth, scalable events.

Salesforce Scheduler primarily focuses on one-on-one appointment scheduling and does not offer dedicated event booking features. While it does support multi-resource and concurrent scheduling, they better suit individual appointments rather than large-scale events. For handling registrations, payments, ticketing, or managing large attendee groups, you’ll need third-party integrations.​

Field Sales: SUMO vs Salesforce Scheduler

Feature	SUMO for Salesforce	Salesforce Scheduler
Self Service Scheduling with Travel Time Automation	✅	❌
Travel Time Calendar Sync (Google, Office365, Exchange)	✅	❌
Assign Users by Zones & Areas	✅	✅

SUMO Scheduler provides a solid kit for managing Field Service and Sales appointments. With real-time calendar sync, intelligent time buffers calculated based on the route, and customizable booking flows, teams can schedule faster and respond to customer needs without delay.

Salesforce Scheduler can factor in travel time between appointments if you customize it or integrate with Salesforce Maps. Native support is limited. You can define Service Territories (zones/regions) and assign resources (field reps) accordingly. Scheduler respects territory-based assignment.

Customization: SUMO vs Salesforce Scheduler 

Customization features help you maximize brand presence, enable the booking flow that meets your and your audience needs. 

	SUMO for Salesforce	Salesforce Scheduler
Custom Booking Flows	✅	❌
Custom Meetings Links	✅	❌
Branded Booking Pages & Portals	✅	❌
Custom CSS	✅	✅
Time Zone Sync	✅	✅

SUMO Scheduler gives you complete freedom to create any scheduling flow no-code: multi-location, multi-user and multi-service. The interface is intuitive and user-friendly, with drag-and-drop functionality and minimal setup requirements. You can create fully branded booking portals without extensive training or technical expertise.

Salesforce Scheduler requires admins and pro-level users to customize the flows, looks, and features. If you’re on a business side and don’t feel like mastering coding, it will take days if not weeks to set up the scheduling flow you need.

Integrations

Feature	SUMO for Salesforce	Salesforce Scheduler
Google, Office365, Outlook & Salesforce Calendars	✅	❌
Payments with Stripe	✅	❌
Zoom, Microsoft Teams	✅	❌
Google Analytics	✅	✅
Open Scheduling API for Easy Integration	✅	❌

SUMO Scheduler integrates with a variety of tools you use everyday. You may enable or disable the ones you need. Google Calendar, Microsoft Office365, Microsoft Exchange, Microsoft Teams & Google Meet. For paid events SUMO integrates with Stripe.

Salesforce integrates with a ton of apps but those integrations aren’t included in the Scheduler. Salesforce Scheduler’s only native video conferencing integration is Amazon Chime. If you want to book a Zoom meeting via Salesforce Scheduler, you’ll need to manually copy and paste the meeting link into the event’s location field.

Calendar Syncs

SUMO Scheduler offers a no-code, user-friendly integration with Outlook and Google Calendar. Just connect your accounts, set your sync preferences, and you’re done. Non-technical users can easily adopt SUMO, making setup simpler and more intuitive than Salesforce.

Salesforce Scheduler only pulls availability from the Salesforce Calendar. To sync with Microsoft or Google calendars, you need API setup or Einstein Activity Capture.

Analytics

SUMO Scheduler offers built-in meetings analytics to help teams track, measure, and optimize appointment scheduling performance. Users can access real-time dashboards and reports directly within Salesforce, covering metrics like booking volume, agent utilization, and no-show rates. 

Salesforce Scheduler doesn’t come with out-of-the-box reporting or dashboards; admins have to manually build them. 

Pricing

Salesforce Scheduler price is $25/user/month billed annually on top of the cost of Salesforce licenses. Available within Enterprise and Unlimited Sales Cloud and Service Cloud.

Discounts: no

Partnership program: no

SUMO Scheduler is subscription-based per user or per feature starting from $31 user/month.

Discounts: yes, nonprofits

Partnership program: yes

What are Salesforce Scheduler Alternatives? 

On Reddit threads about Salesforce Scheduler users underdeveloped features and complicated customization. Users are either looking for Salesforce Scheduler alternatives or recommending one. 

Among the most common suggestions is Calendly. But how is it different from Salesforce Scheduler and SUMO? In many ways. First, let’s break down the general approach to managing scheduling in Salesforce.

Native Software

Scheduling from any Salesforce object with all data syncing in your CRM.

Pros

• ‘Plug and play’ functionality
• Minimal setup
• Enterprise-grade security backed by Salesforce
• No access to customer data, Salesforce stores all information
• Extensive customization options

Speaking the business language, Salesforce native scheduling saves your budget on custom dev, speeds up implementation time meaning sooner lead flow, meaning higher profits.

API integration

Requires more initial setup, as you’ll need to configure and integrate an external API with Salesforce. It may involve more complex coding or using third-party integration tools (like Zapier, MuleSoft, or custom-built connectors).

If the third-party scheduling tool is not fully Salesforce-native, the integration might involve data synchronization issues or maintenance challenges.

Unlike Calendly, SUMO Scheduler is built natively on Salesforce, meaning it works seamlessly within your CRM without the need for external integrations. This native approach keeps your data secure, streamlines scheduling workflows, and delivers a smoother, more consistent user experience for both your team and customers.

Read more: Salesforce Native Scheduling: Why a Managed Package is the Best Choice

Salesforce vs SUMO: Which Scheduler to Choose

Salesforce Scheduler (aka Lightning Scheduler) is a paid add-on built in Salesforce CRM. Released back in 2020, it enables you to schedule meetings and appointments with basic flow. 

Well-embedded in most Salesforce workflows due to its “in-built” nature, it allows users to book rooms, manage schedules, and confirm meeting times. Still, you’ll face many limitations when it comes to external integrations or client-specific customizations. 

Consider Salesforce Scheduler if you

• Need basic appointment booking
• Have a bunch of experience with Salesforce 
• Ready to invest time & resources in development and configuration

Built on Salesforce’s Lightning Platform, SUMO Scheduler provides a native Salesforce scheduling app that is secure, reliable and enables automatic logging of activities and appointments directly in Salesforce records. This ensures your sales and customer support teams have a 360-degree view of customer interactions without needing to toggle between platforms. 

As part of the Salesforce ecosystem, SUMO Scheduler benefits from the robust security features and compliance measures already in place within Salesforce. 

Choose SUMO Scheduler if you

• Look for a better Salesforce Scheduler alternative while keeping it native to Salesforce 
• Need advanced scheduling tool with custom flows
• Prioritize ultimate control and flexibility
• For group booking, event booking, course scheduling, panel interviews
• Have low tech capacity
• Plan to scale in future (and you will)
• Need a quick launch

Efficient scheduling is a cornerstone of productive sales, customer service, and operations teams. For organizations using Salesforce as their CRM, choosing the right scheduling solution can significantly impact workflow efficiency and customer engagement. While several scheduling tools exist, many teams struggle with standalone solutions like Calendly or the complexities of configuring Salesforce Scheduler. The best solution? A Salesforce-native managed package like SUMO Scheduler.

The Advantages of Salesforce Native Scheduling

A native Salesforce scheduling solution integrates directly into your CRM environment, eliminating the need for unreliable third-party connectors. Here’s why choosing a native managed package is the superior option:

1. Seamless Scheduling from Any Object

Unlike standalone tools that require complex integrations, a Salesforce-native solution allows scheduling from any Salesforce object—cases, opportunities, leads, accounts, and even community portals. This ensures your scheduling workflows remain embedded within your CRM, leading to greater efficiency and streamlined processes.

2. Reliability You Can Trust

With a native Lightning architecture, a managed package scheduling solution directly connects to users’ calendars, ensuring 100% reliability with no scheduling conflicts or dropped appointments. In contrast, non-native solutions rely on external connectors that are often clunky and prone to failures, leading to missed meetings and frustrated customers.

3. Easy Setup and Use

A managed package provides out-of-the-box functionality without the need for costly customizations. Unlike Salesforce Scheduler, which often requires significant configuration and custom development, a native managed package is ready to use with minimal setup, making it a hassle-free choice for busy teams.

4. Superior Customizability

Salesforce-native scheduling solutions offer far greater flexibility than standalone tools. With a managed package, you can leverage Salesforce automation features such as Flow, Process Builder, and Apex to customize workflows, automate scheduling logic, and enhance user experiences. Additionally, managed packages integrate seamlessly with other Salesforce solutions, ensuring a cohesive and efficient tech stack.

5. Enhanced Security and Compliance

Data security is a top concern for any organization. A native managed package operates entirely within your Salesforce org, maintaining your strict security protocols and ensuring compliance with data governance policies. In contrast, non-native tools require syncing data to external platforms, increasing the risk of security breaches and compliance violations.

Why SUMO Scheduler Outperforms Salesforce Scheduler & Standalone Solutions

When evaluating Salesforce-native scheduling tools, it’s important to recognize that not all native solutions are created equal. SUMO Scheduler offers distinct advantages over both Salesforce Scheduler and non-native solutions like Calendly:

• More Comprehensive Features: While Salesforce Scheduler is native, it often requires heavy customization to meet business needs. SUMO Scheduler, on the other hand, is designed with pre-built modules for various scheduling use cases, reducing implementation time and effort.
• No Custom Development Needed: Salesforce Scheduler frequently requires additional development and configuration, making it less accessible for teams without dedicated admin resources. SUMO Scheduler eliminates this pain point with plug-and-play functionality.
• Better Integration with Salesforce Ecosystem: SUMO Scheduler leverages both Salesforce’s API and managed package APIs, ensuring seamless integration with your existing Salesforce processes and external applications.
• Scalability & Reliability: While standalone tools rely on fragile third-party connectors, SUMO Scheduler operates natively within Salesforce, providing a more reliable and scalable scheduling solution.

Read More: Sumo Scheduler vs Salesforce Scheduler Compared Side-by-Side

The Bottom Line

For businesses that rely on Salesforce, a native managed package scheduling solution like SUMO Scheduler is the smartest choice. It offers superior reliability, customizability, security, and ease of use compared to non-native options like Calendly or even Salesforce Scheduler. By choosing a fully native solution, your team can optimize scheduling efficiency, enhance the customer experience, and ensure seamless integration with your Salesforce environment.

Don’t settle for disconnected scheduling tools—invest in a native managed package that works seamlessly within your CRM. Explore SUMO Scheduler today and experience the power of truly integrated scheduling.

In today’s age, it’s important to regard your clients’ desires when they demand only specific types of contact from your organization or opt-out of particular kinds of information sharing. SUMO provides information to assist you with deciding the most ideal approach to agree to the best way to comply with the data protection and privacy regulations that that apply to your organization.

Most data protection and privacy regulations demand that you and your company honor consumer requests about how you use their data. A few of the regulations that are important to many organizations collecting and handling their clients’ information include:

• General Data Protection Regulation (GDPR), European Union
• California Consumer Privacy Act (CCPA), United States
• Canada’s Anti-Spam Law (CASL)

If you have clients or users who demand explicit methods of contact from your organization, review these typical requests and the methods related to them.

COMMON CUSTOMER REQUEST	ACTIONS TO CONSIDER	THINGS TO CONSIDER
A customer has asked to not receive appointment-related email messages that I send using SUMO. How do I prevent SUMO from sending these email messages?	Your staff may check the “Email Opt-Out” box on the related lead, contact, or person account record.	Consider periodically reviewing your contacts’ “Opt-Out” preferences to make sure that only those contacts who wish to receive emails do not have “Opt-Out” checkbox set to true.
A customer has asked to not receive appointment-related SMS text messages that I send using SUMO. How do I prevent SUMO from sending these SMS text messages?	SUMO Appointments — In this product, your staff may check the “Text Opt-Out” box on the related lead, contact, or person account record. SUMO CEP — In this product, the customer is required to OPT-IN every single time they wish to receive an SMS Text Message, so the system will never send an SMS text message the customer does not OPT-IN to.	Consider periodically reviewing your contacts’ “Opt-Out” preferences to make sure that only those contacts who wish to receive emails do not have “Opt-Out” checkbox set to true.
A customer in California sent me an opt-out request so that we don’t refer to or share her personal data.	Build a Flow	Build a flow that: – Accepts a contact ID. – Finds all data associated with that contact ID. – Deletes the data. If you connect to external sources, consider deleting the data from those sources. Keep in mind that flows don’t necessarily identify all the data to delete. After your flow finishes, run a report to identify any remaining information, and then delete it.
I want to be able to track customers’ preferences for receiving marketing solicitations. How can I do that?	Store customers’ data privacy preferences.	Work with your legal team to understand how quickly you must act on your customers’ requests. Keep in mind that the preferences you set simply help you track your customers’ requests. And it’s up to you and your company to determine a way for honoring those customers’ requests. You can identify the customers for which you’ve set privacy preferences by either: – Retrieving updates to data privacy records when you set an Apex trigger on the Individual object. – Running queries for updates to records based on the Individual object using the SOAP API. Consider setting a schedule for these tasks based how quickly you must act on your customers’ requests.
I want to be able to track customers’ preferences regarding processing or deleting their data. How can I do that?	Store customers’ data privacy preferences	Work with your legal team to understand how quickly you must act on your customers’ requests. Keep in mind that the preferences you set simply help you track your customers’ requests. And it’s up to you and your company to determine a way for honoring those customers’ requests. You can identify the customers for which you’ve set privacy preferences by either: – Retrieving updates to data privacy records when you set an Apex trigger on the Individual object. – Running queries for updates to records based on the Individual object using the SOAP API. Consider setting a schedule for these tasks based how quickly you must act on your customers’ requests.