Welcome to your Free Trial of SUMO Scheduler for Salesforce. Get ready to revolutionize your scheduling experience!

Before you dive in, there are a few pre-steps you need to complete in your Salesforce Org. Don’t worry, we’ve got you covered every step of the way. Let’s get started!

1. Complete Pre-Installation steps
2. Install SUMO into your sandbox
3. Set-up and configuration

If you encounter any difficulties or have questions, please don’t hesitate to contact our technical support for assistance.

Pre-Installation

Complete these quick pre-installation steps to unlock the full potential of SUMO Scheduler on your Salesforce Org. It’ll only take 10-15 minutes of your time. Get ready for an enhanced scheduling experience!

1. What is included in SUMO CEP?

This SUMO CEP Overview article can be a great starting point.

2. Chatter

Chatter is enabled by default in your org you can check this by going to Setup | Chatter | Chatter Settings

3. Shared Activities

SUMO allows for you to schedule Appointments with multiple Person Accounts and Contacts. Enable this feature to allow SUMO to relate 1 Lead or up to 50 Contacts at a time. Salesforce may also reference this feature as it appears on the page layout: Allow Users to Relate Multiple Contacts to Tasks and Events.

1. From Setup, navigate to:

• Lightning: Setup | Activity Settings.
• Classic: Customize | Activities | Activity Settings.
• Select the checkbox next to Allow Users to Relate Multiple Contacts to Tasks and Events.

2. Add the Name related list to the Event Page Layout(s).

• Lightning: Only add this via Classic. If you use Lightning Build App Pages for Events, the related lists should still be determined from the layout in Classic.
• Classic: Customize | Activities | Event Page Layouts
  • Click Edit
  • Add the Related list Name to the related list section on the layout.

If you still need help, you may go here to learn more about this Salesforce feature.

4. Lightning or Classic Experience

All SUMO functionality is available in both Salesforce Lightning and Salesforce Classic mode. For Classic Mode, you must complete this quick step first.

If you are going to be using Salesforce Events along with SUMO please check this article.

5. Enable Digital Experiences

All SUMO external pages are hosted through a Salesforce community. Users will not be assigned to or need access to this community. To enable Digital Experiences please follow these steps.

From Setup, navigate to:

• Lightning: Setup | Feature Settings | Digital Experiences | Settings.
• Classic: Setup | Customize | Digital Experiences | Settings.
• Select the checkbox next to Enable.

6. Define Your Site Domain Name

From Setup, navigate to:

• Lightning: Setup | User Interface| Sites and Domains | Sites.
• Classic: Setup | Develop | Sites.
• Setup your domain name.

Install SUMO

Congratulations! You are now ready to install SUMO CEP into your Salesforce sandbox or production environment.

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.

1. First, make sure you are logged out of all Salesforce instances before starting the installation.

2. Install our latest version into a Sandbox environment.

3. You will be taken to the login screen. Enter your Salesforce Administrator Username and Password and click Log In.

4. On the next page, select the Install for Admins Only. This option installs SUMO CEP for users marked with the System Administrator Profiles.

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.

Google APIs	This is a Web API used to make call out to the Google Maps API in order to render maps and use GeoLocation to find nearest locations when scheduling.
SUMO Calendar Connector	Required to allow SUMO to check free/busy availability on SUMO Users calendars in real-time, necessary to automate appointment & event scheduling.

6. Select Yes, grant access to these third-party web sites.

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

Post-Install Configuration

Once SUMO is installed into your org you can use the Admin quick setup process. The process will walk you through all of the steps required to get SUMO up and running in your org in no time.

1. Navigate to SUMO Admin Settings – here you will see the Quick Setup.

2. Start by clicking on Install SUMO. This step will walk you through adding your API key, Creating your Digital Experience, Configuring the SUMO connected app and Setting up your Letterheads.

3. Once you have completed the Install SUMO section you can move to the Setup SUMO Records. This step will walk you through creating locations, areas, rooms and resources.

4. Next you will need to click on Assign User Licenses. This step will walk you through the User License Manager.

5. Now you are ready to start creating your SUMO Processes the SUMO Quick Setup will help walk you through this as well.

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

Congratulations! Your free trial is now set up & ready to go!

Make the most of your SUMO experience. Learn more about The Powerful Tools Included In Your Free Trial.

SUMO Appointment Scheduler

SUMO Events & Classes Scheduler

Get help during your SUMO Trial