Fola likes the idea of having greater visibility and more intelligent insights into her staff’s appointments. And Ryan’s boss, Folakemi “Fola” Onweagba-Johnson is sold on the plan. Recently, Ryan recommended his team implement Salesforce Scheduler. Let’s look a little closer at what Matt and Ryan are doing with Salesforce Scheduler. Find the right resources for appointments based on skill matching.Schedule customer appointments with defined topics, attendees, duration, and location.Appointment templates also tell us what skills are needed for an appointment topic (work type group). Define appointment templates (work types), to link appointment topics with particular locations, and define key appointment parameters like appointment duration, prep and wrap-up buffers, and availability timings.Create appointment topics (work type groups), such as home loans or investment.Define branch and office locations (service territories) and operating hours.Create records that represent the bank’s appointment attendees (service resources) and add details about their areas of expertise (skills), location, and availability.She learns that Salesforce Scheduler can: Srilakshmi finds time to chat with her admin friend Matt and quiz him about the benefits of Salesforce Scheduler. With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. With Salesforce Scheduler, Cumulus Bank can provide personalized experiences to all its customers by precision-scheduling appointments-in person, or by phone or video-with the right person at the right place and time. After hearing these wunderkinds rave about this new feature, Sri wants in on the action. Ryan’s a rising-star financial advisor and Matt’s the all-star admin at Cumulus Bank. She recently heard colleagues Ryan and Matt chatting at the water cooler about a supercool feature that Salesforce rolled out called Salesforce Scheduler. Sri is passionate about what she does and constantly looking for opportunities to improve processes. ** For students who complete the APS requirements and are requesting a certificate, please see attached " APS Checklist 2022 and follow the instructions.Srilakshmi, “Sri”, a client associate at Cumulus Cloud Bank, assists financial advisors and wealth managers in planning, organizing, and scheduling so they can focus on what’s important: helping clients succeed. APS - FEMA Advanced Professional Series Certificate.PDS - FEMA Professional Development Series Certificate.02/22), for registering NJOEM courses only. Please use the current NJOEM training registration link (EMMIT Rev. Please be sure to have a photo ID with you. When entering New Jersey State Police Division Headquarters, advise the gate officer you are attending an emergency management class at the ROIC. If attending a class at the ROIC, please plan to arrive early as you will have to pass through a security checkpoint. To schedule classes, please work with your NJ OEM Regional representatives, County OEM Coordinators, or contact the Training & Exercise unit directly. The NJ OEM Training & Exercise Unit remains committed to holding classes throughout various regions in the state. Please check back frequently as new classes are added throughout the year. Below is the current NJ OEM Emergency Management Training Schedule.
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