Scheduling Simplified on Salesforce

Resource Optimizer is a one-stop solution to schedule and manage your workforce within Salesforce

How It Works

Resource Optimizer is a fully native Salesforce solution that empowers small and medium businesses to efficiently schedule and manage their workforce within Salesforce. Whether you are looking to streamline your scheduling processes, increase productivity, or reduce costs, Resource Optimizer is the perfect solution for your needs.

Appointments

Your Service Reps and SMEs can now manage customer appointments effortlessly aligned to any timezone, from any location in the world using Resource Optimizer’s Appointment Console

Task Management

Your Back-office staff and Resource Managers can create and assign tasks from any object in Salesforce based on skills and availability efficiently using Resource Optimizer’s Suggestion Console 

Resource Scheduling

Improve the productivity of your Field Force easily using Resource Optimizer’s powerful scheduling engine – Dispatch Console to manage shifts, assign jobs, view resource availability, and analyze performance.

Time Tracking

Resources can capture timesheets, leaves, and preferences using Timesheet Console on the Resource Optimizer app on any device with easy-to-configure business rules and integration with your HR systems.

100% Native on Salesforce

Built on the powerful Salesforce platform, Resource Optimizer leverages best-in-class lightning platform capabilities. As a platform-native solution, all of your data is stored securely within your Salesforce instance, protected by enterprise-grade security. Integrating with Resource Optimizer is as easy as integrating with your Salesforce standard and custom objects, simplifying the process and providing a seamless experience.

Anywhere, Any Time, Any Device

1

Access Anywhere

Resource Optimizer simplifies scheduling for global teams to operate remotely, with ease from anywhere in the world.

2

Available Anytime

Resource Optimizer offers exceptional reliability with a guaranteed uptime of over 99.9%. This means that our app is available and accessible to you and your team whenever you need it.

3

Mobile First

The Mobile-first design of Resource Optimizer ensures that it is accessible on any device, from smartphones to tablets and desktops.

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Productivity at your Finger Tips

Whether it is signatures, uploading files, or navigating maps, Resource Optimizer app has got you covered with a range of quick action features to boost the productivity of your staff and field force. 

e-Signatures

Files

Meetings

Maps

Real time Signature capture

Field force can easily capture client e-signatures in quick actions using Resource Optimizer app on any device

File Uploads

Attach documents, capture images against a task allocation in quick actions using Resource Optimizer app on any device

Collaborate with Instant Meetings

Create instant meeting from within Resource Optimizer app using Google Meet, Zoom and MS Teams collaboration tools.

Seamless Maps Navigation

Easy access and seamless navigation using Google Maps and Apple Maps enables your field force to plan routes optimally

Unleash the power of Salesforce lightning platform

Improve business efficiency and productivity, streamline workflows, and provide a superior user experience for your team and customers with Salesforce low code approach and platform capabilities

Express Setup

Streamline your workforce management process in 48 hours with Resource Optimizer’s easy setup and configuration

Intelligent Automation

Resource Optimizer streamlines and automates many of your business processes, freeing up your time for more strategic tasks.

Extreme Security

Resource Optimizer provides additional control over user access to data and business processes in addition to Salesforce’s out-of-the-box security features.

They Tell About Us

People Talking About Resource Optimizer

Stephan Wagener
Senior Workforce Optimization Manager

“I am excited to see Resource Optimizer now available as I have watched it evolve. I can’t wait to see where it grows to next. RO’s different approach plus mobile-ready from the beginning was my attraction.”

Vamsi Krishna
Salesforce MVP, CEO & Founder, TechForce Services

“CloudSloka is a great partner to work with. Highly motivated team building great customer-centric products and solutions and at the same time providing excellent customer service.”

Sravan Paka
CEO & Founder, Samskriti Solutions

“CloudSloka’s dedication towards developing the applications and their subject matter expertise has been exemplary. We’re confident moving forward in their SAAS journey with a committed agenda to provide the best customer experience.”

Simple Pricing for Your Team

RO Scheduler

AU$75 40

User/Month
  • Allocate work to any resource anywhere based on skill and availability
  • Book appointments in any timezone
  • Manage resource reservations (leave and unavailability)
  • Get resource suggestions
  • Get a complete view of work-related data and resource availabilities
  • Track resource utilization and data captured
  • Leverage Salesforce Chatter to collaborate
  • Get 5 RO Service Rep licenses free for every scheduler license purchased. Additional licenses can be purchased
RO Resource

AU$55 25

User/Month
  • Manage allocations on Salesforce mobile app
  • Self-accept backlog allocations
  • Recieve allocation assignment notification and proactive alerts
  • Synchronize your allocations with calendars
  • Submit leave and unavailability
  • Navigate to locations with seamless integration with Google/Apple Maps
  • Click photos, attach files and capture signatures
RO Contactor

AU$25 10

User/Month
  • Everything RO Resource can do
  • Works with Salesforce partner and employee communities

Have a question?

Is There A Minimum License Requirement?

Yes, You Have To Purchase A Minimum Of 2 RO Scheduler Licenses And 5 RO Resource Licenses.

How Many Admin Licenses Do I Get For Every Purchase?

You’ll Receive 2 RO Admin Licenses For Free. Additional Licenses Can Be Purchased.

 
 

How Many Free RO Service Rep Licenses Do I Get For Each RO Scheduler License Purchased?

Five, Our Team Would Allocate These Licenses To Your Account Post Your Purchase.

Do I Need To Have A Salesforce License For Every User That I Want To Assign RO License?

Yes, Users Need To Have A Salesforce License Assigned Before You Assign RO License.

Do You Accept Monthly Billing?

No, We Don’t Accept Monthly Billing.

Do You Provide Support?

Yes. A Standard Support Plan Is Included Along With Every Purchase. Contact Us For More Details.

Do You Provide Discounts For Non-Profits?

Yes, 20% Discount Is Provided For Non-Profit Organizations. Please Contact Us To Get Your Unique Coupon Code.

 
 

Can I Buy More Licenses During The Billing Period ?

Yes, You Can Purchase More Licenses During The Billing Period. A Prorated Value Of The Licenses Cost Will Be Charged For The Remaining Of Your Billing Period.

Can We Get More Licenses During Trial Period? Can We Extend Trial Period?

Yes, Contact Us For An Extension Or More Trial Licenses. The Trial Version Includes 20 Licenses (5 Admins, 5 Schedulers, 5 Resources, 5 Service Reps)

Documents To Help You Get Started

RO Data Sheet

Resource Optimizer Datasheet is intended to give you a high-level overview of the capabilities of the application.

RO User Guide

Resource Optimizer User guide is intended for both technical and business audiences to help understand how to use the application post installation.

RO Setup & Admin Guide

Resource Optimizer Setup and Admin guide is intended for Salesforce admins and developers to help install and configure the application.

Ready to schedule ?