Resource Optimizer is a native Salesforce application to schedule and manage your workforce, all within Salesforce
Resource Optimizer is a fully native Salesforce solution that empowers businesses to efficiently schedule and manage their workforce within Salesforce. Whether you are looking to book appointments, manage shifts, dispatch jobs or track time and utilization of your resources, RO is your perfect solution. Transform your business and get ready for the future of work with the power for Resource Optimizer.
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
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
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.
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.
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.
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.
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
Streamline your workforce management process in 48 hours with Resource Optimizer’s easy setup and configuration
Resource Optimizer streamlines and automates many of your business processes, freeing up your time for more strategic tasks.
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
“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.”
Resource Optimizer Datasheet is intended to give you a high-level overview of the capabilities of the application.
Resource Optimizer User guide is intended for both technical and business audiences to help understand how to use the application post installation.
Resource Optimizer Setup and Admin guide is intended for Salesforce admins and developers to help install and configure the application.
