Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling
Scheduling Simplified on Salesforce
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductEducationEnergy
- Business Need
- Customer ServiceField ServicePeople Management
- Requires
- Sales CloudService CloudPlatform Cloud
Resource Optimizer™ (RO) is a native Salesforce solution to address all your scheduling and resource management needs. Schedule work from Any Object, Allocate to the right-skill Resources, in any Time Zone; all within a single Salesforce application.
Highlights
Boost Resource Management: ✔ Create work from any Salesforce object ✔ Allocate skilled and available resources ✔ Schedule/Reschedule appointments globally ✔ Easy interface ✔ Intelligent suggestions and analytics
Better Resource Experience: ✔ Mobile-optimized with Salesforce App ✔ Notifications, E-Sign, File/Image uploads ✔ In-app Navigation (Google, Apple Maps) ✔ Mobile calendar for viewing tasks and appointments
Boost Operational Efficiency: ✔ Automated resource availability & utilization ✔ Resource utilization metrics (daily, weekly, monthly) ✔ Built-in Reports & Dashboards ✔ Easy to set up, customize and integrate.
Provider Details

Resource Optimizer is a leading workforce management and scheduling solution built on the Salesforce platform which helps businesses streamline their operations, optimize their resources, and increase their productivity. We understand the challenges that companies face in managing their workforce, especially in industries where schedules and staffing are constantly changing. Resource Optimizer is designed to help businesses of all sizes and across different industries, from healthcare to retail and beyond. We’re committed to providing our customers with a solution that is easy to use, scalable, and customizable to their specific needs. Our team is made up of experienced professionals who are passionate about helping businesses achieve their goals through technology. We believe that by combining our expertise in workforce management with the power of Salesforce, we can help businesses achieve their full potential in the post-pandemic world.
Pricing Details
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Resource Optimizer is Free for up to 2 Schedulers, and 8 Resources. Please get in touch with our sales team to get an extension
Customers with over 2 Schedulers can purchase additional licenses at 25 USD Per user. Visit www.resourceoptimizerapp.com for more details
Scheduler
$25 USD/user/month
Free trial available for 30 days
Resource
$15 USD/user/month
Free trial available for 30 days
Community User
$5 USD/user/month
Free trial available for 30 days