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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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- Resource Optimizer/Bianca 2.0.0
- Listed On
- 04/27/2021
- Latest Release
- 12/10/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 32Custom Tabs: 21Custom Apps: 1
- Lightning Components
- Global: 27App Builder: 4Community Builder: 0
- Languages
- English
Security
Additional Details
Resource Optimizer™ (RO) is revolutionizing the traditional approach to resource management and work allocation. With RO, you'll experience enhanced process and operational efficiencies, as well as a better user experience. Designed to enable your business to get work done from any object, leverage the right resources, and operate in any time zone; all within a single Salesforce application. Key functionalities include: Dispatch Console: All your master data and resource availabilities in one interface, making it easy to manage and allocate work to your resources. Appointment Console: Your service representatives can book appointments in any timezone, making it easy to manage and allocate work to your resources. Suggestions Console: Empower your resource managers with resource suggestions based on eligibility and availability. Mobile Calendar: Display all your allocations, reservations, and reschedule requests on an easy-to-use calendar interface. Security: An added layer of security controls visibility and defines who dispatches what. Analytics: Equipping your resource managers with utilization data for efficient workforce planning. Transform your business with RO.
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Resource Optimizer
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