Assembled App for Salesforce Service Cloud

Plans and permissions:

• View your schedule in Salesforce: Any role
• Installing the app needs a Salesforce admin, and a Salesforce Enterprise org with Service Cloud set up.

Use the Assembled App for Salesforce to show team members their schedule where they work, in the Salesforce Service Console. The app adds a button to the utility bar at the bottom of the console. It opens a panel with the team member’s schedule for the day, so they can see what they should be working on without switching to Assembled. They can’t change their schedule in the panel, but they can open Assembled from it to request time off or a schedule change.

A Salesforce admin installs the app from the Assembled listing on Salesforce AppExchange.

This app only shows schedules. To bring your Salesforce cases and agent states into Assembled, see Salesforce Service Cloud integration. For Copilot in Salesforce, see Copilot for Salesforce Service Cloud.

How the app works

• Team members open the app from its button in the Service Console utility bar. You choose the button’s label when you add it.
• The panel shows one day’s schedule in the team member’s time zone. They can change the date to see past or upcoming days.
• The Requests menu opens Assembled in a new tab, at Change schedule or Time off, if those requests are turned on for your company.
• The app uses the team member’s Assembled sign-in. If they aren’t signed in, the panel asks them to sign in first.

Install the app

You need a Salesforce admin account, and a Salesforce Enterprise org with Service Cloud set up. These steps are in Salesforce, so their names can change when Salesforce updates its setup pages.

Install the package

1. Open the Assembled listing on Salesforce AppExchange and start the installation.
2. Choose the org you’re installing in, such as production or a sandbox.
3. When asked who to install for, choose all users.
4. If you’re asked for an installation key, enter assembled123.

Add Assembled as a trusted URL

1. In Salesforce, go to Setup > Trusted URLs and select New Trusted URL.
2. Under Trusted URL Information, enter Assembled as the API Name and https://app.assembledhq.com as the URL.
3. Under CSP Directives, select only frame-src (iframe content).
4. Select Save.

Add the schedule to the utility bar

1. Go to Setup > App Manager.

2. Find your Service Console Lightning app, and select Edit.

3. In the Lightning App Builder, select Utility Items (Desktop Only), then Add Utility Item.

4. Under Custom - Managed, select scheduleTimeline.

5. Optionally, change the item’s Label. This is the button name team members see in the utility bar, such as Schedule.

   

6. Select Save, then close the Lightning App Builder.

Team members can now select the new button in their utility bar to see their schedule for the day as it is in Assembled.